百胜中国在香港涨 15%，第四季同店销售超过预期。

阿里巴巴涨 1.12%，网易涨 1.09%，小鹏汽车涨 2.54%，理想汽车涨 0.67%。

恒生指数开盘涨 0.9%，恒生科技指数涨 0.78%

港股汽车股走高，蔚来汽车涨 4.37%，小鹏汽车涨 2.5%，理想汽车涨 0.67%，比亚迪股份、吉利汽车涨 1.8%。

福特汽车公布第四季度业绩超出预期，并计划推出一款与特斯拉的 “Model 2” 竞争的小型电动汽车。福特将减少在大型电动汽车上的投资，专注于生产小型电动汽车。预计福特的电动汽车部门今年将有 50 亿至 55 亿美元的亏损。福特的股价盘后上涨了 6%。

福特拟推出小型电动汽车，对标特斯拉 “Model 2”

For Supermicro, it doesn't matter who wins the AI competition. Because if you purchase AI chips, whether from NVIDIA or other companies, you still need to integrate and cool the chips - and that's where Supermicro comes in.

Last year, it skyrocketed by 250%, and this year it has doubled again. What makes "AI's most enchanting stock" Super Micro Computer so special?

高盛认为，有四大理由支持当下推出平准基金，能够稳定市场的基本规模约为 2000 亿元。但国内研究认为，短期 2 万亿至 3 万亿的平准基金资金较为可行，长期可逐年补充至 10 万亿元或更多。

平准基金会来吗？高盛称 2000 亿能稳定市场！

NYCB's stock price has fallen nearly 60% in the past week. Yellen stated that the risks in the commercial real estate sector are manageable, and regulatory agencies are closely monitoring the situation.

NYCB once again experienced a significant drop, causing concerns on Wall Street about more small banks having insufficient provisions for commercial real estate loans.

The main driving force behind the recent surge in the US stock market, semiconductor stocks, has temporarily cooled down. Alibaba rose 4.8%, and Bilibili rose more than 10%. Daiwa Securities significantly lowered Tesla's target price. Boeing's union threatens to strike. SMIC's revenue has grown for four consecutive quarters on a MoM basis. "Weight loss drugs" have brought in impressive revenue, and Eli Lilly's fourth-quarter revenue exceeded expectations. Huawei has announced its annual dividend plan, with a total amount of approximately CNY 77 billion.

Breakfast | Chinese concept stocks soar collectively by over 10%, the China-US Economic Working Group holds its third meeting

Intraday, the S&P 500 experienced multiple declines, while the Nasdaq turned positive in the late session. Chip stocks fell more than 1%, underperforming the broader market. Nvidia reached a new intraday high before reversing and closing down 1.6%, while AMD fell 5% at one point. Tesla rebounded and closed up over 2%, while Apple continued to rise for two consecutive days after the launch of Vision Pro. AI concept stock Palantir surged over 30% after its earnings report, while Eli Lilly initially rose over 5% before reversing. Regional bank NYCB dropped 22%. Chinese concept stocks rose 6%, with new energy vehicle companies XPENG-W, Li Auto, and NIO Inc. USD OV all surging over 10%. Bilibili rose over 10%, JD.com rose over 7%, and Alibaba rose nearly 5%. European stocks rebounded to a two-year high, with the German stock market reaching a historical high. Novo Nordisk and ASML continued to hit new highs. US bond yields retreated, with the two-year yield falling nearly 10 basis points from its one-month high. The US dollar index fell from its three-month high. Offshore renminbi rose more than 200 points to reclaim 7.20. Crude oil rebounded for several consecutive days, continuing to move away from its three-week low. Gold hit a one-week low. London copper and London zinc halted their four-day decline, with London tin rebounding over 1% and London nickel hitting a three-year low for the second consecutive day.

SPDR S&P 500 and Nasdaq rebounded sharply, chip stocks weighed on the market, with NVIDIA falling more than 4% at one point, while Chinese concept stocks surged, outperforming their peers.

