香港政府将于 2 月底公布新一轮《财政预算案》，各政党陆续向政府提交意见，意见包括：去年股票印花税减幅不足，相信进一步减半至 0.05% 将有助提升大市成交量；呼吁楼市全面 “撤辣”，取消外来人口买楼征税及二套征税等；不应征收资产增值税和离境税，以免影响投资意愿及旅游零售行业；金管局应调整强基金投资组合成份，增拨一定份额如 5% 投资于香港股市。

香港提倡再降股票印花税与楼市征税 “撤辣”

JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo, the major Wall Street banks, will gradually release their quarterly earnings reports. Bank of America's stock surged 23% in the last quarter, marking its best quarterly performance since 2021, as investors gained confidence that the Federal Reserve would end its rate-hiking campaign without triggering an economic downturn. Investors will closely monitor the impact of policy easing on the banking sector. The market expects that the fourth-quarter performance of large banks will generally be poor, with net interest income expected to decline. The earnings reports of Morgan Stanley and Goldman Sachs, which will be released on Tuesday, are also highly anticipated.

Wall Street's big banks' earnings reports are coming tonight! Expectations of interest rate cuts have boosted the sector by 23%. Can their performance hold up?

2023 年我国出口同比增 0.6%，进口下降 0.3%。新三样产品合计出口 1.06 万亿元，增长 29.9%，首次突破万亿大关。对共建 “一带一路” 国家进出口增长 2.8%。民营企业进出口增长 6.3%，占进出口总值的 53.5%。出口机电产品占出口总值的 58.6%。自由贸易试验区数量扩大至 22 个，进出口增长 2.7%。跨境电商进出口增长 15.6%。

海关：2023 年我国出口同比增 0.6%，“新三样” 出口首次突破万亿大关

中国 12 月出口同比 (按美元计) 2.3%，预期 1.5%，前值 0.5%。

CHINA LIT surged more than 7%, and as of the time of writing, it has risen by 7.47% to HKD 30.2, with a turnover of HKD 62.5874 million. On the news front, Tencent Cloud recently launched the "Micro Drama Comprehensive Solution," which includes products such as a content cloud-native platform, production data analysis, data-driven operation and management platform, copyright protection system, and content distribution application platform. CSC Securities pointed out that the company previously announced plans to further expand cooperation with Tencent Group in the distribution of short drama projects and cloud services. Considering that five out of the top ten comics in Tencent Animation's revenue in the past three years are adaptations of CHINA LIT's online literature IP, with three of them being middle-waist novels, the bank is optimistic about the synergistic effect between CHINA LIT and Tencent Animation, which will enhance the monetization potential of the company's online literature IP. In addition, Jia Ling released the official poster for her new film "Hot and Spicy" yesterday morning, announcing that it will be released on February 10th, the first day of the Lunar New Year. This news immediately became a hot topic, with keywords such as "Jia Ling loses 100 pounds," "Hot and Spicy release date," and more trending. It is reported that the production lineup of this highly anticipated film "Hot and Spicy" includes Tianjin CHINA LIT Film and Television Culture Media Co., Ltd. and XINLI Media Group under CHINA LIT.

Hong Kong Stock Market News | CHINA LIT surges over 7%. The company is one of the producers of the movie "Hot and Spicy". The value of its intellectual property is expected to be released at an accelerated pace.

BC 科技集团跌超 9%，截至发稿，跌 9.94%，报 8.06 港元，成交额 517 万港元。去年 8 月后公司股价持续走强，不过开年以来从阶段高点已回撤 34%。消息面上，美东时间 1 月 10 日，美国证交会 (SEC) 文件显示，SEC 批准 11 只比特币现货 ETF。受比特币现货 ETF 在美国获得批准消息影响，比特币现货价格涨近 1.50%，逼近 47000 美元。国信证券 (香港) 指出，比特币现货 ETF 申请通过对于加密货币市场以及全球金融市场都有着重要的意义和影响，表明传统金融世界对于加密货币的认可，有望带来一定的增量资金，同时 2024 年是比特币减半周期叠加美联储在最新 12 月会议纪要上暗示已完成加息，或于 2024 年降息，在多种因素利好的情况之下预计比特币等加密货币市场在 2024 年会取得不错的表现，建议关注加密货币相关上市公司，包括 BC 科技集团等。

