The bank believes that with the recovery of the service industry and the introduction of government measures to stabilize growth, the Chinese economy is expected to regain momentum in the second half of this year.

Morgan Stanley: China's economic recovery will continue, with growth expected to rise to 6% in the second half of the year.

Goldman Sachs expects that the Fed is highly likely to raise interest rates by 25 basis points in July, and raise the final value of interest rate forecast to 5.25%-5.5%. Then, it will cut interest rates by 87.5 basis points to around 4.5% in 2024, and further cut interest rates by 112.5 basis points to 3.375% in 2025. The mean of long-term or neutral interest rates will rise slightly.

Goldman Sachs: Fed to Pause Rate Hikes in June, Raise by 25 Basis Points in July, Cut Rates Next Year.

The factory has received a notice regarding electricity supply, requesting consideration of rotating power outages or at least reducing electricity usage during peak hours. In addition, the power shortage is expected to last until at least late June, so they need to prepare for this.

Vietnam's "power shortage" worsens! Samsung Electronics, FII and other factories are affected.

Zuckerberg also stated that current AI technology has not yet reached the level of superintelligence, and people may be overly focused on some tail risks.

Zuckerberg discusses AI vision: deploying multiple LLM models and launching an AI social assistant.

天风证券认为，目前还无法排除演变为情形一的可能。即美联储可能在 7 月重启加息，十年美债或升至 4.0% 左右。

天风固收孙彬彬：怎么看美联储可能跳过 6 月加息？

目前，处于技术牛市中。我们还看不到美股走弱的信号，所以，降息的概率几乎是零。

如何预判美联储何时降息？

“618” 大促酣战之时，国内最大电商平台阿里巴巴悄悄腾挪着旗下快递板块股权。  近年来阿里巴巴通过入股方式投资了若干家通达系企业。其中，关系最密切的是申通快递，早在 2019 年，阿里巴巴就以 47 亿元与申通快递（SZ:002468）签下《购股权协议》，随后在业务及资本上进行合作。

菜鸟上市前夜

在现有图片上进行修改和创作。

谷歌新 AI 工具 Imagen Editor，一句话对图片二次创作

金十数据 6 月 10 日讯，马斯克当地时间周五表示，推特将很快开始向经过认证的内容创作者支付在他们推文评论中投放广告所产生的收益，第一批支付金额约为 500 万美元。马斯克在推特上写道：“在几周内，X/推特将开始为回复中的广告付费。第一笔付款总额为 500 万美元。注意，创作者必须经过认证，只有向认证用户投放的广告才算数。”

马斯克：推特将开始向创作者支付回复中的广告费用，第一笔总额 500 万美元

韦德布什证券公司分析师丹·艾夫斯认为，特斯拉股价未来一年有望飙升 22%，达到 300 美元。由于最近与通用汽车和福特达成开放充电网络的协议，这家电动汽车制造商的 “零件总和” 故事将成为焦点，这将在未来几年推高其估值。韦德布什估计，与通用及福特的交易可能会在未来一年为特斯拉带来 30 亿美元的额外营收。艾夫斯还预测，随着美国和中国市场最近的降价，对特斯拉汽车的需求将会上升。该公司很有可能实现今年 180 万辆的交付目标，而 Cybertruck 的推出和一款售价低于 3 万美元的车型的上市将进一步推动增长。

韦德布什上调特斯拉目标价至 300 美元，有望飙升 22%

中信建投陈果认为，当前港股正在逐渐走出底部。指标层面看，对港股筑底反弹有较好预示作用的的估值、流动性、市场交易情绪三个指标已经开始出现拐点，预计港股迎来年内最佳机会。

中信建投陈果：本轮港股筑底风险已充分释放

知名经济学家、前美林北美首席分析师大卫 - 罗森伯格在标普 500 进入技术性牛市后警告称，近期股市的强劲反弹是没有根据的，美国经济实几乎肯定会陷入衰退。标普 500 指数周四正式进入技术性牛市，但同一天公布的数据显示，上周首次申请失业救济人数升至 26.1 万人，为 2021 年 10 月以来最高。罗森伯格强调了股市里程碑和疲软的劳动力市场之间的脱节。他说:“你可以相信新闻头条，也可以相信领先指标。这些指标表明，我们确实有 99.15% 的可能性陷入官方数字定义的衰退。

