比特币在加密货币市场广泛地反弹中攀升至逾 52000 美元，第二大加密货币以太币回到近两年前稳定币 TerraUSD 暴跌前的水平。CoinGecko 的数据显示，比特币今年迄今 22% 的涨幅使其市值自 2021 年 12 月以来首次突破 1 万亿美元。

加密货币市场普涨 比特币市值重返 1 万亿美元

Bitcoin concept stocks rise, Coinbase up over 12%. At the same time, Riot Platforms rose over 9%, Marathon Digital rose over 14%, and Canaan Technology rose over 19%. The price of Bitcoin reached $52,000 per coin, with an intraday increase of 5.01%.

US Stock Market Update | Bitcoin-related stocks surge as Coinbase rises over 12%

比特币向上触及 52000 美元/枚，日内涨 5.01%。

标普指数高开 0.5%，部分抹除了美国 CPI 发布日的跌幅。英伟达与日本软银集团将联合成立一个名为 “AI-RAN 联盟” 的新行业协会，旨在推动移动通信基站分散人工智能处理技术的实用化。亚马逊创始人贝佐斯再次减持亚马逊股票，总额达 21 亿美元。谷歌的自动驾驶子公司 Waymo 首次发出召回通知。特斯拉将美国 Model 3 长续航版提价至 47490 美元。优步宣布历史上首次股票回购计划，拟回购至多 70 亿美元股票。Lyft 对 2024 年业绩展望澄清，预计调整后 EBITDA 利润率将提高 50 个基点。比特币市值再次突破 1 万亿美元关口。

标普高开 0.5%，部分地抹除美国 CPI 发布日的跌幅

Under the support of AI, Microsoft's cloud business has reached three-quarters of Amazon's cloud business in scale, with the latest quarterly revenue growth rate being twice that of Amazon.

AI determines the outcome? Microsoft's Azure cloud is "quickly catching up" to Amazon's AWS in terms of scale.

欧洲股市正在崛起，"八巨头"成为绩优股，占据市场主导地位。这些股票具有强劲的盈利增长、低波动性和稳健的资产负债表。与美股"七姐妹"相比，"八巨头"的整体波动性更低，表现更优异。这些股票包括葛兰素史克、罗氏、ASML、雀巢、诺华、诺和诺德、欧莱雅、LVMH、阿斯利康、SAP 和赛诺菲。高盛预计，到 2025 年，欧洲斯托克 600 指数几乎所有的增长都将来自"八巨头"。这意味着欧洲股市有望继续实现增长。

美股 “七姐妹” 够牛吗？认识下更猛的欧股 “八巨头”

Should every country independently control its AI infrastructure and then buy more NVIDIA chips?

After surpassing Amazon, NVIDIA's market value is just a step away from Alphabet-C. Huang Renxun promotes "National AI".

Feb 14 (Reuters) - * ELON MUSK INVITED CHINESE SUPPLIERS TO MEXICO TO REPLICATE THE LOCAL SUPPLY CHAIN AT TESLA'S SHANGHAI PLANT - BLOOMBERG NEWS

Elon Musk Invited Chinese Suppliers To Mexico To Replicate Local Supply Chain At Tesla's Shanghai Plant - Bloomberg News

CoinGecko 数据显示，随着比特币和以太坊走高，比特币市值重回 1 万亿美元上方，加密货币总市值重回 2 万亿美元上方。

加密总市值重回 2 万亿美元上方

比特币站上 51000 美元/枚，续创 2021 年 12 月以来新高，日内涨 2.98%。以太坊现涨 3%，报 2718 美元/枚。

印度总理莫迪：需要全球协议来应对人工智能、加密货币和网络犯罪。

比特币向上触及 50000 美元/枚，日内涨 0.96%。

According to the data from Zhitong App, as of the close on February 14th, there were 27 stocks that hit a 52-week high. Among them, HKRH, MGM China, and YAN PALACE ranked in the top three with growth rates of 36.78%, 8.01%, and 5.61% respectively. In addition, there were 126 stocks that hit a 52-week low. Among them, Hua Nan City, SLING GROUP, and YADONG GROUP ranked in the top three with decline rates of -47.64%, -19.35%, and -18.45% respectively.