港股异动 | BC 科技集团跌超 9% 开年以来已回撤 34% 比特币现货 ETF 日前在美获批

中国造车新势力 “蔚小理” 及特斯拉中国调降多款车型售价，导致相关股票下跌。《股市简讯》中提到，理想汽车、小鹏汽车和蔚来汽车的股价下跌了 1.6-3.5%。特斯拉调降了 Model 3 焕新版、长续航焕新版和 Model Y 后轮驱动及长续航版的售价。Model 3 焕新版的售价降至 24.59 万元人民币，Model Y 长续航版的售价降至 29.99 万元。

理解市场 | “蔚小理” 为何齐跌？

* 花旗料科技股今年跑赢 荐舜宇、比亚迪电子、ASMPT、金蝶及中移动

* 花旗料科技股今年跑赢  荐舜宇、比亚迪电子、ASMPT、金蝶及中移动

* 美银证券降阿里目标价至 103 美元 下调收入及盈测

* 美银证券降阿里目标价至 103 美元  下调收入及盈测

WUXI BIO opened nearly 4% higher, and as of the time of writing, it has risen by 3.78% to HKD 31.6, with a turnover of HKD 130 million. In terms of news, WUXI BIO recently released a PPT at the JPMorgan Healthcare Conference, disclosing that the company added 132 new projects last year, bringing the total number of projects to 698. The company is confident in achieving steady growth this year, with the target for the number of new projects in 2024 increased from 80 to 110. In addition, the company announced a research service agreement between its Contract Research and Development Organization (CRDMO) and BioNTech SE SE, to develop antibodies targeting two undisclosed targets for the development of next-generation candidate drugs. WUXI BIO will receive an initial payment of USD 20 million and will be eligible for research, development, registration, and commercialization milestone payments, as well as tiered sales royalties.

Hong Kong Stock Market News | WUXI BIO opens nearly 4% higher, raises this year's project guidance, and reaches an agreement with BioNTech SE.

WELLCELL HOLD made its debut on the stock market with an IPO price of HKD 1 per share, raising a net amount of HKD 62.67 million. As of the time of writing, the stock price has risen by 77% to HKD 1.77, with a trading volume of HKD 11.3692 million. WELLCELL HOLD is a Chinese telecommunications network support, information and communication technology (ICT) integration service provider, and software developer. The company's clients mainly include telecom operators, equipment manufacturers, technology service providers, and general contractors.

On the first day of trading, WELLCELL HOLD made its debut on the stock market, opening at a 77% increase in the morning session.

港股开盘，恒指开跌 0.52%，科指开跌 0.75%。造车新势力走低，小鹏汽车跌 4.2%。

先锋集团表示，将不允许其客户购买最近推出的 11 只现货比特币 ETF 中的任何一只。先锋集团认为这些产品与他们专注于股票、债券和现金等资产类别的产品不一致。

先锋集团：不许客户购买比特币 ETF

“木头姐” 表示，美国 SEC 已批准首批现货比特币 ETF，因此她进一步上调了对比特币价格的预期。她认为，在最乐观的情况下，2030 年比特币价格可能达到 150 万美元，比之前预期的 100 万美元更为乐观。即使在熊市情况下，2030 年比特币价格也可能达到 25.85 万美元，是当前价格的五倍多。她的基本预测是比特币到 2030 年达到 68.28 万美元。

“木头姐”：比特币 2030 年有望达到 150 万美元

今年市场仍偏好港股，原因在于港股对于美国减息更为敏感，有望受息口变化之惠。资金流入的是互联网、金融板块，包括对腾讯、美团、阿里巴巴的买盘，整个恒生中国企业指数/恒生指数的看涨押注仍然持续，特别是对互联网和保险的看涨期权。

理解市场 | 空头占领中资股！但为什么没有必要悲观？

Microsoft's market value once surpassed Apple's, hitting new highs for two consecutive days. Tesla has fallen for three consecutive days. Concept stocks of digital currencies have plummeted. Bitcoin briefly soared to $49,000, reaching a three-year high. Google has canceled its cloud service conversion fees. The United States and the United Kingdom have begun airstrikes on Houthi targets in Yemen. Tesla's Berlin factory will halt production for two weeks due to the Red Sea crisis. Guo Mingchi predicts that Apple's VisionPro will sell like hotcakes.

