NIO-SW opened nearly 15% higher and as of the time of writing, it has risen by 14.96% to HKD 72.6, with a turnover of HKD 6.8128 million. On the news front, on December 23rd, NIO-SW ET9 made its official debut and started pre-sales at a price of CNY 800,000. Deliveries are expected to begin in the first quarter of 2025. NIO-SW ET9 incorporates four core technologies: self-developed intelligent driving chips, a global 900V high-voltage architecture, the Skywalk chassis system, and flagship-level safety standards. NIO-SW CEO Li Bin stated in an interview that the order volume for NIO-SW ET9 far exceeded official expectations. CICC believes that as the latest masterpiece of the company's technological innovation, ET9 is expected to strengthen NIO's position as a luxury brand in terms of technology. In addition, the new round of CYVN venture capital is expected to boost the company's cash position. Looking ahead to next year, the bank believes that the iteration of intelligent driving, the expansion of battery swapping stations, and the transformation of the sales system will become the three key drivers to boost sales.

Hong Kong Stock Market News | NIO-SW opens nearly 15% higher as flagship ET9 is released and pre-sales begin. CEO indicates that the order volume far exceeds official expectations.

港股开盘，恒指上涨 1.35%，科指上涨 2.62%。科网股多数上涨，蔚来汽车、网易、哔哩哔哩和快手等股票涨幅分别超过 6%、14%、15% 和 2%。

隔夜美股标普 500 指数创历史高点，投资者押注美联储将于 3 月降息。亚洲股市随之上涨，澳大利亚和日本股市表现较好。标普 500 指数本月已累计上涨 4.5%，今年以来累计涨幅达 24%。印度股指保持在历史高点附近，但 MSCI 全球指数相比纪录低位下跌 4.5%。具体来看，股市表现良好，货币、加密货币、债券和大宗商品价格基本稳定。

亚市早盘：亚洲股市上涨，美国股市徘徊纪录高点附件

软银集团在东京早盘交易中上涨 7%，创 6 月 13 日以来最大单日涨幅。

方舟投资管理公司创始人凯茜·伍德预测比特币将持续反弹，并表示比特币是一种对冲通胀和通缩的工具。她认为在未来五年内，比特币将被视为与实物黄金一样的投资，并可能在更多的新兴经济体中被用作法定货币。萨尔瓦多已经表示支持比特币和加密资产。

“木头姐” 称五年内比特币将像黄金一样被投资

中国人涌入日本楼市，购买房产狂潮持续升温。他们不仅购买低总价小房子，还开始购买大户型、高总价的公寓、学区房，甚至一次性批量购买。日本房产市场逆势上涨，中国人以惊人规模和热情涌入。房价上涨导致购房者变得更加着急，在二手市场中好地段、好价格、高回报的房子很快被抢购一空。购房者甚至需要排队等待。中国人爆买日本不动产成为热点话题之一。

全款抢房，中国人涌入日本楼市

2023 年最后一周，光伏主材价格下跌，p 型产品较大，而 n 型产品相对坚挺。在产能过剩的情况下，通威股份等硅料巨头纷纷扩张产能。硅料是光伏主材四大环节中唯一没有跌价的。大全能源投资 150 亿建设硅料，通威投资 280 亿元建设工业硅和硅料。

以战去战，以杀去杀！硅料巨头们为何要逆市扩产？

美国假日季零售销售额增长 3.1%，网购表现不及去年。万事达卡发布的报告显示，由于利率上升和通胀压力，今年的增幅低于去年。亚马逊和沃尔玛在促销方面力度减小，折扣力度也不如去年。电商销售额增速从去年的 10.6% 降至 6.3%。服装类和餐饮类销售额有所增长，而电子产品销售额下降。报告未包括汽车销售数据。

美国假日季零售销售额增长 3.1%，网购表现不及去年 -- 万事达卡报告

Bitcoin fell below $42,000 for the first time in a week, while the recent rally in memecoins is showing signs of stagnation. Investors remain cautious about future volatility and are keeping an eye on the Bitcoin options expiring on December 29th. Meanwhile, memecoins like Dogwifhat and NFT tokens have recently experienced strong gains, but their prices are currently declining.