Zhitong Hong Kong Stock 52-Week High and Low Statistics | February 14th

美国 1 月通胀数据超预期，扰乱了大多数市场，但比特币却未受影响。比特币价格接近两年多来的最高水平，并且几乎没有变化。比特币受到现货比特币 ETF 和即将实施的比特币 “减半” 等因素的支撑，投资者对其价格保持乐观。尽管市场风险情绪恶化，但比特币表现出了弹性。但一些技术分析显示，比特币可能会暂时回落。比特币价格预计将在比特币 “减半” 前短暂停止上涨。

美国 1 月通胀数据超预期扰乱多数市场 但比特币除外

TCL 中环收购 Maxeon 浮亏达 21 亿，美股暴跌，光伏板块跌幅高达 5%。美国 1 月 CPI 增长 3.1%，未达预期，打压了市场对降息的预期，对光伏特别是户用光伏是重大利空。美国通胀高于预期，给美联储的降息之路蒙上阴影，可能延迟降息。

美股暴跌，光伏首当其冲！TCL 中环还有一个 21 亿的雷？

Microsoft Trial Evaluation: Useful, but not worth the price!

AI applications that are less popular than expected?

老牌 PE 巨头们计划在 2024 年加大募资和投资，因为他们认为 2023 年已经是周期性底部。2023 年全球 PE 市场表现惨淡，黑石、KKR、凯雷等公司的财务数据都出现下滑。然而，随着 2024 年的到来，乐观情绪开始增加，这些公司计划扩大团队人数并加快募资节奏。黑石 2023 年的可分配收益同比下滑 24%，KKR 的税后可分配收益同比下降 13%。虽然退出导致收入下滑，但由于 AUM 增长，管理费收入有所增长。黑石的管理费收入同比增长 6%，达到 66.6 亿美元，KKR 的管理费收入同比增长 14%，达到 30.3 亿美元。

老牌 PE 巨头们，今年准备大干一场

Robinhood announced its financial performance for the fourth quarter and full year of 2023. Both Q4 revenue and profit exceeded market expectations, leading to a post-market increase of over 10% in the stock price. Q4 revenue reached $471 million, a YoY growth of 23.96%. Net profit was $30 million, with diluted earnings per share of $0.03. Net interest income grew by 41% YoY, driven by the growth of interest-earning assets and rising short-term interest rates. Trading-based revenue increased by 8% YoY, fueled by cryptocurrency and stock trading activities. Monthly active users decreased by 4% YoY, while gold subscription users increased by 25% YoY. As of the end of Q3 2023, Robinhood had a net deposit of $4.6 billion, with custodial assets growing by 65% YoY.

After-hours trading of Robinhood surged more than 10% as its Q4 revenue and profit exceeded expectations.

四大行和其他银行陆续推动房地产项目融资落地，对接了 2700 多个项目，审批贷款近 400 亿元。建设银行已对接 2000 多个项目，审批待投放金额 200 多亿元。中国银行已推进超过 110 个项目的审批工作，合计金额约 550 亿元。农业银行也表示将支持房地产项目融资。这些举措有助于满足房地产企业的合理融资需求，维护购房者的权益，提振房地产市场信心，促进房地产行业平稳健康发展。

响应 “地产白名单”，四大行陆续晒进度表

Apple's recently launched Vision Pro, priced at nearly $4,000, is facing a wave of returns, as Google searches for "return Apple Vision" have surged. Reasons for user returns include the product being heavy, not being good for the eyes, causing headaches, and a lack of practical applications. The size of the Vision Pro is too large and not convenient for portability. Some users have expressed that they will wait for the next generation of the product.

Less than two weeks after its official release, there has been a surge in searches for "Return Apple Vision Pro"!

