ATRenew(RERE) rose 26.89%, with a trading turnover 24.5 Million USD, and a year-to-date fell 21.4%. GigaCloud Tech(GCT) rose 19.46%, with a trading turnover 81.5 Million USD, and a year-to-date rose 101.4%. Microvast(MVST) fell 6.61%, with a trading turnover 3.6 Million USD, and a year-to-date fell 53.4%. Jin Medical(ZJYL) fell 6.4%, with a trading turnover 3.6 Million USD, and a year-to-date fell 48.1%.

Top 5 CDRs Gainers/Losers (>100M) (3.12)

对冲基金 Citadel 的创始人 Ken Griffin 认为，美联储在降息时应该采取谨慎缓慢的方式，以免未来需要重新加息，从而给市场带来更大的不确定性和波动。

“对冲基金新王” Griffin：美联储不应过快降息，警惕反复操作引发市场动荡

量化交易巨头 Citadel 创始人格里芬：加密货币需要清晰的监管来吸引 “大玩家”。

The crisis facing Boeing, especially the production restrictions and safety investigations of the 737 Max aircraft, is having a significant impact on the entire aviation industry. This has not only led to a reduction in Boeing's aircraft deliveries but also had negative effects on the operations and financial conditions of many airlines.

The Boeing incident triggered a chain reaction in the U.S. aviation industry, leading to Southwest Airlines experiencing its largest drop since the outbreak of the pandemic.

比特币回落至 70000 美元/枚下方，较日高回落超 3000 美元，日内跌 2.90%。

虽然不少解读认为美国通胀依然顽固，但大多数分析师认为通胀数据高增长不会持续太久，乐观者认为住房成本将下降。

美国 2 月通胀数据不利美联储？华尔街分析师：不会影响下半年启动降息

“尽管宏观经济和运营环境无疑充满挑战，但我们认为，影响电动汽车三大股的负面因素或多或少 (已经) 反映在股价上。尽管挑战依然存在，但我们看到了第二季持股量偏低的汽车股重回焦点的迹象。"

大摩：回调到底，建议买入蔚小理！

比特币与以太坊短线下挫，以太坊回落至 3900 美元/枚下方，日内跌 3.99%；比特币短线下挫 1300 美元，现报 70530 美元/枚。

According to a report from ZhiXin News on March 10th, a recent survey by TensorWave revealed that many AI professionals are planning to switch from NVIDIA's AI GPU platform to AMD's latest Instinct MI300X GPU. Jeff Tatarchuk, co-founder of TensorWave, recently disclosed through X platform that they conducted an independent survey covering 82 engineers and AI professionals, with about 50% of respondents expressing confidence in AMD. They believe that compared to NVIDIA's H100 series products, the MI300X not only offers better value for money but also has sufficient supply, avoiding issues with tight inventory. Jeff also mentioned that TensorWave will be adopting the MI300X AI accelerator. This is undoubtedly good news for AMD, as their Instinct series products have historically lagged behind NVIDIA in both performance and market recognition, resulting in a much smaller market share in the AI chip market. However, AMD's latest Instinct MI300X GPU, launched last year, has successfully surpassed NVIDIA's flagship product, the H100, in terms of performance.

Survey: A large number of users are planning to switch from the NVIDIA platform to AMD MI300X!

比特币短线下挫 800 美元，最低至 70863.9 美元/枚。

博通公司发布的财报显示，公司第一季度收入达到 119.61 亿美元，同比增长 34%。其中，AI 相关收入达到 23 亿美元，同比增长四倍，占半导体业务的 31%。公司预计 2024 财年 AI 收入占比将达到 35%，总额超 100 亿美元。此外，博通还宣布每股 5.25 美元的季度股息，并回购了价值 82.90 亿美元的 770 万股股票。

外资看财报「博通」：两大巨头客户需求强劲

比特币近期价格不断刷新纪录高位，受到资金流入加密市场和数字代币供应减缓的影响。CoinShares international 的报告显示，上周有 27 亿美元流入加密资产，创下记录新高，其中大部分流向了比特币。比特币 ETF 的推出和一些金融机构的净流入也是推动比特币上涨的因素。此外，英国伦交所和泰国证券管理局也表示将接受加密货币 ETF 的申请。

规模空前的资金涌入加密市场，比特币不断创新高

纳斯达克 100 指数上涨超过 1%，拼多多 ADR 和英伟达等成分股涨幅领先，市场表现较好。标普 500 指数上涨 0.8%，道指上涨 207 点，半导体指数上涨超过 0.9%。

纳斯达克 100 指数涨超 1%，成分股拼多多 ADR 和英伟达至少涨 4% 领跑

数字资产管理公司 Grayscale Investments 申请分拆其比特币现货 ETF 以降低投资者成本。该公司计划推出一种新的投资产品，即灰度比特币迷你信托，接收 GBTC 持有的一定数量的比特币，并向 GBTC 股东提供迷你信托的股票。此举是为了应对 GBTC 收费高于竞争对手的 ETF，导致投资者转向其他产品的问题。

灰度计划分拆其比特币现货 ETF，以降低投资者成本

比特币涨至 7.3 万美元，数字货币概念股涨跌不一。

比特币涨穿 7.3 万美元，数字货币概念股涨跌各异

比特币站上 73000 美元/枚，日内涨超 1%。

比特币站上 7.3 万美元 续刷新高

Vanke's thrilling breakthrough.

