In early trading, EVERG VEHICLE fell more than 7%, and as of the time of writing, it has dropped by 6.94% to HKD 0.335, with a turnover of HKD 2.4072 million. In terms of news, on January 8th, EVERG VEHICLE announced that it had learned that its executive director, Liu Yongzhuo, was detained on suspicion of illegal activities. So far, China Evergrande Group Chairman Xu Jiayin, EVERG VEHICLE President Liu Yongzhuo, and Evergrande Wealth General Manager Du Liang have all been arrested. In addition, in conjunction with the latest news announced by EVERG VEHICLE on January 1st, the share subscription agreement and debt-to-equity conversion agreement between EVERG VEHICLE and Newton Group, originally scheduled to expire on December 31, 2023, have now become invalid.

Hong Kong Stock Market News | EVERG VEHICLE drops over 7% again, Executive Director Liu Yongzhuo detained, Newton Group's subscription agreement has become invalid.

BC 科技集团跌超 7%，截至发稿，跌 7.28%，报 8.15 港元，成交额 201.49 万港元。消息面上，美国证监会（SEC）发文称现货比特币 ETF 获批，随后 SEC 主席辟谣称账号被盗，比特币 ETF 周二尚未获得批准。乌龙消息使比特币交易价一度拉升至 4.8 万美元上方，随后币价跳水，迅速跌破 4.6 万美元，回到 4.56 万美元下方。此外，BC 科技集团近期公告，预计 2023 年止年度亏损可能较上年度的 5.5 亿元大幅减少约 50%。预期净亏损减少主要归因于经营开支降低，以及集团所持有用于促进大宗经纪业务的数字资产升值。

港股异动 | BC 科技集团跌超 7% SEC 辟谣尚未批准比特币 ETF 比特币拉升后跳水

截至发稿，BC 科技集团跌 6.71%、美图公司跌 0.30%。消息方面，美国证交会在社交平台 X 发布推文表示，SEC 批准了比特币 ETF 上市。随后 SEC 主席根斯勒表示，账户遭到入侵，比特币 ETF 周二尚未获得批准。

港股数字货币概念股回调 SEC 账号被盗谎称比特币 ETF 获批

港股生物制药板块走高，百济神州涨 5.5%，腾盛博药涨近 4%，药明生物、云顶新耀、再鼎医药跟涨。

截至发稿， 南戈壁涨 6.55%、南南资源涨 1.91%、蒙古焦煤涨 1.91%、中煤能源涨 1.20%。

港股煤炭股多数上涨 南戈壁涨超 6%

港股汽车股走低，蔚来汽车跌超 5%，零跑汽车跌 2.8%，理想汽车跌 2.2%，北京汽车跌 1.9%。

港股恒指低开跌 0.28％，国企指数跌 0.24％，恒生科技指数跌 0.29%。

* 大和降阿里目标价至 108 元 下调第三财季收入增长预测

* 大和降阿里目标价至 108 元  下调第三财季收入增长预测

Since the end of 2022, NVIDIA's growth has surpassed that of the S&P 500 by a factor of 10.

This year has already seen a 9% increase, and NVIDIA is still the most bullish large-cap stock in 2024.

美国七巨头包括苹果、微软、亚马逊、谷歌母公司 Alphabet、Meta、英伟达和特斯拉，它们的市值合计近 12 万亿美元，占标普 500 指数的 28%，占美国整个股市市值的 23%。微软的市值约为 2.8 万亿美元，仅它一家的市值就相当于整个加拿大股市的市值。这七家公司的市值相当于英国、日本和加拿大整个股票市场的总和。

亚洲股市开盘涨跌互现，日本股市续创阶段新高。比特币在 SEC 澄清尚未批准比特币 ETF 后走势震荡。投资者乐观情绪回归，市场对美联储提前降息的预期消退。日本股市保持坚挺，受日元贬值和企业盈利预期提振。其他股市有小幅走低的情况。货币方面，美元基本持平，欧元兑美元持平，日元兑美元持平。加密货币方面，比特币和以太币上涨。债券方面，美国国债收益率下跌，日本和澳大利亚国债收益率也有下跌。大宗商品方面，原油和黄金基本持平。

