Meituan plans to carry out major integration of its core local business, and the outside world sees this adjustment as an upgraded defensive measure against the competitive landscape, especially targeting Douyin.

Meituan's organizational adjustment may affect the advancement of its local life strategy

UBS bluntly stated that the six "tech giants" will continue to benefit from clear profit paths, and by 2024, the US stock market may still be the era of "giants" driven by fundamentals rather than market sentiment.

Is the market right? Tech giants' earnings reports "crush" the US stock market

What lessons can we learn from Graham's bottom-fishing and Niederhoffer's speculation that wiped out decades of wealth in just one day?

Big shots also crash: Some people bottom-fish and blow up their positions, while others lose decades of wealth in just one day.

Before the market opens, Meta Platforms surged more than 16%, Amazon rose more than 6%, AMD and NVIDIA rose more than 1%, Microsoft rose 1%, Apple fell more than 2%, and Tesla fell 1%. Chinese concept stocks generally fell, with JD.com, Nio, XPENG-W, and Bilibili falling more than 1%, Li Auto and Pinduoduo falling nearly 1%, and Alibaba slightly declining.

Pre-market Update: Meta Platforms and Amazon Lead the Way, Apple and Tesla Decline!

泰国证券交易委员会命令加密交易所 Zipmex 暂停加密货币交易所和经纪业务。

Citigroup has raised its target price for AMD from $136 to $192, believing that the stock's sell-off presents a buying opportunity. UBS, on the other hand, has lowered its target price for AMD from $220 to $205. Bank of America has lowered its target price for Alphabet-C from $175 to $173, while Citigroup has raised its target price for Alphabet-C from $153 to $168.

Rating Quick Look | Wall Street is "fighting" for Alphabet-C and AMD? But unanimously optimistic about Microsoft!

Before the market opens, Meta Platforms surged 16%, Amazon surged 6%, and Apple fell more than 2.3%.

Hot discussion on WSB | NVIDIA breaks new highs in pre-market, demand for AI chips remains strong

Cook stated that several well-known companies are planning to introduce Vision Pro into their workflow, and the number of users choosing to upgrade to the new Apple 15 has reached a record high. In addition, Cook did not directly respond to the decline in revenue in the China region, but mentioned that Apple is one of the best-selling products in China.

Apple Conference Call: Still bullish on the Chinese market, has invested in AI but progress remains undisclosed

就在今夜！1 月的美国非农就业报告或许会出现意外，尽管在鲍威尔的 “警告” 中当前市场认为美联储 3 月降息的可能性已经很小，但过于负面的消息可能会迅速改变现状。

前瞻 | 3 月降息预期因今夜美国非农 “重燃”？

药明康德，股价暴跌，受美国参议院《生物安全法》提案影响。该提案已获得 6 名参议员的支持，要求禁止美国国内项目使用来自华大基因及药明康德等公司的设备和服务。若该提案通过立法，可能对产业造成更大影响。其他生物医药企业股价也受此影响下跌。

药明系又暴跌！美参院版 “生物安全法” 已获 6 名议员支持

AT&T options trading surged to 510,000 contracts, with 94% of them being call options. Among them, the most active contract overnight was the call option with a strike price of $19 and an expiration date of March 15, with a trading volume of 320,000 contracts. Additionally, call options with a strike price of $185 for Tesla and $190 for Tesla, both expiring on February 2, traded over 190,000 contracts and 170,000 contracts respectively.

US Stock Options | Amazon and Citigroup trading nearly doubled! The hottest contract overnight is not Tesla?

2 月 2 日，据香港房屋局数据显示，截至 2023 年 12 月底，开始施工的私人住宅数量为 17000 伙，按年增加 6000 伙；已落成的私人住宅数量为 13900 伙，按年减少 7300 伙；已批出而未动工的熟地大约可提供 1.8 万伙，未来 3 至 4 年一手私人住宅大约可提供 10.9 万伙。

香港房屋局：未来 3 至 4 年一手私人住宅大约可提供 10.9 万伙

Due to factors such as the intensified decline in Apple's sales in the Chinese market and the underperformance of multiple business revenues, Wall Street expresses concerns about Apple's long-term profitability prospects, despite its strong short-term profitability.

Earnings report exceeds expectations, why does Apple fall instead of rise?