知名经济学家警告：美股牛市长不了，衰退概率几乎 100%

野村证券经济学家前瞻美联储 6 月议息会议：我们预计美联储 6 月会议会出现 “鹰式停顿”，但在点阵图里会发出继续加息的信号。鉴于通胀压力缓解，劳动力条件放缓以及贷款减少带来的不利因素，5 月份可能是本轮周期最后一次加息。

沙特王储被爆私下曾威胁美国 “绝交” 并在经济上报复，与此同时，沙特加强与俄罗斯的合作，恢复与伊朗的外交关系，俄伊建立石油合作伙伴关系。

抗美、联俄、稳伊！--媒体报道里的 “沙特大棋”！

中信建投陈果、何盛发布研报认为，2 月以来港股迎来一轮下跌，主要原因是紧缩预期再起、经济衰退担忧、风险事件催化，本质上是由于港股走向依赖美国流动性的变化，会随两次流动性收紧而形成双重底部。当前影响港股本轮下行的风险释放充分，对港股走势有较好预示作用的估值、流动性、市场交易情绪三大指标也已经开始出现拐点，港股将逐渐走出底部，迎来年内最佳机会。行业方面，预计港股价值成长齐发力，并建议关注估值较低、受政策利好较多的中特估及互联网板块。

中信建投陈果：港股迎来年内最佳机会

礼来三款产品不仅进度走在全球同类前列，临床疗效也处于领先地位，可以说实力与速度并存，未来也势必催生出新的减肥市场竞争格局。也许，礼来 4000 亿美元市值，靠减肥撑起，也会靠减肥兑现。

礼来 all in 减肥市场

Two giants joining Tesla's charging network has paved the way for a unified and open charging standard for electric vehicles in the US. However, this does not mean that Tesla will monopolize the US charging market.

General Motors and Ford Motor are willing to cooperate. Will Tesla dominate North America's charging stations and sweep the United States with electric cars?

抖音外卖业务已放弃今年达成 1000 亿元 GMV 的目标，GMV 也不再是团队下半年最看重的指标。据了解，该业务当前的重心已转为：尝试用更多方式跑通业务流程。其中一个重要方向是，在顺丰、达达等第三方配送平台之外，借更多的本地生活服务商之力做配送。此前，抖音与服务商的合作仅停留在拓展到店业务上。多家本地生活服务商表示，他们近期已接到抖音到家团队的邀请，参加抖音外卖业务的培训，主题口号之一是 “星火燎原，点亮团购配送新时代”。

抖音外卖终止 1000 亿元 GMV 目标，但还不准备放弃

据报道，三星电子已于本月初正式开启了大语言模型的开发工作。该项目由三星研究院主导，动员了所有相关的人力和资源，以 7 月末完成初期开发为目标，该项目将供三星内部使用。

三星正开发自有 AI 大语言模型 已投入全部 GPU 资源

在 2023 北京智源大会上，加州伯克利分校教授 Stuart Russell 表示，AGI 还没达到，大语言模型只是其中一块拼图，我们连拼图最终会是什么样子，缺哪些还不确定。他表示，ChatGPT 和 GPT-4 没有在 “回答” 问题，它们不理解世界。

Stuart Russell：我们还没达到 AGI，ChatGPT 和 GPT-4 没有在 “回答” 问题

Tesla ranked third in the CPCA's NEV retail sales rankings, with BYD and GAC Aion in first and second place with 38.1 percent and 7.8 percent shares, respectively. The post Tesla delivers 42,508 vehicles in China in May, taking 7.3% share of NEV market appeared first on CnEVPost. For more articles, please visit CnEVPost.

Tesla delivers 42,508 vehicles in China in May, taking 7.3% share of NEV market

智源研究院院长张宏江提问：OpenAI 会开源大模型吗？OpenAI 联合创始人 Sam Altman 表示，我们未来会有更多开源，但没有具体模型和时间表。另外，当张宏江问道 AGI 和大模型的下一步是什么？会很快看到 GPT-5 吗？Sam Altman 表示，我也很好奇，我们没有答案。我们不会很快有 GPT-5。

OpenAI 联合创始人 Sam Altman：更多开源没有时间表，不会很快有 GPT-5

在 2023 北京智源大会上，智源研究院院长张宏江提问：我们距离通用人工智能（AGI）还有多远？OpenAI 联合创始人 Sam Altman 表示，这很难评估具体时间。很可能未来十年我们会有非常强大的 AI 系统，新技术从根本上改变世界的速度比我们想象的快。

OpenAI 联合创始人 Sam Altman：十年内可能就有非常强大的 AI 系统，我们要立刻做好准备

Bank of America's chief strategy analyst, Savita Subramanian, said that the bear market is officially over. Emotions, positions, fundamentals, and supply and demand support indicate that the lack of investment in stocks, especially cyclical companies, is still the main risk today, but overall, the most likely direction for US stocks is still positive.

