零跑汽车港股涨幅扩大至 9%，2023 年收入 167.47 亿元，同比增加 35.22%。

港股美图盘中一度涨超 6%，消息面上，比特币重回 7 万美元关口上方。

On Monday, Trump's DWAC stock holdings were valued at $3.9 billion, but this unexpected windfall cannot be cashed out immediately. Trump's net worth has reached $6.4 billion, making him the first time to enter the Bloomberg Billionaires Index's list of the world's 500 richest people

The focus of the second half of the year? The purest "Trump concept stock" surged 35% on Monday

即使未来的腾讯将转型为价值股，但这毕竟需要时间，而过程中如果公司基本面预期出现较为正面的边际变化，大概率将赚到些许估值提升的钱。所以，当前估值的腾讯，等于多了一个免费的成长股期权。

腾讯、阿里们都在提升股东回报！为什么？

Leapmotor has achieved positive operating cash flow, with nearly 20 billion cash on its balance sheet

In 2023, leading the way to achieve self-blood generation | Jianzhi Research

近一个月来，美股能源、原材料、工业、公用事业的表现已经超越科技和通信服务。七巨头当前贡献了标普 500 指数 40% 的涨幅。相比之下，去年这一比例超过 60%。意味着什么？

科技股不再一枝独秀！美股大盘要涨了？

Financial Report 2024 | Price war lowers unit price, 9.9 embarks on franchise participation in expansion race

Jia Yangqing is one of the most prominent global AI scientists. The deep learning framework he created, Caffe, has been adopted by companies such as Microsoft, Yahoo, and NVIDIA. After leaving Alibaba in 2023, he founded Lepton.AI

After a year of entrepreneurship in Silicon Valley, Jia Yangqing shared his observations on the AI industry: costs, market increment, and business models

吴恩达指出，AI 智能体工作流将在今年推动人工智能取得巨大进步，可能是下一个突破方向。通过智能体工作流，可以要求算法多次迭代文档，产生更好的结果。吴恩达团队分析了 AI 编写代码的发展，关注算法在广泛使用的基准上的表现。

吴恩达：AI 智能体工作流今年将有巨大进展，可能是下一个突破方向

EU antitrust regulators threaten tech giants, Nasdaq falls from record high, Nvidia hits new high. Trump's social media company merges and goes public, closing up 35%. Boeing executives undergo major changes: CEO, chairman, etc. will step down. Google, Intel, and Qualcomm plan to develop AI software through a foundation to compete with Nvidia. ByteDance accelerates AI development, poaching a large number of employees from Baidu and Alibaba. Last week, global cryptocurrency funds saw a record outflow of $942 million

Breakfast | EU antitrust regulation drags down tech giants collectively, Apple reportedly to launch AI store

Gold prices rose by 0.7% on Monday, driven by expectations of a rate cut by the Federal Reserve. The closing price of the New York Mercantile Exchange's March gold futures contract was $2,174.80 per ounce, the fifth highest closing price in history. Federal Reserve officials have expressed caution about rate cuts, with the Chicago Fed President expecting three rate cuts this year while the Atlanta Fed President expects only one. Gold, as a hedge against inflation, has seen price increases this year, with lingering concerns in the market about inflation. Investors are worried about the level of U.S. government debt. Major central banks are lowering interest rates, fueling expectations of rate cuts. Gold remains attractive, driven by various factors

Inflation and rate cut expectations drive gold prices higher, according to TD Securities: Q2 may easily break through $2,300

Meta is directly sending job invitations without interviews to compete for AI talents, offering salary increases to employees who are considering leaving, and CEO Mark Zuckerberg personally wrote a letter to invite researchers

Zuckerberg personally takes action! Meta initiates a fierce battle for AI talent

On Monday, the spot Bitcoin ETFs surged by about 11%. In the past week, the largest short-selling volume of non-commercial Bitcoin CME futures since October last year has appeared. The mysterious buyer known as "Mr. Whale" and "Mr. 100" made another move, with weekend data showing that this buyer bought all the mined Bitcoins in the past two days. Financial blog Zerohedge exclaimed that a short squeeze is coming!