亚市早盘：亚洲股市涨跌互现 日本股市续创阶段新高

周二，美国证交会的 X 账户被黑并宣布比特币 ETF 获批，推动了比特币的价格短暂飙升。美国当局称将对此展开调查。美国证交会前地区主管表示，这一违规行为给加密货币爱好者提供了口实，他们长期以来一直将 SEC 主席詹斯勒视为 “敌人”。此类网络安全事件发生在一个曾多次警告加密货币在线漏洞的监管机构身上，不失为一种讽刺。

美 SEC 前地区主管：“假官宣” 事件将为加密货币爱好者提供口实

东方甄选高级合夥人董宇辉的抖音新账号「与辉同行」首播取得巨大成功。开播时粉丝数 416.8 万，截至晚上 11 时已超过 712.8 万。单场直播涨粉近 300 万，点赞超过 10 亿。该场直播累计在线观看人数超过 3,000 万，观看人数高峰超过 170 万。直播带货成交额超过 1 亿元人民币。董宇辉表示未来计划进行公益演讲，并探索更多可能性。

董宇辉新账号首播 GMV 超过 1 亿元人币 单场涨粉近 300 万

开年 “拼经济”，多地敲定一季度乃至全年重大项目，基建投资增速或将延续回升态势。上海、江苏、浙江、安徽、福建、湖南、广东等地已举办重大项目集中开工活动。河南省公布 2024 年第一批重点建设项目名单，入选项目共 520 个，计划投资约 5830 亿元。湖南省也同步举行了重大项目集中开工仪式，11 个项目总投资达 872 亿元。江苏省印发实施重大项目清单，安排项目 510 个，计划投资 6408 亿元。在稳增长政策推动下，基建投资增速或将回升，新基建投资将持续扩大，民间投资增速有望企稳回升。

港股概念追踪 | 开年掀起开工潮！多地敲定重大项目 基建投资增速或将延续回升态势 (附概念股)

Intel announced that it will launch an AI-powered automotive chip based on AI PC technology, and the first batch of chips is expected to be released by the end of this year. ZEEKR will become the world's first car manufacturer to adopt Intel's automotive AI chip.

"AI on PC", Intel CES vows to counterattack NVIDIA and Qualcomm

一路狂飙、超越腾讯！抖音电商 2023Q4 季度 GMV 同比增长超 50% 达 6500 亿左右，2023 年整体 GMV 有望冲击 2.2 万亿？！

解读公司 | 字节为什么显然被低估了？

中国国家药监局批准了美国渤健/日本卫材共同研发的阿尔茨海默病新药仑卡奈单抗 (lecanemab-irmb) 在中国的上市。这是继美国和日本之后，中国成为第三个批准该药上市的国家，显示了中国新药审批进程的加快。阿尔茨海默病是一种逐渐加重的脑部疾病，对记忆、语言和思维能力造成损害。该药的上市对于中国的药物研发和诊断产业链有着重要意义。

港股概念追踪 | 重磅！阿尔茨海默病新药在华获批 药物研发、诊断产业链值得关注 (附概念股)

S&P and Dow ended with two consecutive gains, while Chinese concept stocks fell for the fourth consecutive time. Apple's Vision Pro will be released on February 2nd. Microsoft's collaboration with OpenAI may face an investigation by the European Union. Tesla's market share in the US surpasses Volkswagen for the first time, making Tesla the best-selling car globally. Amazon launches new video streaming feature "Matter Casting," and its subsidiary Twitch will lay off 35% of its workforce. Xiaomi Auto has no intention of collaborating with third-party car companies to launch a similar "Smart Selection" car. Short-selling institutions claim that EVERGRANDE has never been profitable.

Breakfast | SEC social media account hacked, causing massive cryptocurrency liquidation, Bank of America customers flee US stocks with over $2 billion.