One of Wall Street's most pessimistic analysts admits defeat: the bear market is officially over!

安森美半导体将取代 Rivian 成为纳斯达克 100 指数成份股，纳入时间为 2023 年 6 月 20 日。

通用汽车明年起将接入特斯拉超级充电网络的举措，让其他电动车充电站制造商的股价大幅下跌

充电板块因通用接入特斯拉充电网络消息集体下跌 分析师：市场或反应过度

NEW YORK, June 9 (Reuters) - Goldman Sachson Friday raised its year-end price target for the benchmark S&P 500 (.SPX) to 4,500 from its prior view of 4,000, citing a broadening of the year-to-date rally that has been led by only a few mega cap stocks.

Goldman Sachs ups year-end S&P 500 price target to 4,500

According to Savita Subramanian, Chief Strategy Analyst at Bank of America, the profit decline of US stocks has lasted for several quarters, and it is expected that EPS will hit bottom in the third quarter of this year. When the profits of listed companies decline, the P/E ratio will rise. Historically, over the past 50 years, when the profits of listed companies hit bottom, the P/E ratio of the S&P 500 index was exactly 20 times.

If everyone is bearish on the market, why is the P/E ratio of the S&P 500 still at 20 times?

To dispose of unwanted Credit Suisse non-core assets, UBS will bear the potential losses of the first batch of CHF 5 billion, and the Swiss government will provide a safety net for up to an additional CHF 9 billion (nearly USD 10 billion) in losses to pave the way for the completion of the acquisition. The newly created banking giant's balance sheet is worth USD 1.6 trillion, twice the size of the Swiss economy. The UBS chairman refused to disclose the scale of layoffs after the acquisition is completed, only saying that painful decisions will be made in the coming months.

The Swiss government helped clear the way, and as early as next Monday, UBS will complete its historic acquisition of Credit Suisse.

According to statistics from research firm Antenna, in the first four days after Netflix stopped password sharing from May 23 to 28, the streaming company added an average of 70,000 new subscribers per day in the United States. On two of those days, the number of new registrations across the country exceeded 100,000. Due to limitations in data collection channels, the actual number of new subscriptions may be much higher than this.

Crackdown on shared accounts has an immediate effect, Netflix's new subscriptions soar.

Tesla's stock rose more than 7.4% in early trading, now up 5%, rising for 11 consecutive days, with a cumulative increase of up to 38%. Tesla's alliance with General Motors and Ford Motor has given the market a huge surprise. Tesla's charging stations are expected to "unify North America", and its self-driving technology FSD is expected to be the next cooperation. In addition, the tax exemption for its models exceeded expectations... There are too many good news for Tesla recently.

Tesla continues to rise, up for 11 consecutive days! What happened?

在苏姿丰接管 AMD 后的九年里，AMD 从它的 “硅谷邻居” 英特尔那里抢走了服务器芯片市场份额，并收购了半导体公司 Xilinx，这些事情足足让 AMD 的股价飙升了近 30 倍。现在，她正面临着一个具有历史意义的机会和一个艰巨的挑战：AMD 能否生产出足够强大的芯片，从而打破英伟达在即将到来的生成式 AI 浪潮中近乎垄断的地位？

苏姿丰欲战英伟达 “AI 王座”，执掌九年 AMD 如何咸鱼翻身？

On June 10th, Huasheng News will live stream on its app, Weibo, and WeChat video account. The focus will be on Sam Altman, co-founder of OpenAI, who will give his first speech to a Chinese audience. Stuart Russell, a professor at UC Berkeley, will have a dialogue with Turing Award winner and academician of the Chinese Academy of Sciences, Yao Qizhi, and the forum will conclude with a closing speech by Turing Award winner and "father of deep learning" Geoffrey Hinton.

2023 Beijing Intelligence Conference: An AI brainpower feast not to be missed, these big shots are all here!

特斯拉势将又创两年多最长连涨日、连续两周每周涨超 10%。C3.ai 盘初曾涨近 9%。

科技股再挺美股走高，纳指势将七周连涨，特斯拉十一连阳，AI 股大涨

Li Bin stated at the performance conference that competition is intensifying further. The mass-market brand, Alps, is expected to begin deliveries as scheduled in the second half of next year. NIO-SW aims to produce and deliver 10,000 vehicles in July. NIO-SW expects cash flow to improve as sales rebound in the third quarter.