Crypto frenzy takes a break! Bitcoin falls below $42,000, Memecoin's rally stalls

12 月 26 日消息，白宫拒绝推翻苹果公司智能手表在美国的销售禁令。苹果公司表示，已就进口禁令提起上诉。（界面）

苹果公司就苹果手表进口禁令提起上诉

截至 10 月末的三个月，该基金的阿里巴巴持股增加 65%、理想持股增近 30 倍，云南白药持股增逾 9 倍；台积电持股减少 22%，市值降至第二大重仓股，网易被减持 76%；清仓百胜中国；新进沙特阿美 213 万股、中国远洋 1220 万股、石药集团 1160 万股。

高盛新兴市场洞察基金调仓中概：大幅增持阿里、理想，减持网易，腾讯升为头号重仓

目前银行定期融资计划（BTFP）利率降至 4.84%，比存款准备金利率（IORB）低 56 个基点，差距为美联储 3 月设立 BTFP 以来最大。上周银行从 BTFP 借入的款项达创纪录的 1310 亿美元，只通过贴现窗口借入 24 亿美元。

降息预期催生新套利机会！美联储可能放任硅谷银行危机期间融资工具明年到期

高盛集团 Goldman Sachs Emerging Markets Equity Insights Fund 于 7 月 31 日至 10 月 31 日期间建仓做多中远海运控股等 119 只股票。清仓百胜中国、三星 SDI 等 150 只股票。增持理想汽车、阿里巴巴、云南白药等 86 只股票。减持台积电、网易、美团、现代汽车等 79 只股票。重仓股包括腾讯控股、台积电、三星电子、阿里巴巴、起亚汽车。

高盛新兴市场证券洞察基金建仓中远海运控股，增持理想、阿里、云南白药，重仓腾讯和阿里

According to preliminary data from Mastercard, retail sales growth during this year's holiday season in the United States is significantly lower than the same period last year. Retail sales, excluding automobiles, increased by 3.1%, compared to 7.6% last year. Retail sales during the holiday season are an important indicator of the US economy.

The holiday season in the United States is not as hot this year! The growth rate of retail sales has slowed significantly compared to the same period last year.

According to data from Standard & Poor's Case-Shiller on Tuesday, housing prices in the country continued to rise in October, marking the ninth consecutive month of increases and setting a new record. This comes at a time when mortgage rates are at their highest level in over 20 years. Analysts believe that with the decline in mortgage rates and the Federal Reserve taking a slightly more accommodative stance, homeowners may see further appreciation in housing prices.

During the peak of US mortgage rates, an important housing price index has achieved the highest increase of the year.

比特币回落至 42000 美元/枚下方，日内跌 3.54%。以太坊向下触及 2200 美元/枚，日内跌 3.14%。

年化收益接近 6%！ 银行活期理财也在 “放大招”

加密数字货币信托 Grayscale 的董事会主席 Silbert 辞职。该公司正申请将比特币信托转化为交易所交易基金。美国证券交易委员会将比特币 ETF 的审批工作推迟至 2024 年。

加密数字货币信托 Grayscale 的董事会主席 Silbert 辞职

亚马逊计划明年开始在线销售汽车，消费者可在网站上搜索车型、颜色和功能，并选择付款方式和贷款方案，自主提车或要求送货上门。然而，亚马逊面临诸多挑战，如传统经销商的竞争和各地政府法规的遵守。亚马逊希望通过推出这项服务扩展到汽车以旧换新和二手车领域。调查数据显示，亚马逊在大件商品上的销售相对较少。此举将对传统汽车经销商带来影响。

不止卖现代！亚马逊明年要全面进军线上卖车

“蔚来一定要进入迈巴赫、宝马 7 系和帕拉梅拉等高端车型们把持的豪车市场。否则我们的利润、品牌天花板都会受限”。

李斌 “向上” 豪赌

赵长鹏是一位加密货币企业家，预计他的财富在 2023 年将增长 250 亿美元，达到超过 370 亿美元。这是他创立的币安同意向美国支付罚款的五倍多。尽管币安今年失去了一些市场份额，但仍从加密货币市场反弹中受益。赵长鹏还拥有一些比特币和 BNB，但他的财富距离 2022 年初的峰值还有差距。

赵长鹏的财富在 2023 年增长 250 亿美元 远高于币安支付给美国的罚款

Global Financial Hotspots in 2023: Banking Crisis, Liquidity Panic, Rise in US Treasury Yields, Approval of Bitcoin ETF, Active Tech Stocks, Growth in Weight Loss Industry, Decline in Global Inflation Rate, Bullish Performance of Japanese Stock Market.

