据了解，英国政府计划向英伟达采购多达 5000 个 GPU。英国政府已将 1 亿英镑拨款至这一项目。一位了解该计划的官员对英国《卫报》表示，1 亿英镑资金的投入和欧盟、美国等竞争对手相比太少了。

英国计划斥资 1 亿英镑购入数千颗 AI 芯片，已与英伟达进入谈判后期

Meituan-W's food delivery platform, KeeTa, announced that starting from this Thursday (24th), it will expand its services to Wong Tai Sin District. Residents of Wong Tai Sin District will be able to use the KeeTa App for food delivery services and enjoy special new user discounts. KeeTa stated that the early coverage of Wong Tai Sin District was mainly in response to the enthusiastic demand from users. It was also mentioned that the voting for "KeeTa in Your District" within the KeeTa App has exceeded one million votes, with Sha Tin, Tai Po, and Wong Tai Sin District being the top three areas with the highest number of votes.

MEITUAN-W's food delivery platform KeeTa will extend its service to Wong Tai Sin District starting from Thursday.

CK ASSET's Yau Tong project, "Proximity to the Sea Station," has sold a total of 832 units in two phases, generating over 5.36 billion yuan in cash and averaging a price per square foot of 15,500 yuan.

"Local Property Market: Two phases of 'Proximity Sea Station' in Youtang have accumulated sales of 832 units, with a total cash-out of over 5.36 billion yuan."

香港恒生指数跌幅扩大至 2%，中国平安跌近 4%，中信证券跌超 7%。

* 中金料 22 只股份符合沪港通纳入条件 包括大家乐及香格里拉 (亚洲) 等

财务杠杆是一把双刃剑，提高负债率的同时也会增加风险。

曾生：净资产收益率与杜邦分析 2

Hong Kong dollar interbank rates have fallen across the board, with the three-month rate dropping below 5% to a low of 4.94054%, the lowest since June 16th.

Hong Kong Dollar Interest Rates Fall Across the Board, Dipping Below 5% in Three Months to Reach a New Low in Over Two Months.

小米集团跌超 3%，成交额超 4 亿港元。

在迈向 “通用机器人智能体” 的路上，Meta、CMU 团队耗时 2 年打造的 RoboAgent，用少量数据实现 12 种复杂技能，烘培上茶擦桌子样样行。

耗时 2 年，Meta 联手 CMU 打造最强” 通用机器人智能体 “！

未规划风险预警措施、妥协产品质量……狂跌百亿市值，星空华文并不意外。

《好声音》崩塌，星空华文的雷早已埋下

市场消息，花旗考虑将机构客户业务一分为三。

中邮证券指出，取消二线城市 “认房又认贷” 不存在阻力，贷款调节空间有限；降低对一线城市全面放松 “认房又认贷” 的政策预期，本次调控放松更需关注城中村改造是否发力。此外，对本次地产调控放松的效果应当偏向谨慎。

当下内地房地产还有哪些政策储备？效果会如何？

Methodology: One core, two long-term goals, four pathways.

Lei Jun: XIAOMI-W achieves breakthrough in high-end implementation stage.

摩根大通发表报告指，小鹏第二季盈利远低于该行及市场预期，主要是由于车辆利润率不理想。报告引述集团管理层下调投资者期望，料毛利率或至今年第四季才转正。该行认为，消息令市场感到意外，而且是一个重大的下行因素。虽然公司与大众汽车的战略合作伙伴关系是一个明显的积极长期发展，但过去两周的回调意味着市场会把焦点转向公司下半年的盈利能力。该行表示，继续对中国汽车及电动汽车市场持审慎看法，但相信比亚迪可以通过其高端品牌产品组合、出口业务和混合动力汽车的主导地位相对更好地缓解不利因素。该行将小鹏 H 股目标价由 71 港元下调 64 港元，评级中性。

小鹏汽车 H 股目标价为什么被大幅下调？摩根大通给出了解释

8 月 22 日美股盘前，百度将发布 2023 年第二季度财报，分析师多数抱有乐观预期。

财报前瞻｜百度二季度业务基本盘有望增长， “文心一言” 表现超过 GPT3.5

《中国好声音》母公司星空华文今日盘中跌超 27%，延续上周五跌超 23% 的态势，股价两日累计跌近 50%。

《中国好声音》负面消息发酵，母公司星空华文暴跌！

恒生科技指数转涨，此前一度跌超 2%。小鹏汽车、联想集团涨超 3%。

东方甄选涨超 5%，截至发稿，涨 5.25%，报 38.1 港元，成交额 1.82 亿港元。

被纳入恒生科技指数的威力有多大？东方甄选涨超 5% 

SUNAC fell more than 7%, as of the time of writing, it dropped 5.41% to HKD 1.05, with a turnover of HKD 10.71 million.