Breakfast | Red Sea crisis escalates with joint airstrikes by the UK and US, Bitcoin spot ETF trading volume reaches $4.6 billion.

Apple's virtual reality headset, Vision Pro, may be difficult to purchase when it is released and is expected to sell out quickly. This headset is Apple's first significant new product since the release of the Apple Watch in 2014. Wall Street analysts believe that Vision Pro will not have a significant impact on Apple's sales in the short term, but they will observe consumer reactions to predict the sales performance of future versions. Ming-Chi Kuo stated that breakthrough technological innovations and a strong fan base will make this headset easily sell out. The use cases for Vision Pro include replacing laptops, watching 3D movies, and experiencing panoramic environments.

Guo Mingchi: Apple VisionPro headset "first sales" 60,000-80,000 units, will quickly sell out after launch.

"木头姐"凯茜·伍德预测比特币最高可能达到 150 万美元，并表示 Ark 21Shares 比特币 ETF 将吸引 40 亿美元资金流入。伍德引用比特币的减半和供应上限 2100 万作为价格上涨的理由，并对比特币的未来持乐观态度。她表示基金正在积极与各种机构接触，以确保 Ark 21Shares 比特币 ETF 获得初步投资。伍德强调了机构投资者通过交易所交易基金 (ETF) 对比特币价格的潜在影响。

“木头姐” 大胆预测 比特币最高或达到 150 万美元

Microsoft temporarily overtakes Apple as the highest-valued publicly traded company. Apple is facing a series of challenges, including a decline in stock price, decreased revenue from Chinese assemblers, and an impending antitrust case by the US Department of Justice. Barclays Bank and Piper Sandler have downgraded Apple's rating. Experts believe that Microsoft has greater profit potential and is making progress in the field of artificial intelligence. Microsoft's introduction of the "Copilot" key is expected to further expand its prospects. Microsoft's stock has seen a slightly stronger increase compared to Apple, and Microsoft has surpassed Apple twice before as the highest-valued publicly traded company. Saudi Aramco also briefly held the title, but Apple maintained it for a year and a half. Approximately half of Apple's revenue relies on Apple.

Microsoft temporarily takes Apple's "throne" Experts believe that the former has greater profit potential

美国比特币现货 ETF 上市首日交易量达到 46 亿美元。

Hertz Global Holdings, Inc. ordered 100,000 vehicles from Tesla in 2021. This sale includes 20,000 vehicles, including Tesla and Y, accounting for one-third of its total electric vehicle fleet in the United States. Hertz Global Holdings, Inc. fell more than 6% during Thursday's trading session.

Unable to bear high costs, rental car giant Hertz Global Holdings, Inc. plans to sell 20,000 electric vehicles and switch back to gasoline cars.

Alphabet-C has decided to stop charging customers for switching cloud services, which may force competitors Amazon and Microsoft to adopt the same approach.

Alphabet-C terminates cloud conversion fees, putting pressure on Amazon and Microsoft

加密货币相关股票逆转盘初涨势，Riot Blockchain12%，Marathon Digital 跌超 11%，Coinbase 跌 6%。

Reconstructing operating systems with AI.

Honour is going to challenge Apple's dominance.