After experiencing the largest weekly decline in six months, Bitcoin surged back above $71,000, is a short squeeze coming?

Bitcoin price breaks through $71,000, with an intraday increase of 7.34%. Bitcoin investors have overlooked the impact of last week's outflow of funds from Bitcoin spot ETFs. In addition, the prices of Ethereum, Solana, and Dogecoin have also risen. The recent demand for Bitcoin ETFs is the main driving force behind the rise in Bitcoin prices. However, last week's fund outflows led traders to take more hedging measures and futures market liquidation. BlackRock's entry into the asset tokenization field, as well as the Swiss National Bank lowering its benchmark interest rate and other macroeconomic indicators, also support a positive start for the cryptocurrency market

Bitcoin is soaring again! The market ignores ETF fund outflows as Bitcoin surpasses $71,000 per coin

今日百乐皇宫上市，无新股申购。

百乐皇宫今日上市

Micron Tech(MU) rose 6.28%, with a trading turnover 6.6 Billion USD, and a year-to-date rose 37.3%. ARM(ARM) rose 3.1%, with a trading turnover 1.8 Billion USD, and a year-to-date rose 84.1%. Sony(SONY) fell 3%, with a trading turnover 62.2 Million USD, and a year-to-date fell 9.2%. Danaher(DHR) fell 2.75%, with a trading turnover 837.8 Million USD, and a year-to-date rose 7.1%.

Top 5 US Stock Gainers/Losers (>100B) (3.25)

Quantasing(QSG) rose 10.11%, with a trading turnover 1.6 Million USD, and a year-to-date rose 165.4%. Dada Nexus(DADA) rose 9.52%, with a trading turnover 6.7 Million USD, and a year-to-date fell 23.8%. Yiren Digital(YRD) fell 12.82%, with a trading turnover 2.2 Million USD, and a year-to-date rose 41.7%. Jin Medical(ZJYL) fell 7.17%, with a trading turnover 1.1 Million USD, and a year-to-date fell 77%.

Top 5 CDRs Gainers/Losers (>100M) (3.25)

Vimeo(VMEO) fell 27.26%, with a trading turnover 101.2 Million USD, and a year-to-date rose 0.8%. Canopy Growth(CGC) fell 19.38%, with a trading turnover 303.4 Million USD, and a year-to-date rose 21.3%. Compass Minerals(CMP) fell 17.09%, with a trading turnover 56.3 Million USD, and a year-to-date fell 42.2%.

Top 10 US Stock Losers (3.25)

Digital World Acquisition(DWAC) rose 35.22%, with a trading turnover 997.9 Million USD, and a year-to-date rose 185.4%. Reddit(RDDT) rose 30%, with a trading turnover 1.3 Billion USD, and a year-to-date rose 75.9%. Cardlytics(CDLX) rose 27.36%, with a trading turnover 57.9 Million USD, and a year-to-date rose 119.9%.

Top 10 US Stock Gainers (3.25)

芝加哥联储主席明确表态仍支持年内降息三次，是主流观点。从美联储多位高官近期的发言看，当前缩减 QT 比首次降息为何时，更具有确定性。

美联储多高官谈降息：理事库克强调谨慎，亚特兰大联储主席重申今年预计仅降一次

Tech giants such as Qualcomm, Google, and Intel, along with over a hundred startups, collectively besieged NVIDIA, attempting to focus on the AI software field to weaken NVIDIA's leading position. They are also guiding developers on how to migrate from NVIDIA's CUDA software platform to other platforms

Tech giants join forces to break NVIDIA's software monopoly, with Qualcomm, Google, and Intel all in the mix

比特币站上 71000 美元/枚，日内涨 7.34%。

According to a market survey conducted by Deutsche Bank on 250 global professionals in March, respondents generally believe that the main concern in the current US market is focused on persistent inflation issues rather than the risk of recession. Long-term inflation expectations are still declining, and the yield on US 10-year Treasury bonds is expected to drop another 100 basis points from current levels. The biggest bubble risks are in Bitcoin and the "FAANG" stocks, with Microsoft being seen as the best tech stock for the next 5 years. Over half of the respondents expect the S&P 500 index to fall by 10% in the future

