Tesla: There are now over one million job openings on X!

Daily Tesla Report (February 28th)

In a bear market, you can buy freely, but in a bull market after a period of time, you need to be cautious, cautious, and cautious again.

The Self-cultivation of Investors: Focus on Economic Cycles and Bull-Bear Alternation

苹果取消造车计划，转向生成式 AI 项目，可能导致数百名硬件工程师和车辆工程师面临裁员。 苹果股价受此消息影响有所回升。与此同时，英伟达在 AI 领域的表现受到市场认可，股价持续上涨。 苹果和台积电的合作关系有所转变，台积电的高昂芯片价格引发苹果和高通的降价促销。 苹果的市值被微软超过，英伟达正在取代苹果成为台积电最有能力的买家。

苹果最大的敌人是英伟达？

盘前大涨 50%，人造肉第一股 BYND 起死回生？约会软件公司 Bumble 业绩不及预期，盘前跌超 8%，2021 年上市以来区间最大跌幅达 85%。

WSB 热议｜英伟达持仓股 SOUN 连续暴涨， 交易额高达 21 亿

雷军在微博发文称：苹果退出造车后，苹果用户选购智能电动车，小米 SU7 肯定是最好的选择。

雷军：苹果用户选购小米汽车是最好选择

美股 AI 概念股盘前多数上涨，Bigbear.ai 涨超 14%，SoundHound AI 续涨 5%，Jet.AI 涨超 5%。

美股人造肉巨头 Beyond Meat 美股盘前一度涨逾 70%，去年第四季度业绩超市场预期。

比特币 2 月累涨 39.7%，创下自 2020 年 12 月以来最大月度涨幅。

Viking's new weight loss miracle drug can help you lose 29 pounds in just over 3 months! However, the company has had zero revenue in recent years.

The stock price of Viking, a weight-loss company, has surged by 1000% in the past four months!

催化不断！继大模型、版号之后，游戏行业盛会下月也将召开。微软新技术将亮相，包括 AI 赋能游戏加码和微软的 DirectSR 技术等。

催化不断！继大模型、版号之后，游戏行业盛会下月也将召开

According to the statistics of the 52-week high and low in the Hong Kong stock market, as of the close on February 28th, 50 stocks hit a 52-week high, with Xinneng Low Carbon Equity, JNBY, and BESTSTUDY EDU ranking in the top 3 in terms of hitting new highs. Additionally, 35 stocks hit a 52-week low, with TERN PROPERTIES, Sunshine 100 China, and Sanofi-Aventis - B ranking in the top three in terms of hitting new lows.

Zhitong Hong Kong Stock 52-Week Highs and Lows Statistics | February 28th

比特币日内涨超 3%，最高至 58604 美元/枚，为 2021 年 12 月以来的最高水平；以太坊日内涨 1.7%，至 3305.0 美元/枚。

金十数据 2 月 28 日讯，据悉，全球最大矿业公司必和必拓已启动全球业务重大重组，涉及矿山规划、去碳化和遗产保护等多个部门，并开始在澳大利亚裁员。在必和必拓 CEO 韩慕睿表示澳大利亚的工资上涨 “尤其成问题” 后，该公司正解散部分专家团队，以简化业务并削减成本。

必和必拓据悉启动全球业务重大重组，开始在澳大利亚裁员

比特币价格正处于潜在变革性加密货币牛市周期的前沿。Stony Chambers Asset Research 预测比特币有望在 2025 年上涨，并指出今年的 “减半” 事件将推动比特币价格上升。此外，比特币价格与全球 M2 的走势接近，加上宏观环境适合比特币持续走强，因此目前比特币仍具有上涨动力。虽然比特币的流通供应量将持续缩减，但短期内价格将受情绪主导。总体而言，比特币的长期前景值得看好。

现货 ETF 获批只是 “开胃菜”！ 比特币这一轮牛市顶部看 17.5 万美元

港股汽车股走低，小鹏汽车、零跑汽车、长城汽车均跌超 5%，蔚来汽车跌 4%，广汽集团、比亚迪股份跌近 3%。

The artificial intelligence industry is currently in a rapid development stage, with continuous technological advancements expected by 2024. NVIDIA's launch of Gear further emphasizes embodied intelligence, and future investment opportunities will gradually shift from hardware and tools to software products. CITIC Securities recommends continued focus on AI-related tech companies in the US stock market. The release of Sora indicates that the American AI industry has entered the stage of mental dominance and topic marketing after reaching a certain level of technological and product accumulation. Sora's video "Snowy Tokyo" has already reached 92.5 million views, demonstrating high duration, high quality, and high relevance to user preferences.

