Pfizer's CEO stated that despite abandoning a highly anticipated weight loss drug last year, the company will still actively explore entering the weight loss market. Analysts predict that the weight loss drug market will reach $100 billion by 2030. Pfizer's current focus is on cost reduction and debt reduction, but they are actively seeking potential licensing deals or early-stage weight loss drugs. Pfizer has recently been punished by investors due to negative news, causing its stock price to fall to a 10-year low.

The weight loss drug market is vast, and Pfizer still wants to "get on board" despite setbacks.

美中嘉和发布公告，公司全球发售 3942.02 万股，公开发售股份数目（在重新分配后）为 394.22 万股，国际发售股份数目为 3547.8 万股。最终发售价为 14.28 港元，所得款项净额为 4.66 亿港元。其中，公开发售获 1.99 倍认购，国际发售获 1.02 倍认购。每手 200 股，预期股份将于 2024 年 1 月 9 日上市。

美中嘉和每股发售价 14.28 港元 预计 1 月 9 日上市

此前，鲍曼曾多次表示需要进一步加息来抑制通胀，目前倾向于 “按兵不动”，可能考虑降息。

联储鹰派票委转向：加息可能结束，但尚未准备好降息

比特币短线下挫超 500 美元，现报 46529 美元/枚。

英伟达在 CES 2024 上发布了 RTX 40 SUPER 系列显卡，包括 RTX 4080 SUPER、RTX 4070 Ti SUPER 和 RTX 4070 SUPER 三款。RTX 4080 SUPER 定价 999 美元，性能是 RTX 3080 Ti 的 2 倍；RTX 4070 Ti SUPER 定价 799 美元，性能是 RTX 3070 Ti 的 1.6 倍；RTX 4070 SUPER 定价 599 美元，性能超越 RTX 3090。这次发布是一项重大事件，相关的新闻属于科技业的商业相关信息。

英伟达 RTX 40 SUPER 系列显卡发布：加量又减价

瞻博网络在美股盘后交易中一度涨近 35%，可能被慧与以约 130 亿美元收购。公司市值达到 96.4 亿美元，股价在盘后交易中触及 39.78 美元高位。

理解市场 | 瞻博网络为何盘后一度飙升 35%？

亚洲股市有望在 2024 年跑赢美国股市，受访者认为这是因为美联储可能采取的降息措施将削弱美元，而且投资者对中国廉价股票的情绪有所改善。调查显示，景顺资产管理公司看好印度和日本股市，Dalma 资本管理公司看好亚洲地区的非必需消费品和一些金融股，Kamet Capital Partners 则喜欢成长型和科技股。亚洲股市估值较低、以及对中国股市反弹的预期是受访者持乐观态度的主要原因。此外，美联储转向宽松政策也被认为给了亚洲各国的央行更大的降息空间。不过，受访者也指出可能影响亚洲股市前景的因素，包括美联储无法推动美国经济软着陆、中国经济复苏不及预期、以及全球地缘政治紧张局势加剧。选举不被认为是亚洲股市面临的主要风险。

美联储转向带来降息空间 + 低估值更具吸引力 亚洲股市或在 2024 年跑赢美股

比特币价格可能在 2025 年年底前达到 20 万美元，如果比特币现货 ETF 获得批准并吸引了大量资金流入。这是渣打银行外汇研究主管杰夫·肯德里克在一份报告中的预测。他估计到 2024 年底，美国现货 ETF 将持有 43.7 万至 132 万枚新比特币，今年的资金流入量可能达到 500 亿至 1000 亿美元。肯德里克去年曾预测比特币价格将达到 10 万美元。

渣打银行：比特币明年底或达到 20 万美元

英伟达与理想汽车、长城汽车、极氪和小米达成协议，为这些公司即将推出的电动汽车自动驾驶等功能提供硬件。理想汽车选择了英伟达的 DRIVE Thor 车载计算平台，长城汽车、极氪和小米的自动驾驶系统则将采用英伟达的 DRIVE Orin 智能汽车计算平台。

英伟达与理想汽车、长城汽车、极氪和小米达成协议，为自动驾驶等系统提供硬件

The US stock market rose unilaterally, while Chinese concept stocks fell for three consecutive days. Boeing was exposed for loose fasteners in the plug door. NVIDIA released three new RTX 40 SUPER series graphics cards, claiming to be in a leading position in AI PCs. Apple Vision Pro will launch a new app store, and Vision Pro will be available on February 2nd. Dada Nexus, a subsidiary of JD.com, saw its stock price plummet by 45% due to questionable practices discovered during internal audits. ByteDance's subsidiary, Chaoyue Guangnian, is currently in negotiations with Tencent to sell multiple games. Jufu Rui stated that iPhone sales in China are declining at an accelerated pace.

