Artificial intelligence and machine learning are expected to see a budget allocation increase in the healthcare industry, from 5.5% in 2022 to 10.5% in 2024. It highlights the specific impact of this rapidly developing field on the industry.

The AI Wave Sweeps the Healthcare Industry! Big Mo: AI Spending to Account for 11% of Healthcare Budget by 2024

俄罗斯总统普京 9 月 4 日在实施 “摩尔曼斯克液化气” 项目的会议上表示，鉴于扩大与友好国家合作的良好前景，俄罗斯正在考虑加快建设远东管线以及 “西伯利亚力量 2” 天然气管道的可能性。

普京：考虑加快建设 “西伯利亚力量 2” 的可能性

以 Bart Gysens 为首的摩根士丹利分析师表示，英国地产股是一种价值投资，而非价值陷阱。分析师们表示，在经历了艰难的一年之后，英国地产股已经出现超卖，目前这类股票的债务水平较低，且资产负债表资本充足。英国地产股今年一直不受欢迎，原因是利率上升和英国经济衰退的可能性上升提高了资本价值和租金增长面临的负面风险。数据显示，今年迄今为止，富时 350 房地产投资信托指数下跌了约 8%，而富时 300 指数上涨了 0.6%。

大摩：超卖的英国地产股已成价值投资

与 iPhone 14 相比，苹果订购的 iPhone 15 数量要更少，这可能是由于预计 2023 年下半年的全球智能手机市场将呈现疲软态势。iPhone 的供应链已经在为秋季发布的 iPhone 15 做准备，但可能不会像 2022 年那样生产那么多的设备。高级分析师 Luke Lin 称，苹果在 8 月份为 2023 年下半年的 iPhone 15 系列订购了 8000 万至 9000 万部智能手机，这比 2022 年 8 月份为 2022 年下半年的 iPhone 14 订购的 9000 万至 1 亿部要低。在 iPhone 15 系列中，iPhone 15 Pro Max 占据了最大的订单份额，其次是 iPhone 15 Pro，然后是 iPhone 15，最后是 iPhone 15 Plus。

iPhone15 系列生产或少于上代 iPhone15ProMax 或为系列生产最多机型

据报道，印度数字支付巨头 Paytm 今日推出了一款 Soundbox 设备，允许商家同时接受移动支付和刷卡支付，所支持的网络包括维萨、万事达、美国运通和印度本土支付系统 RuPay。这款新设备名为 “Card Soundbox”，售价 999 卢比（约合 12.08 美元）。除了接受支付，它还能提供即时音频支付提醒，以防止欺诈。在此之前，Paytm 竞争对手 Pine Labs 也发布一款类似的设备，成本几乎是普通的 “销售点”（PoS）终端的 1/3。

“印度支付宝” Paytm 推出支付音箱，同时支持手机和银行卡付款

European stock indices were generally flat, with overall declines in stock indices across Europe. Weight loss drug Wegovy continued to rise, with a temporary increase of over 2%, maintaining its position as the highest-valued company in Europe, surpassing LVMH. The US dollar index saw two consecutive gains before halting. Offshore renminbi broke through 7.26 during intraday trading, rising by over 100 points before reversing its gains. Brent crude oil experienced its fifth consecutive increase, while European natural gas fell by nearly 6%. London copper fell from its four-week high, while London aluminum saw its fourth consecutive gain and London tin reached a three-week high with two consecutive increases. Gold experienced a decline during intraday trading.

US stocks closed for the day, European stocks surged and then fell back, Novo Nordisk reached a new all-time high, and Brent crude oil hit a nine-month high again.

Renowned strategy analyst Michael Hartnett of Bank of America pointed out that the 10-year US Treasury bond is likely to experience an annual decline for the third consecutive year, which has never happened in US history. Inflation is bound to be stickier than the expectations of the Federal Reserve. The Fed has already completed this round of interest rate hikes and should sell stocks. Compared to the 2010s, the returns on stocks and bonds in the 2020s will be lower.

Renowned Analyst at Bank of America: Unprecedented Market Performance in US History!

In the UK, the minimum price for Wegovy, the "miracle weight-loss drug" from Novo Nordisk, which is sold for over $1300 per month in the United States, is £199, approximately $251, which is only about 19% of the price in the US. Due to the limited supply of Novo Nordisk's medication, most UK patients will have to wait for a period of time. Currently, only about 50,000 patients in England are able to use this medication.

Nordic's popular weight-loss drug, which has taken the United States by storm, has now arrived in the United Kingdom, with a price tag of less than one-fifth of what it costs in the US.

