数据显示，目前加密货币总市值已突破 2.4 万亿美元，目前为 2,416,302,003,125 美元，24 小时交易额为 155,367,561,909 美元。目前 BTC 市值为 1,218,836,072,263 美元，ETH 市值为 410,109,836,041 美元。

加密货币总市值突破 2.4 万亿美元

工商银行将聘任姚明德为副行长，这是自 2024 年以来上市银行人事变动频繁的一例。姚明德是中国农业银行 25 年老员工，曾任中国农业银行总行财务会计部副总经理等职务。工行目前有五位副行长和一位董事会秘书，行长职位暂时空缺。近期国有大行的高级管理层也有变动，中国银行和建设银行也都迎来了新的副行长。值得注意的是，农业银行的行长职位目前也暂时空缺。

工行新任副行长 “就位”

The fifth domestic CAR-T therapy has arrived in China: CARSGEN-B approved for the treatment of multiple myeloma.

When everyone is cheering for the stock market, you must decisively sell, regardless of whether it will continue to rise; when stocks are so cheap that no one wants them, you should dare to buy, regardless of whether they will fall further.

Baruch, the Wall Street genius: The crowd is always wrong!

AMD is trending third, with a 9% surge overnight, breaking a market value of over $300 billion. It continues to rise over 2% in pre-market trading.

WSB Hot Topic | Celsius soared 75 times in four years, surged 20% overnight

“信仰的力量”：2 月美股 AI 概念涨 10.18%、减肥药概念涨 15.56%、比特币暴涨 45%。

AI、减肥药、比特币，二月 “信则灵”！

蔚来汽车 2 月交付量 8132 辆，环比下降 19%。

Tesla argues that the relationship between OpenAI and Microsoft goes against the original intention of technology benefiting humanity. The reason why GPT-4 has not been open-sourced is due to commercial considerations rather than human interests.

Tesla is suing OpenAI and its CEO Ultraman, demanding that OpenAI be open-sourced.

Wall Street is on the lookout for companies leveraging artificial intelligence (AI) after Nvidia's success. Nvidia's stock has surged by 60% this year, driving interest in AI-related stocks and raising concerns about a potential bubble. Despite the risks, many investors are confident in sticking with big Nvidia positions. The surge in AI interest has also driven the Nasdaq Composite Index to a record high.

Wall Street Hunts For Next AI Gold Mine After Nvidia's Meteoric Rise

资深评论员 Mark Hulbert 指出，长期来看，欧股 Granolas 和美股七姐妹的投资回报将逊于市场平均水平。

美股 “七姐妹” 和欧股 “十一罗汉” 的热度还能持续多久？

Barclays analysts recommend investors to buy call options for Pro UltrPro Shrt S&Pro 500 to enter the US stock market and prepare for a possible pullback. As the US stock market is mainly driven by large tech companies, investors still have a strong bullish sentiment towards these tech giants. Barclays remains optimistic about the trend of tech giants but emphasizes the need for cautious investment, especially in 2023 when there is a historic rebound in large-cap tech stocks in the US. Both Pro UltrPro Shrt S&Pro 500 and the Nasdaq 100 index are currently near their all-time highs.

Facing the high levels of the US stock market, Barclays has proposed an intervention strategy: using call options to "bet big with a small investment."

下周关注蔚来汽车、京东、哔哩哔哩、中兴通讯等热门个股财报，以及中国 2 月 CPI 数据、2 月财新服务业 PMI、2 月外汇储备；美国 2 月 ADP 就业人数、2 月失业率等多个重要数据的公布。此外，美联储将公布经济状况褐皮书，美联储主席鲍威尔将发表半年度货币政策证词，请留意。

In the midst of the AI gold rush, the US stock market is abuzz with fund managers scrambling to find artificial intelligence tech companies. NVIDIA's stock price is soaring, with a market value exceeding $2 trillion, making it the third-largest company in the US. Artificial intelligence technology is believed to have a lasting presence. The Nasdaq Composite Index has reached a record high. Goldman Sachs reports a surge in AI mentions, while a Morgan Stanley survey shows that chief information officers are prioritizing artificial intelligence. The widespread adoption of AI could contribute 1.5 percentage points to US productivity growth. Investors are highly interested in the field of artificial intelligence.

The US stock market is caught in the AI gold rush. Besides NVIDIA, which other "gold mines" will shine?