比特币在 5 万美元上方的涨势逆转，原因是 1 月份美国消费者价格指数的发布超出了预期，导致整个金融市场疲软。比特币对这一消息的反应是立即的，失去了 5 万美元的支撑，跌至近 48,400 美元的低点。比特币 4 月减半的临近也是一个影响因素，极大地影响了市场的整体情绪和价格飙升。

比特币涨势在美 CPI 报告后停滞

It is understood that the Federal Home Loan Bank System (FHLB), which faced closure due to bank runs, had also provided support to three banks, including SVB Financial, that experienced financial collapse. This bankruptcy event has once again put the system in the spotlight.

Before a bank in the United States collapsed, its CEO was involved in a "Ponzi scheme" and embezzled $47.1 million by withdrawing $21 million from FHLB.

比特币向下触及 48500 美元/枚，24 小时内跌 2.9%。

比特币向下触及 49000 美元/枚，日内跌 1.76%。

In 2023, the average selling price of HBM "skyrocketed" against the trend by 500%. In 2024, HBM remains "red-hot", driving up the stock prices of companies in the industry chain.

HBM industry chain, exploded!

Arm 股价连续大涨超过 90%，预计第四财季收入将达到历史新高，AI 浪潮推动了 Arm 的发展。软银也公布了 2024 财年第三季度财报，首次实现季度盈利，软银股价上涨近 30%。

Arm，能救软银？

硅谷风险投资公司 Founders Fund 再次投资比特币和以太坊，表明硅谷对加密货币市场的关注重新回升。该公司此前曾投资过比特币，但在 2022 年加密市场崩盘时清空了持仓。此次投资标志着机构投资者重返代币投资的趋势，并预示着加密市场的复苏。Founders Fund 是一家知名的风险投资公司，管理着超过 120 亿美元的资产。该公司的创始人彼得·蒂尔也是比特币的支持者。

硅谷再掀加密货币投资热潮？传 Founders Fund 豪投 2 亿美元押注比特币和以太坊

Currently, Arm's P/E ratio has reached three times that of Nvidia's, yet investors continue to chase higher short-term call options. Analysis suggests that the extremely small float is a key driver behind the soaring stock price, with only about 5% of Arm shares available in the market.

Tripled in three days! Arm is being speculated as the "second Nvidia"?

外资出手！外资将有新动作，可能对 A 股市场产生影响。MSCI 宣布 2024 年 2 月份的季度指数评审结果，新纳入 4 只 A 股标的，包括招商公路、华大智造、美的集团和三星医疗。这是美的集团重新被 MSCI 纳入旗舰指数，时隔 1 年。根据 MSCI 的规定，个股被 “买爆” 后，一般经过一年观察期可考虑重新纳入。同时，MSCI 还对其他指数系列进行了新增和剔除。这次调整结果将于 2024 年 2 月 29 日收盘后生效。

外资出手！紧盯这天，或有异动

市场消息：由亿万富翁彼得•蒂尔共同创立的风险投资公司 Founders Fund 去年购买了 2 亿美元的比特币和以太坊。

今年电商巨头还要拼低价，价格战愈演愈烈。京东通过春晚送出实物好礼和红包，并举行除夕特别直播，订单量突破百万单。传统电商在拼多多和抖音等新势力的冲击下，逐渐失去市场份额，开始将低价放在首位。电商行业的低价之争早已开始，刘强东和马云的归来带动了一轮低价争夺。京东和阿里都做出了以低价为导向的战略转变，直指拼多多。市场将培育出新商业模式，未来发展仍具不确定性。

