首批 iPhone 15 系列用户已经开始体验新机了，但是新机带来的并不是如愿的好体验，反而是一堆糟心的事。之前就有用户表示第一批的 iPhone 15 系列品控有问题，可以用 “翻车” 来形容，包括机身掉漆、屏幕刮痕、镜头进灰、相机花屏、机身过热等现象，不过相比于今天曝光的问题来说这些都是 “小问题”。根据国外一名博主的最新消息，iPhone 15 Pro 和 iPhone 15 Pro Max 在国内外都出现了不少的烧屏问题，甚至有些刚开机都会出现烧屏情况。

iPhone 15 Pro 首发用户遇到一堆糟心事：苹果品控堪忧

【手机中国新闻】10 月 7 日，手机中国注意到，有数码博主爆料称，华为 10 月份会发布华为 Hi 畅享 60S、nova 11SE，11 月份发布畅享 70，12 月份发布 nova 12 系列。在以上几款机型中，最受消费者关注的当属华为 nova 12 系列了。华为 nova11  根据相关爆料，华为 nova 12 系列有两个版本，分别为 nova 12 和会 nova 12 Pro，后者可能会配置麒麟 9000S 芯片，性能表现非常出色，能够满足用户在各种场景下的使用需求。

曝华为今年还有 5 款机型将要上市 旗舰配置迎来下放！

旅游业的年度 “大考” 后，未来 “卷” 向何方？

这届十一黄金周消费大盘：有恢复，无 “报复”

虽然最近几年手机行业都在卷影像，但作为行业标杆的 iPhone，却频频在影像方面发生 “翻车” 的情况。自 iPhone 11 系列产品开始，就有不少朋友遇到了拍照出现 “鬼影” 的问题，苹果也因此喜提了一条微博热搜。不过苹果似乎并不在意这一问题，在之后的 iPhone 12/13/14 系列的新机中，依旧保留了这一 “特色”。

1 个问题 4 年还没解决？聊聊 iPhone 15 系列的 “鬼影” 问题

巴勒斯坦伊斯兰抵抗运动（哈马斯）7 日宣布对以色列采取代号 “阿克萨洪水” 的军事行动。

巴以冲突为何骤然升级？哈马斯出其不意，以色列措手不及

长假期间上海新房市场暖意融融，有开发商趁假期举办抽奖活动蓄客。根据上海中原地产数据，今年长假期间，上海新建商品住宅成交面积 10.33 万平方米，而去年国庆长假新房成交量为 4 万平方米。相较于新房市场而言，长假期间二手房门店到访量寥寥可数，有二手房经纪人专程驻守在新房项目旁向售楼处出来的客人推荐低价房源，也有经纪人称 “想出售只有主动降价”。

上海新房成交同比大幅增长，二手房想快速成交仍需 “主动降价”

Mysterious researcher "stirs up trouble", quantitative hedge fund giant attracts attention again in the "whirlpool"

Hong Kong citizens are undoubtedly the most loyal supporters of the Hong Kong stock market. This is clearly reflected in their allocation of Mandatory Provident Fund (MPF) investments.

Trillion-dollar Strong Accumulation Fund - Hong Kong's largest long position has increased!

买短债，正在成为投资者的一种主流应对方式。

如何躲避 “美债风暴”？高盛：机构们都在做这个交易

据 21 财经，多位业内人士表示，中国相关部门连续十一个月增持黄金储备，主要受到四重因素影响，一是大国博弈驱动中国加快外汇储备资产配置多元化步伐...

中国缘何连续 11 个月增持黄金储备？业内人士：受四重因素影响

回归者华为最有可能冲击苹果在高端市场的垄断地位，其他国产品牌小米、OPPO、荣耀、vivo 等则更坚定地进军高端市场，直面强大的苹果、华为和三星。

手机大变局

据灯塔专业版数据，截至 10 月 7 日 16 时 39 分，10 月总票房（含预售）已突破 20 亿，《坚如磐石》《前任 4：英年早婚》《志愿军：雄兵出击》暂列 10 月票房前三位。

2023 年 10 月票房破 20 亿

中国央行称 9 月末黄金储备 1,317.88 亿美元。

For the Japanese government, the window of global interest in Japan is limited. If the interest rate differential between the US and Japan narrows, investors' interest in Japan will gradually disappear. If Japan fails to attract enough external capital, it may miss the last opportunity to achieve economic growth and market prosperity.