Year-end Review: The Top 10 Global Financial Hotspots in 2023: A Year of Turmoil, Innovation, and Transformation

After a 65% plunge in 2022, Bitcoin has led the market in gains this year, soaring from $19,000 at the beginning of the year to $44,000 at the end, a surge of over 136%. This upward trend has been fueled by the potential approval of Bitcoin exchange-traded funds (ETFs) by US regulatory agencies and the dovish interest rate signals from the Federal Reserve. Bitcoin experienced several pullbacks to above $20,000 in the first half of the year but gradually regained lost ground. Although this year's rally has not been without its challenges, the outlook for next year remains optimistic.

Year-end Review: Bitcoin Survives Three Quarters of Downturn and Soars at the End of the Year

雷军发文就小米汽车技术发布会回答网友提问。雷军称，小米 SU7 正在试产爬坡阶段，正式上市还需要几个月时间。关于定价，还没有最终决定。不过，小米 SU7 确实有点贵，但请相信，我们做的是 “有理由的贵”，在体验上一定会超过大家预期。此外，雷军表示，小米 SU7 没有准确的对标车辆。在驾驶性等机械素质上，希望能媲美保时捷 Taycan Turbo；在智能化上，希望能媲美 Tesla Model S。

雷军：小米 SU7 正式上市还需几个月 定价未决定但 “确实有点贵”

AstraZeneca acquires Gracell Biotechnologies for $1.2 billion. Chinese biotech companies can also be sold as a whole to realize shareholder value.

$1.2 billion! The first Chinese biotech company to go public has been acquired | Insight Research

Analysts point out that 2024 will be the year of the explosive implementation of AI applications, which will drive the expansion of online advertising business and initiate a revolution in AI personal assistants...

Top 10 Internet Trends in 2024: Industries about to be transformed by AI

工信部公布《减免车辆购置税的新能源汽车车型目录》（第一批），两款小米 SU7 在列。

The ARKF fund managed by "Wood Sister" purchased a total of approximately 1.71 million shares of LY company stock last Thursday and Friday.

"Wood Sister" sets sights on Japanese stocks? Makes first move in over a year to buy Line

Some people don't want to have children, while others want to have children but can't.

The prospectus of AWE reveals how lucrative the surrogacy industry can be

美股利好消息源源不断！历史表明，仍有大量买盘有待完成，而这些买盘可能在未来几个月里支撑市场。而且，“市场上还有大量的现金流入空间”！

理解市场 | 为什么现在追逐美股上涨也不晚？

2023 年的最后一周，汽车行业将迎来一场年末混战。问界 M9、极氪 007、小米 SU7、小鹏 MPV 等新车相继上市，将改写人们对汽车行业的认知。各车企互相观察，竞争激烈。尽管理想 MEGA 缺席，但这轮新车阵势强大。问界 M9 被认为是流量秘密，可能会吞噬其他新车的声量。理想、小鹏等车企则担心华为的竞争。整个车市竞争异常激烈，各车企都在等待对方先出牌，以争取更多调整的空间。

汽车行业最颠覆的一周，就要来了

摩根士丹利发布新兴市场策略报告，认为有 8 大意外因素可能对新兴市场产生重大影响，包括主权信用债回报率下降、本币债表现优于美元债、资本流入回归、埃及债务重组、巴拿马铜矿危机、阿根廷债务回报率增加、沙特取消减产以及哥伦比亚比索危机等。摩根士丹利预计，随着全球央行降息和美国经济避免硬着陆，新兴市场将迎来一个好年景，但市场走势并非一帆风顺。

摩根士丹利：2024 年，全球新兴市场八大意外

Microsoft Xbox has partnered with digital human development company Inworld AI to develop a series of development tools that help game developers create AI-based NPC characters with better dialogue and interaction capabilities, thereby enhancing the immersion and experience of the game.

