美元指数短线上涨 15 点，报 103.85。现货黄金短线下挫 3 美元，报 1912.40 美元/盎司。此前美国 7 月耐用品订单环比初值-5.2% 不及预期。

美国 7 月耐用品订单数据不及预期，美元指数拉升、黄金下挫

Elazar Advisors analyst Chaim Siegel has set a target price of $1606 for Nvidia, which means the stock will rise another 241%, bringing its market value close to $4 trillion.

Is NVIDIA's market value expected to surpass Amazon, or even Apple?

继标普之后，又一家国际评级机构穆迪表示 “该事件对受评中国金融机构的直接影响可能有限”。

穆迪：近期中融信托产品逾期对中国金融机构直接影响可能有限

According to Dolphin Research's data, over the past 20 years, the S&P 500 Index has had an average increase of 0.3% during the Jackson Hole Global Central Bank Symposium. In the following three months, the returns of the U.S. stock market were quite strong, with an average increase of 2.6% since 1978.

Powell's attack on US stocks on Friday? Take history as a lesson: it doesn't exist!

Snowflake rose nearly 4%, Splunk rose 14%. Palantir Tech surged over 4%, Broadcom rose 3%, C3.AI rose 5%, AMD rose over 2%, TSMC rose over 3%. Alphabet-C increased by 1.4%, Microsoft and Tesla rose nearly 2%, Meta surged over 2%, and Netflix rose 1%.

Pre-market trading in US stocks | NVIDIA rises over 8%, boosting AI concept stocks! Tesla receives over 1.96 million orders, XPENG-W to deepen cooperation with NVIDIA.

Credit Suisse focuses on the recovery prospects of KUAISHOU-WR's advertising business, expecting the upward momentum in the second half of the year to come mainly from vertical sectors such as gaming and e-commerce, as well as algorithm upgrades. The improvement in commercialization level has driven the commission rate for e-commerce in the second quarter to increase to 4.1%, and further upward potential is expected in the future.

Analysis Report | Nvidia's target price significantly raised after earnings! Is there still a 50% upside for KUAISHOU-WR?

汇丰银行：将英伟达目标价从 780 美元上调至 800 美元。

Wall Street believes that while Nvidia's better-than-expected quarterly report is important, what's even more significant is that Nvidia has alleviated concerns in the market about its ability to meet the growing demand for AI chips. According to Oppenheimer, Nvidia remains the purest player in terms of scale in the field of AI applications, and its stock price is expected to continue to rise.

Pre-market surges by 8%! Why can the stock price of NVIDIA, the "top player" in AI chips, continue to rise?

Earnings Report shows that NetEase's second-quarter revenue was 24 billion yuan, with a net profit of 8.24 billion yuan and earnings per ADS of 12.69 yuan. The revenue of the gaming business increased by 3.6% YoY, while the revenue of cloud music decreased by 11.1% YoY.

Earnings Report | CLOUD MUSIC Q2 Revenue of 24 billion, gaming business grows by 3.6%, CLOUD MUSIC declines.

美联储走到加息的 “最后一英里”，正面临重重困境，经济学家们普遍认为，美联储主席鲍威尔或再次强调将利率 “长时间保持在限制性区间” 的立场，但不会对近期政策路径给出明确信号。

杰克逊霍尔央行盛会来袭 鲍威尔将重演 “痛苦 9 分钟”？

MEITUAN-WR reported second-quarter revenue of 68 billion yuan, exceeding market expectations of 67 billion yuan, with a year-on-year growth of 33.4%. Adjusted net profit reached 7.66 billion yuan, surpassing market expectations of 4.5 billion yuan, with a year-on-year growth of 272.2%.

Earnings Report | MEITUAN-WR's second-quarter revenue reached 68 billion, with adjusted net profit increasing by nearly 300%.

Nike's stock price fell for the 10th consecutive trading day on Wednesday, setting a record for the longest continuous decline since 1980. Amid high inflation, American consumers are shifting towards services and experiences, reducing their spending on soft goods, which is putting pressure on Nike's performance.

Ten consecutive declines! Since its listing, Nike's stock price has never been so miserable.

美团 2023 年 Q2 营收为 679.6 亿元，预估 672 亿元人民币，去年同期为 509.38 亿元。

美光科技美股盘前交易中上涨 3.1％，此前英伟达发布了强劲的季度收入预测。

瑞信发布研究报告称，维持快手-W“跑赢大市” 评级，憧憬增长将跑赢同业，将今明两年每股盈测上调 67% 及 7%，目标价从 100 港元上调至 102 港元。

瑞信：维持快手-W 跑赢大市评级 目标价上调至 102 港元

波音美股盘前下跌 1.7%，因公司表示新的 737 MAX 供应商缺陷将延迟飞机交付。

港股收盘，恒指收涨 2.05%，科指收涨 3.72%。科网股全天走强，美团收涨超 7%，快手、百度收涨约 5%，中芯国际收涨超 4%。

谷歌母公司 Alphabet 美股盘前上涨 1.2%，微软上涨 2.2%，Meta Platforms 公司上涨 2.3%。

受英伟达收入预期推动，与人工智能相关公司的美股盘前大幅上涨，Palantir 盘前上涨 5.2%，博通股价上涨 3.4%，C3.ai 股价上涨 5.9%。

NVIDIA's Earnings Report has been released, once again stunning Wall Street. In pre-market trading, NVIDIA's stock price rose by 8%. Wood had previously reduced a portion of their NVIDIA holdings in January.