Seize the "last opportunity"! Japan invites global asset management giants to "invest"

摩根士丹利发表研究报告指，考虑到第三季油价高于预期，相应地上调 “三桶油” 盈利预测，假设第四季度布兰特原油均价 85 美元，市场对三大中资石油股今年盈利预测将上调 5% 至 7%。该行指出，三大油企今年上半年勘探与生产表现出色，而成本控制良好，预期趋势将在油价上升和人民币贬值的情况下持续，但由于油企暴利税上升，预计总成本亦将轻微上升。该行首选为中石油，给予 “增持” 评级，目标价为 7 港元，将其今年盈利预测上调 2%，2024 至 2025 年度更分别上调 8% 及 10%。

大行评级｜摩根士丹利：上调 “三桶油” 第三季度盈利预测 首选中石油

Microsoft hopes that its self-produced chips can rival the in-demand H100 GPU from NVIDIA, in order to reduce costs and lessen dependence on NVIDIA. However, developers are already familiar with NVIDIA's proprietary programming language, CUDA. If they switch to Microsoft's custom chips, they would need to learn a completely new software language. Will they be willing to do so?

Another "big customer" of NVIDIA wants to do it themselves, Microsoft will launch its own AI chip next month.

Everything is still unpredictable and unknown.

Race Track Hyper | AI First: Google's Weakness

中国 1 天回购利率下跌 49 个基点，报 1.6992%，中国 7 天回购利率下跌 37 个基点，报 1.8667%。

抖音，是如何一步步杀入本地生活腹地的？

抖音的「本地进击」序曲

美国银行的一个以美国经济学家 Jeseo Park 为首的团队本周警告称，由于抵押贷款利率高企，房地产市场将出现更多 “动荡”。

美银：美国楼市不会重演 2008 年式崩盘，但将出现类似 1980 年代的 “动荡”

饿了么发布的消费趋势显示，今年中秋国庆假期日均游客外卖量达历史最高，同比增长 30%，较 2019 年翻一倍。在游客集中的景区和酒店，外卖量环比节前增长 20% 以上。从目的地人气来看，上海、杭州、北京、武汉和苏州成为游客外卖量前五城市。其中，杭州、苏州的游客人气均较去年明显上升。亚运开幕以来，杭州游客外卖量环比增长超过 50%。

饿了么：中秋国庆假期日均游客外卖量外卖量达历史新高，较 19 年翻倍

美东时间 10 月 6 日，美国劳工统计局公布的最新就业数据显示，9 月新增非农就业人口 33.6 万，远超外界预期的 17 万。此前 7 月和 8 月的新增就业也共计向上修正 11.

长假期间美债收益率全线暴涨：原因何在？影响几何？

消费行业的黄金时代还会来吗？

周黑鸭、奈雪、小红书背后的投资人，IPO 了

美银认为，美国股市可能有更大的下跌空间，因为在美联储放松限制性货币政策之前，投资者可能面临经济衰退和信贷事件。美银在周五的一份报告中写道：“仍然看空风险资产，” 并警告称:“更长更高=硬着陆。” 美银策略师补充称:“迫不及待地等待投降式抛售 + 衰退/信贷事件触发看涨的政策放松，并引发已经计入衰退的资产大幅上涨。

美银警告：更长更高=硬着陆

据中国驻美国大使馆消息，10 月 4 日，中国驻美国大使谢锋应约会见由北京大学国际战略研究院和美国战略与国际问题研究中心分别牵头组织的中美学者代表团，向近 30 位中美两国知名学者介绍了中美关系近况及中方政策立场。学者们踊跃提问，普遍关心中美关系未来走向、中美务实合作、中美学术交流、中美在亚太地区互动等问题，谢锋一一作答。 谢锋高度赞赏北京大学国际战略研究院和美战略与国际问题研究中心为推动中美恢复线下学术交流所作积极努力，强调中美两国智库和学者之间的交流交往一直在促进中美相互理解方面发挥着重要作用，找到新时期中美两国正确相处之道同样需要两国智库和学者深度参与、贡献智慧。希望美国有更多的中国问题专家加强对中国历史、文化的研究，深刻理解中国走和平发展道路的深层逻辑，助力中美关系改善和发展。

中国驻美大使谢锋同中美知名学者座谈交流

金十数据 10 月 7 日讯，当地时间 6 日，来自美国最大私营医疗机构美国凯撒医疗集团工会联盟的医护人员罢工进入第三天。工会方面称，新一轮劳资双方谈判将于当地时间 12 日至 13 日进行，如果届时未能达成协议，他们会开启新一轮罢工。据此前报道，参与此次罢工的医护人员约有 7.5 万人，这也是美国历史上最大规模的医疗保健系统罢工。

美国私营医疗机构医护人员罢工进入第三天

According to reports, Microsoft is planning to launch an artificial intelligence (AI) chip at its annual developer conference next month in order to reduce costs.