美国证券交易委员会（SEC）表示将与执法部门合作调查黑客攻击。“未知方” 访问了 SEC 的 X 账户，未经授权的访问已终止。

Bank of America has released its list of potential market surprises for 2024, highlighting ten unexpected events. These include the impact of geopolitical risks on tech giants, a recovery in the IPO market, and Japan emerging as a developed market. Strategists believe that attracting investors back to stocks is one of the primary factors that may prevent a surge in bankruptcies. They also caution traders against "ditching" inflation hedges in favor of credit. Investors will demand a premium for longer-dated U.S. Treasuries. The forecast also includes advancements in Alzheimer's disease treatment driving a rebound in biotech and pharmaceutical stocks, as well as an increase in demand for reliable power. A more favorable business environment is expected to drive more capital allocation into the stock market.

Beware of "Black Swans"! Bank of America lists the "Top Ten Unexpected Events" to watch for in 2024.

币圈大乌龙！美国证监会 (SEC) 表示尚未批准比特币交易所交易基金 (ETF)，之前发布的推文是虚假的。该推文短暂推动了比特币价格的上涨。SEC 主席表示，SEC 的账户被入侵，并发布了未经授权的推文。SEC 必须在 1 月 10 日之前对至少一项比特币 ETF 申请做出决定，业内人士猜测该监管机构将在该日期公布决定。

币圈大乌龙！美国 SEC X 账户被盗，并发布比特币 ETF 获批虚假推文

SPDR S&P 500 and Dow Jones stopped at two consecutive gains, Nasdaq closed slightly higher, barely achieving three consecutive gains; Tesla fell more than 2%, leading the decline in blue-chip technology stocks; chip stocks fell more than 1% in intraday trading and then slightly rebounded, with Nvidia rising 1.7%, having previously fallen more than 1% during the session. Chinese concept stocks fell more than 1%, marking four consecutive declines, with Dada Nexus falling more than 6% and JD.com falling more than 2%. The yield on 10-year US Treasury bonds rose above 4.0%, but fell during the session, continuing to move away from a three-week high. The US dollar index rebounded; offshore renminbi fell more than 200 points, breaking below 7.18, hitting a near four-week low. Bitcoin surged to $47,900 during the session, hitting a 21-month high, but quickly plunged more than $2,000. Crude oil rebounded, with US oil rising more than 3% at one point; US natural gas surged 7%, marking the largest increase in nearly seven months and reaching a two-month high for the sixth consecutive gain. London copper fell for the eighth consecutive session, while gold hit a near four-week low. Updating in progress.

Samsung Electronics issues profit warning, chip stocks under pressure, S&P falls, NVIDIA hits new all-time high, Bitcoin surges and then plunges after ETF drama

美国证交会在社交平台 X 已删除此前称比特币 ETF 获批上市的推文。

比特币短线跳水近 2500 美元，美股 Coinbase 盘后跌超 3%。

比特币短线回落 1500 美元，现报 46877 美元/枚。

SEC 澄清，其官方 X 账号被黑客攻击，发了一个未授权的帖子，其实并未批准比特币现货 ETF。传出 ETF 获批的消息后，比特币价格短线上冲 4.79 万美元，后立即跳水，跌破 4.6 万美元。

黑客 “假传圣旨” 宣布现货 ETF 获批，比特币拉升后跳水超 2000 美元

比特币短线拉升逾 1000 美元，现报 47450 美元/枚，此前 SEC 批准了比特币 ETF 上市。

美国证交会：今天，美国证券交易委员会批准比特币 ETF 在所有注册的国家证券交易所上市。

Android users can display short videos from the TikTok app on TVs equipped with Alphabet-C Chromecast. Another new feature of Alphabet-C allows users to start podcasts on their Android phones and then stream them to their Pixel tablets at home. Alphabet-C has also launched a quick pairing feature to speed up the connection of Bluetooth accessories such as headphones to Google TV devices. Alphabet-C has also announced a collaboration with Samsung Electronics to introduce a new quick document sharing feature.

Google CES officially announced its partnership with ByteDance, allowing Android phones to play short videos on computers in the future.

The investigation into last week's incident of the cabin door falling off the Boeing 737 Max 9 is still ongoing, and several airlines have discovered other loose parts. The NTSB stated that the investigation may expand to include all models of the 737 Max, causing Boeing's stock price to briefly drop 2.3% in early trading on Tuesday.

