机构：标普 500 指数恐录得今年以来最大单月跌幅What You Missed At The July S&P High?Goldman Sachs is not expecting a strong signal from Federal Reserve Chair Powell this weekGoldman Sachs expect 15bp rate cuts from the People's Bank of China todayASEAN's "Electric Vehicle Ambition": Leveraging China, Japan, and South Korea, standardizing technology, aiming to become the world's factory.中信证券：政策效果最早体现可能要到 9 月，但 8 月经济数据不会进一步恶化，情绪扭转需要时间This round of AI frenzy faces its "greatest challenge": the unveiling of NVIDIA's earnings report next Thursday!中国人民银行等三部门：调整优化房地产信贷政策1000+AI 智能体复活，OpenAI 版元宇宙上线？ ChatGPT+VR 百分百还原「西部世界」宁王反击比亚迪净利润暴增 312.9%！为什么亚朵跑的比锦江、首旅还快 | 见智研究俄媒：俄罗斯莫斯科两大机场暂时关闭，禁止飞机起降Arm 提振 IPO 市场，Instacart、Databricks 等硅谷科技公司酝酿上市字节跳动旗下时光相册 APP 将于 11 月正式停止运营Cruise will reduce robotaxi fleet by 50% in San Francisco while California DMV investigates ‘incidents’Another big factory is cutting inwards.李嘉诚北京一住宅项目将开售：22 年前拿地，房价达当年地价的 50 多倍牛市的背后，日本发生了什么？——对话野村东方国际侯苏寒Llama2 开源后，国产大模型在卷什么？GPU and AI data centers can't keep up, and even the "beloved child of NVIDIA" can't "run properly."用 ChatGPT 分析法律文件！汤森路透以 6.5 亿美元正式收购 CasetextBreaking Wall Street Doubts! "AI+ Network Security" Becomes a Revenue Generator, Boosting Palo Alto's Performance Beyond ExpectationsInterest rate storm pressures global stock markets, just experienced the worst week since March.申万宏源王胜：结构性行情会长期存在，低估值高分红企业是 “资产荒” 解药没想到，腾讯靠 AI 闷声发财了英伟达：人工智能霸主之战还远未结束The smartphone market slump has dragged down this year's largest IPO, with Arm's annual revenue declining by 1%.Gross margin turns negative across the board, Q2 of XPENG-W faces some challenges | Insight Research"The 'Anchor of Global Asset Pricing' flexes its muscles as both US stocks and bonds suffer this week. The Dow Jones Industrial Average experiences its worst weekly decline since March, while the S&P 500 continues its downward trend for the eighth consecutive month."VinFast went public less than a week ago, and its stock price has been on a roller coaster ride, causing Vietnam's richest person to lose $23 billion.Open Source Beats Paid Ecosystem? Meta Platforms to Launch "Free Version of Programming Tools," Targeting OpenAIXPENG-W Phone Conference: Significant Increase in September G6 Deliveries, Gross Margin Turns Positive in Q4全球顶级机构出手了：清仓亚马逊，押注中概股小鹏汽车：有信心在 2024 年年底实现整体成本降低 25% 的目标 何小鹏：四季度将冲击 2 万台月交付US mortgage rates soar to 7%, reaching a 20-year high! Analysis: 8% is not a dream.曾生：净资产收益率与杜邦分析 1Vipshop's second-quarter revenue increased by 13.6%, performance guidance fell nearly 6% below expectations | Earnings ReportXPENG-W released its second-quarter performance report, with a net loss of 2.8 billion yuan, a 20% increase compared to the previous quarter, and a 3.8% increase compared to the same period last year.Tencent's E-commerce Dream Sees HopeEVERGRANDE clarifies: The overseas debt restructuring is being carried out according to plan and does not involve bankruptcy applications.Vietnam stocks fall to one-month low as VinFast parent retreats证监会：支持香港市场发展，统筹提升 A 股、港股活跃度不到 24 小时！2.2 万亿美元期权即将到期 美股 “波动性爆炸” 一触即发？H100 Profit Margin 1000%! Is NVIDIA Comparable to a "Money Printing Machine"?港股缩量下行，恒指跌穿 18000 点，恒科指跌逾 3%，碧桂园成唯一上涨内房股