Deutsche Bank March Market Survey: Professionals are most optimistic about this technology company in the next 5 years

资产管理巨头贝莱德称，比特币将是一个很好的投资组合多元化工具，尽管它最近与美国股市一起反弹。

电动化、自动化和飞行技术的融合，正在推动交通行业的转型。

美银深度报告：未来空中交通离我们不远了吗？

比特币站上 70000 美元/枚，日内涨 5.83%。

Apple, Google, and Meta fell more than 1% during the trading session. After receiving a $1 billion investment from the Saudi sovereign wealth fund's affiliated company PIC, Lucid briefly surged over 20%; while another electric vehicle company, Fisker, dropped nearly 30%

US stocks opened lower, with AMD falling more than 4% before rebounding, while Nvidia is set to hit a new high again. AI concept stock AMD briefly rose by 10%

Empire Technology Group expects an annual post-tax loss of not less than HKD 95 million, a decrease from 2022. The reasons for the decrease include reduced administrative expenses, reduced distribution expenses due to delayed launch of online games, increased income from the sale of subsidiary companies, reduced losses from depreciation of mining machines and cryptocurrencies, and increased losses from impairment of intangible assets

Empire Technology Group expects an annual post-tax loss of no less than HKD 95 million

比特币向上触及 69000 美元/枚，为 3 月 16 日以来首次，日内涨 4.32%。

On Monday, stocks related to Bitcoin concept rose. As of the time of writing, MicroStrategy surged over 12%, Riot Blockchain and Marathon Digital surged over 6%, and Canaan Technology surged over 3%. Max Minton, the head of digital assets in the Asia-Pacific region at Goldman Sachs, stated in an interview: "The recent approval of ETFs has sparked interest in cryptocurrencies among our clients. Many of our largest clients have become active in this area or are exploring it." Minton said: "Last year was relatively calm, but starting from the beginning of this year, we have seen a resurgence of client interest, including an increase in the number of new clients, the activity level of trading processes, and the overall trading volume." &amp;nbsp;

U.S. Stock Market News | Bitcoin concept stocks rise, MicroStrategy surges over 12%

Baidu is indeed one step ahead in the commercialization of AI large models

Baidu and Apple join hands

招商银行 2023 年年报显示，归母净利同比增长 6.22%，分红率达 35.01%。资产总额超过 11 万亿，贷款和垫款总额增长 7.56%，不良贷款率为 0.95%。招行利息收入增长 6.29%，但净利差则下降 25 个基点。此外，招行计划每股现金分红 1.972 元（含税），股息率为 6.3%。

“零售之王” 招行年报出炉：归母净利同比增长 6.22%，分红率 35.01%

Benefiting from the recovery in natural gas demand and price increases, PetroChina's natural gas business achieved a profit of 43 billion yuan last year, approximately 3.3 times that of 2022

Natural gas demand rebounds, PetroChina's profit hits a record high in 2023, planning to distribute a dividend of 42.1 billion | Financial Report Insights

"Bank of Ma" recorded its first year-on-year revenue decline in the past decade, planning to distribute a cash dividend of 1.972 yuan per share

China Merchants Bank's net profit in 2023 increased by 6% year-on-year, while wealth management income declined, leading to negative revenue growth for the full year | Financial Report Insights

Among the leading technology stocks, only NVIDIA rose nearly 1% in pre-market trading; the rest fell. Cryptocurrency-related stocks surged, with Microstrategy up nearly 6%, Marathon Digital and Coinbase up over 3%. MicroAlgo doubled at one point in pre-market trading, while industrial cannabis stock Canopy Growth Corp surged 25% in pre-market trading

Pre-market trading in US stocks | Baidu, XPeng, Nvidia rise! Alibaba's 1688 recently launched a comprehensive entry into Taobao

Bank of America pointed out that AI may reach an IQ of 1500 in the next ten years, which is 18 times the average human IQ. The five key landing directions are edge AI devices, enhanced simulation, knowledge graph, supercomputing (HDC), and artificial general intelligence (AGI)