Breakfast | Nasdaq and S&P 500 hit the largest increase in nearly two months, NVIDIA reaches a new high, and AMD launches its first desktop AI processor.

高尔夫球巨星 “老虎伍兹” 与耐克结束近 30 年合作，合约总金额近 6.6 亿美元。伍兹在 1996 年与耐克签订了一份为期 5 年、价值 4000 万美元的合同，随后又与耐克续约多次，合同总价值达到了 6.6 亿美元。

高尔夫球巨星 “老虎伍兹” 与耐克结束近 30 年合作，合约总金额近 6.6 亿美元

亚马逊、谷歌和微软等跨国科技巨头正在沙特扩大存在，获得在利雅得设立区域总部的许可。这是在沙特政府政策压力下的一个重要商业事件。政府此前表示，将停止向未在该国设立地区总部的企业授予合同。

亚马逊、微软等跨国企业据悉纷纷在沙特设立地区总部

现货比特币交易所交易基金 (ETF) 的交易价格可能高达标的资产净值的 8% 溢价，这可能是一个疯狂的数字。美国证券交易委员会 (SEC) 不愿让经纪商直接交易现货比特币，这可能会增加比特币 ETF 的交易复杂性，导致交易价格较资产净值存在大幅溢价。周三是 SEC 对现货比特币 ETF 申请的最后期限，如果获得批准，比特币 ETF 可能吸引大量资金。

做市商 GTS 高管：现货比特币 ETF 交易溢价将高达 8%

比特币价格突破 47,000 美元，创下自 2022 年 4 月以来的新高。市场对美国批准现货比特币交易所交易基金 (ETF) 的期待推动了比特币的上涨。投资者预计该 ETF 将吸引更多资金流入，推动比特币价格进一步上涨。多个资产管理巨头已经提交了相关文件，预计该 ETF 将获批。批准比特币现货 ETF 可能会推高比特币价格 10-15%，而不获批可能会导致一定的修正，但价格仍有强劲支撑。批准该 ETF 可能会让比特币在明年年底前涨幅超过 300%。

现货 ETF 或于本周获批！比特币飙升至近 2 年高点

Nvidia's stock reached a record high after announcing new graphics processors and components related to artificial intelligence. The company's stock value now stands at nearly $1.3 trillion, and its stock market value helped boost the semiconductor index by 3.3%.

Nvidia rallies to record high as chipmaker announces AI-related components

On Monday, potential issuers of Bitcoin spot ETFs such as BlackRock and Ark Invest, also known as "Wood's Ark," submitted amended S-1 application forms to the U.S. Securities and Exchange Commission (SEC). Bitcoin rose to $46,000, reaching a new high since April 2022, with an intraday increase of approximately 4%.

Bitcoin Spot ETF Approved for Further Progress: BlackRock and Others Submit Revised Key Documents

比特币日内大涨 5.00%，现报 46481 美元/枚。以太坊日内涨幅达 5.00%，现报 2334 美元/枚。

比特币突破 46000 美元/枚，为 2022 年 4 月 6 日以来新高，日内涨 3.97%。

NVIDIA announced that the GeForce RTX 40 Super series enhances gaming performance, providing 52 TFLOPS of shader performance, 121 RT TFLOPS of ray tracing performance, and up to 836 AI TOPS of AI performance. It supports over 500 RTX games and apps, preparing users for the wave of generative AI apps on personal computers (PCs). All three GPUs will be released within January, with a starting price of $599 or 4,899 RMB.

NVIDIA launches GeForce RTX 40 Super series graphics cards, delivering AI-powered excitement for PC gamers and developers

美中嘉和公布招股结果，公开发售录得 1.99 倍认购，一手 (200 股) 中签率 100%。最终发售价 14.28 元，即近下限定价，集资净额 4.66 亿元。内地肿瘤医疗服务提供商美中嘉是次发售 3,942.02 万股 H 股，公开发售占 10%；招价介乎 14.1-16.4 元。联席保荐人中金及海通国际。(de/d)

《新股消息》美中嘉和公开发售获 1.99 倍认购  发售价 14.28 元

Earlier, there were reports that several shipping companies had reached an agreement with Houthi armed forces in Yemen to ensure the safe passage of their vessels through the Red Sea, causing a sharp decline in shipping stocks. A.P. Møller - Mærsk A/S saw a drop of up to 8% at one point. However, both A.P. Møller - Mærsk A/S and Hapag-Lloyd denied the news of reaching an agreement, and the decline in shipping stocks subsequently narrowed.