芯片股的涨势熄火，导致标普纳指再度下跌。英伟达创盘中新高后一度下跌超过 4%。中概股在中国证监会提出加强监管举措后表现强势上攻。美股指数在早盘小幅波动，纳指和标普继续下跌。投资者对科技股非常看好，但花旗策略师警告科技股面临大抛售风险。此外，特斯拉和苹果的股价有所波动，而 AI 概念股 Palantir 财报后涨幅超过 30%。总体而言，股市走势不稳定，投资者需谨慎对待。

芯片股涨势熄火，拖累标普纳指再跌，英伟达创盘中新高后一度跌超 4%，中概股傲视群雄

Boeing is facing more troubles. While the 737 Max incidents continue to occur, the company is also facing labor disputes, with the largest union demanding a 40% salary increase within three to four years. The union stated, "We will not strike lightly, but we are willing to do so."

Another major risk for Boeing! Union demands a 40% salary increase, threatening to strike.

Saudi Arabia has appointed Amit Midha, former President of Dell Tech Asia Pacific, Japan, and Global Digital Cities, as the CEO of the newly established investment company, Alat. Prior to this, the Saudi sovereign wealth fund, PIF, has invested $100 billion in this investment company, and the first round of investments is expected to be announced this month.

CEO of Saudi Arabia's $100 billion new investment company has been selected! Former Dell Tech executive takes the position

英伟达股价在 2024 年开年继续上涨，市值增加了约 5000 亿美元，接近特斯拉的市值。受 AI 推动，英伟达去年股价已上涨 200% 多。今年迄今为止，股价又上扬了 40%，市值增加了 4890 亿美元，达到 1.71 万亿美元。英伟达的市值可能超越亚马逊和谷歌母公司 Alphabet，成为仅次于微软和苹果的第三大美国公司。与此同时，特斯拉股价今年暴跌 27%，市值缩水 2140 亿美元，仅剩 5760 亿美元。

英伟达市值开年又涨了 5000 亿美元 接近一个特斯拉

BMW starts the year with a bang

默沙东是一家投入了 305 亿美元研发费用的药企，成为宇宙第一烧钱的药企。大药企面临专利悬崖，需要持续高额的研发投入。默沙东通过增加管线深度和广度以及大力引进和并购等方式应对未来的挑战。药企之间的竞争不仅需要洞察市场需求和开发应用，还需要拥有高额的研发费用。默沙东在 2023 年的营业收入为 601 亿美元，研发费用遥遥领先。

成为宇宙第一烧钱药企：默沙东 300 亿美元花在了哪里

德意志银行指出，经济增长加速、更高的政府赤字、通胀波动性上升都意味着，未来利率可能保持在高水平，此外 2008 年后的低利率因素难以再现。根据德银的报告，未来利率上升的原因包括经济增长、政府赤字、通胀波动以及无法重演的独特因素。人工智能等新技术的发展将推动经济增长，进而影响利率水平。

德银：别再幻想重回低利率时代

Munger: If I had the final say, I would impose heavy taxes on short-term traders and drive these speculators out of the market.

Commemorating Munger: The First and Last Time Sharing Wisdom on a Podcast

Chinese concept stocks surged before the market, with XPENG-W and Li Auto up more than 8%, Bilibili up more than 6%, NetEase, JD.com, and NIO-SW up more than 5%, and BABA-SWR and Pinduoduo up more than 4%. Technology stocks showed mixed performance, with Tesla down more than 2% and NVIDIA up more than 1%.

Pre-market trading in US stocks | Nio leads the surge in Chinese concept stocks! Vision Pro to be launched in the Chinese market as early as April

Super Micro Computer has accumulated a 133% increase by 2024, while NVIDIA has accumulated a 40% increase by 2024.

Hot Discussion on WSB | AI Stocks Soaring, Frequently Rising by 90 Degrees

Citigroup expects Meituan to announce its fourth-quarter performance for last year by the end of March, which is expected to roughly meet expectations. We are paying attention to the management's outlook for the first quarter and the whole year of this year. We believe that the transaction volume of food delivery will maintain moderate growth, but revenue and unit profitability will be affected by macroeconomic factors.

Rating Quick Look | Li Auto's rating and Amazon's target price have been raised! Meituan faces a significant "price cut"

Energy Transfer, which skyrocketed overnight: Unexpected surge in options trading to 1.45 million contracts, with 99% being call options! The most popular contract overnight was the call option with a strike price of $10, expiring on December 19, 2025, with over 320,000 contracts traded.

