Longbridge Breakfast | Wall Street warns of US stock risks, Alphabet-C launches AI system focused on cybersecurity日韩股市高开英国将出台新法律，遏制大型科技公司扼杀数字市场竞争的权力美媒：ESPN+ 流媒体负责人将在迪士尼最新一轮裁员中离职Netflix 将大幅提高对韩剧、韩影等内容投资，未来四年达到 25 亿美元美国一联邦上诉法院裁定苹果赢得与 Epic Games 的反垄断诉讼美国第一共和银行一季度流失存款近 720 亿美元，宣布裁员 25%强生旗下 KenvueIPO 定价 20-23 美元/股 估值约达 400 亿美元11 家大行力挺后，第一共和银行 Q1 存款仍超预期剧减 41%，盘后跌超 20% | 财报见闻美联储 5 月加息 25 个基点的概率为 98.9%苹果在与 Epic Games 大战中获 “彻底胜利”，App 商城规则维持不变摩根大通：低波动性掩盖了股市存在的风险不担心银行业危机？企业 “自己人” 买入美股人数创十个月新高Target price of $100! Medical giant Medtronic receives "buy" rating这个被微软高看的中国 AI 研究院，是何方神圣？After the Fed stops raising interest rates, will US stocks rise?Compared to Microsoft and Alphabet-C, does Amazon have more potential in AI competitions?Investment opportunities in "China Concept Stocks" in Hong KongPre-market US stocks | Tesla raises capital expenditure expectations, CLOUD MUSIC sues Blizzard for refunding 300 million debt, TSMC raises salaries by 4%-5% this year.“云端三巨头” 微软、谷歌、亚马逊本周齐发财报，AI 必成焦点Financial Report Preview | Microsoft's Cloud Business Expected to Slow Down in Q1, AI Expenditure and Outlook are the FocusBig Moves | Concerns over Profit Margins, Tesla's Rating Downgraded! Could BIDU-SW's Performance Exceed Expectations?!MEDIA-网易起诉暴雪要求退还 3 亿元欠款，称后者拒绝承担玩家退款义务 -- 一财行业空间超四千亿美元，阿里或用它发力 AI 大模型瑞信 “最后一份财报”：一季度 “失血” 不止，资产净流出近 690 亿美元！AI 到底会如何改变工作？首例 “实战 “研究来了：工作效率提高了 14%摩根士丹利：若 ChatGPT 积极影响提早到来，小米将处于更好地位“人傻钱多” 美股散户：一季度爆买 777 亿美元！网易再 “撕” 暴雪：还钱，3 亿！NIO-SW President Qin Lihong: No "price war"! Sales began to climb in the third quarter!和客户抢生意？ARM 也要亲自下场造芯片了Earnings Preview | Google Cloud is expected to have its slowest growth in seven years, with revenue expected to increase slightly year-on-year.特斯拉股东联名上书：马斯克没有足够的精力关注特斯拉已引发问题US Stock Options | Amazon and Uber options trading volume tripled, Lyft options trading volume surged fivefold.“次日 VIX” 来了！美国市场 “恐慌指数” 大变革，应对 “熊市不涨”快手与人民大学高瓴人工智能学院成立联合实验室蔚来不想做寡头天猫精灵总裁：AIGC 交互系统和个性化大模型将开放行业使用一图看懂 | 阿里再次 “打败” 拼多多？供应链消息：苹果 MR 设备已进入最后冲刺阶段Hong Kong stock valuation repair hope: Is the short-term rebound of US stocks coming to an end?!国家知识产权局：加强大数据、人工智能、基因技术等新领域新业态知识产权规则研究港股横盘震荡，快手反弹 3%，汽车股回暖研究称除非美联储降息 300 个基点，科技股当前估值才合理美团：全国堂食线上订座量增长 205%，淄博领衔十大满房率城市英伟达封神：潜在对手已现Alphabet 将合并 AI 研究部门 Brain 和 DeepMind