Arm's valuation may ultimately be between $50 billion and $60 billion, rather than the previously targeted range of $60 billion to $70 billion. The sluggish growth of the smartphone market and the temporary lack of benefits from the AI boom have both made Arm's prospects less promising. If Arm's IPO performs weaker than expected, it may even affect SoftBank's credit outlook.

Arm's valuation is likely to be lowered on the eve of its IPO. Can Masayoshi Son's bold gamble succeed?

GPU and high computational demand complement each other in the Transformer architecture. However, if in the near future, the Transformer that the AI world relies on is replaced by architectures with lower computational requirements, will it pose a threat to NVIDIA, the "shovel seller"?

NVIDIA's biggest risk lies in a corner that few people pay attention to!

《科创板日报》4 日讯，有消息称，阿里云考虑从国有公司融资至多 28 亿美元，在香港上市前考虑融资 100 亿至 200 亿元人民币。对此，阿里云相关人士回应称：暂时不予置评。

上市前考虑融资 100 亿-200 亿元？阿里云：不予置评

DIGITIMES Research 高级分析师 Luke Lin 指出，苹果今年 8 月已向供应链下达了 iPhone 15 系列下半年订单，总数为 8000-9000 万部，低于 2022 年 8 月为 iPhone 14 系列下达的 9000 万-1 亿部。

DIGITIMES Research：苹果 8 月已向供应链下达 iPhone 15 系列下半年订单 总数 8000-9000 万部

规划建设保障性住房工作部署电视电话会议 4 日在京召开，中共中央政治局委员、国务院副总理何立峰出席会议并讲话。何立峰强调，保障性住房建设是艰巨复杂的系统性工程，要坚持规划先行、谋定后动，扎实做好前期工作、严格项目管理和成本控制，综合考虑市场形势，合理把握建设节奏。要建立公平公正的配售机制，加强监督审计，重点针对住房有困难且收入不高的工薪收入群体及政府引进人才，按保本微利原则配售。保障性住房要实施严格封闭管理，不得上市交易。相关部门要抓紧完善政策体系，各地要加强领导力量，抓好组织实施，强化项目建设全链条监管，确保保障性住房建设取得预期成效。

国务院副总理何立峰：合理把握保障性住房建设节奏，保障性住房不得上市交易

比亚迪欧洲区总裁迈克尔·舒：比亚迪股份希望以 “实惠的价格” 进入欧洲电动汽车市场。

据报道，小鹏汽车明年将开始在德国销售汽车。

国君宏观指出，在当前经济背景下，红利加成长的资产组合大概率会持续占优，这背后是股权财政和活跃资本市场两个宏观政策路径的长期确定性。当前基本面在供需两端均存在结构性问题，这意味着随着市场企稳，央企红利与科技成长的风会继续吹。

股权财政 + 活跃资本市场=红利 + 成长？

Sellers of water also have their worries.

Who has grasped the lifeline of NVIDIA?

The upward momentum of the S&P 500 index may wane as economic data supports a prolonged period of tight monetary policy.

New Century's Biggest "Bull Trap"? US Bond Yields and the US Dollar "Take Off Together," US Stocks May Fall Another 9%!

港股中芯国际尾盘持续走强，现涨超 8%，创 6 月 20 日以来新高，成交超 21 亿港元。

中芯国际港股尾盘迅猛拉升，发生了什么？

以酱香咖啡之名：茅台与瑞幸各取所需

AI 概念港股午后涨幅扩大。截至发稿，美图公司涨超 11%，商汤涨超 8%，百度集团涨超 3%。消息面上，谷歌开发者大会将于 9 月 6 至 7 日在上海举办，此次大会将包括主旨演讲、专题演讲和工作坊的内容覆盖机器学习、生成式 AI、大型语言模型等领域。

AI 概念港股涨幅扩大 美图公司涨超 11%

Renowned investment research firm Morningstar recently released a report stating that cyclical consumer stocks in the US stock market, after reaching a disappointing low point in 2022, are expected to experience a strong rebound in 2023.

If you are afraid of high valuations in US tech stocks, you might want to consider these four undervalued consumer stocks.

