Smith &amp; Wesson Brands(SWBI) rose 29.39%, with a trading turnover 74.6 Million USD, and a year-to-date rose 28.2%. Samsara(IOT) rose 13.97%, with a trading turnover 677.8 Million USD, and a year-to-date rose 17.3%. HCI(HCI) rose 13.85%, with a trading turnover 79.2 Million USD, and a year-to-date rose 29.8%.

Top 10 US Stock Gainers (3.8)

Novo Nordisk's Wegovy has been approved by the U.S. Food and Drug Administration (FDA), and clinical trial results show that the drug has benefits for heart health.

Novo Nordisk AS announced that the clinical trial results of Wegovy show that the drug has benefits for heart health.

Some analysis points out that the final approval result of Lilly's drug donanemab by the FDA has become a key factor affecting Lilly's stock price.

Eli Lilly's new Alzheimer's drug Donanemab faces another setback! FDA once again delays its approval for market launch.

NVIDIA announced a 1-for-4 stock split back in May 2021 when its stock price was around $600, much lower than the current nearly $1000. The reason for NVIDIA's stock split in 2021 was to make it easier for investors and employees to own shares. Analysts suggest that if NVIDIA can continue its growth trajectory and stay on an upward trend, a stock split in the next one or two years would be reasonable.

After a market capitalization surge of over $1 trillion, analysts believe NVIDIA may consider another stock split in the future.

比特币回落至 67000 美元以下，较高位回落超 3000 美元。

ProShares 比特币策略 ETF 上涨 1.5%。

加密货币市场持续升温，比特币首次突破 7 万美元大关。投资者对新的美国现货 ETF 需求增加，全球利率下降的预期提振了比特币价格。过去几周，数十亿美元流入 ETF，加密货币行业获得额外支持。美国证交会批准了 11 只现货比特币 ETF，标志着该行业的重要里程碑。然而，一些人担忧这些资产仍存在投机性质。比特币价格经历剧烈波动，本周跌幅超过 10%。

加密狂热继续席卷市场 比特币首破 7 万大关

比特币短线回落约 1800 美元，现报 68300 美元/枚。以太坊此前一度接近 4000 美元/枚，现回落至 3936 美元/枚。

比特币突破 70000 美元/枚，日内涨 3.93%，创历史新高。

比特币站上 69000 美元/枚，日内涨 2.44%。

On Friday, stocks related to Bitcoin surged. As of the time of writing, MicroStrategy rose by over 4%, Coinbase by over 6%, Canaan by over 7%, and Marathon Digital by over 10%. Bitcoin reached $68,000 per coin, with a daily increase of 0.95%.

U.S. Stock Market Update: Bitcoin surpasses $68,000 per coin, driving up stocks related to the concept of Bitcoin.

比特币站上 68000 美元/枚，日内涨 0.95%。

In the context of the overall cooling of the electric vehicle market, Rivian Automotive has launched two affordable models.

Imitating Tesla? Rivian Automotive raises prices and launches affordable electric vehicles.

经过几年的调整，海外资金正在寻找相对低估的资产，对香港市场保持相对乐观态度。市场核心依然是防御性，但也有小型公司在流动性改善下出现反弹。区块链和钙钛矿是表现最强的板块，比特币热火朝天，预计比特币减半和美联储降息将推动比特币价格上涨。黄金和比特币都具备避险属性，未来避险仍是市场关注的重点。钙钛矿方面，协鑫光电等头部厂家计划实现 GW 级新产能落地。

智通港股解盘 | 防御性成核心 海外资金寻找相对低估资产

LONGFOR GROUP launches a strong counterattack against the short sellers.

On ByteDance, it's easier to achieve overnight fame, while on Instagram, it's easier to monetize your fan base.

Entering the short video market successfully? Instagram, owned by Meta Platforms, surpassed ByteDance in new downloads last year.

据 BitMEX Research 数据，美国现货比特币 ETF 的总净资产价值已逾 540 亿美元，占当前 BTC 供应量约 4%。

加密货币总市值突破 2.7 万亿美元，BTC 市值为 1,326,937,600,864 美元，ETH 市值为 475,196,028,690 美元。24 小时交易额为 217,452,172,792 美元。

加密货币总市值突破 2.7 万亿美元

JD.com's Liu Qiangdong makes a strong move.

JD surged by 40 billion overnight.

NVIDIA's core? Create technology before creating demand!

Greatness is always achieved through perseverance! The latest interview with Huang Renxun from Stanford University: entrepreneurial journey, overcoming challenges, and the future of AI.