Reaching an agreement with Houthi armed forces? A.P. Møller - Mærsk A/S denies it, shipping stocks narrow their decline

Nvidia has announced that four Chinese electric vehicle brands, including Li Auto and Xiaomi, will use its technology for automated driving systems. This move highlights Nvidia's determination to expand in China, despite tighter export rules from the US. The rising EV market in China presents a growth opportunity for Nvidia and other semiconductor manufacturers. Additionally, Nvidia is working with companies like WPP and Lotus to develop more advanced online shopping tools for the automotive industry.

Nvidia expands its reach in China's EV sector

地缘冲突和地震事件增加了市场对供应链和通胀的担忧。近期红海危机导致航运公司绕道好望角，航运成本上升。巴拿马运河缺水危机也对航运产生了限制。日本地震对汽车和芯片产业造成了扰动，丰田汽车受地震影响暂停运营。全球供应链压力指数自去年下半年以来上升，尽管存在地缘冲突和自然灾害的风险，但目前影响相对有限。供应链压力的上升引起市场的关注。

地缘 + 地震，供应链压力卷土重来？

Looking ahead to this year, Goldman Sachs believes that US tech stocks will experience a 10% pullback, with returns closer to historical average levels and increased volatility.

Largest-scale sell-off in four months! Hedge funds aggressively dumping US tech stocks

凯西·伍德旗下方舟投资公司 1 月 5 日再次抛售数字加密货币交易所 Coinbase 的 133,823 股票，价值约 2060 万美元。

比特币 ETF 审批在即：“木头姐” 再抛 2060 万美元的 Coinbase 股票

劳斯莱斯去年销售 6032 辆汽车，创下 119 年来的新高。劳斯莱斯强调其产品的独特性和多样性，特别是在定制和个性化方面，对其强劲业绩起到了积极作用。劳斯莱斯在多个市场都取得了增长，中东、亚太和欧洲市场的销量均创下历史新高。2023 年，美国仍然是劳斯莱斯最大的市场，大中华区位列第二。劳斯莱斯的定制能力不断增强，2023 年定制委托数量和价值达到新纪录。总体而言，劳斯莱斯的销量与预期相符，符合其作为国际豪华品牌的地位。

劳斯莱斯去年卖了 6032 辆，创 119 年来新高

工信部印发《国家汽车芯片标准体系建设指南》：到 2025 年，制定 30 项以上汽车芯片重点标准。

Harpoon surged 140% in pre-market trading, mainly due to Merck's discussion of a 118% premium acquisition of the company. Popular Chinese concept stocks plummeted, with XPENG falling over 4%, JD.com falling over 3%, NetEase, Bilibili, and Baidu falling over 2%, and Alibaba, Pinduoduo, NIO, and Li Auto falling over 1%.

Pre-market US stocks | XPENG, JD lead the decline of Chinese concept stocks! Harpoon soars 140%

Morgan Stanley expects that the usage of Tencent Video accounts will further increase, which means more advertising volume and a larger share of the wallet for the advertising business. However, they do not anticipate a rapid acceleration in advertising spending growth this year. It is estimated that the revenue contribution from video accounts will reach 36 billion yuan by 2026, accounting for about 20% of social advertising revenue. The bank believes that there are untapped monetization opportunities in the company's business ecosystem.

Rating Quick Look | TENCENT, BYD "Outperforming the Market"! XIAOMI-W Target Price Downgraded!