Hong Kong Stock Market | SUNAC drops more than 7%, expected to report a net loss of 15-16 billion yuan in the first half of the year, plans to sell 3 projects for 1.23 billion yuan.

恒生科技指数跌超 2%，恒指跌幅扩大至 1.7%。瑞声科技跌超 9%，百度跌超 3%。

新加坡股市 18 日报：扬子江船业、新加坡航空股票均遭大规模抛售

高盛将 MSCI 中国指数的全年每股盈利增长预期从 14% 下调至 11%，并将 12 个月指数目标位从 70 下调至 67。

碧桂园 390 万股通过大宗交易以每股 0.8 港元成交。

恒大汽车涨超 7%，公司获 NWTN Inc.场外增持 61.77 亿股普通股股份，价值约 38.9 亿港元。

Under the backdrop of the US stock market breaking through the support level, the Hong Kong stock market has experienced a rather poor performance. Last week, the Hang Seng Index hit a new low for the year, breaching the 18,000-point mark. The current situation facing the Hong Kong stock market is systemic in nature, making it difficult to withstand the bearish pressure on its own.

Intelligence Decision Reference | Jackson Hole Annual Meeting is Coming, Confidence in Hong Kong Stocks Needs to be Restored

中国 8 月五年期贷款市场报价利率 (LPR) 4.2%，预期 4.05%，前值 4.2%。

中国 8 月一年期贷款市场报价利率 (LPR) 3.45%，预期 3.43%，前值 3.55%。

中国央行非对称 “降息”

近日快手自研的大语言模型 “快意” 已开启内测，并为业务团队提供了标准 API 和定制化项目合作方案。 快手方面表示，其 13B 版本 KwaiYii-13B，在多个知名大模型排行榜上均位居前列，显示了其在中英文上都具备非常强悍的能力，在最新的 CMMLU 中文向排名中更是居于首位。同时从人工评测的结果上来看，“快意” 大模型在内容创作、信息咨询和数学解题上已接近 ChatGPT 的能力水平，在代码能力和逻辑推理方面也有优异的表现。据了解，快手 AI 团队将持续迭代 “快意” 大模型，一方面将继续优化模型性能并研发多模态能力 ，另一方面也在推进更多 C 端与 B 端业务场景下的落地 。

快手自研大模型 “快意” 亮相

In the context of sustained economic resilience and expanding government deficits, even if inflation returns to the Federal Reserve's target of 2% in the coming years, interest rates may not return to the ultra-low levels seen before 2020.

"New Fed Communications Agency": Under the "dual high" situation, the era of "ultra-low interest rates" in the United States has come to an end.

美媒近日曝出，印度工厂已经开始生产苹果最新款手机。这意味着，中印量产苹果最新款手机的时间差不断缩小。不过，业界指出，中国在全球科技产品供应链中的主导地位不会被撼动。美媒提醒，印度最终能够生产多少部 iPhone15 手机，很大程度上取决于能否确保足够数量的零部件，而这些零部件绝大多数都需要从中国进口。

印度工厂开始组装 iPhone15，印度被美国高调吹捧为理想的合作伙伴

Meta 计划在本周初时候推出 Threads 的网页版本，但访问权限有限，因为该应用主要面向手机。Instagram 负责人 Adam Mosseri 上周五便表示，Threads 的网页版将很快推出，Meta 已在内部进行测试。不过由于发布计划并非最终确定，其时间可能会有变化。据悉这款应用虽在早期取得成功，但其使用率很快就下降了，许多用户表示，该应用明显缺少一些功能。一家数据分析公司表示，其日活跃用户已从高峰时期的接近 5000 万降至 1000 万以下。

Threads 计划推网页版，但日活已大不如前

品玩 8 月 21 日讯，马斯克本月 20 日在 X 平台上发布了一条消息，暗示他以 440 亿美元收购的社交网络平台 X（原推特）可能会失败。他说：“令人悲哀的事实是，现在没有一个伟大的 ‘社交网络’。我们可能会失败，正如许多人预测的那样，但我们会尽力做到至少有一个。

马斯克：正如许多人预测的那样，X（推特）可能会失败

BI statistical data shows that the S&P 500 index typically rises in the week following the Jackson Hole central bank annual meeting; however, options traders have been increasing their put options recently to hedge against downside risks.

Global stock markets under renewed pressure: Nvidia's performance and Powell's speech are major events!