今年电商巨头还要拼低价

The S&P 500 and Nasdaq ended their four-day winning streak, while the Dow rebounded to a new all-time high. Chip stocks fell from their historical highs during intraday trading, with Nvidia initially rising over 3% and surpassing Amazon in market value before turning downward. Arm surged over 40% in early trading and closed with a 29% gain. European chip stock ASML hit a new all-time high for the eighth consecutive day. AI concept stock C3.ai rose over 9%, SMIC rose over 4%, and Chinese concept stocks rose over 2%. XPeng rose nearly 4%, while Pinduoduo and Bilibili rose over 3%. Nio and JD.com rose over 2%, and Bitcoin mining giant Canaan Technology surged nearly 17%. After the announcement of record-low mid-term inflation expectations among consumers, the two-year US Treasury yield approached its highest level since the December Fed meeting before declining. The US dollar index approached a three-month high before turning downward. Offshore renminbi fell below 7.22 to a three-week low during intraday trading before rebounding by over 100 points. Bitcoin surged over $2,000 during intraday trading, breaking through $50,000 for the first time in over two years. US oil extended its six-day winning streak, reaching a two-week high and the longest consecutive daily gain in five months, while Brent oil ended its five-day winning streak. Gold fell for the third consecutive day to a two-week low. The FTSE 100 rose over 3% to a six-month high, while London copper and zinc halted their three-day decline.

Chip stocks pause before CPI, SPDR S&P 500 bids farewell to record highs, NVIDIA still hits new highs, Chinese concept stocks start the Year of the Dragon with a bang

If Diamondback Energy completes the acquisition of Endeavor Energy, a major shale oil producer in the Permian Basin, it will become the world's third-largest oil and gas producer with a value exceeding $50 billion, second only to Exxon Mobil and Chevron. In October last year, Exxon Mobil and Chevron announced super mergers worth $59.5 billion and $53 billion respectively, both involving the acquisition of assets related to the Permian Basin in the United States.

A $26 billion mega acquisition is coming! The world's third-largest oil and gas giant is about to emerge.

On Monday, during the trading session, NVIDIA briefly rose by 1.5%, reaching a market value of $1.815 trillion. Amazon, on the other hand, experienced a slight decline of approximately 0.3%, with a market value of $1.805 trillion.

NVIDIA's market value surpasses Amazon, the first time in the past 20 years.

Arm's explosive performance announced last week has continued to drive the company's stock price soaring, nearly doubling in the past three trading days. The company previously stated that the surge in demand for artificial intelligence has supported its performance in the last quarter.

Arm's stock price surged again, with a single-day increase of 42%! Analysts: AI frenzy driving the growth

比特币在两年多的时间里首次跃升至 5 万美元，得益于比特币 ETF 在美国的上市表现创纪录。美国批准交易所交易基金可以直接持有比特币，促使更多人接受比特币，推动了比特币的最新涨势。加密货币对冲基金 AltTab Capital 表示，近期低迷主要是由于灰度的资金外流，但现在资金流出已经放缓，净流入正在回升。

ETF 复兴推动比特币站上 5 万美元

比特币涨至 4.9 万美元，创 2021 年 12 月份以来新高。

能源公司 Diamondback Energy 涨 5.9%，该公司将以 260 亿美元收购 Endeavor。谷歌 A 跌 0.3%，该公司承诺提供 2500 万欧元帮助欧洲民众学习使用人工智能 (AI)。英伟达涨 0.6%，该公司进军数据中心芯片定制业务，挑战博通。

美国三大股指微幅低开，标普暂时守住 5000 点，中概指数涨 1%

美联储鲍曼将发表讲话，美国 CPI 数据将于本周二发布。道指期货跌 0.04%，标普 500 期指涨 0.02%，纳指期货涨 0.03%。德国 DAX 指数涨 0.3%，英国富时 100 指数跌 0.4%，法国 CAC40 指数涨 0.4%，欧洲斯托克 50 指数涨 0.2%。WTI 原油跌 1.20%，报 75.92 美元/桶。布伦特原油跌 1.18%，报 81.22 美元/桶。预计 1 月份总体通胀率将增长 0.2%；核心通胀预计将上涨 0.3%。投资者预计总体通胀率将从 12 月份的 3.4% 放缓至 3.0%；核心 CPI 则放缓至 3.8%。美联储鹰派言论背后的原因是劳动力市场有弹性和家庭支出强劲。最普遍讨论运营效率的行业与讨论人工智能的行业存在重叠。数字货币板块盘前普涨。

美股盘前消息速递

The CEO of VanEck Russia ETF bluntly stated that there is an abundant supply of oil and strong cash flow in oil companies, but oil stocks have been overlooked in the market.