今年投资美股为何将不再像去年那样简单粗暴？目前市场上已经没有 “便宜货” 了。今年美股投资的最大困难：经济周期被打乱。从未来十年来看，高估值往往意味着长期回报不佳。

理解市场 | 美股今年能突破 2022 年的历史高位吗？

加密货币做市商 B2C2 1 月 8 日宣布任命 Thomas Restout 为集团首席执行官，接替 Nicola White。

B2C2 任命 Thomas Restout 为集团首席执行官

2024 年，通胀、利率和总统大选可能会成为 ETF 投资者最关心的问题。投资者需要考虑的四个趋势和见解包括：1. 需要定价权来抵御短期需求疲软预测影响更广泛行业和行业收入增长；2. 具有较强定价权的公司通常表现出更高的增长率和更强的质量特征；3. 可能从中受益的 ETF 包括消费品 ETF 和奢侈品 ETF；4. 在当前的宏观环境下，通胀成本也在上升，需要关注非必需消费品和必需品领域具有更强定价权的公司。

2024 年如何挑选 ETF 关注这四大趋势

华尔街知名对冲基金操盘手比尔·阿克曼过去五年间的年化回报率达到惊人的 28%！核心投资秘诀是什么？主要靠哪些股票在超百亿美元规模的基础下，撑起如此乐观的回报率？

投资锦囊 | 如何做到五年回报率超标普两倍？

Lee Chun-ho, Chief Investment Strategist at Bank of E Asia, stated that the Hong Kong stock market is currently at the bottom of a "U-shaped" state. However, due to the lack of very positive news, it is expected to remain sideways for a period of time. Whether there will be a rebound or not will depend on factors such as interest rates and government policies. The target for the Hang Seng Index in the first half of this year is between 19,800 and 20,000 points. 

As the Hong Kong stock market may remain sideways for a period of time, Lee Chun-ho suggests that investors should choose utility stocks, defensive stocks, or stocks with high dividend levels. Although the stock prices may not experience significant increases, the returns will be higher than fixed deposits or interest rates. Lee Chun-ho also mentioned that he believes the performance of the IPO market will be good this year. When interest rates clearly show a downward trend, the costs of stock fundraising and interest rates will be more certain. It is expected that during the period from the peak of interest rates to the first rate cut, more IPOs will be attracted. This improvement is not only limited to Hong Kong, but also expected to be seen globally.

Bank of East Asia: Hong Kong stocks may trade sideways for a while, with a target range of 19,800 to 20,000 points for the Hang Seng Index in the first half of the year.

Audacy, the American broadcasting and podcasting giant, announced last Sunday that it has filed for bankruptcy protection in Texas to reduce its debt. The restructuring agreement will reduce Audacy's total debt by 80%, to approximately $350 million. The company expects the restructuring to have no impact on its operations and assures that the transactions and other unsecured creditors will not be harmed. Audacy owns hundreds of radio stations and is one of the top broadcasting companies in the United States. Due to weak advertising revenue, the company has recently faced difficulties.

Advertising revenue plummets, US broadcasting giant Audacy applies for bankruptcy protection to reduce 80% of its debt

GOGOX's stock price has fallen by more than 9%, with a total market value of less than HKD 400 million, evaporating nearly HKD 10 billion in market value. Alibaba has reduced its holdings in GOGOX three times in one month, reducing its stake to 8.89%. GOGOX has accumulated losses of over HKD 4.6 billion in the past five and a half years, and is expected to continue to incur losses at least until 2024.

Hong Kong Stock Market News | GOGOX drops more than 9%, Alibaba reduces holdings three times in a month, with a loss of over 4.6 billion yuan in the past five and a half years.

亚太股市在 2023 年创下新高，日本日经 225 指数表现最好。2024 年上半年，分析师预计印度、日本和越南市场将表现出色。印度股市受益于强劲盈利、降息预期和国内投资者参与度上升。日本股市受到强劲财报和可能结束超宽松货币政策的预期支持。

亚太股市涨势有望延续 哪些市场将表现出色？

根据给定的信息，这属于 “投资研究相关信息” 类别。富瑞投行发布的报告预计，2023 年苹果 iPhone 在中国市场的销量将下滑约 3%，华为的市场份额增长最大，但出货量仍然低于预期。华为的新机型在去年 9 月以来对苹果产生了冲击。富瑞预计，2024 年华为的销量将达到 6,400 万台。这一信息的摘要是：根据富瑞投行的报告，预计 2023 年苹果 iPhone 在中国市场的销量下滑，华为的市场份额增长，但出货量低于预期。

投行观点：去年 iPhone 在华销量料下滑 3%，华为份额增长惟出货量逊预期 -- 富瑞

Call options are hot? Put options are equally popular! Last Friday, there were 185,000 transactions of Tesla puts with a strike price of $237.5, and over 50,000 transactions of Apple puts with a strike price of $182.5. The trading volume of Alibaba options increased to 425,000 contracts, with a call option ratio of 61.4%. NIO's trading volume rose to 200,000 contracts, with a call option ratio of 65%.