Microsoft is rumored to launch an artificial intelligence chip next month.

据一位组织者称，美国最大连锁药店沃尔格林的部分药店的药剂师、技术人员和支持人员计划在 10 月 9 日至 11 日举行罢工。其中一些员工计划只罢工一天，而另一些人则计划关闭药房三天。

美国最大连锁药店沃尔格林部分员工计划举行罢工

沃尔玛墨西哥公司当地时间周五表示，将面临一个反垄断小组的审查，原因是其在消费品供应和批发分销方面存在 “涉嫌相对垄断的行为”。墨西哥反垄断监管机构 Cofece 已通知该公司，在进行了为期 3 年的调查后，将启动 “准司法程序”。该公司现在有 45 天的时间为自己的辩护提供论据和证据，目前还无法预测其财务和运营会受到什么影响。

墨西哥反垄断机构对沃尔玛启动 “准司法程序”

The United Auto Workers Union in the United States has decided not to expand the car workers' strike this week, marking the first week since the start of the major strike that the scope has not been expanded. General Motors has made a crucial concession. Boosted by the news that the strike will not be expanded for now, Ford's stock rose by as much as 1.9% during trading on Friday, while General Motors rose by as much as 3.4% and Stellantis rose by over 3.3%.

The United Auto Workers Union in the United States did not expand the strike this week, and automotive stocks in the US stock market quickly rose during trading.

Ford can only confirm that "the inspection is not related to safety issues," but the company's CEO admitted in August that the F-150 all-electric pickup truck "charging is very challenging." Earlier this year, the production of the vehicle was halted for five weeks due to a battery fire that destroyed vehicles. However, Ford hopes to see improved sales in the fourth quarter as the factory's annual production capacity has tripled to 150,000 vehicles. However, the sales strategy for the future F-150 will focus on hybrid models rather than the Lightning all-electric pickup truck.

What's going on with Ford's flagship F-150 electric pickup truck? Its sales in the third quarter were nearly halved, and it's still undergoing quality inspections.

The Vice President of the European Commission, Sefcovic, stated that the EU will adopt a more lenient interpretation of the "European manufacturing" regulations, allowing car manufacturers more time to shift their battery procurement from Asia to Europe. Earlier this week, the EU initiated an anti-subsidy investigation against Chinese-made cars, citing the protection of the domestic electric vehicle industry.

Relaxing the "Made in Europe" threshold: The EU plans to postpone imposing tariffs on electric vehicles from the UK for one year.

September non-farm payrolls have made people nervous about the acceleration of the US economy. It not only has the potential to push up inflation and trigger further rate hikes, but also reinforces the belief that "interest rates will remain at higher levels for a longer period of time". Although most analysts believe that "rate hikes are possible again this year", some argue that the surge in US bond yields has reduced the need for rate hikes. In any case, the inflation data for CPI and PPI next week will be crucial.

Wall Street Review of Non-Farm Payrolls: Unexpectedly Strong, Federal Reserve Likely to Raise Rates in November! Opposing View: A Report Cannot Change the Overall Situation

The new weight-loss drug developed by Novo Nordisk and Eli Lilly may bring about a significant change in the American food industry. According to data released by Walmart, individuals using the weight-loss drug have reduced their food intake, and the fast-food industry is the first to be impacted. On Friday, stocks of major fast-food chains and food companies all declined, underperforming the overall market. McDonald's fell by over 1.2%, Walmart by nearly 2.6%, and Costco by 2.3%.

Weight loss pills impact food demand, Walmart: "Drug users" eat less and may impact the food industry.

Tesla's delivery volume in the third quarter fell short of market expectations, prompting a reduction in the prices of some Model 3 and Model Y models in the United States. Among them, the starting price of the Model 3 Standard Range was lowered from the previous $40,240 to $38,990. Tesla's stock price declined in response, and analysts believe that the main reason for the decrease in delivery volume is weak market demand, and the price reduction will harm the company's profits.

Delivery volume declines, Tesla lowers prices at midnight, adjusts Model 3 and Model Y prices in the US.