Tesla's Chinese rivals, BYD and Xiaomi, are competing to make electric vehicles (EVs) more affordable than gasoline cars. BYD plans to update its hybrid system and e-Platform to offer cheaper EV models, while Xiaomi is preparing to launch its electric sedan. The EV market in China is expanding, with new models offering better features at lower prices, leading to a price war. However, competition is also causing a decline in deliveries for major EV players. Chinese manufacturers are introducing innovative features to attract buyers.

Tesla's Chinese Rivals Are Coming For The Throat: BYD, Xiaomi Sharpen Knives For All-Out EV Price War

民生银行发布公告，宣布高管层变动。郑万春申请辞去副董事长、行长等职务，袁桂军也申请辞去副行长等职务。董事会决定聘任王晓永为行长，聘任张俊潼、黄红日为副行长。新行长王晓永在建设银行工作多年，关注普惠金融发展。

万亿级大行公告新高管，将迎 “一正两副” 新行长

近期部分银行开始招聘直播岗位，给出了高薪酬，实习生日薪达到 1000 元。招聘的银行包括国有银行、股份制银行、城商行等。岗位要求包括出镜直播、内容策划和执行等。月薪大多在 20K 以上，某大型国企银行给出了 35-40k 的月薪。银行业是有名的 “金饭碗” 行业，但银行专业主播的薪酬待遇不低。

当主播端起了 “金饭碗”，银行聘直播实习生 1 天 1 千元

After setting a target of a trillion GMV, YSB aims to play the card of traditional Chinese medicine decoction pieces.

全球市场格局生变，日股持续走牛后迎来调整，港股从四年连跌进入技术性牛市，A 股风格切换，高股息概念 “熄火”，白酒地产消费股上扬。日本央行加息传闻引发日股连跌，港股受消费股和科网股带动进入技术性牛市。政府工作报告预计国内经济增长目标为 5% 左右，美联储释放降息信号，市场风险偏好提升。恒生指数连续 17 日净流入，港股风险溢价模型预示着反转的到来。全球多类资产价格走势迎来转折点。

全球市场格局生变？

A former employee who had reported major quality defects at Boeing committed suicide. Before passing away, he was still providing testimony for the legal lawsuit against Boeing.

Before the market opens, Boeing fell more than 2%. Reports indicate that on the day the whistleblower testified about safety issues with the 787, he "committed suicide".

The celebration of NVIDIA is far from over.

Wall Street expects that the reaction of the US stock market to tonight's CPI may be more intense than the reaction to the Fed's interest rate decision next week! In the pre-market trading of Chinese concept stocks, Bilibili rose over 6%, XPENG-W rose 5%, Li Auto and JD.com rose over 4%. MNSO surged 15%, Oracle briefly rose over 14%, and ClearOne briefly soared 110%.

Pre-market trading in US stocks: Tech stocks and Chinese concept stocks are all rising! The market is focusing on the US February CPI tonight.

HSBC believes that the "January exception theory" is not enough to explain the upward trend in inflation. The inflation in the service industry has been on the rise for quite some time, and this week's CPI data may once again disrupt the market.

Is the 'January Exceptional Case' still valid? The outcome of the U.S. February CPI will be revealed tonight.

Netizen: Great people do great things. That's what truly defines an investor.

Charity by a 93-year-old: $1 billion worth of Berkshire Hathaway stocks!

CIFI HOLD GP(00884) rose 19.3%, with a trading turnover 149.1 Million HKD, and a year-to-date rose 33.3%. MNSO(09896) rose 15.58%, with a trading turnover 364.8 Million HKD, and a year-to-date fell 0.2%. HELENS(09869) rose 15.08%, with a trading turnover 30.7 Million HKD, and a year-to-date fell 7.9%.

Top 10 HK Stock Gainers (3.12)

XIAOMI-W(01810) rose 11.34%, with a trading turnover 4.3 Billion HKD, and a year-to-date fell 4.4%. CHINA RES LAND(01109) rose 10.49%, with a trading turnover 726.0 Million HKD, and a year-to-date fell 11.6%. NEW ORIENTAL-S(09901) fell 3.05%, with a trading turnover 491.1 Million HKD, and a year-to-date rose 23.7%. CRRC(01766) fell 2.98%, with a trading turnover 137.6 Million HKD, and a year-to-date rose 23%.