美联储可能会犯下另一个重大政策错误，导致股市出现两位数暴跌。Smead Capital Management 首席执行官认为，美联储正处在重蹈上世纪 70 年代覆辙的危险时刻，可能会过早地开始降息。他警告说，未来几年通货膨胀率将再次飙升，股市可能下跌 30%。此外，今年美国联邦债务总额达到 34 万亿美元，也会对通胀产生影响。这是一则宏观经济相关信息。

美股走在悬崖边上 美联储也会重蹈覆辙？

费城半导体指数 ETF（SOXX）今年迄今仅涨 6%，相比之下，铀 ETF 今年迄今已涨 20%，大麻 ETF（MSOS）的涨幅甚至逼近 50%。

今年最猛的美股行业，并不是芯片！

此次调整后，王莆中将一人肩负起美团两大核心业务，这在美团的发展历程中前所未有。相比王莆中，张川没有经历过带队打硬仗，以及打胜过硬仗的经历。而抖音是他加入美团多年来，面对过的最强竞争对手。

6 年来最大组织架构调整，美团传递出什么信号？

The primary goal for 2024 is AI, with a focus on launching Llama 3, expanding the practicality of Meta Platforms Platforms, and advancing the AI Studio roadmap. Additionally, Meta Platforms has not given up on the metaverse.

Meta Platforms Conference Call: 2023 is the Year of Efficiency, Chinese Advertisers Boost Financial Recovery

今日，Meta 发布财报同时宣布首次派息。在随后的业绩会上，Meta 首席财务官苏珊·李回应此事，表示派息实际上是对现有股票回购计划的一个很好补充。苏珊称，派息不会改变其资本回报数额，也不会改变确定资本回报总额的方式。预计股票回购仍将是公司向股东返还资本的主要方式，但发放股息令这一计划更为平衡，并为未来资本回报的方式增加了一些灵活性。

Meta 回应首次派息：是对现有股票回购计划的一个很好补充

此前让 CRO 板块集体大跌的美国 S3558 号议案被延后审议，摩根士丹利认为市场可能对美出台生物技术限制法案反应过敏，提供潜在机会。

理解市场 | 药明生物为何又大跌 20%？

港股药品股午后下挫，康龙化成跌超 11%，兆科眼科跌超 9%，复星医药、中国生物制药等跟跌。

药明康德 A 股午后跌停，成交额超 30 亿元，药明康德 H 股跌超 13%。

腾讯、阿里等云服务商的新一轮价格内卷来了！目前，阿里云、腾讯云纷纷在首页显著位置提供的《幻兽帕鲁》部署教程，并把游戏联机服务器的价格下降至最低 26 元/月。

阿里、腾讯再次开打价格战！

The last group of Wall Street institutions that insisted on the earliest interest rate cut by the Federal Reserve in March have also postponed their predictions for the timing of the rate cut after the Fed policy meeting on Wednesday.

Wall Street collectively "tears up reports", following Goldman Sachs, Bank of America, and Barclays also change their stance to "rate cut in May"

亚太股市多数走高，非农数据前美元偏弱。Meta 和亚马逊业绩超预期，纳斯达克 100 指数期货扩大涨幅。韩股领涨，中资地产股在陆港两地反弹。腾讯等游戏股大涨，32 款游戏获批。澳大利亚和日本基准股指上涨，韩国股市飙升超过 2%。标普 500 和纳斯达克 100 指数双双上涨，美元偏弱。青空银行下跌，美元指数料将结束连涨。韩元涨幅居前，原油期货反弹。股市涨跌互现，货币大多偏强波动。比特币下跌。

亚市午盘：亚太股市多数走高 非农数据前美元偏弱

华兴资本在港交所公告，董事会宣布，包凡辞去公司执行董事、董事会主席、首席执行官，及提名委员会主席、执行委员会主席、薪酬委员会委员职务；谢屹璟被任命为董事会主席，并由代理首席执行官改任为首席执行官。同日，其也被任命为提名委员会主席、执行委员会主席及薪酬委员会委员。

华兴资本：包凡辞去公司执行董事、董事会主席、首席执行官等职务

17 年前乔布斯推出 iPhone，在之后的两年内以摧枯拉朽之势永久改变了传统手机行业。但是，Vision Pro 就目前看，移动便利性不足，大概率难以重现 iPhone 的辉煌。

解读公司 | Vision Pro 大卖背后的隐忧

库克在苹果财报会上表示，选择升级到新一代 iPhone 的用户数创下历史新高，不同设备的装机数也创下历史纪录。iPhone 15 系列的销量已经超过了 iPhone 14 系列。iPhone 15 系列的用户满意度达到 99%。

库克：选择升级的 iPhone 用户创新高 iPhone15 系列销量超 14 系列

国信证券发布了一份研究报告，指出港股 1 月份的走势表明，目前景气度无法决定股价走势。资金选股的主要标准是股息率视角，只有在消费和高股息板块中，景气度投资才适用。报告建议耐心等待底部的出现，并推荐在高股息和 “出口、出行” 关键词下寻找机会。此外，报告还提到了美国大选年的股市涨幅趋势和对美联储降息政策的判断。

