比特币跌破 70000 美元，报 69800 美元，日内跌 1.4%。

Many electric vehicle startups, not just Fisker, are struggling on the brink of life and death.

A major automotive company investing? The American electric car newcomer Fisker responds to bankruptcy rumors, surging 42% after hours.

数据显示，价值超过 3,000 万港元的香港新房本月以来的成交量达到 84 套，已经超过了 2021 年 9 月以来任何一个月的全月销量。

香港高档住宅新房销量创 2021 年以来新高

港股内房股多数下跌，龙湖集团跌超 5%，万科企业、碧桂园、融创中国、越秀地产、旭辉控股集团跌超 3%，绿城中国跌超 2%。

金十数据 3 月 15 日讯，中央网信办部署开展 2024 年 “清朗” 系列专项行动，重点开展 10 项整治任务。其中包括，“清朗·整治 ‘自媒体’ 无底线博流量” 专项行动。集中整治 “自媒体” 造热点蹭热点制造 “信息陷阱”、无底线吸粉引流牟利等问题。督促网站平台做好涉国内外时事、公共政策、社会事件等领域信息来源标注，AI 生成信息标注以及虚构摆拍内容标注。严格营利权限开通条件，明确审核、认定及处置标准。优化流量分发机制，有效扩大优质信息内容触达范围。

中央网信办：督促网站平台做好 AI 生成信息标注以及虚构摆拍内容标注

蓝湾资产管理已将做空 10 年期日债作为其最大宏观押注，预计收益率年底升至 1.25% 以上。施罗德、摩根大通、安本等看涨日元，安本预计日元还能上涨至多 10%。贝莱德和英仕曼认为，日股还有进一步上涨空间。

空日债，买日元！日银决议前，华尔街押注 “取消负利率”

中国央行今日进行 3870 亿元一年期 MLF 操作，利率 2.5%，此前利率为 2.5%。今日有 4810 亿元 1…

“不降息”！中国央行缩量续作 3870 亿元 MLF，一年半来首次净回笼

Pinduoduo (PDD) is in a showdown, with Wulianyi (WLY) unwilling to tolerate control anymore.

Goldman Sachs believes there are 5 reasons to support buying VIX call options: VIX at historical lows, Pro UltrPro Shrt S&Pro 500 near historical highs, high market demand for upward asymmetry, Goldman Sachs model indicates potential for VIX to rise, and various macro and micro factors may drive volatility higher.

Betting on a US stock market decline? Goldman Sachs: It's time to buy VIX call options.

Last year, Morgan Stanley utilized OpenAI's GPT-4 technology to create an unprecedented solution for its employees, a project personally overseen by Jeff McMillan.

Wall Street is accelerating its embrace of AI, as Morgan Stanley appoints its first Chief AI Officer.

“一车难求” 的局面必将上演。更有意思的是，小米汽车北京旗舰店附近分布着蔚来、路特斯、凯迪拉克、仰望等众多高端汽车品牌的门店，显现出小米汽车的高端野心。

小米汽车 “半月倒计时”：销售称每天忙到半夜，旗舰店选址已暴露野心？

比特币突破 72000 美元/枚，日内涨 1.91%。

Over $5 trillion worth of options contracts will expire on Friday. Investors are warning: if Tesla doesn't focus on work, they will replace him. Tesla mentioned the possibility of producing electric semi-trailers at the German factory. Apple acquires Canadian AI startup DarwinAI. ByteDance will re-incubate its gaming business. NIO-SW adjusts the pricing system for its BaaS battery rental service. The first "AI Software Engineer" makes an appearance. Adidas reports its first annual loss in over thirty years.

Breakfast | US stocks will face the "triple curse", with Tesla's market value approaching the brink of falling below $500 billion.

比特币周四一度跌至 68,549 美元，比特币价格在七天内第五次创新高后下跌。此外，美国 2 月 PPI 数据超出市场预期，使得美联储降息的预期减弱，美债收益率上升，美股下跌。Meme 币领域的一些代币仍然表现强劲，总市值已经上升至 600 多亿美元。加密货币市场与美国股市的相关性增强。加密货币基金创始人表示，Meme 币市场存在不确定性，高价格和杠杆的持续存在成为问题。

美国 2 月 PPI 数据意外超预期 比特币七天内五创新高后跌破 7 万美元

“如果特斯拉找到一位真正能帮助公司的 CEO，或者埃隆改变态度，真正重新专注于特斯拉的工作，以积极的方式推广这个品牌，情况可能很快就会好转。”

特斯拉继续大跌，投资者喊话：马斯克再不专注工作就换掉他！

年内大跌 35% 的特斯拉，不再是 “科技公司”，而是回归 “汽车公司”？！业务经营到底出了什么问题？为什么多国需求发生衰减？2024 年真的就没有转机？

解读公司 | 如何理解特斯拉今年的大跌？

Historical data shows that in the first quarter of each year, there is a higher probability of a bullish trend in the US stock market during the "quadruple witching week." Over the past 41 years, the Pro UltrPro Shrt S&Pro 500 has risen 27 times, while the Invesco QQQ Trust has risen 25 times. However, the week following the "quadruple witching week" is quite the opposite, as the Pro UltrPro Shrt S&Pro 500 has fallen in 27 out of the past 41 years - often experiencing significant declines.