市场传言 “蚂蚁集团宣布已成功从中国平安人寿手中收购方正证券”。受此影响，方正证券股价尾盘异动涨停。据记者向有关方面求证，上述传言不实。此前，市场曾传言蚂蚁集团出手收购瑞信在中国投资银行业务。由于方正证券持有瑞信证券 49% 股权，因此市场很可能误解为蚂蚁集团收购方正证券。

传言 “蚂蚁集团收购方正证券” 求证：不实消息

MEITUAN(03690) rose 10.78%, with a trading turnover 9.7 Billion HKD, and a year-to-date rose 7.9%. CHINA UNICOM(00762) rose 6.99%, with a trading turnover 784.1 Million HKD, and a year-to-date rose 18.8%. BEIGENE(06160) fell 8.44%, with a trading turnover 252.5 Million HKD, and a year-to-date fell 11.9%. FAST RETAIL-DRS(06288) fell 3.72%, with a trading turnover 1.4 Million HKD, and a year-to-date rose 11.7%.

Top 5 HK Stock Gainers/Losers (>100B) (3.1)

首周末，香港特区政府财政预算案公布后，美联物业统计显示，15 个指标屋苑预约看楼量大幅增加，达到 479 组，比前一周增加了 77.4%。同时，放盘量增加了 34%，反价盘的数量较 2 月平均增加了 96%。这些数据显示，撤销楼市政策后，购买力一次过引爆，预计 3 月住宅物业交投兴旺，楼市将迎来 “大阳春”。

美联物业：“撤辣” 后周末预约看楼量增八成 反价盘倍增

港股收盘，恒指收涨 0.47%，科指收涨 1.66%。美团收涨 10.8%，成交额近 100 亿港元。

戴尔 Q4 实现收入 223.2 亿美元，同比下降 11%，但高于预期 221.7 亿美元；得益于人工智能（AI）优化服务器的推动，戴尔的基础设施解决方案业务出现回暖。

AI 生猛，戴尔收入下滑股价却暴涨 19%

Japan's economy has been in a long-term slump, but the stock market reflects the performance of Japanese companies. The recent rise in the Japanese stock market is mainly driven by improvements in corporate governance. NVIDIA's earnings report has become the catalyst for the Japanese stock market to reach a historic high.

Approaching 40,000 points! Japan's PMI sees the largest contraction in 3 years, but Japanese stocks continue to hit new highs.

亚太主要股指涨声一片，日股、澳股、印度股市齐创历史新高，A 股也在 2 月 “扬眉吐气” 了一把。日经 225 指数收盘涨 1.9%，报 39910.82 点，续刷历史新高。澳大利亚 S&P/ASX200 指数涨幅 0.61%，再创历史新高。印度 SENSEX 指数涨幅 1.5%，有望创下纪录收盘高点。A 股上证指数涨 0.39%，深证成指涨 1.12%，创业板指涨 0.94%，各股涨多跌少。A 股在 2 月累涨 8.13%，领先全球主要股指。

亚太主要股指涨声一片，日股、澳股、印度股市齐创历史新高，A 股也在 2 月 “扬眉吐气” 了一把

2 月 29 日，在博世集团举办的 BCW（Bosch Connected World）活动上，特斯拉 CEO 埃隆·马斯克接受连线采访并谈论了他对未来 5 到 10 年内人工智能发展进程的看法。对于人工智能技术的发展，马斯克评价说，“人工智能技术进展迅速，实际上，我从未见过哪种技术能比其进步更快。

马斯克：AI 发展速度前所未见，希望人形机器人 “善待” 人类

摩根大通分析师表示，比特币的减半事件可能导致比特币价格下跌。目前，比特币的平均生产成本为每枚 26500 美元，减半后将机械翻番至 53000 美元。然而，由于挖矿难度的增加，小型矿工将被迫退出运营，挖矿难度可能降低生产成本。策略师预测比特币在 4 月后可能回落至 42000 美元。预计哈希率下降约 20% 后，比特币的生产成本将降至 4.2 万美元。若比特币价格持续上涨，哈希率下降预测可能不会实现。

小摩向比特币狂潮 “泼冷水”：减半狂热冷却后将回调

3 月 1 日，香港财经事务及库务局局长许正宇表示，恶劣天气下维持股票市场运作是市场共识，相关准备工作将会在今年年中之前敲定细节，待市场准备就绪便会落实。许正宇指出，台风下进行股票交易，涉及钱银交收，券商员工到不了公司要在家工作，而在家工作则需要考虑网络是否能连接到公司等因素。许正宇还表示，促进股票市场流动性专责小组提出多项建议，包括上市安排、规管安排、持续推广新资金等，未来将会 “成熟一项、推一项”。此前，在近日已公布的香港《财政预算案》中有提到，目标今年中落实恶劣天气下维持港股市场运作。

许正宇：将在年中前敲定恶劣天气下运作股市的细节

The given information falls under the category of macroeconomic related information. The summary of the information is that market rate expectations for the Federal Open Market Committee (FOMC) are now aligned with the bank's projection of three rate cuts in 2024. The focus now is on what happens next, as a move from three to two cuts will be more challenging. This alignment limits how much yields can rise, but it is not necessarily negative for the dollar. The volatility in the markets remains subdued as investors await more data to determine the direction of inflation.