香港财政司司长陈茂波周日发表网志，指调低股票印花税并不足以结构性、长期地刺激股市交投，令市场对香港会否减股票印花税存疑。陈茂波今出席活动时澄清，称 “大家不要误会”，强调并未排除减印花税的选项，只是需要以组合拳全面看，不能单靠一招。香港除不断提升自身竞争力，也要发挥好互联互通的角色，引进更多新水，基于地缘政治下大家关注资金量，故未来要研究如何更方便北水下来，而人民币双柜台只是其中一小部分，未来要研究更多风险管理及衍生工具产品，以及人民币国际化等。

香港财政司司长陈茂波澄清：未排除减印花税选项 需以组合拳全面看、不能单靠一招

新概念印钞机，比黄金更贵的显卡。

疯狂的 H100

从中国人民银行北京市分行相关人士获悉，LPR 改革之前北京地区存在各个银行的利率下限并不是完全统一的情况，一些房贷业务比较集中的银行的利率下限可能高于其他银行，这种不同银行之间不一致的情况如何处理，目前仍在研究当中，但 9 月 25 日之前会向社会公布。

央行北京分行：正在研究 LPR 改革之前的存量房贷利率调整方案 9 月 25 日之前会向社会公布

融创中国涨超 30%，新城发展控股涨近 20%。

贵州茅台和瑞幸咖啡联合推出的酱香拿铁今日上市。“今天早上基本都是点这款的。其实它这个里面的酒味也没那么重，但是喝完肯定不能开车。” 该店店员表示。

实探茅台酱香咖啡首日上市现场 店员提醒：“喝完肯定不能开车”

曾在 2 月禁用 ChatGPT 的哈佛大学政策逆转，开始将 AI 引入教学中。哈佛意识到，一味的禁止无法改变现实，应该顺应技术潮流，并以安全的方式将 ChatGPT 整合到教育中提升教学效率和质量。

哈佛大学将 ChatGPT 等生成式 AI 用于教学，并发布使用指南

海伦司决定向蜜雪冰城看齐

恒生科技指数涨超 3%，万国数据涨 6.89%，领涨成分股，哔哩哔哩涨超 5%。

据新华网，特斯拉中国总裁王昊日前在北京国家会议中心接受记者专访时表示，中国新能源汽车市场非常大且发展势头很好，特斯拉期待与中国新能源汽车产业携手并进。王昊说：“供应链上的中国企业与特斯拉一起成长，因为新能源汽车的底层研发很多，从想法到实现装配，特斯拉都在和这些企业一起推进。今年上半年，特斯拉宣布加码投资，将在上海新建储能超级工厂。预计在不久的将来，我们就会开始建设储能超级工厂，产品将主要用于出口。

特斯拉中国总裁王昊：预计在不久的将来，我们就会开始建设储能超级工厂，产品将主要用于出口

9 月 1 日，上海、北京先后宣布全面执行 “认房不用认贷” 政策，至此北上广深四个一线城市已全部落实首套 “认房不认贷” 政策。

京沪 “认房不认贷” 首个周末：售楼处通宵卖房、“一天赶上一个月”，二手房加速成交

港股内房股大涨，融创中国涨超 20%，新城发展控股涨 17%，龙湖集团、华润置地、绿城中国、碧桂园涨超 10%。

拿下加密支付许可，推特想把 “扫一扫” 推向全球？

马斯克的 X 构想：从抄微信到超微信

中金初步预计 “认房不认贷” 和下调 “首付比例下限” 可能将提升未来数月销售增速 6.5ppt，也会温和提升房地产开发投资；降存量房贷利率和二套利率下限可为居民年化增收 2250 亿元。

中金详细测算：楼市 “组合拳”，影响有多大？

Chanel raises prices again, exceeding 80,000.

港股科网股造好，微博涨 5%，哔哩哔哩、京东、阿里巴巴涨 3%。

龙湖集团、碧桂园涨超 5%，融创中国涨超 8%，禹洲集团涨超 13%。恒生科技指数涨 1.87%。

恒指高开 1.14%，地产股走高

港股开盘，恒指开涨 1.14%，科指开涨 1.87%。造车新势力走强，蔚来汽车涨超 3%，理想汽车涨 2.7%。

月度销量创新高，比亚迪还要促销。今年 8 月以来，已有特斯拉、蔚来、零跑、哪吒、奇瑞新能源理想等超过 10 家车企，相继宣布降价或实施促销活动。

月销 274386 台了，比亚迪还得继续卷！

特斯拉创始人马斯克带火、被很多人奉为 “减肥神药” 的司美格鲁肽热卖，其制造商丹麦制药巨头诺和诺德也一举超越奢侈品巨头 LVMH，成为欧洲市值最高的公司。受市场对减肥药需求的推动，诺和诺德股价一路飙升。自 2020 年底以来，诺和诺德股价已上涨了两倍多，在过去 12 个月里则上涨了 66%。最新数据显示，诺和诺德市值约为 4236 亿美元，而在法国上市的 LVMH 市值约为 4213 亿美元。由于诺和诺德为丹麦带来了海量的出口收入，丹麦甚至不得不降低利率并且增加外汇储备，以刻意削弱本国货币的竞争力。