CITIC Securities: Why is Sora so popular?

针对特斯拉 FSD 即将进入中国的传闻，特斯拉中国客服表示，目前没有推出的准确时间。

特斯拉完全自动驾驶两周内进入中国？客服回应：目前没有准确时间表

Source: Benzinga. The digital investment platform Webull is set to go public through a SPAC merger announced on Wednesday. The digital investment company will merge with the listed SPAC SK Growth Opportunities Corporation (NASDAQ: SKGR). The deal values the digital investment platform company at $7.3 billion. If the merger is approved, the new company will go public under a new stock symbol yet to be disclosed as Micro Bull Company. Webull's investors include General Atlantic, Coatue Management, Lightspeed Venture Partners, and J. Rothschild Capital Management. About Webull: According to the press release, Webull has over 20 million registered users globally. Webull was launched in the United States in 2018 and later expanded to Europe, Latin America, and the Asia-Pacific region. The company states that its business spans across 15 regions worldwide. In 2023, Webull's trading volume reached $370 billion, with 430 million options contracts traded on its platform. SKGR Stock Performance: The stock price rose by 5% on Wednesday to $11.50, with a 52-week trading range of $10.35 to $11.60.

Webull is going public through a SPAC merger.

哪吒汽车已启动赴港 IPO 准备，签约基石投资金额超过 20 亿元人民币。该公司表示目前没有更多信息可以提供。哪吒汽车已完成至少 10 轮融资，总融资金额超过 200 亿元，投资者包括深创投、宁德时代等。根据公布的数据，2023 年哪吒汽车销量下滑，财务方面亏损超过 111 亿元。

新股消息 | 传哪吒汽车已启动赴港 IPO 准备 签约基石投资金额超 20 亿元

香港财政司司长陈茂波在新一年政府财政预算案中表示，亚太首只追踪沙特阿拉伯股票的指数基金去年底在香港上市，是两地市场加强联通的重要里程。同时，香港也正推动在中东上市一只追踪香港股票指数的 ETF，香港金融管理局正与多家金融机构就此进行商讨。

香港财政司司长陈茂波：正推动追踪香港股票指数 ETF 在中东上市

Tesla CEO Elon Musk reflects on the challenges of running a car company after Apple reportedly puts its electric car project on hold. Musk emphasizes that volume production and positive cash flow are crucial for an auto company's survival. This news falls under the category of business-related information.

Tesla CEO Elon Musk Reflects On Hardships After Apple Calls It Quits: 'The Natural State Of A Car Company Is Dead'

美国商业地产危机持续，改造办公楼仍需降价 50% 才划算。加拿大养老金以折扣价格出售商业地产，纽约地产仅售 1 美元，引起市场关注。根据高盛模型，目前商业地产每平方英尺改造将损失 164 美元，需将价格下降 50% 才能获得收益。商业地产价格持续下跌，旧金山商业地产降幅已达 35%。商业地产危机可能对银行造成冲击。美国商业地产止赎数量增加，贷款人面临还款和再融资成本压力。商业地产改造面临挑战，尚需降价才能吸引开发商。

美国商业地产想 “重生”？高盛：价格再跌 50% 才有可能

Dell Technologies stated that the entire hardware industry is about to undergo a major upgrade and transformation.

Dell Technologies: Every PC will become an AI PC.

越南经济的三大支柱行业是金融、地产和制造业。截至 2023 年，金融业占胡志明市证券交易所总市值的 43%，房地产占总市值的 15%。越南制造业产值增长了约 5 倍，并于 2022 年突破 1000 亿美元，占 GDP 的 25%。预计越南的资本市场将受益于宏观经济复苏和再融资利率下调的积极影响。

一文读懂越南三大支柱行业——金融、地产和制造业

香港特区财政司司长陈茂波宣布，为鼓励更广泛使用电动车，电动车首次登记税宽减安排将延长两年，但宽减额将下调 40%。其中，电动私家车 “一换一” 计划下的首次登记税最高宽免额将调整至 17.25 万港元，一般电动私家车的宽免额上限则将调整至 5.85 万港元。此外，税前车价超过 50 万港元的电动车将不获宽免。其他种类的电动车在未来两年将继续获全数豁免。

陈茂波：香港电动车首次登记税宽减安排延长两年 宽减额减四成

香港特区政府新一份财政预算案今日（28 日）发表。香港特区政府财政司司长陈茂波表示，“数字人民币” 会在香港扩大试点范围，市民将可便捷开立和使用数字人民币钱包，并通过 “转数快” 进行增值，进一步提升跨境支付效率和用户体验。

