Sentiment Snapshot: Hedge Fund Shorting Surges As Retail Refuses To Buy The DipJPMorgan CEO: Recession may be unavoidable, believing in the sustained prosperity of the US economy for many years would be a "huge mistake"The Nasdaq rose more than 1%, Tesla surged 10%, the yen soared 1%, and offshore renminbi jumped a staggering 670 points.Intraday Surge of 10%! Goldman Sachs Hails Dojo Supercomputer to Unlock AI Magic, Tesla Valuation Could Skyrocket by $500 BillionAlibaba Group completes management transition, what is the valuation under the "1+6+N" framework?Xiaoyaozi bids farewell to Alibaba CloudCan Oracle bring another stunning earnings report?$400! Tesla achieves the highest target price on Wall Street, with Goldman Sachs claiming it has "asymmetric advantages."Pre-market trading in US stocks | Tesla surges over 6%, with Morgan Stanley significantly raising its target price! Arm plans to increase the price range for its IPO, while Meta is developing a more powerful AI system."Advanced packaging capacity shortage" will last another 18 months, TSMC's revenue in August, which "stalled Nvidia's neck," reached a 7-month high.The Hang Seng Index slightly declined, with Bilibili dropping 4.3%, Alibaba down 3%, and real estate stocks experiencing a downturn.This week in the tech world, there are three major events: Apple's iPhone 15 launch, Arm's IPO, and Google's "Great Trial".Morgan Stanley: Dojo is Tesla's AWS, and the stock price could rise another 60%!When will the US stock market reach a new high? Analysts say it may happen earlier than most people expect.If the stamp duty is abolished, will Hong Kong stocks rise sharply in the short term?US Stock Options | Over 60% of Apple and Amazon call options, Block and Docusign options trading volume increased threefold and fivefold respectively.The integration of the comprehensive model into multiple businesses empowers Tencent to fully embrace the AI era.The large model consumes a lot of water? Microsoft's water usage soars by 34%!Buy more H100 cards, Meta will train a new model in early next year, with capabilities comparable to GPT4.Fat-burning fever over AI! The unstoppable rise of the "dynamic duo" of weight loss drugsTesting the "temperature" of US tech IPOs, "American Meituan" Instacart will kick off its roadshow this week, with an estimated market value of "knee-cutting".Why is the market so disappointed with the US banking industry when it has been given a "red light" by rating agencies?The US August CPI is about to be released. Huaxing Capital: CPI data may increase market volatility. It is recommended to focus on defensive measures in the US stock market.Hong Kong Stock Market | Hong Kong Property Stocks Plunge Across the Board, HSBC Plans to Raise H Share Lock-up Interest Rate, Hong Kong Property Market May Face Further ChallengesWhy did Hema Fresh announce the suspension of its IPO?"New Fed News Agency": Fed's stance "significantly shifting," may pause rate hikes in SeptemberBreakfast | Alibaba enters the era of Cai Chongxin, Meta develops a more powerful AI systemUS stocks "fully bullish" a fantasy? Bears "target" small-cap stocks and make a whopping $13 billion profit.Meta is developing a new, more powerful AI system - WSJNetEase-S will distribute a dividend of $0.105 per share for the second quarter on September 19th."Last Samurai" Surrendering? Bank of Japan Governor Hints at Possible End to Negative Interest RatesThe scale and outlook of the relaxation of purchase restrictionsRussia and Saudi Arabia have joined forces to cut production, but demand has far exceeded expectations. Since July, oil prices have risen by 20%.Inflation bottomed out! Dual drivers of pork and oil, YoY CPI turned positive in August, MoM PPI turned positive, while demand remains weak.The final sprint of lithium prices? | Insights from Dolphin ResearchWei Long: Price Increase of Spicy Strips, Investors "Disheartened"?ChatGPT's website traffic has been declining for three consecutive months, and AI is in urgent need of a new strategy!The union firmly rejects the conditions set by the three major car manufacturers! Is a strike imminent as the "black swan" takes flight next week?Didi Q2 Earnings Report: Revenue YoY Growth of 52.6%, Net Loss of 300 Million Approaching Profitability | Insights from Financial Reports1 billion is not a problem for Xu Jiayin, the former gold owner.A small bank in the United States is experiencing the largest outflow of deposits since the Silicon Valley banking crisis, with a significant increase in inflow of funds into the money market.Apple's sharp decline takes a breather, while the Nasdaq and S&P rebound. Tech stocks suffer a double blow in stocks and bonds for the week, while the US dollar continues its eight-week winning streak.Continued rise for eight weeks! The US Dollar Index achieves the longest weekly increase in eighteen years.Valuation falls short of Son's expectations, but IPO still in high demand! Media: ARM oversubscribed by potentially five times.NVIDIA once again powers AI! Collaborates with two major Indian enterprises to develop supercomputers, large-scale models, and applications.This year's most important Apple event preview: Saying goodbye to the iPhone 15, notch display, and Lightning port"Hugging Face," the "Smiling Assassin": Valued at $4.5 billion, tearing down OpenAI's "walls" | AI UnicornNot just Apple! Tech giants are generally in a predicament.Why is Arm worth the same valuation as Nvidia?Holding 10,000 H100 cards, this AI company has raised $200 million in funding with a valuation of $1 billion, and NVIDIA has invested again!