国信证券港股 2 月策略：在高股息、出口、出行中寻找机会

1. 美国 FTX 交易所因 SIM 卡交换攻击被盗超过 4 亿美元。
2. 币安计划重返英国受到监管机构反对。
3. 美国比特币现货 ETF 期权获批可能需要数月时间。
4. 比特币现货 ETF 总资产净值达 278.1 亿美元，历史累计净流入 14.6 亿美元。
5. 德国 DZ Bank 计划启动比特币零售交易试点阶段。
6. 美国比特币现货 ETF 连续 14 天资金净流入约 1.98 亿美元。
7. 萨尔瓦多副总统表示将继续致力于比特币。
8. 1 月份 NFT 销售额环比下降 32% 至 11.86 亿美元，以太坊和比特币链占比近 30%。
9. Ark Invest 报告显示，2023 年比特币的最优配置比例为 19.4%。
10. 报告显示，2024 年 1 月份加密用户在黑客和欺诈事件中损失超过 1.26 亿美元。
11. BitMEX 联创 Arthur Hayes 预计美国即将开启印钞，比特币或将复刻去年 3 月走势。
12. 美司法部称 FTX 的 4 亿美元被盗是因为 SIM 卡交换攻击。
13. 印度央行在开发数字卢比方面采取了非常谨慎的态度。

每日数字货币动态汇总

跨境交易市场 ETF 再添新员，道琼斯工业平均 ETF（513400）今日上市。该基金跟踪道琼斯工业指数，指数编制规则选取每个行业的代表股票，并选取 30 只票纳入。道琼斯指数具有不追涨杀跌、行业均衡分配和个股权重特殊的特点，波动和回撤都较低。

跨境 ETF 再添新员，道琼斯工业 ETF 今日上市

美团宣布组织架构调整，对核心本地商业业务进行了整合，同时提升科技与国际化业务优先级。王莆中将统管美团平台、到店到家等核心业务，张川将负责大众点评、SaaS、骑行、充电宝等业务。其他组织保持不变。

美团启动架构调整 提升科技与境外业务优先级

Goldman Sachs has stated that a slight decline in the US stock market could trigger a larger drop. After experiencing the largest decline in several months on Wednesday, the US stock market rebounded slightly. Strategists at Goldman Sachs have warned that the market is facing selling pressure, leverage levels are rising, stock index futures positions are unusually tight, and market liquidity is decreasing. The strategist also pointed out that the second half of February is typically the worst-performing two weeks for the US stock market. Goldman Sachs holds an optimistic stance on Pro UltrPro Shrt S&Pro 500, with a target of 5,100 points.

"Market leader" Goldman Sachs issues rare warning: Minor pullback in US stocks could trigger a major decline

Amazon plans to launch an AI shopping assistant called Rufus, which will help customers compare products and answer complex queries. This shopping assistant is currently only available to users who use the Amazon mobile app. Shoppers can ask questions about product differences, gift recommendations, and specific products, and Rufus will provide answers using product listings, customer reviews, and community Q&A. This move by Amazon is in line with Walmart's introduction of AI tools. At the same time, Amazon's performance in the fourth quarter of 2023 was strong, with online revenue exceeding expectations and a 13% growth in Amazon Web Services revenue.

Amazon plans to launch an AI shopping assistant called Rufus exclusively for mobile users.

彭博汇编数据显示，1 月份日本国内专注于印度股票的投资信托基金总资产增长了 11%，达到 2370 亿日元。

日特估不够香？日本散户大举涌入印度股市

In the morning session, game stocks opened higher. As of the time of writing, BILIBILI-W rose 5.83% to HKD 76.3, IGG rose 4.01% to HKD 2.85, Tencent rose 3.98% to HKD 282.4, and NTES-S rose 3.53% to HKD 161.3. In terms of news, the National Press and Publication Administration released the list of imported online game licenses for 2024, with a total of 32 games approved. Among them, Tencent's imported Nintendo Switch games "Kirby Star Allies," "Taiko no Tatsujin," and "Pokémon: Let's Go, Pikachu!/Let's Go, Eevee!" are also included. It is reported that the imported game licenses approved this time include games on multiple platforms such as Switch, PS, and Xbox. China Securities previously pointed out that the issuance of licenses, in terms of timing and quantity, indicates a positive signal from the policy side. The bank believes that with the increase in the number of licenses issued, the gaming industry has a high level of prosperity, and it is recommended to pay attention to the testing of new products and the marginal changes brought by their launch.

Hong Kong Stock Market News | BILIBILI-W surges over 6%, leading the gaming stocks. Import game licenses for February have been released, including multiple console games.