NIO-SW Call: Breakeven time will be postponed by about a year, and price adjustments will not be made by reducing configurations.

We'll have to wait until the sales of the new and old models alternate in the second half of the year to see if NIO-SW's performance can improve and recover its growth.

Model replacement pains continue, when will NIO-SW's performance "recover"? | Jianzhi Research

港股的流动性边际回升，成交有所回暖。悲观预期接近 2022 年 9 月，估值、风险溢价和情绪都接近布局的阈值范围，边际上一旦有利好政策，港股或有较大反弹。

外资开始回流？港股若反弹首选互联网

对于这些股票所处的更大上涨趋势而言，目前的涨幅可能只是沧海一粟。

AI 概念股存在泡沫？更大的上涨还在后面！

DocuSign 涨超 7%，通用汽车涨 3.5%，特斯拉涨 4.5%，阿里、京东跌 0.6%，拼多多涨 0.6%，哔哩哔哩涨 3.5%，金山云涨超 12%，蔚来跌超 3%，小鹏涨近 4%。

美股盘前 | 特斯拉大涨近 5%，小鹏涨近 4%！蔚来预计 6 月交付 1 万-1.2 万辆，科技股 8 周来首次出现资金外流

恒生指数有限公司今日公布设立港币人民币双柜台的香港上市公司相关指数处理方法。具体看来，恒生指数系列将维持用港币柜台股价挑选成份股及计算指数；但评估相关公司流动性时，两个柜台的成交金额/成交数量将相加计算。同时，恒生指数有公司将观察人民币柜台在港的交易情况，并适时检讨处理方法。

恒生指数公布港币人民币双柜台上市公司指数处理方法

蔚来汽车：预计第二季度收入总额介乎人民币 87.42 亿元至人民币 93.70 亿元，较 2022 年第二季度下降约 15.1% 至 9.0%。

蔚来一季度营收 106.765 亿元（15.546 亿美元），市场预期 122.75 亿元，同比增长 7.7%、环比下降 33.5%。 经调整净亏损 41.5 亿，同比翻两倍之多。蔚来预计二季度交付量介乎 23000 至 25000 辆。

财报来了 | 蔚来盘前大跌 5%！营收不及预期，亏损同比增超 200%，毛利率跌至 1.5%

Electrek 称，特斯拉计划每年生产 37.5 万辆 Cybertruck，这远远超出了华尔街的预期：到 2024 年将生产不到 10 万台，到 2027 年达到约 24 万台。

特斯拉一个月涨 40%！Cybertruck 要放大招？

中国人民银行行长易纲赴上海调研金融支持实体经济和促进高质量发展工作。

易纲：预计二季度 GDP 同比增速会比较高，CPI 下半年有望逐步回升

2023 年 6 月 7 日，中国人民银行行长易纲赴上海调研金融支持实体经济和促进高质量发展工作。下一步，人民银行将按照党中央、国务院决策部署，继续精准有力实施稳健的货币政策，加强逆周期调节，全力支持实体经济，促进充分就业，维护币值稳定和金融稳定。综合运用多种货币政策工具，保持流动性合理充裕，保持货币信贷总量适度、节奏平稳，推动实体经济综合融资成本稳中有降，保持人民币汇率在合理均衡水平上基本稳定。

易纲：继续精准有力实施稳健的货币政策，加强逆周期调节，全力支持实体经济

黄铁军认为，大模型尚未达到天花板，“大” 可以没有上限；AGI 的实现技术路线可能不唯一，但 “人造大脑” 肯定能实现。

中国大模型的最早推行者黄铁军：全球可能只需要三个大模型生态

受益于投资者对人工智能的乐观情绪爆发，亚马逊、特斯拉和英伟达等公司在公布了大超预期的财报业绩后大力提振了股价，标普 500 指数在过去几个月一直在走高。

科技股领涨，标普结束 1948 年以来最长熊市

恒生指数收涨 0.47%，恒生科技指数涨 1.03%。知乎涨超 7%，小鹏汽车涨超 5%，哔哩哔哩、东方甄选涨超 4%，中国电信、中兴通讯涨超 3%。

特斯拉盘前涨近 5%，消息称通用汽车将在下一代电动汽车上采用特斯拉的充电标准。

数据显示，熊市的退出通常 (但并非总是) 会带来持久的牛市。