数字人民币会在香港扩大试点范围

香港财政司司长陈茂波：香港政府将宽减 2023/24 年度 100% 的薪俸税和个人入息课税，上限为 3,000 港元。

香港财政司司长陈茂波：将把应缴利得税减免 100%，上限为 3000 港元。今年上半年将落实首批直接投资和共同投资项目，涵盖生命科技、绿色科技和金融、半导体、芯片、制造业升级转型等领域。 香港将增拨 11 亿港元支持旅游业相关活动。

* 港府将宽减下年度首季住宅物业差饷每户上限 1,000 元 综援生果金长生津发「半粮」

恒生地产指数抹去此前 1.1% 的跌幅。

贝莱德现货比特币 ETF(IBIT) 的交易量连续两天突破 13 亿美元，成为美国上市 ETF 中交易量第五大的 ETF。虽然比特币价格上涨，交易量增加，但交易量可能并不总是反映投资者的兴趣。周一的交易量增加主要是由资金流入推动，其中富达 ETF 吸引了最多资金。比特币价格上涨 6%，距离历史最高价仅相差 17%。

疯狂吸金！受比特币大涨带飞，贝莱德现货 ETF 交易量持续突破 13 亿美元

香港财政司司长陈茂波：对于房地产市场的措施还有进一步调整的空间。香港金管局将于周三晚些时候宣布有关按揭贷款规则的调整。

金十数据 2 月 28 日讯，2 月 28 日，香港特区政府财政司司长陈茂波发表 2024 至 2025 财政年度特区政府《财政预算案》。陈茂波表示，所有住宅物业交易无须缴纳印花税。

香港楼市政策全面撤辣

The company is one of the leading manufacturers of Ethernet communication chips, with a comprehensive layout of high-speed communication chip products. It is expected to fully benefit from the trend of data center upgrades and AI Ethernet networking.

Marvell Technology: Comprehensive layout of Ethernet communication chips, benefiting from the AI Ethernet networking trend.

香港楼市辣招将大幅减少，包括取消买家印花税、新住宅印花税。此外，《预算案》也会宣布增加烟草税，是连续两年调高。

理想汽车 CEO 李想在微博评论苹果放弃造车聚焦人工智能：第一，做成了 toC 的人工智能，苹果会成为一家 10 万亿美金的企业；人工智能输了，苹果会成为一家 1 万亿美金的企业。人工智能会成为所有设备、服务、应用、交易的最顶层入口，苹果的必争之战。第二、做成了汽车，大获成功，苹果会增加 2 万亿美金的市值，但是汽车大获成功的必要条件仍然是人工智能。汽车的电动化是上半场，人工智能才是决赛。手机延展的人工智能是比特，汽车的人工智能是原子，人工智能横跨数字世界和物理世界。人工智能成功的三个必要条件：人才、数据、算力。

李想谈苹果放弃造车：选择聚焦人工智能是绝对正确的战略选择，时间点也合适

Major chip manufacturers are focusing on 5G and generative AI.

MWC 2024 Conference: AI is everywhere, from networks to terminals.

HBM 已成决定 AI 芯片命运的关键。随着 chatGPT 的爆火和 AGI 的繁荣，英伟达正在以前所未见的速度发展，这不但造就了 GPU 的繁荣，同时还让扮演关键角色 HBM 热度高居不下。HBM 的竞争愈演愈烈，HBM 也成为了决定 AI 芯片命运的关键。谁掌控了 HBM，就掌握了 AI 训练。

HBM，生死局？

* 大摩：「永劫无间」手游版号获批 料为网易今年第二大热门产品

* 大摩：「永劫无间」手游版号获批  料为网易今年第二大热门产品

港股汽车股回调，小鹏汽车跌超 3%，蔚来汽车跌超 1%，比亚迪股份转跌，理想汽车涨幅收窄至 2% 以内。

蚂蚁集团推出了 20 亿参数多模态遥感基础模型 SkySense，该模型在 17 项测试场景中表现优异，超过了国际同类产品。SkySense 可用于地貌、农作物观测和解译等，对农业生产和经营有辅助作用。目前该成果已应用于支付宝五福节 AI 大规模互动、蚂蚁医疗数字人等场景。

蚂蚁集团推出多模态遥感模型 SkySense

Google 的 DeepMind 推出了人工智能模型 “Genie”，它可以生成交互式视频游戏的 AI。用户可以通过 Genie 将图像、照片、草图或想法转换成可互动、可控制动作的虚拟世界。团队称其为一种全新的 “生成式交互环境”，并认为它是真正的 “基础世界模型”。Genie 可以生成无限可玩的世界，并且不仅可以操控虚拟物体，还可以根据孩子们的绘画进行创造。该模型经过 20 万小时的视频训练，能够学习控制而无需行动标签。

吐槽完 Sora，Google 自己做的 “基础世界模型” 来了

Goldman Sachs CEO stated, "The world is moving towards a soft landing, but due to lingering inflationary pressures and geopolitical risks in the economy, the uncertainty is higher."