Multiple airlines have discovered more loose Boeing aircraft parts. Regulatory authorities say that the investigation may expand to more aircraft models.

Alibaba International Station announced that the new feature "Instant Help" of the Intelligent Procurement Assistant will make its debut at this year's CES. It uses AI chatbots to answer users' basic queries and provide real-time insights and resources, unaffected by time zones or languages. Since the launch of the Intelligent Procurement Assistant in September last year, buyers who use the image search function of the assistant have achieved a 28% higher conversion rate compared to buyers who only use text search.

Consumer Electronics Spring Festival CES adds fuel to the fire with AI: Alibaba's upgraded version of intelligent procurement assistant debuts

2024 年初，做空者获得丰厚回报，华丽七雄股票帮助卖空者获利 36 亿美元。美国股市开局表现黯淡，受超级大盘股拖累。苹果和特斯拉是最赚钱的股票，占总利润的 65%。苹果和特斯拉的空头占自由流通股的比例分别为 0.7% 和 3%。在今年开局不利的情况下，苹果上周跌幅近 6%，特斯拉下跌了 4.4%。

实时市场-2024 年伊始，卖空者获得 "丰厚 "回报

索尼本田在 CES 展台上展示了首款电动车 AFEELA EV 原型车，CEO 水野康秀用 PS5 手柄遥控开车，展示了汽车与游戏的结合。然而，发布会未提及价格、电池和配置等细节，也未重申 2026 年上市的计划。展示方式被认为只是舞台展示，实用性有限。相比之下，国内智界 S7 和极氪 007 等自动驾驶车型已经上市。

用 PS5 手柄开车，撑不起索尼的造车梦

比特币回落至 46000 美元/枚下方，日内跌 2.35%。

Analysis suggests that if the investigation continues until the end, antitrust authorities may conclude that Microsoft's $13 billion investment has resulted in a lasting change of control, or meets certain merger review criteria, which could potentially lead to the two companies being split up or making other structural or behavioral changes.

"Investment" or "Acquisition"? Microsoft and OpenAI caught the attention of the European Union's antitrust agency.

比特币现货 ETF 获批进入倒计时，市场持乐观态度。若 SEC 批准，比特币或将迎来数十亿美元的资金流入。投机者可能会在利好消息时出货获利了结，导致比特币价格回调。比特币目前小幅下跌至 46515 美元，今年已涨约 10%。SEC 此前一直担心投资者保护和市场操纵问题，但灰度的胜诉令市场猜测 SEC 可能会妥协。投资需谨慎。

现货 ETF 获批进入倒计时，比特币价格盘整回调

Popular Chinese concept stocks generally fell sharply before the market opened, with JD.com falling more than 3%, Alibaba, Pinduoduo, Xiaopeng, Li Auto, Bilibili, and Baidu falling more than 1%. Dada Nexus, which fell 45% last night, rose 12% before the market opened. In terms of individual stocks, GRIFOLS SA fell 52% at one point, and Juniper Networks rose 27% at one point.

Pre-market US stocks | JD leads the decline in Chinese concept stocks, Dada Nexus surges! ByteDance sells to TENCENT?

According to the prospectus of Migu Bingcheng, as the leading domestic and second-largest global made-to-order beverage company, as of September 30, 2023, Migu Bingcheng's franchised store network has exceeded 36,000 stores, covering 11 countries in China and overseas. In the first nine months of 2023, Migu Bingcheng's store network achieved a total cup volume of approximately 5.8 billion cups. The economic benefits have also steadily improved, with the company's operating income increasing by 31.2% YoY from RMB 10.351 billion in 2021 to RMB 13.576 billion in 2022, and achieving revenue of RMB 15.393 billion from January to September 2023.

Understanding the IPO Prospectus of Moxi Ice City with One Picture

Dada Nexus' stock price has dropped by 98.8% from its highest price of $61, making it one of the Chinese concept stocks with the largest decline. On the other hand, Luckin Coffee has seen a nearly 40-fold increase in the pink sheet market.

Dada Nexus plunges 45%, could it be the next 40-fold Luckin Coffee?