Bank of America AI Deep Dive Report: "AI Empowers Everything", the total scale of technology commercialization will reach $16 trillion

The two most pessimistic strategists on Wall Street have warned that if corporate earnings disappoint, the rebound that has driven the U.S. stock market to new highs this year will stall. Despite the S&P 500 repeatedly hitting new records, profit prospects have been weakening, causing increasing concerns for both Morgan Stanley and JP Morgan. Michael Wilson of Morgan Stanley stated that the stock market's rise over the past five months has been driven by looser financial conditions and higher valuations, rather than fundamental improvements. Mislav Matejka of JP Morgan is also worried about the disconnect between earnings expectations and stock prices

Wall Street's two major short sellers issue a joint warning: If corporate profits are poor, the rise of US stocks will come to an end

Morgan Stanley raised Meituan's target price from HKD 85 to HKD 100, believing that Meituan's recent strong stock price reflects expectations of narrowing losses and solid core business performance; UBS also remains optimistic about Meituan, stating that if competition with Douyin eases further in the second half of this year and next year, Meituan will have room for upside potential

Rating Quick Look | Meituan, Tencent's target price raised after performance! Tesla, Li Auto face "price cuts"

The hottest contracts last Friday: Tesla calls with a same-day expiration and a strike price of $170, with a trading volume of 220,000 contracts! Nvidia calls with a strike price of $940 also traded 125,000 contracts. Google Class A options doubled to 540,000 contracts, with 74.7% being bullish options; Lululemon options surged to 340,000 contracts, with a fifty-fifty split between bullish and bearish options

US Stock Options | NVIDIA's trading volume soared, Google doubled, Micron Technology halved!

针对七巨头股票，MAGX 为看涨的投资者提供加倍收益的机会，而 MAGQ 则提供了反向投资的选择，满足看空者的投资需求。

聚焦 Mag 7 和减肥药！杠杆和反向 ETF 都来了

You guys are selling shovels for AI, and I will be your shovel seller!

Also a key player in AI "chip sellers"! Last week, Broadcom conquered Wall Street

区块链概念股 MSTR 盘前涨 7%，BTC 反弹，重回 65000 美元。

WSB 热议｜突发利空，英特尔、AMD 盘前下挫

ProShares 比特币策略 ETF 美股盘前上涨 5.3%，iShares 比特币 ETF 上涨 5.1%。

It is expected that the data center will double in size by 2024. Please compile the capital expenditure plans of the eight major cloud service providers for 2024, which are expected to reach $161 billion, a year-on-year increase of 25%

Buy and let go! Securities firm: NVIDIA's stock price in 2024 is safe

The online search volume for "ESG investment" has dropped back to the level of mid-2019, as investors have shifted towards more specific thematic products

"ESG" Is There No Turning Back?

EY's survey shows that 40% of biotech company CEOs are seeking to leverage generative AI to create "tangible" value

NVIDIA's "pharmaceutical ambition" is becoming clearer: "AI pharmaceuticals" is not hype

市场消息称，特斯拉中国本月早些将上海工厂员工每周工作时间从原有的六天半调整为五天，由此减少 Model Y 和 Model 3 的产量。减产行动有可能将持续到 4 月份。产能的缩减意味着特斯拉终端订单量走势不如预期。

特斯拉或在华减产，发生了什么？

One of the most optimistic market analysts on Wall Street, Thomas Lee, predicts that the Russell 2000 Index, which tracks small-cap stocks, will rise by 50% this year. He believes that the stock prices of Russell 2000 Index constituents are low, interest rates will fall, and there is still a cash-hoarding trend, all of which are reasons for the index's rise. Although the S&P 500 Index, Nasdaq, and Nasdaq 100 Index have all risen by more than 9%, the Russell 2000 Index has only risen by 2.52%

Small-cap stocks are more attractive! Wall Street's most optimistic analyst: Russell 2000 index will rise by 50% this year!

出于通胀的不确定性和大选的政治考量，华尔街资深人士认为，市场定价 6 月降息可能仍为时过早。

鲍威尔表态后，6 月降息稳了？

Will the weight loss drug "Shuangxiong" become a "Big Three"?