The first quarter "Quad Witching Day" is here on Friday! NVIDIA options trading becomes a highlight.

主权国家秘密购买比特币的情况引发了关注，一些央行可能已经将比特币作为储备资产。萨尔瓦多采用比特币作为法定货币后，国库从比特币投资中获得了 8500 万美元的未实现利润。此外，各国央行购买黄金的动态也受到密切关注，推动了黄金价格的上涨。分析师指出，央行购买黄金和比特币的行为意味着他们预计经济将崩溃，并将导致更多通货膨胀。

主权国家秘密购买比特币？分析师：已有央行将其置于资产负债表上

Dick's Sporting Goods(DKS) rose 15.47%, with a trading turnover 1.4 Billion USD, and a year-to-date rose 47.5%. Impinj(PI) rose 9.79%, with a trading turnover 123.7 Million USD, and a year-to-date rose 38.4%. Embrauer Empressa(ERJ) rose 9.51%, with a trading turnover 139.5 Million USD, and a year-to-date rose 27.3%.

Top 10 US Stock Gainers (3.14)

WiMi Hologram Cloud(WIMI) rose 30.91%, with a trading turnover 78.5 Million USD, and a year-to-date rose 77.8%. ATRenew(RERE) rose 5.66%, with a trading turnover 3.3 Million USD, and a year-to-date fell 12.5%. Hello(MOMO) fell 22.29%, with a trading turnover 82.9 Million USD, and a year-to-date fell 14.2%. Jin Medical(ZJYL) fell 17.9%, with a trading turnover 3.4 Million USD, and a year-to-date fell 57.1%.

Top 5 CDRs Gainers/Losers (>100M) (3.14)

Alphabet-C(GOOG) rose 2.54%, with a trading turnover 5.2 Billion USD, and a year-to-date rose 2.4%. Microsoft(MSFT) rose 2.44%, with a trading turnover 14.5 Billion USD, and a year-to-date rose 13.3%. Anheuser-Busch InBev NV(BUD) fell 5.48%, with a trading turnover 728.7 Million USD, and a year-to-date fell 5.6%. Tesla(TSLA) fell 4.12%, with a trading turnover 20.7 Billion USD, and a year-to-date fell 34.6%.

Top 5 US Stock Gainers/Losers (>100B) (3.14)

Pagaya Tech(PGY) fell 25.53%, with a trading turnover 148.9 Million USD, and a year-to-date fell 30.3%. Hello(MOMO) fell 22.29%, with a trading turnover 82.9 Million USD, and a year-to-date fell 14.2%. SentinelOne(S) fell 16.64%, with a trading turnover 657.5 Million USD, and a year-to-date fell 15.1%.

Top 10 US Stock Losers (3.14)

The Dow Jones stopped its three-day winning streak, while the S&P and Nasdaq both fell for two consecutive days, with small-cap stocks dropping nearly 2%. Tesla fell over 4% in two days, while Microsoft rose over 2%, hitting a historic high. Chip stocks fell by nearly 2%, with NVIDIA dropping over 3% and AMD falling nearly 4% over two days. After the earnings report, Adobe fell over 10% in after-hours trading. Chinese concept stocks fell by nearly 3%, ending a four-day rally and dropping from a three-month high, with Bilibili falling by nearly 7%, XPeng dropping over 6%, and NIO-SW falling by nearly 6%. European stocks fell from historic highs, with French stocks hitting a three-day high. Following the PPI release, the yield on the 10-year US Treasury bond rose by over 10 basis points, reaching a two-week high; the US dollar index accelerated its rebound, hitting a one-week high. Offshore Renminbi fell by over one hundred points to below 7.20. Bitcoin rose above $73,700 to hit a new all-time high, then briefly dropped by $5,000. Brent crude oil hit a four-month high, while US crude oil closed above $80 for the first time in four months. Following the PPI release, gold accelerated its decline, with spot gold falling by over 1% at one point, but not approaching the record high at the close. London copper fell from an 11-month high, while London tin hit a seven-month high.

PPI inflation exceeded expectations, US bonds accelerated their decline, tech stocks dragged down the US market, with NVIDIA dropping nearly 5% at one point, and Bitcoin plunged after hitting a new high.

