钉钉推出苹果 Vision Pro 原生应用，用户可在美区应用商店下载体验。该应用在沉浸式环境下提供钉钉聊天、会议、直播等功能，用户可通过拖拽实现多任务并行处理。此外，钉钉聊天中可发送空间超级表情，观看直播时可将窗口放大成巨幕虚拟大屏。视频会议中，参会者可通过手势实时标注。此举是钉钉在沉浸式办公上的探索和落地的继续，满足商旅人士的便携需求。

钉钉推出苹果 Vision Pro 原生应用，上线手势标注、超级表情等功能

Strong performance makes it easier to accept massive AI investments.

The stronger the financial reports of tech giants, the higher NVIDIA's stock rises!

铁娘子王凤英带领小鹏汽车进行组织重构，旨在提升公司的体系化能力，以挑战新能源汽车行业巨头地位。这场人事变动涉及多个部门，包括长城系和王凤英家属加入公司核心部门。过去一年，王凤英已推动小鹏内部变革，多名高管离职或退休。小鹏汽车希望通过这场变革实现彻底的颠覆，以实现公司的突飞猛进发展。

铁娘子发动了一场巨变

Cities such as Nanning, Chongqing, Chengdu, Harbin, Xi'an, Wuhan... have all made intensive statements, and the banking industry is also quickly following suit, indicating that the recently announced real estate financing coordination mechanism is operating rapidly.

Multiple regions follow up on the intensive implementation of the "white list" for real estate financing.

As the giants gradually diverge, by the end of this year, the "Seven Sisters" of technology stocks may become the "Four Sisters" or even the "Three Sisters". Is the US stock market unable to rise anymore?

"Big Tech Four" instead of "Big Tech Seven"! Why is the US stock market getting narrower as it rises?

Track Hyper | NVIDIA: In addition to Hynix, we also need Micron's HBM3E

库克表示苹果 Vision Pro 头显在中国上市具体时间不确定，但很快。Vision Pro 于 2 月 2 日在美国开售，售价 3499 美元起。该产品配备全新 R1 芯片，支持 12 个摄像头、5 个传感器和 6 个麦克风的输入。使用 micro-OLED 技术和 2300 万像素显示屏，支持广色域和 HDR。Vision Pro 带来全新的输入系统，用户可通过眼睛、双手和语音进行控制。库克表示 Vision Pro 不会进一步使用户疏远，它能增强真实感并促进人们之间的联系。

库克：不确定 Vision Pro 头显在中国上市具体时间，但是很快了

据市场消息，最快本月获中国证监会 “开绿灯”，发出关于境外发行上市备案通知书，最快于今年第一季度挂牌，但募资规模可能缩水至不足 10 亿美元。

消息称阿里旗下菜鸟最快一季度香港上市 但募资规模或缩水至不足 10 亿美元

“目前市场对科技股的乐观情绪好似 1999 年时的互联网泡沫”。事实上投资者并不是太在意美联储是 3 月降息还是 5 月降息，他们更关心的是一些关键指标的走势。

七巨头主导美股！意味着科网泡沫又来了？

今朝银泰或被出售，只留阿里议论纷纷。不过，倘若传闻属实，业内看来，必是阿里新零售战略调整之关键一步。然未来局势难测，变化之下，谁又将成为 “阿里商业” 下一个 “弃子”？

相伴十年，银泰或被 “阿里商业” 踢出局？

招商证券国际预计阿里巴巴上季收入增速放缓至 6.2%，淘天集团增速也不及预期。影响因素包括宏观逆风、淘宝 GMV 占比提升、第三方业务倾斜和国际商业亏损预期增加。招商将阿里上季 EBITA 预测下调到 520 亿元，EBITA 利润率预计收窄 1.2 个百分点。AIDC 近季增长迅猛，菜鸟业务稳健增长。公司计划加大对 AliExpress Choice 的投入，Trendyol 处于扩张期。

招商证券国际：料阿里巴巴上季收入增速放缓至 6.2%，淘天集团增速不及预期

2023 年中国智能平板市场出货量为 2818 万台，同比增长 1.8%。线上监测市场零售量占整体出货量的 43.3%，TOP5 品牌为苹果、华为、小米、荣耀、联想。小米销量同比增长 36.2%，涨幅最大。

2023 中国智能平板出货量涨 1.8% 小米大涨近 40%

Hyper Racetrack | Meta Platforms' Self-developed Inference Chip: Deployment to be Completed This Year

Broadcom and AMD are popular "alternative" nominees.