Injecting Soul into NPCs! Microsoft aims to change the way games are played with AI

过去七年中，圣诞行情从未缺席，今年看涨气氛同样热烈！但为何也需要警惕？小心 “1 月或 2 月市场在技术指标超买后再次出现调整”！

理解市场 | 美股今年圣诞行情有何不同？

作为香港四大家族之一，郑裕彤家族枭雄落幕、新生代崛起？！

郑裕彤家族投资版图一览！

国家外汇管理局青岛市分局工作人员介绍，地下钱庄从 “客户” 那里收取了人民币后，就去购买虚拟货币，再通过境外交易平台将虚拟货币卖出去，就可以获得他们所需要的外币资金。这个过程实现了人民币和外币的转换，这构成了非法买卖外汇的违法行为。

青岛破获特大地下钱庄案，涉案金额高达 158 亿元

中信证券持续看好苹果首款 MR 头显设备 Vision pro 的市场前景和投资机会！主因 Vision Pro 在硬件端展现了当前消费电子领域顶尖的参数水平，有望提供全面超越市面相关产品的硬件体验！

解读公司 | 为什么 Vision Pro 对苹果很关键？

亚洲股市交投清淡，部分市场休市，流动性减少。标普 500 指数连续第 8 周上涨，美国股指期货和国债合约变化不大。亚洲新兴货币上涨，美元下跌。华尔街投资者为 “圣诞老人行情” 做准备。油价企稳，红海航运中断成为焦点。股市、货币、加密货币、债券、大宗商品表现基本持平或有涨幅。总结：亚洲股市交投清淡，美国股市持续上涨，油价企稳，货币和加密货币有所波动，投资者关注 “圣诞老人行情”。

亚市早盘：亚洲股市交投清淡 油价持稳

Under the AI boom, the stock prices of the "Magnificent Seven Sisters" have soared, and it is expected to continue to grow next year. Experts believe that under the promotion of AI projects, tech giants such as Microsoft, Amazon, Alphabet-C, Meta, and NVIDIA will have more innovations and are expected to gain more profits by 2024. These stocks have outperformed the US stock market index, and the journey of AI leaders in the market has just begun.

With the support of the AI boom, the "Magnificent Seven Sisters" of the US stock market are expected to continue soaring in the next year.

首只道琼斯 ETF 发售！年内跨境 ETF 规模同比增 80%。鹏华道琼斯工业平均 ETF 成为国内首只跟踪道琼斯指数的 ETF，共有 107 只跨境 ETF，其中 28 只为新品，截至三季度末，跨境 ETF 规模同比增超 80%。道琼斯 ETF 的发行促进了国内资本市场对外开放，推动了跨境投资发展。

首只道琼斯 ETF 发售！年内跨境 ETF 规模已同比增 80%

When it comes to the trend of the US stock market in 2024, Wall Street investment banks are increasingly divided. On one hand, JPMorgan Chase warns investors to be cautious and sets a target price of 4200 points for the S&P 500 by the end of next year. On the other hand, Bank of America, Deutsche Bank, Goldman Sachs, and Citigroup are all bullish, predicting that it will surpass 5000 points.

Can the US stock market continue to rise in 2024? Goldman Sachs is "confident" that it will increase by at least 7%, while JPMorgan Chase "smirks" and predicts a decline of at least 10%.

ARK Innovation is not the best-performing ETF for Cathie Wood in 2023. Instead, this honor belongs to the ARK Next Generation Internet ETF, which has nearly doubled in value, surging by 102.68%.

The best-performing ETF under "Miss Wood" is not the flagship fund ARKK, but another one!

Apple may be banned from selling its latest Apple Watch Series 9 and Apple Watch Ultra 2 wearable devices in the United States due to a patent dispute involving blood oxygen functionality. The U.S. International Trade Commission has determined that these devices infringe on the patent rights of medical technology company Masimo. Currently, Apple is preparing to halt the sales of these new devices, but the specific ban timeline is yet to be determined.