Meta 高管表示，未来几年需要投资更多来支持 AI 业务。具体投资计划将根据市场需求进行调整，同时也受到供应链情况和数据中心架构等因素的影响。Meta 总体预期是，今年的情况将反映出对人工智能业务的投资增加。

Meta 高管：未来几年需要投资更多来支持 AI 业务

截至发稿，安踏体育涨 4.91%。消息方面，安踏旗下亚玛芬体育以 AS 为交易代码在纽交所挂牌上市，直到收盘时上涨近 3.08%。据悉，该公司旗下品牌包括法国山地户外越野品牌萨洛蒙、美国网球装备品牌威尔胜、以及为国内大众熟知的高端户外装备品牌始祖鸟。

安踏体育涨近 5% 旗下亚玛芬美股 IPO 首日涨超 3%

After-hours trading of Meta Platforms saw a 15% surge in stock price, with a total increase of over 300% since hitting bottom in November 2022. This growth surpasses that of all stocks in the Pro UltraPro Short S&P 500, except for NVIDIA. Following Meta Platforms' announcement of its first-ever dividend, Wall Street's expectations for dividend payouts from Alphabet-C and Amazon have also increased.

Meta Platforms has released its "strongest earnings report in history" and has also announced its "first-ever dividend"! The market is ecstatic about it.

港股恒指高开涨 1.22％，国企指数涨 1.45％，恒生科技指数高开 2.32%。

纳斯达克 100 指数期货涨幅扩大至 1%，标普 500 指数期货上涨 0.5%。

苹果公司 CEO 库克表示，苹果不会通过授权方式使用 Masimo 的血氧检测技术，即使在美国面临销售禁令。库克在财报电话会议中明确表示，尽管 Apple Watch 没有血氧传感器，但消费者仍有很多理由购买这款手表。

库克称苹果不向 Masimo 低头 AppleWatch 没有血氧仍有很多卖点

知名科技记者马克・古尔曼（Mark Gurman）点评欧盟市场在苹果 APP Store 占比仅仅 7%：除非迫于形势，苹果不会将（下调）APP Store 抽成政策的变更推广至欧盟之外。

美国现货比特币 ETF 期权可能需要数月时间才能获得监管批准，这可能会削弱相关产品的吸引力。美国证券交易委员会已批准了现货比特币 ETF，但由于监管机构将比特币视为大宗商品，现货比特币 ETF 期权可能还需要美国商品期货交易委员会的批准。分析师预计审批可能需要两到十个月的时间。如果没有这些期权，大型投资者将面临风险管理问题。大型投资者可能帮助向 ETF 注入高额资金。

美国现货比特币 ETF 期权获得监管批准可能需要数月时间 -- 消息人士

英伟达开始接受经销商预订中国专用人工智能芯片 H20，价格与华为昇腾 910B 相当。H20 规格显示在某些方面性能不如华为 910B，但在互连速度方面具有优势。H20 定价为每张卡 12000 美元至 15000 美元，约为 11 万元人民币。

传英伟达中国特供 AI 芯片开始预订 价格与华为昇腾 910B 相当

Amazon announced its fourth-quarter performance for 2023, with operating profit increasing by 38%, surpassing analysts' expectations. The revenue of Amazon's cloud service business, AWS, grew by 13%, alleviating concerns about the slowdown in demand for cloud services in the market. The advertising business has seen growth for four consecutive quarters. Amazon expects its operating profit for this fiscal quarter to reach between $8 billion and $12 billion, with total revenue reaching a maximum of $143.5 billion. In the fourth quarter, Amazon achieved a year-on-year growth in total revenue of 14%, reaching $170 billion, with a net profit of $10.6 billion.

Amazon's operating profit increased by 38%, dispelling doubts! Generative AI gradually integrates into core products.

加密货币交易所 Coinbase：正在调查 Polygon 上发送和接收延迟的问题。

苹果公司首席执行官蒂姆·库克表示，苹果活跃设备装机量超过 22 亿台，同时将继续追求突破性创新。这一消息属于企业主要事件信息。

库克：苹果活跃设备装机量超 22 亿台 将一如既往地追求突破性创新

The Dow Jones Industrial Average hit a new closing high, with Meta Platforms' stock rising by 15% and Amazon by nearly 7% after hours. Meta Platforms announced an increase of $50 billion in its stock repurchase program and provided a first-quarter revenue guidance that exceeded expectations. Apple will launch new artificial intelligence features this year, but Vision Pro is not currently available in mainland China. Intel has postponed its $20 billion chip manufacturing plant project in Ohio. F1 legend Lewis Hamilton will transfer to the Ferrari team, and Ferrari's stock reached a new high during trading. It is rumored that Federal Reserve Chairman Powell will appear on the "60 Minutes" program this Sunday.

Breakfast | Meta Platforms, Amazon's impressive performance reignites the rally in US stocks, Vision Pro goes on sale in the US today.

提醒：美联储主席鲍威尔周日（2 月 4 日）将做客 “60 分钟” 节目。