摩根士丹利经济学家对美元在明年的前景进行了评估之后表示，预计美元的强势还将持续一段时间。

大摩经济学家：美元将在 2024 年初保持强势 美联储将于明年年中开始降息

11 月 16 日，一个月及以下各期港元拆息全线下跌，其中，隔夜息连跌四天，报 4.32464%，续创近三周新低，而与楼按相关的一个月拆息亦中止两连升，报 4.97345%。

一个月以下港元拆息全线下跌 隔夜息连跌四天报 4.32%

金十数据 11 月 16 日讯，习近平：我今天同拜登总统达成重要共识，两国将推出更多便利人员往来、促进人文交流的措施，包括增加中美客运直航航班，举办中美旅游高层对话，优化签证申请流程等。我们期待着两国人民多走动、多来往、多交流，共同续写新时代两国人民友好的故事！

中美将优化签证申请流程

当地时间 11 月 15 日晚，习近平主席出席美国友好团体联合举办的欢迎宴会并发表演讲。习近平强调，我一直在思考，如何让中美关系这艘巨轮避开暗礁浅滩、穿越狂风飞浪，不偏航、不失速、不相撞？首先要回答的是，中美到底是对手，还是伙伴。这是根本的、也是管总的问题。习近平指出，道理很简单，如果把对方视为最主要竞争对手、最重大地缘政治挑战和步步紧逼的威胁，必然导致错误的政策、采取错误的行动、产生错误的结果。中国愿意同美国做伙伴、做朋友。我们处理中美关系的根本遵循是相互尊重、和平共处、合作共赢。

习近平：首先要回答的是，中美到底是对手，还是伙伴

王毅就中美元首旧金山会晤向媒体介绍情况并答问：会晤持续 4 个小时，全程使用同传。两国元首面对面深度交流，就树立彼此正确认知、妥善管控分歧、推进对话合作等最突出问题提出指导性意见，就应对巴以冲突、乌克兰危机以及气候变化、人工智能等全球性挑战进行全方位沟通，进一步探讨了中美两个大国的正确相处之道，进一步明确了中美共同肩负的大国责任，形成了面向未来的 “旧金山愿景”，为实现中美关系的健康、稳定、可持续发展指明了方向，规划了蓝图。（央视新闻）

王毅：这次会晤形成了面向未来的 “旧金山愿景”

王毅就中美元首旧金山会晤向媒体介绍情况并答问。

23 年美股 IPO 募资额相比 2021 年下跌 92%。

美国 IPO 市场持续疲软，华尔街 “一切都看 2024 年了”

美国总统拜登与中国国家主席习近平周三进行了一年来的首次面对面会晤，时间约达四小时。他们就台湾问题进行了 “实质” 交流，并一致认为 AI 用于军事或核子行动会产生真正的风险。

习拜会谈了什么？重点总结来了！

摩根士丹利策略师表示:“在能够产生正回报的市场中寻找机会需要技巧。”

大摩展望 2024 年：投资机会遍布全球 投资者仍需精挑细选

杰富瑞发表报告，上调腾讯目标价 1.27%，由 472 港元升至 478 港元，评级买入。杰富瑞认为，腾讯第三季经调整盈利 449 亿元人民币，同比升 39%，好过市场预期的 400 亿元人民币及富瑞的 410 亿元人民币，主要受惠迷你游戏、视频账户广告和电子商务服务费等高利润领域的组合转变，同时管理层并指，高品质收入增长战略成为运营标杆的重点。杰富瑞预计腾讯将有稳固的游戏产品线。基础模式适用于不同情况。杰富瑞对今明两年收入预测维持不变，但上调腾讯 2023 年经调整盈利预测 4% 至约 1532 亿元人民币及 1736 亿元人民币。同时预计腾讯将持续控制成本。