US Stock Options | Tesla, NVIDIA trading volume declines! Palantir call options soar

过去三年，科技巨头座次更替频繁。苹果面临 iPhone 销售疲软和服务类营收放缓的挑战，特斯拉遭遇价格战，股价下跌。微软涨幅超过 7%，市值突破 3 万亿美元，英伟达涨幅达到 40%。Meta 全年暴跌 64%，2023 年在 AI 加持下重获新生。七巨头的市值占到标普 500 指数总市值近三成。巨头之间的座次变动频繁，受监管趋严、竞争加剧、经济逆风影响。科技革新往往会造就新的巨头。巨头的护城河也受到挑战。

美股没有常胜将军

Morgan Stanley predicts that the Nikkei 225 index will rise to a yearly high of 38,000 points by mid-2024, with a volatile adjustment in the second half of the year. The year-end target is raised to 37,000 points. The expected annual return rate, calculated in US dollars, is approximately 10%. In 2025, the Japanese stock market will reach a new high.

Can the Japanese stock market continue to reach new highs? Morgan Stanley continues to raise its forecast.

Artificial intelligence has become a reasonable "scapegoat" for increasing expenses, but the metaverse is not.

"Strongest Earnings Report in History"? Media: Meta Platforms is just learning to reserve funds for the Metaverse.

比特币向上触及 43000 美元/枚，日内涨 1.56%。

Barclays pointed out that the market's reaction to the NYCB crisis was excessive, and the bank's largest exposure is to multi-family apartment loans.

Commercial real estate defaults, a banking crisis reoccurrence? Barclays: The risks of individual cases have been overestimated.

华尔街将英伟达目标价上调至 800 美元，但目前该股的 14 天相对强弱指数（RSI）已达到 85，陷入 “严重超买”。该选择获利了结了？

英伟达继续 “90 度上涨”！追涨、还是逃跑？

恒指涨幅扩大至 4%，恒生科技指数涨近 7%。科技、医药板块领涨，商汤、华虹半导体、药明康德涨超 10%。

TM ADR US is expected to raise its profit forecast for the fiscal year 2024 to a historic high. It has maintained its position as the global leader in sales for four consecutive years. After the earnings report was released, TM ADR US's stock rose nearly 5% in a single day.

Tesla's stock plummeted, but TM ADR US soared!

科技行业在 2024 年开始了另一波裁员浪潮，继去年大规模裁员之后进一步削减了人员规模。截至目前，已有约 3.2 万名科技工作者失去了工作。许多科技公司将人工智能的竞争作为一个因素，转移资源到人工智能人才身上。尽管裁员数量较去年减少，但科技行业仍在大规模招聘其他岗位，特别是涉及人工智能技能的职位需求激增。根据数据显示，1 月份科技行业的活跃职位空缺达到 33,727 个，是过去 12 个月来的最大增幅。科技行业裁员波动仍然不确定，但市场预计将在未来两个季度开始反弹。

科技行业以裁员开启 2024 年 唯有 AI 岗位需求激增

2024 年行情显示，AMD 的 AI 芯片出货量预计不及预期，台积电预计 2024 年智能手机和 HPC 需求强劲，三星电子预计 PC 和手机需求将在第一季持续复苏。这些消息反映了半导体行业的冷暖变化。

2024 年行情，30 多家芯片大厂怎么看？

港股科网股进一步走强，商汤涨 12.8%，快手张 8.5%，京东健康涨 8%，阿里巴巴涨 7.7%，京东涨近 7%，美团涨 6%，腾讯控股涨 4%。

Analysts say that investors are targeting this ETF, possibly to take advantage of the leverage effect provided by the fund.

Tesla started the year with a 30% drop and was removed from the "Magnificent Seven," but this ETF is being snapped up by bargain hunters!

港股午后走高，恒指涨 3%，恒生科技指数涨 5.56%，科网股大涨。

华尔街见闻从供应链获悉，苹果 Vision Pro 最早将于 4 月份在中国区发售，“最晚时间不晚于 5 月。” 供应链人士说，“工信部注册流程已接近于完成。首批在华销售货源会比较紧张。

苹果 Vision Pro 或最晚于 5 月在中国区发售

2 月 6 日，淘宝 “10 亿红包发发乐” 活动迎来重磅加码。爱达·魔都号国产大邮轮、长龙航空、高铁电视、横店影城、国家民委下属 “道中华” 等社会各界百余机构，纷纷联合淘宝给全国人民拜年送福利，主打一个 “海陆空” 全覆盖。就连国家反诈中心也联合淘宝推出了官方反诈新春红包，引发网友点赞欢迎。据了解，淘宝发发乐活动于 2 月 5 日上线，一直持续到 2 月 17 日。打开淘宝 APP 搜索 “淘宝发发乐”，或者其他加码专属口令即可参与活动。

淘宝春节派发 10 亿红包，主打一个 “海陆空” 全覆盖

Reddit's successful IPO in March this year not only signifies further recognition of the value of social media in the capital market, but also serves as an important window to observe the recovery status of IPOs in the technology industry.

