美银调查：全球股票配置升至 17 个月高位IEA: The "End" of the Fossil Fuel Era in the World外媒：iPhone 15 Pro 系列机型将配备 8GB 内存和高达 1TB 存储Forget about NVIDIA! These 50 US stocks will benefit from AI in the long term.OpenAI: Disrupting everything, also being disrupted by everythingGoogle antitrust case goes to trial, who will be the ultimate winner?Wall Street's most optimistic strategist: The S&P 500 index is expected to rise to 4900 points by the end of this year!瑞幸加茅台、可口可乐卖酒、青岛啤酒卖茶…这届饮料为何争当 “双向奔赴” 特种兵？US Stock Options | Tesla and Apple Put-Call Ratio Significantly Decreases, Oracle and Qualcomm Options Trading Volume Triples格芯斥资 40 亿美元在新加坡开设芯片制造厂The chatbot landscape is changing! Personalized Character.AI is quickly catching up to ChatGPT in the United States.Surrounding the prospects of Tesla's stock price, the big short fiercely criticizes the "bullish" Morgan Stanley.Why did the central bank "rarely" release credit data at noon?The sorrow of humanity? Wharton MBA can't match ChatGPT in terms of business creativity.顺周期，选股票还是商品？Wu Yongming's First All-Staff Letter as CEO of Alibaba: Times are Changing, Alibaba Must Change (Full Text)The largest lithium reserve in the United States has been discovered! The lithium reserves of Lithium Americas' Thacker Pass project could reach as high as 40 million tons.特斯拉大空头驳斥摩根士丹利研报：别忘了他们在特斯拉有大笔投资Huatai Securities: It is expected that second-tier and lower-tier cities will have the opportunity to experience comprehensive relaxation. Optimistic about core regional abundant housing demand for real estate companies.Huang Renxun's "300 billion new market," Nvidia's cloud ambitions阿里新任 CEO 吴泳铭宣布两大战略重心：用户为先、AI 驱动Business Model Doesn't Work? Hedge Fund Giant Publicly Shorts US Hydrogen Energy Stocks* 汇丰研究料未来数月美元兑人民币将在 7.3 附近波动 明年底或略回落至 7.2 水平Bank of America: US stock market direction is about to change, value stocks and small-cap stocks are expected to outperform the broader market.Apple's desired chips cannot be made in the United States.China and Japan take action to target the US dollar.Wall Street's top economists: The Federal Reserve has already ended rate hikes and will cut interest rates by 100 basis points next year.The dollar sees its biggest drop in two months, but analysts urge against selling.Breakfast | Dow Jones rises for three consecutive days, Tesla surges more than 10%, Apple delays full adoption of in-house products time“认房不认贷” 落地后置业意愿提升：北京新房成交增 16.9%，上海二手房成交周期缩短Oracle Q1 cloud revenue growth slows to 30%, Q2 guidance falls short of expectations, stock price drops over 9% after hours.南向资金抄底 港股科网巨头前景向好高通：为苹果提供 5G Modem 至 2026 年，但供应量将减少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 Billion德国衰退担忧下 欧盟下调欧元区 GDP 预期Alibaba 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?8 月社融点评：提前还款暂止后需关注什么$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%!