美联储降息利好中型股?看看分析师怎么说
高盛最近的分析发现,在首次降息后的12个月内,中型股的表现通常优于大型股和小型股。
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美股
Apple Reportedly Exits OpenAI's Latest Funding Negotiations
The latest reports say that Apple has pulled out of OpenAI's latest round of funding talks, but other investors continue to discuss the amount of funding.
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OpenAI/Apple/ChatGPT
iPhone 16 Delivery Times Shortest in Three Years, Wall Street Worries About Demand
Statistically, after three days on the market, the average lead time for the iPhone 16 is 15.2 days. This compares to an average lead time of 25.7 days for the iPhone 15 series at the same time last year and 18 days for the iPhone 14 series in 2022.
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Apple/iPhone 16
OpenAI Faces New Challenges: Multiple Executives Depart, Nonprofit Status at Risk
In recent months, several OpenAI executives and senior staff have chosen to leave. Meanwhile, media outlets have broken the news that OpenAI may be moving from a non-profit to a for-profit organization.
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RBA Holds Steady As Expected, Market Lowers December Rate Cut Expectations
On Tuesday, the Reserve Bank of Australia (RBA) continued to leave its cash rate target unchanged at 4.35%, in line with market expectations.
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RBA
Intel's Critical Moment: Will Qualcomm And Apollo Extend A Helping Hand?
At a time when Intel is struggling, there are reports that Qualcomm is in talks with Intel about an acquisition. There is also news that Apollo Global Management has approached Intel with plans to invest billions of dollars in it.
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Intel/Qualcomm
China's Securities Regulator Reportedly Halts Overseas IPO Plans For Several Tea Companies
The sources said the CSRC has postponed the postponement of the offshore listing plans of Mixue Ice Cream & Tea, Gu Ming and Auntea Jenny due to weakening consumer confidence in the country and poor market performance of their Hong Kong counterparts.
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Hong Kong IPO
Apple iPhone 16 Sales Decline? Chinese E-Commerce Platforms Begin Discounts
Ming-ChiKuo, an analyst at Tianfeng International Securities, said in a post that iPhone 16 series first weekend pre-order sales are estimated to be about 37 million units, a year-on-year decline of about 12.7 percent from last year's iPhone 15 series first weekend sales.
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Apple/iPhone 16
Boeing Faces First Strike In 16 Years, Credit Rating May Fall To Junk
Recently, Boeing suffered another series of strikes.
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Boeing
OpenAI Launches New AI Model With Human Doctorate-Level Reasoning
On September 12, OpenAI announced that it will be launching a new series of inference models for solving difficult problems, and the first model in the series, called OpenAI o1, is available in its preview version starting immediately.
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OpenAI/AI
Trump-Harris Debate Ends, How Will U.S. Stocks React?
Prediction sites generally show that expectations for a Harris win have risen after this debate.
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US stock/US Election
Analyst Forecasts Apple To Enter Super Upgrade Cycle, Market Cap Could Surpass $40 Billion
Several analysts, including JPMorgan, Jefferies and Wedbush, expect an AI-driven upgrade cycle to follow for Apple.
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Apple
Morgan Stanley Lowers Oil Price Forecast Twice in a Month: Why Are They Bearish on Crude?
In their latest report, analysts at Morgan Stanley expect Brent crude to reach $75 a barrel by the fourth quarter of this year.
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Crude Oil
Tesla And XAI In Revenue Sharing Talks? Musk Denies Rumors
Under a proposed arrangement described by Tesla to investors, the company would license xAI's AI models to power its FSD and share a portion of its revenue with xAI, according to the report, said a person familiar with the matter.
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Tesla/Musk
Taobao Plans to Add WeChat Pay, What’s the Impact on Alipay?
WeChat said, at present and Taobao platform merchant function adaptation is opening, the specific on-line time please pay attention to Taobao platform announcement.
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Alibaba/Tencent
August Report Card for EV Companies: BYD Leads, Huawei Transfers "AITO" Trademark
According to CPCA's comprehensive estimate of preliminary monthly data, the national wholesale sales of new-energy passenger car manufacturers in August amounted to 1.05 million units, up 32% year-on-year and 11% sequentially.
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EV/BYD/Tesla
Buffett Cashes Out $850 Million More, Accelerates Sale Of Bank Of America Stock
According to the latest filing, Berkshire Hathaway sold 21.1 million shares of Bank of America stock over the three-day period of Aug. 28-30, at an average selling price of $40.24, for a total of nearly $850 million in cash.
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Warren Buffett/Bank Of America
Tokyo August Core Inflation Accelerates—Will It Trigger A BOJ Rate Hike?
Latest data showed that core inflation in Tokyo, Japan, rose more than expected in August, and continued high inflation may support the central bank's continued monetary tightening.
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BOJ/JPY
Alibaba Completes Dual Listing, May Join HK Stock Connect As Early As September 9
On August 28, Alibaba announced that the previously announced voluntary conversion of the company's secondary listing status on the Hong Kong Stock Exchange to primary listing status was officially effective.
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Alibaba
How To Regulate AI? OpenAI Supports Watermarking, Musk Advocates For Enhanced Safety Testing
According to media reports, OpenAI, Adobe and Microsoft, among others, have expressed support for California's AB 3211, which would require “watermarking” of AI-generated content.
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AI/OpenAI/Musk
Quick Overview of the Latest Apple Event Leaks
Apple is proposing to hold its biggest product launch of the year on Sept. 10, when it will unveil its latest iPhones, watches and AirPods, according to people familiar with the matter.
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Apple/iPhone 16
Musk's Brain-Computer Interface Company Reports Successful Device Implantation in Second Participant
On August 21, Musk's brain-machine company Neuralink announced that the implantation of a brain-computer interface device in a second participant, Alex, went well, and Alex's recovery is going well.
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Neuralink/Musk
Walmart Sells JD.com Stake; JD Quickly Buys Back Amid Price Drop
In its latest regulatory filing with the U.S. Securities and Exchange Commission (SEC), U.S. retail giant Walmart disclosed after the U.S. stock market session on Tuesday that it had reduced its entire stake in Jingdong shares.
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Walmart/JD
YiShiDe Criticizes Li Xiang's Ethics, Li Auto Responds and Reports to Police
YiShiDe issued a statement saying it would terminate all relationships with Ideal Motors and condemned the company and its founder Li Lian for unethical behavior. Ideal Motors later hit back, saying it had called the police in response to the rumors posted by YiShiDe.
08-202.35w
Li Auto
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