杰富瑞上调腾讯目标价至 478 港元 评级买入

港股半导体股持续下挫，华虹半导体跌近 5%，中芯国际、上海复旦、中电华大科技均跌超 3%，晶门半导体跌 2.8%。

特斯拉 CEO 马斯克：CyberTruck 的交付将于 11 月 30 日在得州超级工厂进行。

新加坡金管局局长：新加坡金管局将与地区银行合作，试点推出批发型央行数字货币。

恒指跌超 1%。李宁、石药集团、小米集团跌超 3%。

中国华融盘初涨幅一度扩大至 30%，目前涨幅收窄至 16%。

小米汽车真容曝光

深蹲两季度的小鹏，终迎起跳时刻 | 见智研究

* 花旗：腾讯追求可持续高质素成长 目标价轻微上调

* 花旗：腾讯追求可持续高质素成长  目标价轻微上调

* 美银证券上调腾讯目标价至 472 元 上季业绩胜预期

* 美银证券上调腾讯目标价至 472 元  上季业绩胜预期

其中很多仓位已经在巴菲特的投资组合中存在了近二十年，包括通用汽车、宝洁和强生公司。

清仓通用汽车、宝洁、强生，股神大幅减持美国蓝筹股，还做了一个 “神秘投资”

元大京华证券：将腾讯评级上调至买进，目标价 430 港元。

美股科技七巨头今年迄今累计回报率高达 71%！高盛指出，英伟达们明年将继续跑赢标普 500 指数的其他成分股，但 “鉴于预期上调，这种交易的风险/回报状况并不是特别有吸引力”。

英伟达、特斯拉们明年为何仍有望跑赢大市？

In October, the US PPI cooled more than expected, with the MoM decline reaching its deepest level in three and a half years. Retail sales also fell less than expected. Traders increased their bearish bets after a rebound in global bond markets, causing US bond yields to rise sharply during the session, leading to a temporary decline in the NASDAQ Composite Index and the S&P 500. However, with expectations of a soft landing, US stocks rose across the board, with the Dow Jones Industrial Average rising for four consecutive days and both the Dow and the NASDAQ Composite Index hitting a three-month high. Microsoft, which released its AI chip, hovered near its historical high, while Nvidia continued its ten-day rally. After market close, Cisco fell by 14%. The China concept stock index reached a five-week high, with JD-SWR rising by 7%, Tencent ADR up more than 5%, and XPENG-W up more than 2%. The US dollar strengthened and stabilized at 104, the pound fell nearly 100 points, the yen fell below 151, offshore RMB hovered around 7.26 yuan, and Bitcoin rose by 5%, reaching its highest level since April last year. Oil prices fell 2% during the session, erasing the gains for the week, while spot gold fell below $1960. However, London metals rose for three consecutive days, with copper reaching a six-week high and zinc rising for two consecutive days by 2%.

PPI cooling boosts US stocks, Chinese concept index rises strongly by about 3%, US bond yields rise more than 10 basis points intraday.

Cisco's performance guidance has intensified concerns in the market about weak corporate technology spending. Updated.

Cisco's guidance for this quarter is far below expectations, and it has lowered its full-year guidance. After the market closed, its stock fell more than 10%. | Earnings Report

Tencent President Liu Chiping stated that Video Account has increased the overall usage time of WeChat. As Tencent continues to deploy artificial intelligence technology to improve ad click-through rates, there is still significant room for growth in Video Account's ad revenue. In addition, Tencent currently has a relatively high inventory level of chipsets, including H800. Tencent's cloud capabilities will not be affected by the US chip ban.

Tencent Conference Call: Mini-program transaction volume reaches 1.5 trillion, double-digit growth in enterprise service revenue, high inventory of high-performance chips.

Druckenmiller sold approximately 75,000 shares of Nvidia in the third quarter, worth about $37.2 million. As of September 30th, Nvidia remains his largest holding with a market value of $380.5 million. Druckenmiller had previously stated that he could hold Nvidia for two to three years, or even longer. Soros Fund Management exited its investment in Nvidia in the third quarter, selling stocks worth $4.9 million.

Sell Nvidia! Soros comrade Druckenmiller leads, Soros Fund clears its position.

Microsoft has launched its first AI chip, Maia 100, which is seen as a competitor to Nvidia, as well as a competitor to Intel CPUs: Cobalt 100, a cloud-native chip based on the Arm architecture. In addition to custom chips, Microsoft is expanding its collaboration with chip manufacturers by adding AMD MI300X accelerated virtual machines to Azure, opening a preview for NC H100 v5 virtual machines built with Nvidia H100, and planning to release AI-optimized virtual machines equipped with H200.

Microsoft, a partner and a new opponent! Microsoft launches its first AI chip and establishes new partnerships with AMD and NVIDIA.