BUZZ-View of the Week: Fed pricing matches Fed dots, now what?

印度 SENSEX 指数续创历史新高，报 73,453.96 点，日内上涨 1.32%。

印度 SENSEX 指数续创历史新高

港股元宇宙概念股活跃，泡泡玛特涨超 8%，瑞声科技涨 3.5%，哔哩哔哩涨超 3%，快手、小米集团、中手游均涨超 1%。

香港财经事务及库务局局长许正宇表示，恶劣天气下维持股票市场运作会在今年年中前敲定细节，待市场准备就绪就会落实。（香港电台网站）

Market News: Community group buying's reduced losses exceeded expectations, rumored to cut losses by 10 billion.

Understanding the market | Why did MEITUAN surge by 10%?

日经 225 指数涨幅扩大至 2％，逼近 4 万点关口并续创新高，现报 39951.40 点。

美团港股午后涨超 10%，续创 2023 年 3 月以来最大涨幅。

The statement from Dell Tech's Chief Operating Officer reveals a strong demand in the market for AMD's MI300X GPU.

Why did AMD surge by 9% overnight, with a market value exceeding 300 billion?

理想汽车 2 月交付量 20251 辆，同比增长 22%。

纽约联储主席威廉姆斯表示通胀仍需下行至 2% 水平，年内降息三次是 “一个合适的起点”。

美联储三号人物：没有必要进一步收紧政策，今年晚些时候会降息

美团一度上涨 8.4%，创 2023 年 3 月以来最大涨幅。

The entire iPhone 15 series is now discounted by 1,000 yuan, with the highest discount reaching 1,300 yuan.

Is Apple feeling pressured by Huawei? Apple's prices have taken a significant nosedive!

General Motors' autonomous driving car company Cruise has seen its internal stock price drop by more than half compared to a quarter ago, mainly due to the lingering impact of an accident in October last year. Additionally, Apple's cancellation of its electric car development plan has led to a downgrade in Cruise's valuation. The CEO of Cruise stated that the company still faces many challenges and there is a long way to go before achieving large-scale commercialization. General Motors also announced a reduction in Cruise's annual budget and is facing investigations from multiple U.S. government agencies.

Adding insult to injury! General Motors' autonomous driving department's valuation was halved following the shattering of "Apple's car-making dream."

灰度分析师指出，由于比特币 ETF 产品每天购买量远远超过比特币网络的产量，导致比特币供需失衡，推动价格上涨。此外，比特币减半计划将进一步减少每天的新货币供应量，可能引发更多供应问题。根据数据分析，当前市场上没有足够的比特币来满足所有的新需求。

灰度分析师：没有足够的比特币来满足所有的新需求，推动价格上涨

In the morning session, Hong Kong-listed LAEKNA-B surged over 40% as the company's new drug LAE102 for obesity has had its clinical trial application accepted.

Concept stocks related to weight loss have become "money printing machines", with LAEKNA-B's stock price rising by over 120% in three days.

台积电董事长刘德音将退休，总裁魏哲家接任董事长，米玉杰和秦永沛将共同辅佐魏哲家。米玉杰在台积电从 CMOS 时代开始，研发多项先进技术，被认为是台积电研发领域的重要人物。秦永沛负责先进制程和晶圆厂区管理。台积电董事会改选可望大换血，秦永沛有望入列本次董事改选名单。

台积电研发的灵魂人物，未来接班人浮出水面

Based on observations from the semiconductor industry and information from Bloomberg, Advanced Micro Devices Inc. saw a significant increase in stock price on Thursday, continuing its surge to set a new record among a series of records this year. The stock rose by 9.1%, pushing the company's market value above $300 billion for the first time. The stock has more than doubled since its low point in October. The company is considered one of the major beneficiaries of artificial intelligence, and last month, optimism about new AI processors helped AMD's stock recover from weak forecasts. Earlier on Thursday, Citigroup wrote that it remains "extremely bullish on semiconductors," especially with the "continuing growth of the AI market," as various businesses and organizations are purchasing AI chips. The company ranks AMD, Nvidia Corp., and Broadcom Inc. as some of its favored stocks. However, despite the recent surge, the stock does not appear cheap. Its price-to-earnings ratio is close to 50 times the expected P/E ratio, much higher than industry leader Nvidia's P/E ratio of 32 times, which is relatively moderate. AMD's data center chips hit a record, with GPU sales reaching $3.8 billion. AMD announced its financial performance for the fourth quarter of 2023 and the entire fiscal year. The company achieved strong results at the end of this year, with its data center GPU business growing due to increased demand from the AI boom.