Apple suffers a "Waterloo"! How does the ban on Apple Watch affect it?

新规意见稿与以往规定有何区别？为何对《王者荣耀》等大 DAU 类游戏影响较小？华泰证券表示，此次意见稿的目的是监管补位，建议投资者冷静等待政策落地。

理解市场 | 如何看待《游戏管理条例》意见稿？先冷静！

In 2024, Seeking Alpha analyst Sanjeev Sharma predicts that Pro UltrPro Shrt S&Pro 500 could reach a maximum of 6000 points. He predicts the stock market trend based on changes in wages, housing prices, gasoline prices, inflation, and interest rates, considering interest rates as the most important factor. He also analyzes the impact of population issues and election year fiscal spending on the economy in 2024. Based on the declining population trend in recent years, Sharma is concerned that a situation similar to Japan's may occur, but population growth in the southern border will continue to drive consumption-driven economic growth in the United States in the coming years. It is expected that in the election year of 2024, the government will actively spend to boost the economy. In addition, the Federal Reserve has slowed down the pace of wage growth. In summary, according to the analyst's forecast, Pro UltrPro Shrt S&Pro 500 is expected to rise by at least 10% in 2024.

Highest 6000 points? Analyst: SPDR S&P 500 could rise at least 10% by 2024

The estimated shipment of Vision Pro in 2024 is about 500,000 units, and it is expected to start mass shipments in the first week of January 2024. Apple is most likely to release Vision Pro at the end of January or the beginning of February.

Guo Mingchi: Estimated shipment of approximately 500,000 units for Vision Pro in 2024.

今年以来，人工智能（AI）的热潮席卷全球，但 AI 对话也会消耗大量水资源。AI 训练和运行大模型需要大量服务器，这些服务器会产生大量热量，需要水资源进行冷却。微软和谷歌等公司每年消耗数十亿加仑的水资源。预计到 2027 年，全球 AI 需求可能会消耗 66 亿立方米的水资源。欧盟计划提高相关的监管要求，要求公司披露用水情况。

和 ChatGPT 聊天费水？2027 年全球 AI 耗水或达 66 亿立方米

Intel may be split into five independent companies, including Mobileye, Altera, foundries, IMS nanomanufacturing, and product companies. Analysts expect the total value of each part to reach $68 per share, and Intel's stock price is expected to soar by 50%. The remaining value of Mobileye's holdings could be as high as $30 billion, and the value of the Programmable Solutions Group could reach $12 billion. The split plan will take effect on January 1, 2022, to streamline Intel's larger business. This move is expected to increase the value of each independent company.

Analyst: Intel is expected to eventually split, with the stock price expected to soar 50%.

美国银行警告，如果美联储在明年开始降息，可能会重新引发结构性通胀。尽管美国经济依旧强劲，房地产等多个领域甚至不受加息影响，但抵押贷款利率已经锁定在较低水平，房地产市场能够保持强劲增长。此外，紧张的劳动力市场、强劲的工资增长、政府支出和私人部门手中的现金储备也可能会让经济保持强于预期。尽管美联储四十年来最激进的加息周期有力抑制了通胀，但美国 CPI 三年年化增长率仍为 4.9%，物价水平高于六十年以来的高位水平。政府支出不受美联储影响，美联储加息并不能阻止政府增加支出。近 90% 的政府支出难以压缩，主要包括国防支出和净利息支出。目前政府手上有充足的财政资源，但能够进行产出性支出的方式不多。

提前降息，美联储会 “重燃” 通胀吗？

In 2024, Tesla is expected to have multiple catalysts, including the release of new models, advancements in autonomous driving technology, plans to build a factory in India, a rebound in profit margins, market response to the Cybertruck electric pickup, showcasing the potential of the Optimus robot at the AI Day event, and overall advantages in artificial intelligence. Tesla's market value is expected to surpass the combined market value of Toyota, Stellantis, Ferrari, Honda, General Motors, and Ford Motor. In the Chinese market, Tesla faces fierce competition, while in the United States, General Motors and Ford Motor have been slow in their transition to electric vehicles. Since 2023, Tesla has seen a growth of over 105%, making it a leader in the automotive manufacturing industry.