虚拟货币板块集体大涨，嘉楠科技涨 14.5%，CleanSpark 涨 7.8%，Coinbase 涨 5.1%。花旗跌 2.0%，发布 Q4 业绩预警。Lyft 跌 1.6%，高盛下调其评级至 “中性”。西方石油涨 1.1%，伯克希尔的持股比例已增至 34%。

道指开盘涨 0.2%，标普 500 涨 0.2%，纳指涨 0.3%

比特币日内涨幅扩大至近 5%，再度逼近 48000 美元。

Valkyrie 比特币 ETF 在美国盘前开始交易；最新报价为 14.69 美元。

市场消息：“木头姐” Cathie Wood 表示，在牛市的情况下，到 2030 年比特币的价格将达到 150 万美元，而基本情况是达到 60 万美元的区间。

WisdomTree：WisdomTree 比特币基金在芝加哥期权交易所 BZX 上市，费率为 0.30%。

A.P. Møller - Mærsk A/S CEO warns that the Red Sea conflict will ultimately bring inflationary pressures to European and American consumers, causing significant disruptions in late January, February, and early March.

No hope for short-term resumption? A.P. Møller - Mærsk A/S CEO: Interruption of the Red Sea route may last for several months.

比特币站上 47000 美元/枚，日内涨 2.43%。

资产管理公司 VanEck：VanEck 推出比特币信托基金，这是一种 ETF，提供现货比特币敞口，代码为 HODL，其价格将具有竞争力，费用率为 0.25%，公司已向 HODL 注资 7250 万美元。

对冲基金新王 Citadel 证券计划收购瑞信中国证券业务，以扩大在中国的业务规模。Citadel 证券已提出约 20 亿元人民币的收购价，与瑞信希望的价格相符。此举是因为瑞银集团收购瑞信后，根据监管规定，瑞银必须出售瑞信在中国的业务。目前已有一家中国公司提出竞购。此外，外资控股券商在中国市场增多，花旗集团计划设立全资中国投行部门。

报道：“对冲基金新王” Citadel 要收购瑞信在华业务

According to a report by Citigroup, the devaluation of the Argentine peso in the fourth quarter resulted in a loss of approximately $880 million, while global restructuring expenses during the same period amounted to around $780 million.

Citigroup is facing losses in the fourth quarter due to the severe depreciation of the peso and the significant costs of restructuring.

Grayscale 比特币 ETF 在纽约证券交易所 ARCA 市场开始盘前交易；最新报价为 41 美元。

iShares Bitcoin ETF began trading in pre-market on the US stock market. Concept stocks related to cryptocurrencies collectively rose in pre-market, with Bit Digital surging over 13% at one point, Marathon Digital and Coinbase surging over 7% at one point. As for Chinese concept stocks, Bilibili, Li Auto, and XPeng all rose over 3%.

Pre-market trading in US stocks: Cryptocurrency stocks and Chinese concept stocks all rise! US December CPI to be released tonight.

受美国证交会批准现货比特币 ETF 推动，Robinhood 美股盘前涨超 3%。

Citigroup prefers Meta, Amazon, and Uber among large-cap technology stocks in the United States. It favors Disney, AppLovin, and Unity among gaming and streaming media concept stocks in the United States. Its top picks for Chinese technology stocks include Tencent, Pinduoduo, and Ctrip.

Rating Quick Look | Tencent, Pinduoduo "Preferred" and "Recommended"! Alibaba's target price has been lowered again.

BYD doesn't want to leave the iron throne.

Analysis suggests that CPI data is unlikely to shake the overall trend of the Fed's interest rate cuts, but an unexpected outcome that exceeds expectations may derail the market's anticipation of the first rate cut in March.

Will tonight's CPI data rebound and contradict the expectations of an interest rate cut?

商务部新闻发言人束珏婷表示，我们高度关注美方直接介入干扰荷兰企业对华出口光刻机问题。束珏婷说，美方将出口管制问题工具化、武器化，甚至对其他国家企业间的正常贸易横加干涉，中方对此坚决反对；同时敦促荷方尊重契约精神，支持企业开展合规贸易，维护自由、开放、公正、非歧视的国际贸易环境。束珏婷强调，中方将密切关注事态动向和影响，采取必要措施，坚决维护中国企业的合法权益。

美国直接介入干扰荷兰对华出口光刻机，商务部回应

WELLCELL HOLD, which will be listed on HKEX tomorrow, saw a significant surge of over 60% in the grey market today. Currently, the increase is around 50%, with a price of HKD 1.5. WELLCELL HOLD plans to issue 125 million shares with a subscription price of HKD 1-1.3 per share, raising a maximum of HKD 162.5 million. Each lot consists of 4,000 shares, with an entry fee of HKD 5,252.44 per lot.