英伟达股价涨了 6-7 倍，但营收也涨了 6 倍。目前美股涨幅不算大，市盈率低于历次牛市平均水平。法兴银行认为，美股还需涨到 6250 点才能体现非理性繁荣水平。德银则认为目前可能是泡沫。此外，中国债市火爆，境外非居民资金流入中国股票市场达 96 亿美元，而债市流出 65 亿美元。这些是本周的财经要点。

激辩美股泡沫，英伟达为什么越涨越便宜？

UBS Group AG got a slap in the face as they previously lowered NVIDIA's target price from 850 to 800.

WSB Hot Topic | Investment Bank: NVIDIA, wait for me, I haven't had a chance to raise the target price yet.

亚马逊和谷歌在日本的联网电视市场占有率高达 60%-80%，可能导致其他视频服务商被挤出市场，违反反垄断法和竞争政策。此外，亚马逊还提出了要求应用程序开发者支付广告收入 30% 的新分成计划。科技巨头们面临反垄断调查，股价分化明显，英伟达表现优秀。互联网行业存在马太效应，巨头在关键分发渠道占据主导地位。谷歌在搜索市场，Meta 在社交媒体，亚马逊在云计算和在线零售，苹果在移动设备。这些集中度也意味着收入。

七姐妹最大的风险：赚钱太多！

At the close of trading on the Hong Kong Stock Exchange, the Hang Seng Index rose by 0.89%, with the photovoltaic sector leading the gains. The Hang Seng Index increased by 0.76% to 16,353.39 points, with a total daily turnover of 86.688 billion Hong Kong dollars. However, it recorded a weekly decline of 1.42%. The Hang Seng China Enterprises Index and the Hang Seng Tech Index both rose by 0.76% and 0.78% respectively. XINYI SOLAR was the top performer among blue-chip stocks, surging by 9.44% and contributing 3.98 points to the Hang Seng Index. China Hongqiao Group rose by 5.07%, while XINYI GLASS increased by 4.75%. Blue-chip stocks showed active performance.

Hong Kong stock market closed on March 8th with the Hang Seng Index up by 0.89%. The photovoltaic sector led the gains, with CRO rebounding. Paper and oil stocks showed active performance.

Popular Science | The Past, Present, and Future of Chips

PRADA(01913) rose 14.82%, with a trading turnover 502.9 Million HKD, and a year-to-date rose 43.1%. TME-SW(01698) rose 5.97%, with a trading turnover 4.3 Million HKD, and a year-to-date rose 20%. NEW ORIENTAL-S(09901) fell 3.48%, with a trading turnover 234.9 Million HKD, and a year-to-date rose 28.1%. CHINA COAL(01898) fell 2.72%, with a trading turnover 336.7 Million HKD, and a year-to-date rose 20.8%.

Top 5 HK Stock Gainers/Losers (>100B) (3.8)

MircroPort Medbot-B(02252) rose 16.01%, with a trading turnover 132.0 Million HKD, and a year-to-date fell 27%. PRADA(01913) rose 14.82%, with a trading turnover 502.9 Million HKD, and a year-to-date rose 43.1%. SITC(01308) rose 14.01%, with a trading turnover 264.2 Million HKD, and a year-to-date rose 3.9%.

Top 10 HK Stock Gainers (3.8)

蒙古焦炭(00975) fell 23.33%, with a trading turnover 283.8 Million HKD, and a year-to-date rose 43.5%. UBTECH ROBOTICS(09880) fell 12.79%, with a trading turnover 352.2 Million HKD, and a year-to-date rose 95.8%. REPT BATTERO(00666) fell 9.77%, with a trading turnover 11.0 Million HKD, and a year-to-date fell 38.2%.

Top 10 HK Stock Losers (3.8)

BOYAA's stock price surged over 20% to reach HKD 1.63, with a trading volume of HKD 35.43 million. The company announced last year its intention to seek shareholder authorization for potential cryptocurrency purchases, with a total investment not exceeding USD 100 million. Bitcoin hit a new all-time high of USD 69,000. The company also revealed a new dividend policy, committing to distribute the annual operating profit to shareholders and share the appreciation gains from investing in cryptocurrency assets.

Hong Kong Stock Market Update: BOYAA surged over 20% as Bitcoin hits a new all-time high. The company announced last year its intention to seek shareholder authorization for potential cryptocurrency purchases, with a total investment not exceeding 100 million US dollars.

NVIDIA continues to surge in after-hours trading, with a gain of over 3%, breaking through the $950 mark and approaching the $1000 milestone (equivalent to a market value of $2.5 trillion).

After-hours trading | Soaring! NVIDIA and Taiwan Semiconductor break new highs in after-hours trading.