据报道，今年五月，特斯拉一起数据泄露事件涉及影响超 7.5 万人，其中包括与员工相关的记录。据美国缅因州总检察长办公室发布的通知，这是 “内部不法行为” 的结果。调查显示，两名特斯拉前员工违反了特斯拉的 IT 安全和数据保护政策，挪用了这些信息，并与媒体分享了这些信息。据悉特斯拉对这两名前雇员提起了诉讼，诉讼据信导致包含该公司信息的电子设备被没收。此外，特斯拉还获得了法院命令，禁止前雇员进一步使用、访问或传播这些数据，否则他们将受到刑事处罚。

“内部不法行为” 引特斯拉数据泄露，影响达 7.5 万人

Given the significant gap between the July FOMC meeting and the September meeting, investors are eager to know if Powell's views on the economy have changed since the last Fed meeting.

Market eagerly awaits whether Powell will release new signals at Jackson Hole on Friday?

Amazon has relaunched Amazon Shipping last Friday. This service allows sellers to ship Amazon orders as well as products sold on other websites.

Freight Battle: Amazon Resumes Freight Services, Competes with FedEx and UPS

Aug 20 (Reuters) - DuPont De Nemours Incis in advanced talks to sell its Delrin resins unit to private equity firm The Jordan Company for about $1.8 billion, Bloomberg News reported on Sunday, citing people familiar with the matter.

DuPont to sell Delrin resins unit to PE firm for around $1.8 bln- Bloomberg News

BUZZ-View of the week-Jackson Hole could halt US yield rise, and also threaten the dollar

The Hong Kong Civil Aviation Department predicts that the passenger volume at Hong Kong Airport will recover to about 80% of pre-pandemic levels by the end of this year and fully recover next year. Overall, the progress of Hong Kong's aviation recovery is in line with expectations.

Secretary for Commerce and Economic Development Edward Yau: Hong Kong aviation recovery progressing as expected, airport passenger traffic expected to fully recover next year.

周一（8 月 21 日）亚太盘初，纳斯达克 100 股指期货涨 0.15%，标普 500 股指期货和道指期货目前大体持平。

由于投资者正面临美联储将在更长时间内维持更高利率的前景，美债收益率不断攀升，标普 500 指数受到冲击，势将创下今年以来最大的单月跌幅。花旗集团美国股票策略师 Scott Chronert 在接受电话采访时称，美国 10 年期国债收益率在 8 月突破了此前一直处于的 3.5%-4% 的区间，随着收益率的攀升，股市的估值也受到了影响。贝莱德全球固定收益首席投资官 Rick Rieder 亦称，股市的一些投资者担心，强劲的美国经济可能会导致美联储加大货币政策的收紧力度。这种担忧加上美国国债供应的增加，似乎正在给股市带来压力。

机构：标普 500 指数恐录得今年以来最大单月跌幅

The early July FOMO turned into fear of losing profits last week. The Viper Report’s Tom Aspray points out the price action that you may have missed at the recent highs.

What You Missed At The July S&P High?

Federal Reserve Chair Powell is speaking later this week at the Kansas Fed's Jackson Hole symposium. . Note for diary & preview - Powell to speak at 10 am ET on Friday August 25 - Jackson Hole ...

Goldman Sachs is not expecting a strong signal from Federal Reserve Chair Powell this week

The People's Bank of China will be cutting loan prime rates today, from earlier: . Economic calendar in Asia - People's Bank of China rate decision due Last week we had rate cuts from the People's ...

Goldman Sachs expect 15bp rate cuts from the People's Bank of China today

ASEAN will coordinate the electric vehicle standards of its member countries, including the standardization of charging and charging interfaces, to facilitate the trade of electric vehicles among member countries.

ASEAN's "Electric Vehicle Ambition": Leveraging China, Japan, and South Korea, standardizing technology, aiming to become the world's factory.

中信证券认为，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。

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

Currently, analysts have extremely high expectations for NVIDIA's earnings report. However, if the company fails to meet its targets, it could severely hinder the AI boom and pose a challenge to tech giants like Microsoft, Google, Meta, and AMD.

This round of AI frenzy faces its "greatest challenge": the unveiling of NVIDIA's earnings report next Thursday!

金十数据 8 月 20 日讯，2023 年 8 月 18 日，中国人民银行、金融监管总局、中国证监会联合召开电视会议，会议强调，要注意挖掘新的信贷增长点，大力支持中小微企业、绿色发展、科技创新、制造业等重点领域，积极推动城中村改造、“平急两用” 公共基础设施建设。调整优化房地产信贷政策。要继续推动实体经济融资成本稳中有降，规范贷款利率定价秩序，统筹考虑增量、存量及其他金融产品价格关系。发挥好存款利率市场化调整机制的重要作用，增强金融支持实体经济的可持续性，切实发挥好金融在促消费、稳投资、扩内需中的积极作用。

中国人民银行等三部门：调整优化房地产信贷政策

ChatGPT 加持的「上古卷轴 5」中，1000+AI 智能体被注入灵魂，能够行动自如，还会陪人聊天。