Top 5 HK Stock Gainers/Losers (>100B) (3.12)

HORIZON CD(09930) fell 15.23%, with a trading turnover 19.3 Million HKD, and a year-to-date fell 72.1%. YSB(09885) fell 9.08%, with a trading turnover 76.7 Million HKD, and a year-to-date rose 15.4%. 蒙古焦炭(00975) fell 8.46%, with a trading turnover 163.3 Million HKD, and a year-to-date rose 19.6%.

Top 10 HK Stock Losers (3.12)

Jefferies emphasized PDD's advantages in cost control and profitability, raising the target price from $117 to $157; Citigroup expects Apple's iPhone sales to remain flat this year, anticipating the stock to remain under pressure during the WWDC in June, while AI catalysts are expected to drive up demand for related smartphones next year.

Rating Quick Look: Pinduoduo's target price significantly raised! Apple faces price cuts.

Oracle is expected to spend $10 billion on data center capital expenditures in the 2025 fiscal year, with a pre-market surge of over 13%.

WSB Hot Topic | Oracle stabilizes chip stocks, cloud computing revenue surges by 25%

The hottest overnight contracts are as follows: Apple calls expiring on March 15th with a strike price of $175, with a trading volume of over 130,000 contracts. Tesla with a strike price of $180 had a trading volume of 110,000 contracts, while NVIDIA with a strike price of $900 had a trading volume of less than 50,000 contracts.

US Stock Options | Market cools down! Tesla, NVIDIA, AMD all see a sharp drop in trading volume!

据报道，巴内特去世前几天一直在针对波音的一宗举报官司中提供证据。他原定于上周六接受进一步问询。当他没有出现时，警察前去他住宿的酒店调查，发现他死在酒店停车场的卡车里。美国南卡罗来纳州查尔斯顿县验尸官证实了巴内特死亡的消息，称其明显死于 “自伤”。波音在一份声明中表示，公司对巴内特身亡的消息深感悲痛，“我们与他的家人和朋友同在”。

曾举报波音飞机生产安全问题的 “吹哨人” 在美国身亡，波音公司发声：深感悲痛

彭博分析师预计，“小米 SU7 平均售价为 22 万元-26 万元，第一年的销量为 3 万辆-5 万辆”。此外，小米 SU7 有望将小米今年的销售额提高至多 4%，并可能成为该公司的长期增长动力。

小米汽车到底会卖多少钱？

黄仁勋预告新一代 DGX 系统将采用水冷散热，大摩称液冷解决方案的采用率有望随 AI 产业的进一步发展而提高。

大摩谈液冷技术崛起：英伟达新 DGX 系统引领 “散热革命”

华懋集团预期，香港楼价短期内不会出现急剧 V 形反弹，市场对年内美国联储局减息预期较大，相信届时经济前景及投资气氛向好，本港楼价可有约 5% 的轻微上升空间。

若今年减息，料香港楼价可升 5%！

一则关于 “要求银行强化对国有支持的地产发展商万科融资支持，并呼吁债券人考虑延长私人债务到期期限” 的消息在投资圈流传，可能是引发地产股行情的主要原因。据记者向某股份银行人士了解，确实存在传闻中的一些现象。

地产板块为何爆发？某股份银行人士回应传闻

Bitcoin hit a historic high on Monday, surpassing $72,000. Institutions such as Standard Chartered Bank, Fundstrat, and SkyBridge predict a future price increase for Bitcoin, with SkyBridge forecasting it to reach $170,000 by 2025. However, some Wall Street analysts argue that due to Bitcoin's lack of intrinsic value, it is difficult to predict its future price. Nevertheless, some financial companies have set Bitcoin prices far above current levels and are selling risk exposure products. The CEO of JPMorgan Chase likened Bitcoin to a "pet rock."

"Bitcoin faith" reignited! Wall Street remains bullish: the current uptrend is just the beginning.

The price of Bitcoin has reached a new high, and Bitcoin miners' income has hit a historical peak. On March 7th, the daily income of Bitcoin miners reached $78.6 million, surpassing the peak in April 2021. The rise in Bitcoin prices is driven by the halving event and the trading of Bitcoin exchange-traded funds (ETFs) in the United States. The sharp increase in miner income has doubled the value of companies like CleanSpark and Marathon Digital in the past 12 months. Currently, all companies are preparing for success. Thirteen top mining companies have placed orders for professional computers worth over $1 billion.

Bitcoin price hits a new high, miners' daily income soared to a staggering $78.6 million.

