Grok 底层是一个能实时能访问 X 平台的 AI 模型，不仅能够实时更新其知识库，能处理并回应那些大多数 AI 系统会避免的敏感或 “辣味” 问题，且计划未来将具备视觉和音频等多模态能力。

Sci-fi 照进现实，从 xAI 看 “马斯克经济学” 中的 AI 布局与前沿应用

除 GLP-1 类药物外，SGLT2 抑制剂和 IL-23 单抗也是极为引入瞩目的靶点。艾伯维的 IL-23 单抗 Skyrizi 更是以 80% 的复合年化增长率，成为当下全球竞争力最强的新药，甚至有望接棒 Humira 成为下一代药王。

药王的启示：谁是下一个 “减肥神药”？

港股汽车股午后持续冲高，理想汽车涨近 11%，蔚来汽车、小鹏汽车均涨超 6%，零跑汽车涨超 5%，比亚迪股份、吉利汽车涨超 3%。

金十数据 11 月 6 日讯，日前，有多方信源透露，斗鱼董事会主席兼 CEO 陈少杰已于近日失联。11 月 6 日，记者就相关内容向斗鱼方面求证，证实了陈少杰失联的消息。

斗鱼方面证实 CEO 陈少杰失联已近三周

市场消息：沃尔沃汽车寻求增加美国工厂产量的方案。

中金表示，港股短期内市场存在反弹修复空间，尤其是此前跌幅较大、弹性较高且对利率敏感的标的，如生物医药、科技和互联网等。但是更长期且持续的上涨动能可能仍然需要更多的政策支持从而形成良性循环和积极的上涨态势。

港股年末反弹行情能否再现？

恒生指数涨超 2%，生物医药、电子零件、汽车及科网股领涨大盘。

记者从蚂蚁集团获悉，基于百灵大模型的多款产品已陆续完成内测，将向公众开放。蚂蚁百灵语言大模型采用 Transfromer 架构，基于万亿级 Token 语料训练而成，支持窗口长度为 32K。另据了解，在基础大模型层面，除了本次通过备案的百灵语言大模型，蚂蚁集团也在研发百灵多模态大模型，并已内测。

蚂蚁百灵 AI 大模型将向公众开放

截至发稿，理想汽车-W 涨 4.93%、 零跑汽车涨 4.31%、蔚来-SW 涨 4.23%。消息方面，近期，交通运输部发布《公路工程设施支持自动驾驶技术指南》。据悉，《指南》由交通运输部公路科学研究员主编，华为、百度智行科技、高德云图科技等单位参编，将于 2023 年 12 月 1 日起施行。此外乘联会日前指出，10 月部分头部企业环比表现很强。乘联会 2023 年 9 月全国乘用车市场，新能源销量万辆以上的 17 家厂商，批发销量占总体新能源乘用车全月销量的 88.4%，这些企业 10 月预估销量为 78.7 万辆，按照正常结构占比预测 10 月全国新能源乘用车销量在 89 万辆。

港股汽车股多数高开 理想汽车涨近 5%

理想汽车、快手涨近 5%，蔚来涨超 4%，京东、小鹏汽车涨超 3%。

恒指高开 1.41%，恒生科技指数涨 2.25%

The stock prices of the seven major technology giants have dropped by an average of about 9% from their peak. This sector still has an estimated premium of nearly 36% compared to the overall S&P 500 index.

After experiencing a wave of valuation killings, the US stock market is poised for a major rebound before the end of the year.

ChatGPT 新增允许用户创建自己的 GPT ，逐渐将自己演变成一个 “All In One” 的产品。

最新爆料！ChatGPT 正走向 Character AI，是 AI 的 App Store 终极模式么？

Start-up companies may incur losses, while industry giants find it difficult to even think about losing money.

Everyone is learning from Microsoft and Nvidia! The so-called "bold bet on AI" by tech giants: investing to generate revenue and gain a competitive edge.

xAI is set to release its first artificial intelligence product, "Grok", which is capable of conducting conversational question-and-answer sessions and can also fetch real-time content from the X (Twitter) platform.

The AI community is getting more exciting as Tesla's large-scale model has arrived!

In the third quarter, operating profit increased significantly by 40%, but net profit suffered a loss of $12.77 billion. Stock investments in the third quarter incurred a loss of $24.1 billion, mainly due to the decline in Apple's stock price. Share buybacks slowed down in the third quarter due to high stock prices. Record-high cash holdings were mainly invested in US bonds with a yield of over 5%, as interest rates rose and trading opportunities were scarce.

Berkshire Hathaway, under the helm of Warren Buffett, has released its Q3 earnings report: operating profit increased by 40% YoY, while stock market losses amounted to $24.1 billion. The company now holds a record high of $157.2 billion in cash reserves.