One of the core technologies of DarwinAI is to make neural network models smaller and faster. This work could be beneficial for Apple, as Apple focuses on edge AI rather than running AI entirely in the cloud.

Apple is stepping up its efforts in AI! It is reported that they are acquiring the Canadian startup DarwinAI, possibly bringing neural network talent under its wing.

Adobe's revenue guidance fell short of expectations, causing its stock price to drop more than 6% in after-hours trading.

Adobe's performance guidance fell short of expectations, causing its stock price to drop more than 10% after hours.

比特币失守 69000 美元/枚，日内跌幅 5.72%，跌超 4000 美元。

SpaceX lost contact with the Starship when it had not yet re-entered the atmosphere, leading to a shortened launch mission.

SpaceX has made significant progress, but disintegrated over the Indian Ocean at the last moment.

据谷歌趋势数据：比特币本周搜索量超越泰勒·斯威夫特和碧昂丝所获得的关注度。

摩根大通：散户和机构一直在购买黄金和比特币期货，推动加密市场上涨。

Former New York Fed President Bill Dudley emphasized that the Fed's balance sheet reduction is aimed at having the ability to reintroduce QE easing in the future if needed. He believes that the goal of slowing quantitative tightening is more important than the speed, but this should not affect long-term interest rates or disrupt the market. He expects that the final plan to slow quantitative tightening should be in place by mid-year, with the Fed reducing the pace of Treasury reduction to $300 billion per month, eventually returning to a portfolio of holding all Treasury bonds while increasing short-term notes.

Former Fed leaders: Wall Street closely watches the Fed's description of QT next week, which is more important than rate cuts!

比特币回落至 70000 美元/枚下方，日内跌 4.35%。

白银在黄金大涨的带动下迎来 “补涨”，站上 25 美元/盎司，为去年 12 月以来首次。与黄金不同，白银具备较强的工业品属性，被广泛运用于光伏新能源和电子电器领域，预计光伏产业的发展将成为白银多头力量的长期增长点。根据测算，2025 年中国光伏银浆需求量将达到 7708 吨，光伏在世界白银总需求中的占比将上升至 20%。白银的工业用途使其与黄金有明显的区别。

黄金、比特币后，下一个会是白银？

比特币短线走低逾 1000 美元，跌破 71000 美元/枚，日内跌超 3%。

On Thursday, stocks related to Bitcoin fell. As of the time of writing, MicroStrategy dropped by over 4.8%, Canaan by over 5%, Riot Blockchain by over 6%, and Marathon Digital by over 8%. Bitcoin fell below $72,000 per coin, with a decrease of over 2% within the day.

U.S. Stock Market Update | Bitcoin falls below $72,000 per coin, MicroStrategy drops over 4.8%

贝莱德旗下现货比特币 ETF 的持仓量已超过了比特币理论最大供应量的 1%，市值突破 160 亿美元，创历史新高。持仓量达到 223,645.98255 BTC，市值达到 16,354,611,204.29 美元，流通股数量升至 378,520,000 份。

贝莱德 IBIT 持仓已超比特币理论最大供应量的 1% 市值突破 160 亿美元续创新高

比特币向下触及 72000 美元/枚，日内跌 1.61%。

港股多个指数进入技术性牛市，南向资金加码扫货。恒生指数自 1 月 22 日触底以来，最大反弹幅度超过 16%，已突破半年线，恒生科技指数和恒生中国企业指数也进入技术性牛市。南向资金在近期加大净买入力度，今年 3 月以来净买入超过 300 亿港元，达到近 3 万亿港元。

港股多个指数进入技术性牛市！南向资金加码 “扫货”！

Former U.S. Treasury Secretary Steven Mnuchin is assembling a group of investors to purchase TikTok, following the passing of a bill that would require the app's Chinese owner to divest its U.S. assets within six months. Mnuchin believes the legislation should pass and sees TikTok as a valuable business opportunity. TikTok's CEO has stated that the company will use legal means to prevent a ban.

Former Treasury Secretary Mnuchin putting together investors to buy TikTok, CNBC reports

Chip manufacturer Taiwan Semiconductor, along with its suppliers ASML and Applied Materials, is poised to enter a new "golden age." Taiwan Semiconductor has reclaimed a spot in the global top ten market capitalization of listed companies, with its stock price soaring by as much as 37% this year. Against the backdrop of surging demand for AI chips, Taiwan Semiconductor's performance is expected to see a simultaneous surge. At the same time, sales of Taiwan Semiconductor's suppliers will continue to expand as manufacturers like Taiwan Semiconductor increase AI chip production capacity and procure a large number of high-end semiconductor equipment. These suppliers include ASML, Applied Materials, Tokyo Electronics, and BE Semiconductor, among others. Starting from 2024, these "pioneers" will usher in a new "golden age" in the global AI wave.