Bloomberg: AMD's market value soared, surpassing $300 billion.

《安徽省新能源汽车产业集群发展条例》自 2024 年 3 月 1 日起正式施行。该《条例》是中国首部省级层面的新能源汽车产业专项法规。《条例》共设 7 章 43 条，从安徽省新能源汽车产业发展实际需要出发，进行探索创新，包括总则、创新引领、产业链提升、场景拓展、开放合作等。

中国首部省级层面新能源汽车产业专项法规施行

金十数据 3 月 1 日讯，美联储威廉姆斯表示，他认为官员们没有必要进一步收紧政策，并重申他预计央行将在今年晚些时候降息。威廉姆斯承认，通货膨胀率已经从几十年来的高点回落，但他强调，官员们希望看到通货膨胀率回到 2%，并持续保持在这个水平。他预计美联储将在今年晚些时候降息，他们将把利率调回到更正常的水平。这些言论与他最近的言论相呼应，而包括美联储主席鲍威尔在内的多位美联储官员最近几周明确表示，鉴于经济和劳动力市场的潜在弹性，以及通胀前景面临的持续风险，他们认为没有必要仓促降息。

美联储威廉姆斯重申：今年晚些时候可能会进行降息

中共中央政治局 2 月 29 日下午就新能源技术与我国的能源安全进行第十二次集体学习。

2 月份，中国官方制造业采购经理指数 (PMI) 为 49.1，比上月下降 0.1 个百分点。大型企业 PMI 为 50.4，与上月持平；中型企业 PMI 为 49.1，上升 0.2 个百分点；小型企业 PMI 为 46.4，下降 0.8 个百分点。生产指数为 49.8，下降 1.5 个百分点；新订单指数为 49，持平；原材料库存指数为 47.4，下降 0.2 个百分点；从业人员指数为 47.5，下降 0.1 个百分点；供应商配送时间指数为 48.8，下降 2.0 个百分点。非制造业商务活动指数为 51.4，上升 0.7 个百分点。建筑业商务活动指数为 53.5，下降 0.4 个百分点；服务业商务活动指数为 51，上升 0.9 个百分点。新订单指数为 46.8，下降 0.8 个百分点；投入品价格指数为 50.6，上升 1 个百分点；销售价格指数为 48.5，下降 0.4 个百分点；从业人员指数为 47，持平；业务活动预期指数为 57.7，下降 2 个百分点。综合 PMI 产出指数为 50.9，与上月持平。

中国 2 月官方制造业 PMI 49.1 市场预期 49

港股开盘，恒指开跌 0.7%，科指开跌 1.02%。科网股走低，网易跌 3.8%。

网易发布 2023 年第四季度及全年财报，总营收突破千亿元大关，同比增长 6.7%。尽管低于预期，网易 CEO 丁磊表示，近一年来 AI 技术突飞猛进，将极大提高内容质量。网易非常重视 AI 在游戏、音乐等场景的应用。

网易丁磊：今天 AI 能做到的比过去十年还要重大

Multiple Federal Reserve officials have spoken on interest rate cuts. The S&P and Nasdaq rebounded to historic highs, rising for four consecutive months. NVIDIA hit a new high, stocks related to virtual currency surged, and Chinese concept stocks rose by over 10% in February. Bridgewater's Dalio stated that the U.S. stock market bubble "doesn't seem that big." Microsoft launched Copilot Financial Edition. Intel is reviving the Altera brand, leveraging AI to impact IPOs. JD Cloud: "Lower prices at will, compete to the end!" Dingdong Maicai achieved annual Non-GAAP profitability for the first time. Creditors took the opportunity to sell Xu Jiayin's top luxury mansion, valued at approximately HKD 500 million.

Breakfast | US stocks are back in a strong profitable trend, JD Cloud is directly competing with Alibaba Cloud.

比特币投资者 Michael Novogratz 表示，比特币可能会出现回调，随后反弹至创纪录水平，并在年底大幅上涨。目前市场上出现明显的 “错失恐惧” 情绪，越来越多的人想要购买比特币。Novogratz 认为市场杠杆过高，可能会导致洗牌，人们无法承受高杠杆。此外，他预计以太坊 ETF 将在今年获得 SEC 的批准。

知名加密货币投资者 Michael Novogratz：比特币或出现回调 随后反弹至创纪录水平

京东云宣布开启比价活动，对标产品最低成交价再优惠 10%，并承诺 “买贵就赔”。阿里云也宣布降价，涉及多款产品。此次活动引发了云计算厂商之间的价格战。根据数据显示，中国公有云服务市场规模不断增长。此次比价活动属于商业相关信息，是一项商业事件。