$800 million in revenue, 20% growth, yet to turn a profit: "American Baidu" Reddit discloses financial report before IPO

When the market breadth is negative, it means that the US stock market is in a bearish environment. "History tells us that ignoring market breadth is usually not a good idea."

US Stock Market at the Beginning of the Year: Unprecedented Level of Divergence Since the 1987 Stock Market Crash!

International Miami still has a long way to go before it can be considered a 'century-old store'. I hope it won't forget its original intention of participating in football, not just for the sake of making money. In this incident, my stance remains unchanged - International Miami still owes an explanation and apology to the Hong Kong fans.

Ho Kwai Kong's comment on "Messi sitting on the bench during his visit to Hong Kong": I believe Hong Kong fans did not feel respected.

Reminder: On Tuesday, February 6th, SMIC will announce its 2023 annual report after the Hong Kong stock market closes.

春节期间 A 股休市，但老百姓手上的工资、年终奖和储蓄还是可以通过银行理财产品赚钱。多家银行推出的活期理财产品七日年化收益率超过 3%，甚至有美元理财产品的七日年化收益率超过 4%。不过需要注意不同银行的起息时间可能不同。

年化超 4%！春节最强理财攻略请收好

Tech stocks on the Hong Kong Stock Exchange continued to rise in early trading, driving the Hang Seng TECH Index up nearly 4%. BABA-SW rose 5.94%, and KUAISHOU-W rose 5.61%. Alibaba will announce its financial results for the third quarter of the 2024 fiscal year on February 7th.

Hong Kong Stock Market Update: Tech stocks continue to rise, with the Hang Seng TECH Index surging nearly 4%. Multiple stocks have seen gains of over 5%.

Feb 5 (Reuters) - * BERKSHIRE HATHAWAY BOUGHT 4.3 MILLION OCCIDENTAL PETROLEUM COMMON STOCK - SEC FILING Further company coverage: (BRKa.N)((reuters.briefs@thomsonreuters.com;))

Berkshire Hathaway Bought 4.3 Mln Occidental Petroleum Common Stock - SEC Filing

Goldman Sachs stock strategist said that strong sales growth will be the key to the continued outstanding performance of the "Big Seven" stocks in the US stock market after their explosive rise in 2023. These seven stocks have performed well so far, with a return rate of 7.9%, while the return rate of other component stocks of Pro UltrPro Shrt S&Pro 500 is only 2.6%. It is expected that by 2026, the average annual sales growth rate of these seven companies will reach 12%, while the annual sales growth rate of other companies in Pro UltrPro Shrt S&Pro 500 will only be 3%. Goldman Sachs believes that the sales growth of these seven stocks will be their most important driving force.

Can the 'Seven Giants' continue to play and dance this year? Goldman Sachs: It depends on their performance.

星巴克在中国下沉市场加大布局，开设更多门店以应对竞争。在县域市场，星巴克将面临激烈竞争，目前已有许多咖啡品牌涌入。星巴克在 2024 财年 Q1 财报中下调了收入预期，其中北美市场因 “中东事务” 受到抵制，中国市场则面临竞争对手的折扣大战。星巴克中国董事长表示已在中国近 3000 个县级以上城市开设 857 家门店，计划加速门店下沉。

星巴克就差开到村里了

Palantir Tech has achieved GAAP profitability for the fifth consecutive quarter, with Q4 net profit doubling year-on-year and US commercial revenue surging by 70%. It is expected that US commercial revenue will increase by at least 40% in Q1 this year.

AI demand drives profits "explode", big data company Palantir Tech's stock price soars 20%

中央汇金公司充分认可当前 A 股市场配置价值，已于近日扩大交易型开放式指数基金增持范围，并将持续加大增持力度、扩大增持规模，坚决维护资本市场平稳运行。

* 花旗降拼多多目标价至 170 美元 料季绩稳固