The "Creators" behind the chips usher in a brand new era! Wall Street senses the scent of a "bull market".

美国前财长姆努钦正在尝试组建投资人团体，以收购 TikTok。姆努钦已与对此交易感兴趣的投资者进行了对话，但没有透露具体参与者。此前，美国众议院通过法案，要求字节跳动剥离对 TikTok 的控制权，否则将在美国遭到封禁。中国商务部回应称，美方应尊重市场经济和公平竞争原则，为各国企业在美投资提供公正环境。中方将采取一切必要措施，维护自身合法权益。

美国前财长姆努钦：正在组建投资人团体，以尝试收购 TikTok

大摩发布的 TMT 会议报告指出，智能手机与边缘 AI、推进 AI 数据中心建设、先行者赢得机遇是当前 AI 投资的三大主题。边缘 AI 在终端设备上实现 AI 计算，具有降低数据传输成本和减少对网络依赖的优势。智能手机及其供应链被认为是边缘 AI 领域最具潜力和催化因素的领域。AI 时代需求大规模算力，投资者应考虑数据中心的增设、升级。同时，公司的先行者优势也将带来机遇。

大摩：下一个 AI 投资的三大主题

英伟达与 Relation Therapeutics 共同领投了该公司的新种子轮融资，为其药物发现项目提供了 3500 万美元的资金。Relation Therapeutics 是一家药物发现公司，利用机器学习和深入临床洞察来开发新药。该公司开发了一个通过读取 DNA 以更好理解基因的大型语言模型。此次融资将帮助 Relation Therapeutics 在骨质疏松症和其他领域的药物研发方向取得进展。

英伟达再投 AI 制药！这家企业借助英伟达 Cambridge-1 开发"基因层面"的 GPT

HSBC predicts that by 2027, TemuGMV will increase to $140 billion, the highest among the "Four Little Dragons"; BABA-SWR's overseas e-commerce GMV could reach $118 billion, Shein's GMV may increase to $100 billion, and ByteDance's GMV will reach $111 billion.

HSBC: Next year, China's four major e-commerce giants are eyeing a $500 billion overseas market | Going global series

美银首席投资策略师 Michael Hartnett 表示，美联储降息意愿导致市场出现黄金、加密货币、股票等方面的狂热追捧，这是泡沫心态的典型征兆。通胀高于预期，增长略低于预期，但风险资产未受冲击。他强调了美国劳动力市场的重要性，表示劳动力市场略显裂痕，可能导致软着陆变为硬着陆。

美银：“七巨头” 涨势和 AI 热潮显现出泡沫心态的典型征兆

Qiu Yonghan (March 28, 1924 - May 16, 2012), once multiplied his investment in the stock market by 250 times.

Account funds increased by 250 times! How did Qiu Yonghan achieve this?

Cryptocurrency concept stocks continue to rise in pre-market trading. Microstrategy is up 5%, Coinbase is up over 1%, and Marathon Digital is up nearly 1%. On the other hand, Fisker plummeted by 50% in pre-market trading, while Hello's parent company Hello dropped by 20%. Futu briefly fell by 15%, Tiger by 9%, and Weibo's US stocks briefly rose by over 8%.

Pre-market in the US stock market: XPeng-W, JD lead the decline in Chinese concept stocks, only PDD rises! The market is focusing on tonight's US PPI.

上海禾赛科技股份有限公司（NASDAQ：HSAI）是一家在激光雷达技术领域崭露头角的中国高新技术企业。该公司自 2014 年创立以来一直专注于激光雷达的研发与应用，在智能驾驶技术和智能化应用方面取得了快速发展。禾赛科技的业绩斐然，特别是自 2022 年量产后，激光雷达获得了多家主机厂的订单，预计到 2024 年底交付量将提高到 80 万台以上。同时，预计到 2025 年年底，禾赛科技将累计向市场交付超过 200 万台激光雷达。

外资看财报「禾赛科技」：面临海外安全政策风险

FUTU's Q4 earnings report fell short of expectations, causing its stock price to plummet by 10% in pre-market trading, which also led to a significant drop in Tiger's pre-market trading.

Discussion on WSB: Popular online brokerage Robinhood surged 11% in pre-market trading, with impressive data.

UBS Bank has lowered Tesla's target price from $200 to $120, believing that its core issue lies in the fact that its once strong growth capability has waned. Despite multiple price cuts to stimulate demand, the effect has been minimal. Revenue and profit growth have significantly slowed down, yet its valuation remains significantly higher than other large-cap growth stocks.

Rating Quick Look: NVIDIA and Super Micro Computer's target prices have been significantly raised! Tesla suffers a drastic price cut.

NVIDIA ranks fourth in the holdings of US stock funds, following Microsoft, Apple, and Visa in the top three.