WELLCELL HOLD surges 50% in the dark market!

印度企业盈利增长速度可能不足以维持股市的涨势，媒体汇编的数据显示，印度公司今年的利润增速预计为 17.7%，低于一个月前预测的 20%。

印度股市的隐患：科技板块已经连跌三周

丹斯克银行外汇和利率策略主管 Kristoffer Kjaer Lomholt 表示，将于今晚公布的美国通胀数据可能是决定美元和美国利率近期前景的关键，但不会 “改变游戏规则”。他在说明中表示：“我们预计今天公布的 CPI 不会改变游戏规则，因为数据大体上会与共识一致。” 他补充说，丹斯克银行研究部认为，从战略角度看，欧元兑美元仍是卖出的选择。

丹斯克银行：美国 CPI 不会改变 “游戏规则”，将与预期一致

华尔街知名投资机构伯恩斯坦（Bernstein）近日在报告中提到，2024 年对于特斯拉而言 “看起来比较艰难”，“投资者将逐渐对特斯拉的增长前景抱有质疑，尤其是我们认为，特斯拉在 2024 年及 2025 年的交付量增速都将低于 20%，” 这一数字远低于特斯拉此前所给出的 50% 年增速目标。

因电动汽车需求放缓，投行预计特斯拉今年销量增速难超 20%

The trading volume of BABA-SWR options doubled to 560,000 contracts, with put options accounting for 70%! Put options with a January 19 expiration date and strike prices of $90 and $95 for BABA-SWR traded 85,000 contracts and 77,000 contracts respectively, while put options with a strike price of $85 also traded over 60,000 contracts.

US Stock Options | BABA-SWR doubles in trading volume, investors rush to buy these three put contracts! Tesla and Apple calls are hot

港股区块链概念盘中走强，雄岸科技涨超 40%，新火科技控股涨超 30%，蓝港互动涨超 10%，金蝶国际、美图公司、金山软件等跟涨。消息面上，美国证监会史上首次批准比特币现货 ETF，授权 11 只 ETF 周四开始上市交易。

港股区块链概念盘中走强 雄岸科技涨超 40%

谷歌继续裁员，以降低开支。据报道，谷歌在多个部门裁员数百人，包括核心工程团队、Google Assistant 团队以及硬件团队。谷歌称此次裁员是正常的重组行动，但工会表示裁员是不必要的。裁员潮在硅谷蔓延，许多科技公司自 2022 年以来纷纷启动大裁员。

All in AI 后，谷歌继续裁员！

中国人民银行上海总部召开 2024 年工作会议，强调保持货币信贷和社会融资规模稳定增长，推动上海房地产市场平稳健康发展。会议还提到加强金融支持，促进新科技、新赛道、新市场的发展，以及加大债券、票据业务对重点领域的支持力度。会议还强调提高系统性金融风险防范能力，加强风险监测和机构风险化解，推进涉赌涉诈资金链治理，打击洗钱违法犯罪。会议还着重加强征信信息安全管理。

央行上海总部：2024 年保持货币信贷和社会融资规模稳定增长 推动上海房地产市场平稳健康发展

央行上海总部召开 2024 年工作会议，总结 2023 年工作，部署 2024 年工作。重点实施稳健的货币政策，引导信贷合理增长，用好结构性货币政策工具。配合地方政府推进房地产政策实施，推动金融支持房地产政策。推动科创金融联盟和绿色金融改革创新试验区建设。深化 “四贷” 长效机制建设，开展金融支持民营经济活动。支持上海市场主体发行票据。