ETF Giant: US Oil Stocks and Chip Stocks are "Equally Good", but No One Cares

在美国现货比特币 ETF 获批的推动下，比特币正迈向一年来最长涨势。

ETF 上市吸引资金涌入 比特币有望迎一年来最长连涨记录

According to the export situation of Chinese electric vehicles, SAIC Group's MG brand and BYD have the highest sales. Among them, the MG brand mainly focused on the European market in January, with the UK being the largest destination, exporting 1,597 electric vehicles. The BYD brand achieved significant results in the Asia-Pacific region, especially in Australia and Thailand, exporting 1,310 and 6,183 electric vehicles respectively. Other European countries are also starting to gain momentum, with Ireland becoming one of the important markets. The performance of Chinese car companies in overseas markets is strong, demonstrating strong market penetration.

Statistics on Chinese Automakers' Electric Vehicles Going Global

出海四小龙紧逼亚马逊，2024 谁主沉浮？ 随着市场竞争加剧，电商格局逐渐进入白热化阶段。在 2023 年出海美国电商市场的浪潮中，中国企业 Shein 和 Temu 崛起，标志着中国商业出海的第三阶段的开始。亚马逊成为了中国商品出口的主要渠道，如今，亚马逊上近一半的顶级第三方卖家都来自中国。随着越来越多的中国卖家寻求出海机会，Shein 和 Temu 等电商平台应运而生，满足了商家的需求。

出海四小龙紧逼亚马逊，2024 谁主沉浮？

韩国半导体行业在下行周期中遭受损失，但由于英伟达的 AI 加速卡带动，HBM 异军突起成为唯一能逆市增长的内存产品。为支持 HBM 发展，韩国政府将其确定为国家战略技术，并提供税收优惠。三星和 SK 海力士是 HBM 的主要供应商，预计将继续扩产。SK 海力士在 2023 年第四季度有亮眼表现，营收同比增长 47%。

AI“卖铲者”：HBM，新混战！

小米公司在印度发声，对于印度政府对中国企业的严格审查，导致智能手机零部件供应商对在印度设立业务持谨慎态度。小米呼吁政府解决这些担忧，并鼓励外国零部件供应商在印度设立制造工厂。小米在印度市场占有率为 18%，但面临着合规、签证等问题。小米希望印度政府出台激励措施，降低进口关税，以促进当地零部件制造业的发展。

小米在印度发声：鉴于印政府对中企严格审查，零部件供应商对在印建立业务持忧虑态度

英伟达正在建立一个新的业务部门，专注于为云计算公司和其他公司设计定制芯片，包括先进的人工智能（AI）处理器。

英伟达进军芯片定制业务 挑战博通！

Goldman Sachs believes that NVIDIA has a potential upside of over 10% in the next year, while Intel has a downside potential of 10%.

Soaring NVIDIA or stagnant Intel? Goldman Sachs has a clear stance

By building new factories, making large-scale acquisitions, and accelerating research and development, Novo Nordisk AS and Eli Lilly's "miracle weight-loss drugs" are expected to gradually meet market demand.

Who doesn't want to be the next Jia Ling? In high demand, the "weight loss duo" expands production smoothly.

Sam Altman 的梦想是建立一个芯片工厂网络来推动人工智能的发展，据报道，这个项目可能涉及筹集高达 7 万亿美元的资金。从这个数字来看，这几乎是去年整个半导体市场总收入的 14 倍。虽然这个数字令人眼花缭乱，但奥特曼和他的合作伙伴希望能够以某种方式争取到 2023 年美国国内生产总值的四分之一来资助这一努力。这些资金足以吞并英伟达、台积电、博通、ASML、三星、AMD、英特尔、高通以及其他重要的芯片制造商、设计师、知识产权持有者和设备供应商。

Sam Altman 的芯片野心，非常疯狂

The car sold is a Tesla, which was the best-selling imported car in South Korea in September last year. Not only Tesla, but in January, the registration of new electric cars in South Korea decreased by 80% MoM.