Meituan's stock has fallen more than 9% in the past two days, and the amount of short selling transactions has exceeded HKD 400 million for two consecutive trading days, which is four times the data from last week! The number of shorted shares has also skyrocketed!

MEITUAN's short-selling data surges!

基立福美股盘前跌超 45%，此前 Gotham city 发布沽空报告。

Bank of America predicts that NVIDIA will have stronger growth opportunities in the future, given the potential for strong long-term demand in the gaming downturn and data centers! Morgan Stanley is optimistic about the "Edge AI" opportunity for Apple and expects it to bring benefits this year. Citigroup downgraded Dada Nexus to "sell," citing uncertain business prospects.

Rating Quick Look | NVIDIA, TENCENT "Preferred"! "Buy"! BABA-SWR target price lowered

蔚来 2024 年开年内部信总结了蔚来在 2023 年的表现，并指出了面临的挑战。尽管蔚来在产品创新、合作伙伴关系等方面取得了一些进展，但在销量方面未能达到预期目标。蔚来董事长李斌表示，未来两年是汽车行业变革的关键时期，竞争将更加激烈，公司需要做好应对准备。

蔚来 2024 年开年内部信：用好投资者的每一分钱

According to the data from Zhitong App, as of the close on January 9th, a total of 29 stocks hit a 52-week high, with SUNDY SERVICE, SKL, and OCEAN ONE HLDG ranking in the top 3 in terms of the rate of increase. In addition, there were 147 stocks that hit a 52-week low, with Jiangshan Holdings, AL GROUP, and KEDI-B ranking in the top three in terms of the rate of decrease.

Zhitong Hong Kong Stock 52-Week High and Low Statistics | January 9th

蜜雪冰城冲击 IPO 风险大，美团和高瓴资本坐不住了。蜜雪冰城是新茶饮赛道的巨无霸，但近年来营收和净利润增长遇到瓶颈，门店数据也出现关店情况。资本市场对茶饮品牌看衰，奈雪的茶股价大幅下跌。蜜雪冰城的融资进程备受关注，之前已完成一轮融资。现在转战港股上市，面临上市后股价波动和破发的风险。

蜜雪冰城冲击 IPO 风险大 美团、高瓴坐不住了

字节跳动游戏业务出售的进展引起了广泛关注。众多大型游戏公司表达了兴趣，但实质接洽的仅有少数巨头级公司，包括腾讯、网易和几家海外科技公司。虽然市面上有 A 股上市公司自称即将接收字节跳动游戏业务，但没有任何一家 A 股公司与字节跳动正式接洽。字节跳动的游戏业务标价几十亿美元，且考虑了战略意义。整个流程将加强腾讯和字节跳动的关系。潜在买家数量多，但真正进入谈判环节的不多。

字节跳动游戏业务究竟会出售给谁？

研究预计，更广泛的降息之年已经到来，美联储引领发达国家央行转向，日本央行是 G7 唯一逆行者。其他经济体纷纷跟随，其中俄罗斯央行料大幅降息 4%，阿根廷央行则有望暴降 3000 基点。

2024 年度核心主题：全球央行集体转向降息

AI 眼中的黄河路是什么样的？答案：没有一个看起来像是黄河路。不过，不少模型对于上海都有正确的表达，特别是 Midjouerney 刚刚更新的 V6 版本。

八款应用对比，看 AI 眼中的上海 “繁花” 世界

Over the past year, Dada Nexus has just turned its losses into profits, and this incident undoubtedly raises doubts about the authenticity of Dada Nexus' profitability. JD can strengthen its internal audit of Dada Nexus, promptly identify and correct any existing issues, and ensure the accuracy of financial reports. "In the future, JD can use its position as a major shareholder and its actual control to drive Dada Nexus to strengthen its internal management."

Is there a "mole" in JD Dada?

Why is Nvidia still hot when the telecom giant rose 6% overnight? The trading volume of Verizon options surged to 1.54 million contracts, with a call option ratio of 97.7%! The trading volume of AT&T options surged to 1.13 million contracts, with a call option ratio of 97.9%. The call options with a January 19 expiration date and a strike price of $16 traded 470,000 contracts!