US Stock Options | NVIDIA, AMD trading surges! Alibaba, NIO calls remain hot

Morgan Stanley's three major long-term themes proposed this year are: AI technology diffusion, decarbonization, and longevity.

Morgan Stanley: These three major themes will have a profound impact on the market

金十数据 1 月 8 日讯，麦格理发表报告表示，恢复覆盖腾讯，重申对该股 “跑赢大市” 评级，目标价 455 港元，此按综合方式作估值，相当于预测今年市盈率 21 倍，料其 2023 年至 2025 年净利润复合增长率 23%。麦格理预期视频号用户使用将进一步增加，意味广告业务更多广告量及钱包占比，但不预期广告开支增长在今年急速加快，料视频号收入贡献在 2026 年达 360 亿元人民币，占社交广告收入约两成。该行相信公司业务生态有未发掘的变现化机遇。

麦格理：恢复覆盖腾讯 重申 “跑赢大市” 评级 目标价 455 港元

比特币现货 ETF 本周将迎最终时刻，SEC 会为其亮起绿灯吗。比特币现货 ETF 本周将迎来 SEC 审批最后期限。美国证券交易委员会 (SEC) 将在 1 月 10 日前对至少一份申请采取行动，若批准，则 ETF 最快可在下一交易日开始交易。此举代表着散户和机构投资者的潜在资金流入，关系到数十亿美元的利益。加密风险投资公司联合创始人迈克尔·安德森认为，市场严重低估了比特币 ETF 获批的潜在影响。SEC 此前担心投资者保护问题和市场操纵的可能性，但市场猜测监管机构将不得不默许该产品的推出。

比特币现货 ETF 本周将迎最终时刻，SEC 会为其亮起绿灯吗

小米公司在微博发布《答网友 100 问（上集）》。小米方面表示，手机依然是小米最核心的业务，是我们「人车家全生态」战略最核心的基础，雷总依然非常关注手机业务的技术研发。雷总去年曾经说过，现阶段他的时间精力分配大致是，至少 1/4 时间依然用在手机研发业务中，1/4 关注集团运营和管理，1/2 时间用在汽车业务上。

小米汽车答网友 100 问：手机依然是小米最核心的业务

市场消息：美国制药巨头默沙东正在就以大约 7 亿美元收购抗癌药制造商 HARPOON Therapeutics 进行深入谈判。

恒大汽车：本公司得悉其执行董事刘永灼先生因涉嫌违法犯罪，已被依法刑事拘留。今日下午 1 时正起恢复买卖股份。

大摩发布研究报告，建议投资者寻找智能驾驶等主题性投资机会。报告看好理想汽车-W、小鹏汽车-W 和蔚来-SW，同时推荐禾赛科技、广汽集团和敏实集团等具增长前景的公司。大摩认为美东汽车新车业务将受抑制，长城汽车缺乏有竞争力的电动车新车型。该行表示，虽然行业销售增长可能乏力，但中国汽车及共享出行市场仍有深度价值及投资题材的股份。

大摩：建议投资者寻找智能驾驶等主题性投资机会 偏好理想汽车-W 等

Citigroup will announce its fourth quarter and full-year 2023 earnings on January 12th. While quarterly profits are expected to decline, revenues may see some growth. Citigroup has exceeded market expectations in three out of the past four quarters, with one quarter falling short. Key factors influencing fourth quarter performance include net interest income and investment banking fees. Net interest income is expected to decline by 3.2%, while investment banking fees are expected to improve. Additionally, the impact of higher interest rates and decreased loan demand may affect performance.

Earnings Report Preview | "Difficult on both ends" of income and expenses, Citigroup Q4 profits may decline

2024 年全球市场最重要的主题之一是降息。随着通胀回落和紧缩政策对经济增长的轻微影响，全球各大央行计划放松货币政策。美联储、欧洲央行和英国央行预计将降息，日本央行可能退出负利率政策。降息计划取决于通胀持续放缓。然而，持怀疑态度的人认为通胀离央行目标还有一段距离，政策需保持紧缩。全球主要央行的展望如下：美联储联邦基金利率当前处于 5.25%-5.5% 区间。这些信息属于宏观经济相关内容。

2024 年全球市场最重要主题之一：降息

据报道，苹果计划在 6 月的开发者大会上推出一系列基于生成式 AI 的工具，作为 iOS18 的一部分推出，还计划对 Siri 进行 “重大改革”。（澎湃）