Goldman Sachs CEO warns: The market is too optimistic about a "soft landing" in the United States.

ELF Beauty offers affordable beauty products for Generation Z and Millennials. Over the past five years, its stock price has risen by 2639%, while NVIDIA's stock price has increased by 1937%.

Beauty products outperform AI? This company's five-year growth far surpasses NVIDIA.

Viking Therapeutics 公布了 GLP-1R/GIPR 双靶点激动剂 VK2735 在治疗肥胖方面的临床数据，显示 13 周治疗最高减重 13.1%。这一消息使得 Viking 的股价翻倍，市值达到 85 亿美元。VK2735 被认为是 Viking 最核心的管线，并且在临床前动物模型中表现出优异的减重和降糖效果。除了口服版的临床应用，Viking 还计划在一季度公布 VK2735 口服版的一期临床数据。这一消息可能对诺和诺德和礼来公司在抗肥胖领域的主导地位构成挑战。

Viking 大涨 121%：GLP-1R/GIPR 肥胖二期临床，三个月减重 14.6 公斤

Arm's stock rating has been downgraded from "Buy" to "Neutral" due to its rapid price increase and high valuation. Analysts suggest that Arm needs to achieve significant success in all aspects to justify its current valuation. Arm fell by 5.64% on Tuesday, with half of the analysts recommending buying the stock, but the average target price is expected to drop by nearly 30%. Although Arm's third-quarter performance exceeded expectations, it did not change the market's view on its valuation. Arm's stock price has outperformed its competitor NVIDIA.

New Street Research has downgraded Arm's rating to "Neutral" as its valuation is deemed to be too high.

The Dow Jones Industrial Average fell for two consecutive days, while the SPDR S&P 500 approached historical highs and the Nasdaq rebounded. Small-cap stocks rose by over 1%, outperforming the market for two days. The tech giants, known as the "Seven Sisters," saw three consecutive days of declines, with Nvidia falling from its record high and Apple briefly rising by over 1%. SoundHound, an AI concept stock held by Nvidia, surged nearly 20%. Chinese concept stocks rose by over 2% for the fifth consecutive day, hitting a new high for the year. Li Auto rose by nearly 12%, while Nio surged by over 2%. The German stock market hit a record high for the fourth consecutive day, with ASML rising by over 1% to a new high. The seven-year U.S. Treasury bond auction was stable, and the yield on the ten-year U.S. Treasury bond briefly declined. After durable goods orders, the U.S. dollar index briefly rose. Offshore renminbi fell for the fourth consecutive day, breaking below 7.21 again during trading. Bitcoin briefly surged to nearly $6,000, breaking above $57,000 during trading to reach a new high in over two years. Crude oil rose for two consecutive days, with daily gains exceeding 1%, and U.S. oil hit a new high in over a week. Gold rebounded, approaching a two-week high. London nickel and tin rose by over 1%, while London copper halted a two-day decline.

NASDAQ narrowly avoided a third consecutive decline, with NVIDIA falling more than 2% at one point, LI AUTO surged by double digits for two consecutive days after its earnings report, and Bitcoin hit a new high again.

比特币价格一度上涨至 57,000 美元以上，距离历史最高价仅相差 17%。分析师表示，此次上涨并没有特定催化剂，主要是由流入比特币交易所交易基金和对即将到来的 “减半事件” 的乐观情绪推动的。比特币今年迄今上涨了 29%，吸引了 12 亿美元的净流入资金。投资者增加数字资产的持有量，担心通胀可能重新加速是其中的原因之一。减半事件计划在挖出每 210,000 个区块后发生，比特币在减半事件之后几个月通常会出现价格上涨。比特币的涨势主要发生在亚洲交易时间的开头。

距离历史最高仅差 17%！比特币价格一度涨超 5.7 万美元

Shares of Beyond Meatmore than doubled in extended trading after the plant-based meat seller's Q4 report. The company's net revenue in the quarter beat estimates, and the CEO announced plans to reduce operating expenses and cash use. Short interest in BYND shares stood at about 40% of public float as of Jan 31.