港股消费股和科网股强势反弹，恒生科技指数涨近 5%，海底捞大涨 9%。海底捞的股价上涨得益于公司 2 月翻台率的恢复，主要受惠于春节期间季节性强劲的节庆餐饮势头。花旗将海底捞今明两年的销售预测上调 7%-8%，盈利预测上调 64%-72%。小米宣布将于 3 月 28 日正式上市，股价涨幅扩大至近 12%，成交额超 30 亿港元。名创优品上季度财务指标创下历史新高，港股大涨超 16%。科网股普涨，金山云涨近 11%。

港股大爆发！科网股强势领涨，恒生科技指数涨近 5%，海底捞大涨 9%

AI 创业领域发展迅猛，2023 年全球陷入 AI“淘金热”，创业者们争相投资和开发 AI 产品。AI 编程助手 Magic 在 B 轮融资中获得 GitHub 前 CEO 投资 1 亿美元，AI Grant 的大手笔投资引起业界震惊。风险投资中，AI 领域的投资逆势上涨，达到 626 亿美元。AI 技术迭代加速，企业开始思考如何让产品实现自我 “造血”。AI 创业领域有着巨大的商机和发展潜力。

AI“造神运动” 终结，杀死，重生

日本央行结束负利率后，分析师认为日本利率将长期保持在低位，瑞银预计到 2025 年基准利率将保持在 0 或 0.1%。日本央行面临的问题包括如何提高利率、处理债券规模以及为后续政策路径发出信号。取消分级存款利率系统是一种可能的方向，但要回到 2016 年前的情况并不容易。

结束 YCC 之后，日本利率能达到多少？

The company's revenue in the last quarter was 3.84 billion yuan, a year-on-year increase of 54%. Among them, overseas business revenue reached nearly 1.5 billion yuan, once again breaking the record for overseas quarterly revenue.

Under the drive of overseas expansion, multiple indicators in Q4 have reached historic highs, with MNSO's stock price soaring by nearly 14%. | Earnings Report

微软将于下周发布新的 AI PC 功能，其中最引人注目的是 AI Explorer。AI Explorer 可以在任何应用程序上工作，让用户使用自然语言搜索文档、网页、图像和聊天。此外，微软还将推出其他 AI 功能，如 Copilot、实时字幕和翻译功能、视频游戏升级等。AI Explorer 将支持基于文本的图像编辑，并可能作为 Windows 11 24H2 更新的一部分推出。这次发布活动预计还将展示 Surface Pro 10 和 Surface Laptop 6 等设备。Surface Laptop 6 经过重大重新设计，配备触觉触摸板、Copilot 等功能。

微软 AI PC 下周发布！重点关注 Copilot 及 AI Explorer，纳德拉表示 AI 让专业知识触手可及

Morgan Stanley believes that Eli Lilly's "miracle" weight loss drug is about to announce the results of its Phase III clinical trials for treating OSA. The "spillover effect" will be further validated, and Eli Lilly's stock price may rise by about 1%-3%.

Eli Lilly's next breakthrough: "Weight loss drug" opens up the large market of "Obstructive Sleep Apnea (OSA)".

《元梦之星》很可能是腾讯迈向 “元宇宙” 的第一步！但尽管在这款派对游戏中有着长远的眼光和周密的部署，腾讯也只能静待风口的到来。与此同时，腾讯自身还要面临来自网易、字节等其他互联网巨头的竞争威胁，前景难以乐观。

元梦之星又让腾讯失望了

期权市场表明，标普 500 对今晚 CPI 的反应可能比对下周美联储利率决定的反应更加剧烈。

相比下周的美联储利率决议，市场更担心今晚的 CPI

Bank of America has released a report stating that there is little evidence to support concerns about the stock market nearing bubble territory. With strong corporate profits and the resilience of the U.S. economy, it is expected that there is still more room for the U.S. stock market to rise. Wall Street strategists have raised the year-end target for the Pro UltrPro Shrt S&Pro 500 to 5400 points, believing that this bull market cycle is well supported. Investor sentiment remains in the neutral zone, far from reaching the bullish levels seen at market peaks. More and more Wall Street strategists are downplaying concerns about bubbles. Strategists at J.P. Morgan have indicated that stock market frenzy is limited to certain themes. The current bull market is coming to an end amidst widespread optimism.

There are no signs of a bubble! Bank of America remains bullish on the US stock market: this bull market has support.

根据中原地产监测数据，中原地产十大屋苑上周末成交量创 3 年新高；一手市场方面，在撤辣不足十天已录超过 1500 宗成交，香港一手及二手市场皆旺。今年 2 月 28 日，中国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》，其指出，即日起撤销所有住宅物业需求管理措施，即所有住宅物业交易无须再缴付额外印花税、买家印花税和新住宅印花税。