亚太股市普涨，台积电大涨助力台股突破 2 万点，日韩股市携手走强。美联储转向在即提振亚洲新兴市场风险偏好。韩国股市涨超 1.2%，日股收涨 0.23%。台积电开盘大涨，盘中突破 2 万点。鲍威尔在参院作证时重申降息预期，美股、欧股涨幅扩大。台积电目标价上调至 850 台币。台积电 2 月营收减少 15.8%，但累计营收增加 9.4%。台积电股价自去年 10 月低点以来涨超 70%。日本央行将于 3 月降息的押注持续升温，日股反弹但涨势疲软。以上是亚太股市和台积电的相关信息。

亚太股市普涨，台积电大涨助力台股突破 2 万点，日韩股市携手走强

据报道，区块链调查人员发现，埃隆·马斯克旗下公司特斯拉和 SpaceX 总计持有超过 10 亿美元的比特币。根据调查人员的分析，特斯拉的钱包中持有价值超过 7.71 亿美元的比特币，而 SpaceX 的钱包中约有 5.55 亿美元的比特币。

特斯拉和 SpaceX 总计持有价值 13 亿美元的比特币

On March 6th, the Financial Times seriously questioned Pinduoduo: Why do investors have such confidence in this opaque and financially inconsistent company?

Finance is a black box! Financial Times questions Pinduoduo, netizens respond.

New Fire Technology Holdings surged more than 20%, reaching 21.28% by the time of publication, at HKD 3.59, with a trading volume of HKD 18.49 million. On the news front, on March 5th, Bitcoin hit a historical high of $69,000, briefly touching $69,080. In addition to Bitcoin, Ethereum also broke through $3,800 in the short term, with a 24-hour increase of over 6%. Coinglass data shows that the total market value of cryptocurrencies has also surged, surpassing $2.65 trillion. Furthermore, at the New York closing on Thursday, the CME Bitcoin futures BTC main contract was at $68,025.00, up 1.24% from the Wednesday New York closing, trading in the range of $66,060.00 to $68,840.00, continuing to explore the top of $70,195.00 reached on March 5th. It is reported that New Fire Technology Holdings mainly provides virtual asset trading and technical solution services, including providing virtual asset lending asset management to customers and offering over-the-counter trading platforms, acting as an exchange. In the 2023 fiscal year, revenue generated from over-the-counter trading and lending management services amounted to HKD 2.811 billion, accounting for 99.19% of total revenue.

Hong Kong Stock Market Update: SINOHOPE TECH Holdings surged over 20% as Bitcoin hits a new all-time high. The company is a service provider for virtual asset trading and technical solutions.

中国出口复苏主要受到集成电路、船舶、劳密产品、家电和灯具以及通用机械设备的支撑。其中，集成电路受益于半导体周期复苏，船舶受到市场份额优势和全球需求端强劲的影响。根据 1-2 月的数据，中国出口同比增长 7.1%，超出预期。这表明中国出口的景气持续性较高。

撑起出口的 “新五样”

3 月非农报告即将发布，市场预期新增 20 万就业岗位，失业率预计维持在 3.7%，时薪同比增速可能降至 4.4%。数据表现强劲将打压降息预期，帮助美元指数止住颓势；反之，不及预期的数据或刺激降息预期回升，将推动黄金和美股继续上行。

3 月非农前瞻 — 黄金新高只是起点？

Alibaba's Lingxi Games will undergo a leadership transition to make room for younger executives, as part of Alibaba's strategy to maintain a startup mindset. Zhan Zhonghui, the current head of Lingxi Games, and two other executives will step down, with experienced game producer Zhou Bingshu taking over. The mobile game "Three Kingdom Tactics" generated over $1 billion in revenue in its first two years. Lingxi Games was acquired by Alibaba in 2017.

Alibaba's Lingxi Games says management to step down to make way for younger execs

诺和诺德表示，预计 Wegovy 将于今年获批在中国上市，并计划很快在亚洲最大的市场推出这款受欢迎的减肥药物。当地时间周四，诺和诺德大中国区总裁周霞萍在哥本哈根郊外的公司总部举行的投资者会议上表示，即将在中国推出的这款产品最初将专注于自费购买的患者。上个月，Wegovy 在其首个亚洲市场日本正式推出。

诺和诺德：预计减肥药 Wegovy 将于今年获准在中国上市

理想汽车计划在 2024 年上线 2000+ 座超级充电站，覆盖全国高速主线 70% 以上和三线以上城市核心区域 50% 以上。预计到 2025 年，超级充电站数量将达到 5000+ 座，覆盖国家高速主线 90% 和四线以上城市核心区域 90%。理想汽车将投资超过 60 亿元，建设超过 5000 座 5C 充电站，覆盖全国 95% 的高速公路和国道，实现对全国所有地级市核心城区的全覆盖。