Cathie Wood got it wrong again? Sold NVIDIA before the earnings report and bought Zoom!

Tianfeng Securities believes that MEITUAN-W may significantly benefit from the recovery of offline traffic! Compared to Douyin Local Life, MEITUAN-W's core competitiveness lies in its strong merchant base and the real evaluations accumulated from decades of users. At present, its self-protection measures are still solid. Currently, MEITUAN-W's valuation is relatively low in history, and its takeaway business barriers are stable, while the external competitive landscape is gradually becoming clear!

Preview | MEITUAN-WR's Q2 Earnings Report is here tonight! With a strong competitive advantage, net profit may double?

Builders FirstSource(BLDR), M/I Homes (MHO), Dream Finders Homes (DFH), and Modine Manufacturing (MOD).

These four US stocks have doubled in the past year! Yet their valuations are lower than the S&P 500.

受英伟达季度收入预期推动，欧洲半导体公司大幅上涨，ASM 国际、AIXTRON、ASML、BE 半导体涨幅为 2.6% 至 4.3%。

Oppenheimer analyst Jason Helfstein rates Netflix as outperforming the market with a target price of $515. The crackdown on password sharing could lead to a significant increase in revenue.

Target price of $515! Why does Netflix still have a lot of room for growth?

MEITUAN-WR will release its Q2 2023 Earnings Report on Thursday, August 24th. The market expects a strong recovery in local life, with significant growth anticipated in core businesses such as in-store and delivery services.

Earnings Report Preview | MEITUAN-WR's Core Business Expected to Experience High Growth, Focus on Short-Term Industry Competition

On Wednesday, the trading volume of bullish options accounted for over 60% for AMD, Amazon, Microsoft, and Meta, while the trading volume of Johnson & Johnson options increased fourfold. The trading volume of NVIDIA options reached 1.33 million contracts.

US Stock Options | Call transactions are active for tech giants, Alibaba Put transactions surge, Zoom and Peloton Put transactions increase sixfold.

A Visual Guide: Where are all the Japanese seafood products sold?

8 月 24 日，香港交易所联席营运总监陈翊庭在 HKEX 中国论坛上表示，H 股在香港上市已有 30 周年，是香港与内地相互成就、创造双赢的典范，充分体现了国家所需、香港所长。内地企业来香港上市 30 年所创造的成就，既得益于 “一国两制” 下香港国际化的独特优势，也离不开内地经济起飞带来的庞大机遇。

港交所陈翊庭：H 股的繁荣是香港与内地互相成就、创造双赢的典范

Factors such as strong corporate profits are enhancing market optimism. "If China's fiscal and monetary policies are further strengthened, coupled with the end of the US interest rate cycle, the Hong Kong stock market will begin to show an upward trend." Pay attention to Meituan and NetEase, which will release their earnings reports after the market closes today!

MEITUAN-WR rose 6%, XPENG-W rose 5%, and Heng Seng Technology rose 4%! Why did the Hong Kong stock market surge? The market is becoming more and more optimistic!

金十数据 8 月 24 日讯，近日，蚂蚁技术研究院在 GitHub（全球大型的社交编程及代码托管平台）开源最新视频处理算法技术 CoDeF。这是一项真实时、强细节、高保真的视频处理技术，能够将视频处理任务简化为图像处理任务，可以不加任何训练地将图像算法变成视频算法。该项技术突破了传统视频处理技术的瓶颈，开源仅一周，star 近 3000，迅速攀升至 GitHub 流行趋势榜 Python 语言分类前列。

蚂蚁技术研究院突破视频处理技术瓶颈 CoDeF 开源一周登榜 GitHub

General Motors announced on Wednesday that it will cut 940 IT positions in Arizona and discontinue its IT operations in the state to streamline operations and reduce costs.

General Motors announced the cessation of IT operations in Arizona, laying off 940 employees.

电视广播有限公司（TVB）发表关于不实报道的重要申明澄清。声明称，公司注意到针对 TVB 的一篇报道，其内容包含严重的不实信息。该报道误导性地宣称 TVB 行政主席许涛及总经理曾志伟职位之变动。TVB 表示，报道所谓的 “人事变动” 及 “厂房调配” 纯属虚构，完全没有根据，许涛与曾志伟将继续带领集团营运前进。

许涛与曾志伟将离任？TVB 辟谣：不实！

函数，VBA，M，Python，JS，SQL，R，DAX，MDX……Excel 要变身 “超级怪物” 了？

Excel 变天！微软把 Python「塞」进去了，直接可搞机器学习

海关总署表示，自 2023 年 8 月 24 日（含）起全面暂停进口原产地为日本的水产品（含食用水生动物）。海关总署将持续关注日本核污染水排海情况，视情动态调整有关监管措施，防范核污染水排海对我国民健康、食品安全带来的风险。