Luckin Coffee faces price war

The NASDAQ Composite Index rose for five consecutive days, with a weekly gain of over 6%, reversing three weeks of decline. After the earnings report, Apple's stock briefly fell more than 2%. Chip, AI concept stocks, and Chinese concept stocks outperformed the market for two days, with the chip index rising more than 2%. AMD and Qualcomm both saw cumulative gains of over 10% for the week. C3.ai closed up nearly 5%. The Chinese concept index rose 3%, NIO-SW rose more than 5%, and PDD rose 5%. European stock indices rose for five consecutive days, with a weekly gain of over 3%, the largest increase in seven months. Maersk fell nearly 17% after the earnings report. After the employment report, US bond yields plunged, with the 10-year yield hitting a one-month low, dropping more than 10 basis points for three consecutive days during trading hours. The 2-year yield briefly dropped nearly 20 basis points to a two-month low. The US dollar index fell more than 1% during trading hours, hitting a six-week low and the largest weekly decline in over two months. The Japanese yen regained and held the 150 level, with the Bank of Japan's decision causing a thrilling turnaround. Offshore renminbi rose 400 points during trading hours, breaking above 7.29 for the first time in three weeks. Crude oil fell for two consecutive weeks, with US oil approaching a two-month low and falling nearly 6% for the week. Gold rebounded for several consecutive days, approaching a three-month high, and has risen for four weeks since the Israeli-Palestinian conflict.

The cooling job market and the end of interest rate hikes have stabilized the situation! The US stock and bond markets are in a frenzy, with major stock indices achieving their best weekly performance in a year on Wednesday. Chinese concept stocks are also surging.

The global shipping industry has been hit by a decline in container freight rates and weakened demand, and analysts predict that this situation may continue until 2026.

Shipping giant "struggling through the winter"! Maersk announces layoffs of at least 10,000 people, stock price plunges 17%.

地产下滑之后，中国未来财政何去何从？

周君芝：从财政预算看中国未来发展的结构性趋势

Arrogant Toyota, making a fortune from gasoline cars

Unwilling to be just a "new force" anymore.

Selling 40,000 units per month, the ideal is sharpened with determination.

Li Bin believes that the next two years will be the most competitive period of transformation in the automotive industry. During this time, there will be a focus on improving organizational efficiency and resource utilization. On one hand, inefficient positions will be eliminated, and on the other hand, investments in projects that cannot improve financial performance within the next three years will be postponed or reduced.

"Cost reduction and efficiency improvement" has reached the new energy vehicle industry? Li Bin of NIO: The company will reduce about 10% of its workforce.

香港《施政报告》较早前宣布，股票印花税税率由买卖双方各征收 0.13% 下调至 0.1%。港交所 (388) 旗下联交所向交易所参与者发出通告称，政府于 10 月 25 日就下调股票交易印花税刊宪，条例草案预期于 11 月 15 日在立法会恢复二读辩论。若立法会会议通过条例草案，并随后由政府颁布后，联交所预计最早 11 月 17 日实施调整印花税税率，确实生效日期将稍后再通告。

香港股票印花税最早本月 17 日下调

马斯克：xAI 明天将向选定的群体发布其第一个 AI 模型。在某些重要方面，它是目前存在的最好的（模型）。

广发证券指出，海外机器人企业拥有一定程度的技术沉淀，下游应用及生产目的多样化；国内多方势力进军机器人市场，车企技术复用跨界布局，互联网巨头大模型赋能下 “具身智能” 渐行渐近。

“五方势力” 割据！一文看懂全球人形机器人行业格局

NIO "A Healing Process"

光大证券举办 2023 年第三季度业绩说明会

18 万户股东注意了，光大证券回应上市项目储备，高度关注在审项目舆情

特斯拉盘前跌 1.3%，此前三个交易日累涨超 10%。

在上涨股票数量不佳、高收益债券和新兴市场债券资金大量流出的情况下，美银内部情绪指标牛熊指标连续第三周发出反向买入信号。

技术面不再阻碍标普 500 指数年底反弹！

金十数据 11 月 3 日讯，港股今日高开高走，科网股带动大市全天上涨。恒指收涨 2.52%，报 17664.12 点。恒生科技指数收涨 3.25%，报 3937.37 点。截至今日收盘，恒指大市成交额达 909.15 亿港元（上一交易日成交额 711.24 亿港元）。盘面上，大型科技股全天强势，汽车股延续涨势，半导体板块走强，餐饮板块止跌回升。个股方面，上海复旦涨 15.6%，比亚迪股份涨近 4%，蔚来汽车涨 5.7%。腾讯控股收涨近 5%，股价收于 300 港元上方。

港股收评：科网股走强 港股放量上涨

金十数据 11 月 3 日讯， 随着运费下降以及海运行业竞争加剧，作为全球贸易晴雨表的 A.P. 穆勒 - 马士基计划裁员至少 10,000 人，以维护盈利能力。马士基周五在公告中表示，预计通过岗位优化措施节省 6 亿美元。这家总部位于哥本哈根的公司还将评估 2024 年的股票回购计划，并下调了 2023 年和 2024 年的资本支出预估。马士基表示，第三季营收 121.3 亿美元（市场预估 125.4 亿美元），第三季度息税折旧及摊销前利润降至 18.8 亿美元（市场预估 18.9 亿美元）。马士基表示，今年全球集装箱贸易量可能下降 0.5%-2%，此前预测为下降 1%-4%。

