安联首席顾问埃尔埃利安：纳斯达克昨日遭遇自2020年3月以来最大跌幅，其对更广泛市场的影响再次提醒我们，市场在多大程度上押注于人工智能（AI）交易。这种押注既有合理的积极因素，例如生产力提升的潜力、庞大的投资规模以及IPO前景等；也存在不那么积极的一面，例如循环融资、融资主体之间相互依赖以及过度使用杠杆等。

UBS cuts Qualcomm (QCOM.O) PT to $180 from $185; rating unchanged at Neutral.

The CSRC’s Department of International Cooperation issued a recordation notice for Suzhou Denglin Technology Co., Ltd.'s overseas offering and conversion to full circulation. The company plans to issue up to 11,040,000 overseas-listed ordinary shares and list on the Hong Kong Stock Exchange; 45 shareholders intend to convert a total of 54,583,999 domestic unlisted shares into overseas-listed shares for trading on HKEX.