美国劳工统计局：9 月份非农就业总人数增加了 33.6 万人，高于过去 12 个月平均每月 26.7 万人的增幅。

美国 9 月份非农就业人数意外飙升，创下今年年初以来的最大增幅，表明劳动力市场具有韧性，并成为支持美联储再次加息的理由。美国劳工统计局周五公布的报告显示，9 月非农就业人数增加 33.6 万人，此前两个月的数据被大幅向上修正。失业率保持在 3.8%，工资以温和的速度增长。

美国非农就业人数激增，支持美联储再次加息

美联储互换市场完全定价美联储降息时间从明年 7 月推迟到 9 月。

美国劳工统计局：9 月份失业率保持在 3.8%，失业人数基本保持在 640 万人。

美债期限溢价趋于转正，成为近期长端美债利率的拉动项。投资者正在押注，自 2008 年金融危机开始的低利率和通胀时代已经结束。

市场最重要的问题：“全球大类资产定价之锚” 过去两周发生了什么？这是个迷

The US non-farm payroll data for September far exceeded expectations, with an increase of 336,000 new jobs. The data for the previous two months was also revised upwards by nearly 120,000. The unemployment rate remained unchanged from August at 3.8%. Wage growth was slightly lower than expected, with a year-on-year increase of 4.2%, the smallest increase since mid-2021. The labor force participation rate remained stable. The market reacted extremely hawkishly, with expectations of interest rate hikes rising, leading to a sharp decline in US stocks and bonds.

In September, the US non-farm payroll added 336,000 jobs, far exceeding expectations. The figures for July and August were also significantly revised upwards. As a result, US bond yields have surged.

据乘联会崔东树个人公众号发文声称，2023 年 1-8 月中国新能源乘用车占比世界新能源 61%，其中 8 月中国占比份额 65% 的表现较强。IT 之家同时发现，崔东树认为，2023 年中国新能源车在东南亚和欧洲市场表现最好，这也是因为产业链强大，从而形成了国内市场和出口的双增长。

乘联会崔东树：8 月中国占世界新能源车份额 65%，表现较强

In the era of low interest rates in the past, the Federal Reserve continuously bought government bonds, and the high deficit rate did not attract much attention from the market. However, now that the Federal Reserve has not only stopped buying bonds but is also reducing holdings in certain cases, the impact of the high deficit is becoming more prominent.

After 25 years of "ultra-low interest rates," the market finally begins to pay attention to the "high US deficit."

亚马逊公司将于 10 月 6 日发射其有史以来的首批卫星，该公司启动了名为 “柯伊伯计划” 的太空互联网服务计划，希望能与太空探索技术公司的 “星链” 计划相抗衡。

亚马逊首批互联网卫星今日拟升空

收假前一晚，来看看热点新闻。A 股节后将调整交易时间？10 月 5 日晚，网上突然传出：“中国 A 股节后将调整交易时间，并将在一部分股票试行有限制的 T+0 交易” 的消息。

蒸发 5600 亿元！台积电市值损失规模居亚洲之首；大涨！港股过节 “发红包”

富国银行表示，他们预测，美国 9 月份将增加 15 万个非农就业岗位，比 8 月份的 18.7 万个有所下降。从就业数据来看，预计 9 月份的劳动力数量在上个月猛增后略有下降。如果这一预测正确，这将使失业率略微下降到 3.7%。与此同时，平均时薪增长的趋势继续逐渐缓解，因为人员流动趋于稳定，劳动力供需趋于平衡。预计 9 月份平均时薪增幅将略微回升至 0.3%，不过这足以将三个月的工资年化增幅压低至 4% 以下。

富国银行前瞻美国 9 月非农数据

金十数据 10 月 6 日讯，花旗预计 9 月份非农就业数据将强劲增长 24 万人，这部分反映了季节性因素的逆转，季节性问题曾导致 6 月份非农就业数据仅增长 10.5 万人。9 月平均时薪环比应该会增长 0.3%，但上行风险可能会使该数据达到 0.4%。这将反映出工资增速在 8 月温和放缓后又重新反弹。与此同时，预计失业率在 8 月份意外上升至 3.8% 后，9 月份将回落至 3.6%。8 月份失业率的增长主要是由于劳动参与率的上升，那时该数据从 62.6% 上升到 62.8%。

花旗：预计美国非农就业人数将大增 24 万人

If tonight's non-farm payroll report remains strong, it may intensify the bond market's decline. However, signs of weak data or "very poor employment" could help pull down US bond yields from their 16-year high.

Will the 'anchor of global asset classes' continue to skyrocket or turn around? It all depends on tonight's non-farm payroll report.

SaaS stands for Software as a Service, which refers to the provision of software operation services.

Hong Kong Stock Market News | SaaS Concept Stocks Lead the Gains, Institutions Believe Domestic SaaS Will Enter a Golden Demand Cycle

港股燃气股午后震荡分化，中国燃气、北京控股涨超 3%，香港中华煤气、新奥能源、华润燃气均涨 2%，众诚能源跌 3.4%。