航运巨头马士基将裁员 1 万人 因运费下降令盈利能力承压

中概股美股盘前走高，哔哩哔哩涨超 4%，富途控股涨 2.7%，京东、爱奇艺涨超 2%。

摩根士丹利发表研究报告指，AMD 曾应对个人计算机、服务器及可编程逻辑控制器的销售困境，至今保持韧性，各业务将陆续复甦，维持 “增持” 评级，但将目标价从 138 美元降至 128 美元，对应明年每股盈利预测约 43 倍。市场关注 AMD 将于下月推出的 AI 产品，该行预期将成为关键催化剂，公司明年来自 AI 相关的收入达到 20 亿美元的指引是显示利好的讯息。大摩现时预测 AMD 第四季收入将达到 60.93 亿美元，非通用会计准则下毛利率及经营利润率料达 51.5% 及 23%，每股盈利预测为 0.76 美元。至于今年度收入则预测为 226.04 亿美元，非通用会计准则毛利率为 50.6%，非通用会计准则每股盈利 2.65 美元，低于此前预测的 2.83 美元。

大摩：下调 AMD 目标价至 128 美元 评级 “增持”

来到岁末，无论是基本面（业绩已经在上修通道上）、资金面（美债收益率从强势上行转为高位震荡）、政策面（多重政策的呵护）、估值（连续跌了 3 年），港股都蓄势待发，对跨年行情充满信心！

港股 11 月怎么看？积极信号越来越多！

腾讯控股港股一度涨超 5%，股价重回 300 港元/股上方。

During the conference call, CEO Cook expressed optimism about the long-term performance of the Chinese market. In addition, Cook briefly mentioned the latest progress of Apple's VR headset, Vision Pro, and the company's investment in AI technology.

What did Apple say during the phone call?

三季度表现惨淡，李宁此前表示，毛利率下降主要是因为公司为促进消费，增加了在线渠道和零售终端的折扣力度。

李宁失速，都是 “打折” 闹的？

恒生科技指数涨 3%，恒生指数涨 2.4%，哔哩哔哩涨约 6%，蔚来涨约 6%，小鹏汽车涨约 5%，快手涨约 5%。

海通证券 “回应” 投资者辛辣提问：三季度为何业绩同比下降？如何平衡大股东和小股东利益？

幻方旗下的 AGI 研究组织 “深度求索” 发布第一代大模型 DeepSeek Coder，号称 “最强开源代码大模型”，免费商用，完全开源，已开放内测。

手握万块 A100 芯片，量化巨头幻方发布通用大模型！

新加坡股市 2 日报：小米 5 倍做空权证遭大量抛售

Legendary American investor and billionaire Ron Baron still believes that Tesla's market value could increase to $4 trillion in the next decade.

Legendary American investor Ron Baron is confident in Tesla's future, predicting that its market value will rise to $4 trillion in the next decade!

大模型颠覆一切，云计算得先革新自己。

王坚归来后，阿里云变得不一样了

港股科网股走高，哔哩哔哩涨超 3%，百度涨 1.45%，快手涨超 1%。

The US stock and bond markets have shown a muted response to the "hawkish" forward guidance, pricing in a slightly dovish stance. This has led to a decrease in pressure on the depreciation of the RMB exchange rate.

Guotai Junan: Market response to hawkish signals begins to weaken, short-term trend in US stocks is expected to be difficult to determine.

个人养老金先行试点已经近一年，参与人数与上线产品日益增加。华夏基金养老部根据官方数据统计显示，截至 9 月底，93 家金融机构上线 695 只个人养老金产品，其中，基金 149 只，理财 19 只，保险 62 只，储蓄 465 只。产品持续丰富，风险特征差异明显，满足参与人差异化养老投资需求。参与人数方面，6 月底，个人养老金参与人数突破 4000 万人。

个人养老金参与人数突破 4000 万 上线 695 只产品

港股开盘，恒指开涨 1.02%，科指开涨 1.38%。造车新势力延续涨势，蔚来汽车、小鹏汽车涨近 5%，理想汽车涨近 2%。

If revenue really declines for five consecutive quarters, even Apple won't be able to withstand it.

Chinese sales decline, holiday sales are worrying, "the leading technology giant in the US stock market" Apple shows weakness.

The base model Apple 17 will undergo the development process in India, marking Apple's first foray into developing new Apple models outside of China.

The most influential Apple analyst on the planet, Ming-Chi Kuo: In 2024, India will produce 20-25% of iPhones.

在苹果周四的财报电话会议上，CEO 库克被问及多个有关该公司产品在中国需求的问题。库克表示，他对苹果公司在中国市场的长期前景 “非常乐观”，并指出，截至 9 月 30 日的上一季度，iPhone 在中国的营收达到了创纪录的水平。库克说:“在 9 月这个季度，我们在中国创造了 iPhone 的营收记录，我们对此感到非常自豪。从长期来看，我认为中国是一个非常重要的市场，我对此非常乐观。