京东表示，低客单价的订单的增长加速的，且明显超过整体单量的增速。 一二线城市的消费力旺盛，高质量的 plus 会员数也在保持双位数增长。

京东电话会：三季度商家数量达到最高水平，低客单价的订单增长加速

美股盘前多数股票上涨，中概股普涨，京东涨近 5%，拼多多涨超 3%，小鹏汽车三季报显示公司营收不及预期，盘前跳水 1.65%。

中美数据给力，全球市场开启 “狂欢模式”

Tencent has disclosed for the first time in its earnings report that its advertising revenue from the internal circulation of Tencent's ecosystem (including advertising revenue from linking WeChat Mini Programs, Video Accounts, Official Accounts, and Enterprise WeChat landing pages) has grown by 30% YoY, contributing to over half of WeChat's advertising revenue.

Tencent's Q3 net profit increased by 39% YoY, with a rebound in the gaming business and record-high advertising revenue. | Earnings Report

Why did Alibaba Pictures face a sell-off of funds on the eve of the merger with Damai?

三季度，Michael Burry 重新持有了此前已清仓的重仓股京东和阿里巴巴，大手笔买入了 SOXX(美国半导体 ETF) 的看跌期权。

半年前 “做空” 巨亏后，“大空头” 最新动作：重仓中概，加码做空美国芯片股、包括英伟达

Tesla's price reduction strategy is no longer effective.

The effectiveness of price reduction strategy has reached its peak. Can Cybertruck reorganize Tesla's sales? See Zhitong App's research.

Samsung may have received less than half the amount of money that Apple did.

Unexpected leak! Google "bleeds" as Apple deducts 36% to remain Safari's default search engine.

第三季度营业利润 484.8 亿元人民币，市场预估 434 亿元人民币。

腾讯第三季度净利润 362 亿元人民币，市场预估 323.8 亿元人民币

工信部今日公布了小米汽车的申报车型信息。

小米汽车公示：北汽越野代工 两款车型分别采用弗迪电池和宁德时代电池

Global asset management giant Invesco has submitted its third-quarter holdings report (13F) for the period ending September 30, 2023.

Tech giant Jingshun shows a strong preference for Amazon in Q3, investing heavily and increasing its holdings in Adobe.

B100 speed may be more than 4 times that of H100, and GPT-5 may achieve super intelligence.

OpenAI's "Next Big Thing": NVIDIA's Most Powerful Chip B100, OpenAI's Most Powerful Model GPT-5

ChatGPT Plus account registration is temporarily suspended. Internet users are furious, even urging Altman to release more paid versions.

What's going on? OpenAI temporarily suspends new ChatGPT Plus subscriptions.

HBM 作为今后 AI 时代的必备材料，其盈利能力是其他 DRAM 的 5-10 倍，目前的 HBM 市场三星、SK 海力士双雄争霸，美光也开始发力追击。

HBM，大战再起

美图董事长蔡文胜减持 300 万股美图股权，套现 1175 万港元！减持后，蔡文胜最新持股数目为 11.11 亿股。

美图为何大跌 10%？

在外界的目光还集中于抖音和美团的竞争时，“闷声发财” 进军本地生活的快手显露出了弯道超车的野心。

送外卖、搞团购、上直播，快手抢了美团的饭碗？

The competition in the membership store sector is becoming increasingly crowded.

The struggle of hypermarkets: Gaoxin Retail suffers losses as it gets caught in the battle of membership stores.

国联证券葛小波：过去是补短板，未来主要是 “筑长板”

路透纽约 11 月 14 日 - 周二提交给监管机构文件显示，对冲基金经理 Michael Burry 在第三季度增加了对半导体的看跌期权头寸，而其他一些投资者也减少了对该行业的曝险。Burry 在 2008 年金融危机前做空美国房地产市场，是电影《大空头》(The Big Short) 的原型人物。

电影《大空头》的原型人物第三季增加对半导体 ETF 的看跌押注

国家统计局：10 月份，规模以上工业增加值同比实际增长 4.6%。从环比看，10 月份，规模以上工业增加值比上月增长 0.39%。1—10 月份，规模以上工业增加值同比增长 4.1%。

中国 10 月社会消费品零售总额同比 7.6%，预期 7%，前值 5.5%。

中国 1 至 10 月社会消费品零售总额同比 6.9%，预期 6.9%，前值 6.8%。

中国 10 月规模以上工业增加值年率 4.6%，预期 4.3%，前值 4.50%。