海关总署：全面暂停进口日本水产品

小鹏汽车 CEO 何小鹏在微博晒出与小鹏汽车自动驾驶副总裁吴新宙和英伟达 CEO 黄仁勋的合，并称与英伟达更深入的合作即将开始。随后，吴新宙转发这一微博，并确认将离职加入英伟达。吴新宙表示何小鹏和黄仁勋是其人生中两位重要的男人。“明天是在 NV 上班的第一天，感谢小鹏亲自送到老黄这里。据老黄说，后面还是为小鹏打工，只是不用他发工资了。” 吴新宙写道。

小鹏智驾负责人吴新宙确认将离职加入英伟达

恒生指数涨超 2%，恒生科技指数涨 3.2%，药明生物涨超 9%，地产股多数上涨，碧桂园服务涨超 7%，融创中国、碧桂园涨超 4%。

马云说，农业的这些实践给他很大启发——知识很重要，放飞想象力、培养不一样的思考更重要。

马云，养牛养鱼，种茶酿酒

XPENG-W founder He Xiaopeng posted a message on social media, mentioning NVIDIA founder Huang Renxun.

Earnings Report: Nvidia, whose performance exceeded expectations and saw a 10% surge in after-hours trading, stated that the global data center market is valued at approximately $1 trillion. Accelerated computing and generative AI are emerging as long-term trends, and the supply is expected to continue increasing in the future, although the exact growth percentage remains uncertain.

NVIDIA Conference Call: Optimistic Demand, Increased Supply! AI Chips Can Still Sell!

ANTA SPORTS-R's net profit increased by nearly 40%, paving the way for the re-listing of its subsidiary brand Amer with an 11 billion devaluation?

Arm's highly anticipated initial public offering (IPO) has sparked hopes that the struggling new stock issuance market will revive.

Arm Can Trigger a US Stock IPO Boom? Wall Street Throws Cold Water: It's Too Early!

Most analysts believe that global stock markets will experience a pullback in the coming months, with Japan and Brazil outperforming other major indices.

Reuters Survey: Analysts Predict Japan and Brazil Stock Markets to Lead Global Market, Global Stock Market to Experience Year-End Correction

In non-GAAP terms, NVIDIA's net profit in the second quarter increased by an astonishing 422% YoY, reaching an incredible $6.74 billion, surpassing any other company in the AI field.

Single-quarter earnings of $6.7 billion! "AI money" all earned by NVIDIA

在今天交通运输部举行的新闻发布会上，相关负责人介绍了交通运输新业态平台企业降低过高抽成或会员费上限活动的进展情况。经过各方共同努力，截至 7 月底，各主要网约车平台、互联网道路货运平台公司均已公告下调抽成比例或会员费上限。目前来看，各主要平台公司下调幅度普遍在 1 到 3 个百分点。

主要网约车平台、互联网道路货运平台公司下调抽成比例 1 到 3 个百分点

香港交易所集团行政总裁欧冠升在首届香港交易所中国论坛上致开幕辞。他谈及 H 股在香港上市 30 周年时称，青岛啤酒于 1993 年在香港上市，开启了两地资本市场长达 30 年的合作、创新和互联互通的历程，更为后来 2014 年沪港通的开通，以及 2017 年债券通的推出奠下基石，为中国与全球市场间的资金流动打通渠道，彻底改变了全球市场的格局。

欧冠升：H 股在港上市 30 周年 彻底改变了全球市场格局

新加坡股市 23 日报：泰国酿酒成交量暴增

国泰君安发布研究报告称，在国内政策预期升温叠加美联储加息周期接近尾声，港股或有上涨的窗口期，在较大的箱体震荡行情下做风格切换策略。期间，关注恒生科技指数以及互联网零售等板块，另外关注地产链在港股的估值优势。若弱复苏预期计入较充分后，更多布局长期看好的稳定性高的高股息 + 中特估品种，如通信运营商和石化等，以顺应时代特征；

国泰君安：当前时点港股是否能够企稳？

据报道，越南互联网初创公司 VNG 已在美国申请首次公开募股，成为首家寻求在纽约上市的越南科技公司。VNG 提交的文件中表示，计划在首次公开募股中发行近 2200 万股，拟议的价格区间将在稍后向美国证券交易委员会提交的文件中公布。VNG 将继续由其创始人黎洪明和 Vuong Quang Khai 控制。VNG 将拥有越南运营公司 VNG Corp. 49% 的股份。VNG 集团有 “越南小腾讯” 之称，原名为 Vinagame，于 2004 年以游戏发行商起家，除开发和发行自家游戏外，还将其服务扩展至音乐共享、视频流媒体、即时通讯、新闻门户和移动支付等，其即时通讯应用 Zalo 在越南成为最常用的聊天平台。

“越南小腾讯” VNG 在美国申请 IPO，计划发行近 2200 万股

The "golden age" of widespread decline in interest rates over the past 40 years has come to an end, and the way to make money in the coming decades will be through investing in stocks.