“减肥神药” 卖爆 上位欧洲市值王

国泰君安证券 9 月 4 日研报表示，地产景气度有所回落，但政策预期不断升温，带动港股地产链反弹。2023 年上半年地产销售修复趋势放缓，新开工面积、施工面积、开发投资等指标保持负增长。商品房销售较二季度末有所回落，整体弱于季节性，二手房成交面积同样连续走弱。近期房地产政策确定新基调，中央政治局会议中关于房地产的表述提到要 “适应我国房地产市场供求关系发生重大变化的新形势，适时调整优化房地产政策”。随后北上广深等一线城市纷纷响应。政策预期升温，港股地产链或将迎来反弹投资机会。

国泰君安：港股地产链或将迎来反弹投资机会

According to informed sources, Arm, the chip design division of SoftBank, is expected to seek a per-share issuance price of $47-51 in its upcoming IPO.

Arm's IPO in the United States is priced at $47-51 per share, with an estimated valuation of approximately $50-54 billion.

MUNICH, Sept 3 (Reuters) - Renault (RENA.PA) cannot afford to enter a discount race with Teslaor Chinese rivals, the French carmaker’s head of engineering told journalists at the IAA Munich car show.
“The good strategy is to maintain prices and to adjust fixed costs,” Gilles Le Borgne said.
Renault’s high exposure to Europe makes it one of the most exposed names to new competition from Tesla and Chinese rivals in electric vehicles, UBS wrote in a note this week.

Renault cannot afford discount race with Tesla, Chinese peers, executive says

马斯克：X 平台的视频观看量自去年以来大致翻了一番。

金十数据 9 月 3 日讯，知名苹果爆料人马克·古尔曼 9 月 3 日表示，苹果公司 9 月 12 日将发布的四款新手机以及 AirPods Pro 上会使用 USB-C 接口，而苹果会将这件事描述为 “消费者的重大胜利”，该公司的主题演讲预计不会提及欧盟的强制规定和此前的批评意见。此外，古尔曼透露，他被告知，苹果正考虑将 iOS 17 的第八个测试版作为 iOS 17.0 的最终版本，而且 iPadOS 17.0 可能将与 iOS 同时发布。

马克·古尔曼：苹果将把 iPhone 15 采用 USB-C 接口形容为 “消费者的胜利”

According to the announcement released by Ideal Car-W on the Smart Finance APP, in August 2023, a total of 34,914 new cars were delivered by Ideal Car, representing a YoY growth of 663.8%. The monthly deliveries of the three models in the Ideal L series all exceeded 10,000 units. As of August 31, 2023, the cumulative delivery volume of Ideal Car in 2023 has reached 208,200 units. "With more and more households recognizing and trusting our products, the Ideal L7, Ideal L8, and Ideal L9 achieved excellent monthly delivery results, all exceeding 10,000 units. Among them, the Ideal L9 has been the best-selling full-size SUV for 12 consecutive months, with cumulative deliveries exceeding 100,000 units since its first production in August 2022; the Ideal L7 and Ideal L8 have respectively maintained the first and second positions in the sales of mid-to-large-size SUVs. The popularity of the three models in the Ideal L series has solidified our leading position in the Chinese new energy vehicle market and luxury brand automobile market. From January to August this year, our market share in the domestic new energy vehicle market with a price above 300,000 RMB has exceeded 30%, successfully obtaining the champion in luxury new energy vehicle sales. Since the second quarter, we have been the top-selling brand of high-end SUVs (including both fuel and new energy vehicles) priced above 300,000 RMB in China for five consecutive months. At the Ideal Car press conference during the Chengdu Auto Show, we officially announced the release and delivery time of the flagship family technology model, Ideal MEGA.

Ideal Car-W8 delivered a total of 34,914 new vehicles in the month, a YoY growth of 663.8%.

受当地劳动节假期影响，美股周一休市一日，CME 旗下贵金属、美国原油合约交易提前于北京时间 5 日 02:30 结束，ICE 旗下布伦特原油期货合约交易提前于北京时间 5 日 01:30 结束。

美股明日休市一日

中信证券表示，房价单边下跌预期逆转是预期市场复苏持续的原因。政策将释放一系列长期被压抑的真实居住需求，主要是卖旧买新、卖小买大的改善置业需求，也包括返乡置业、回乡养老和旅居需求。