理想汽车：2024 年预计上线 2000+ 座超级充电站

In 2025, the buyback scale of the US stock market is expected to exceed one trillion US dollars. It is projected that the cumulative stock buyback scale of Pro UltrPro Shrt S&Pro 500 component companies will increase by 16% to $1.08 trillion, and is expected to grow by 13% to $925 billion in 2024. Goldman Sachs predicts that this growth is mainly driven by the profit growth of technology companies and the financial environment stimulated by the Fed's interest rate cuts. The massive buyback scale will undoubtedly become an important catalyst for the long bull market of US stocks. Among them, social media company Meta Platforms and cloud software giant Salesforce are the leaders in stock buybacks in 2024.

In 2025, the buyback scale of the US stock market is expected to exceed one trillion! The "long bull momentum" of the US stock market +1.

Morgan Stanley believes that certain aspects of the potential of Novo Nordisk AS may be underestimated by the market, such as supply chain, Semaglutide substitutes, new non-GLP-1 oral weight loss drugs, and product diversification.

Exceeding Tesla in Market Value! The future of Novo Nordisk AS depends on these six key questions.

Underwriters include ABCI, BOCI, BOCOM INTL, as well as internet securities firm LongBridge.

On the first day of listing, LESI GROUP surged by 30%, earning nearly HKD 1,000 per lot.

优必选、第四范式等港股通概念股近期受到资金炒作，股价出现大幅波动。然而，由于流通盘小和外部扰动，估值波动可能较大。市场上有一种说法是游资通过 “隔山打牛” 玩法推高股价。这种情况可能与纳入港股通后交易结构的变化有关。总体而言，这些公司的股价异动可能是被纳入港股通以及机构和南下资金的炒作所推高，但也有可能是游资的操纵。

优必选、第四范式跌超 11%，过山车行情背后：新晋港股通点燃炒作导火索，隔山打牛、走资等 “高端玩法” 猜想引关注

GraniteShares ETF 更是在本月的前六天内，就突破了其净月度流入纪录，其管理的资产规模已从今年年初的 2.1375 亿美元增长至 14.1 亿美元。这一现象背后，是投资者对于英伟达在 AI 芯片市场的主导地位充满信心！

年初以来规模飙升 5-11 倍！英伟达杠杆 ETF 资金流入创纪录

阿里已经将国内估值超 10 亿美金的 5 家头部大模型创业公司全都投了一遍。对于阿里来说，AI 可能是其突破现阶段增长瓶颈的关键所在，任何一丝机会都不能放过。

阿里为何正在大规模投资 AI 公司？

短期内蔚来还有充足的弹药，务实当然是好的转变，但是留给蔚来的时间确实也不多了。

一年亏了 207 亿，蔚来要苦一苦长期主义

Quarterly revenue has returned to growth, is Yatsen turning the tide of adversity?

MEITU surged over 11%, rising to 11.52% by the time of publication, reaching HKD 3 with a trading volume of HKD 115 million. On the news front, on March 5th Eastern Time, Bitcoin hit a historical high of $69,000, briefly touching $69,080. MEITU had previously attracted market attention for its high-profile acquisition of Bitcoin and Ethereum. It is reported that as of June 2023, the company holds 940.497 Bitcoins and 31,000 Ethereums, with the combined holding cost accounting for about 10% of total assets. In addition, Guojin Securities believes that with the emergence of Sora, the video creation field is ushering in an "iPhone moment". Looking at the development of AI applications in this round, creative fields such as text creation, image creation, and video creativity, known for their high fault tolerance and high investment intensity, were widely believed to be one of the industries that would be deeply empowered by AI at the beginning of the AI wave. The bank believes that Wenshengtu and Wensheng Video are the current focus of AI application landing, with rapid iteration of related technology products overseas. It recommends paying attention to investment opportunities in leading creative software companies like MEITU.

Hong Kong Stock Market Update: MEITU surged over 11%, Bitcoin hit a historical high of $69,000. The company had previously made high-profile investments.

金十数据 3 月 8 日讯，汇丰研究发表评级报告指，京东去年第四季收入按年升 3.6% 至 3061 亿元人民币，稍微高于预期，由于上季表现较预期好，故有更多信心京东收入能够达致高单位数增长，继续在电子消费产品范畴跑赢大市，以及提升投资效果。即使内房前景仍然具有挑战，但政策补贴市民更换电器可确保电子消费产品的增长。基于利润率较预期好，故将公司在 2024 年至 25 年盈利预测上调 2% 至 4%，又指近期新公布的股票回购属正面惊喜，并将其目标价由 148 港元上调至 152 港元，维持其评级为 “买入”。