Tesla falls behind! Wall Street discusses: Who will replace the "Tech Seven Sisters"?

EUV 光刻机成为热门关注，ASML 发布的报告显示其订单额激增十倍，为 56 亿欧元，预计 2023-2028 年 EUV 光刻市场将以 21.8% 的复合年增长率增至 253 亿美元，并成为 ASML 重要的收入来源。EUV 光刻机的优势包括低成本批量生产芯片、更强处理能力、更低能耗和更高性能。欧洲偷走了日本的技术，使得 EUV 光刻机能大幅提升工艺简化和二维设计。

EUV 光刻，终成主角！

Microsoft, Amazon, and Alphabet-C are the first to get their tickets. Who will have the last laugh?

AI Boosts Global Cloud Computing Industry with Record Growth in Q4

"Cost reduction and efficiency improvement" is significant, with 80% of companies in the SPDR S&P 500 reporting earnings that exceed expectations. The fourth quarter is expected to be the best quarter for performance in 2023.

Tech, energy, and healthcare industries outperform expectations, making this earnings season in the US stock market "unexpectedly strong."

Although the determination to transform into an OEM factory has been made, the current situation is challenging.

Track Hyper | NVIDIA enjoys a feast? Intel still faces challenges

Cook: Vision Pro is a breakthrough product on par with Apple and iPad, and its interactive interface is what impresses users the most.

Vision Pro officially launched, Cook sent a message: ushering in a new era of spatial computing

In 2024, Internet giants are still keeping a close eye on live-streaming e-commerce, and JD doesn't want to leave the game either.

JD Procurement and Sales urgently recruits the next "Dong Yuhui" | Jianzhi Research

新火科技是一家港股纯种的加密货币标的，由火币科技更名而来。该公司近几年业绩一直不佳，仅有 2021 财年实现了盈利。2023 年以来，比特币涨幅达 165%，但新火科技的股价却持续大跌，跌幅高达 93%。该公司收入主要来自于提供虚拟资产交易和技术解决方案服务，其中场外交易平台是最主要的收入来源。然而，火币退出中国市场后，新火科技丧失了最核心的用户市场。目前该公司正批量出售资产，估值已缩水超过 90%。

新火科技：批量出售资产，估值已缩水超 90%

If the plan is executed, it will be Bezos' first sale of Amazon stock in two years. Based on Friday's stock price, Bezos' stock sale is valued at approximately $8.6 billion. On Friday, Amazon's stock rose more than 8% during trading hours, surpassing Alphabet-C in market value for the first time in two years.

During the surge in Amazon's stock price, Jeff Bezos plans to sell 50 million shares for the first time in two years. Is he cashing out at a high point?

七姐妹中的苹果和特斯拉在海外市场面临挑战，已经掉队。苹果遭到巴克莱下调评级，原因是 iPhone 销售疲软和服务类营收放缓。特斯拉也受到华尔街机构的看空，主要是电动车需求放缓和竞争加剧。其他五家仍保持上涨势头，微软市值超过苹果，成为全球市值最高的公司。七巨头市盈率超过 50 倍，是标普 500 指数的两倍多。财报季至今，六家披露了最新财报，结果有喜有忧。

七姐妹，2 个已经掉队

DiDi enters the electric vehicle battery swapping track

US stock index futures rise together, with Meta up more than 16% before the market opens, and New York Community Bank up 2.8% before the market opens. In the previous two trading days, they have fallen nearly 45% cumulatively.

European stocks opened higher, with US stock futures continuing their upward trend. Tonight, there will be a heavyweight non-farm payroll data release.

苹果 Vision Pro 将在苹果商店正式上架，这是一款 AR 产品，苹果 CEO 库克对其态度发生了转变。Vision Pro 被认为将带领人们进入空间计算时代。苹果在早期对 VR 技术进行了探索。

从 2015 到 2023，苹果 Vision Pro 编年史

In 2023, Hyundai and Kia ranked first and second in terms of operating profit on the domestic stock market in South Korea, surpassing Samsung Electronics, which had held the top spot for 14 years.

Hyundai and Kia, surpassing Samsung Electronics in profits, rank second in electric vehicle sales in the United States. "Dim in China, rising globally."

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。