Asian stock markets rose in early trading on Thursday, with the Nikkei index surpassing 35,000 points for the first time. US CPI data may impact the Fed's view on interest rate cuts. Bitcoin exchange-traded funds have been approved in the US, boosting the cryptocurrency sector. Blue-chip stocks in the CSI 300 index edged higher, while the Hang Seng index rose. The US stock market closed higher, but gains were limited ahead of the inflation report and bank earnings releases. The market is focused on the release of the US Consumer Price Index (CPI). Investors are reconsidering the magnitude and timing of Fed rate cuts. The market expects a 67% chance of a rate cut in March.

The Nikkei Index broke through 35,000 points for the first time since 1990! Asian markets rose during Thursday's session. Will there be any movement in the US CPI tonight?

Hong Kong-listed concept stocks of digital currencies experienced a significant surge on January 11th, influenced by the news of the approval of Bitcoin spot ETFs in the United States. The U.S. Securities and Exchange Commission (SEC) approved 11 Bitcoin spot ETFs, including iShares under BlackRock. According to a survey, 72% of financial advisors stated that they would be more likely to invest in cryptocurrencies if spot ETFs were approved in the United States. The price of Bitcoin has risen from around $17,000 in January last year to approximately $46,000 currently. Compared to other countries, some countries have already approved applications for Bitcoin spot ETFs. Hong Kong has also been paying close attention to the development of the digital currency industry.

Hong Kong Stock Concept Tracking | Buy coins like buying stocks! Bitcoin spot ETF approved in the US, these digital currency companies welcome good news (with concept stocks)

SEC 主席 Gary Gensler 发布声明否定了比特币的批准和认可，引发了对加密货币行业的争议。尽管 SEC 批准了一些现货比特币 ETF 的上市和交易，但 Gensler 强调这并不意味着委员会愿意批准加密资产证券的上市标准。现货比特币 ETF 的获批被认为是比特币发展的重要里程碑，但也引起了 SEC 的担忧。木头姐凯西·伍德表示，现货比特币 ETF 的获批将为比特币带来新的机遇，同时呼吁 SEC 加强监管并更加勤勉地工作。

“木头姐”：SEC 主席的声明是对加密货币行业的诋毁

政府計劃再次提高煙草稅以降低吸煙率。去年政府已經將煙草稅上調 31%，使戒煙熱線的求助個案增加。目前香港的吸煙率已由 23% 下降至 9.5%，但仍有 50 至 60 萬人口是煙民。政府認為加煙稅是降低吸煙率的有效方法。此外，政府還在考慮禁止某一日期後出生的人士購買煙草。政府預計今年上半年成立香港藥物及醫療器械監督管理中心。

香港政府研再提高煙草稅 降低吸煙率

香港加密货币概念股 BC 科技集团股价上涨 24%，南方东英以太币期货 ETF 创历史新高，美国批准了首批比特币交易所交易基金 (ETF)。这些消息表明加密货币行业的发展进入新阶段。同时，香港恒生指数和恒生科技指数也有所上涨。

香港加密货币概念股劲扬！BC 科技飙升 24%

* 瑞银：药明生物管理层对今年复苏持乐观态度

* 富瑞升理想汽车目标价至 214.85 元 吉利降至 9.6 元

* 富瑞升理想汽车目标价至 214.85 元  吉利降至 9.6 元

香港南方东英以太币期货 ETF 开盘涨 9.81%，创新高。

市场还没忘记，在 12 月公司放出下调全年预期的当天，药明生物放量大跌超过 23%，直接带崩整个医药市场。仅仅一个月，公司又悄然发布 23 年全年数据，仅仅 12 月内就新增 41 个分子，超过今年内任何一个季度的新增分子数。这种操作让众多投资者惊呼：“扇贝又游回来了？！”

理解市场 | 开盘大涨 15%！药明生物发生了什么？

What is the difference between Bitcoin spot ETF and Bitcoin futures ETF? When will the Bitcoin spot ETF be listed? What is the fee rate for the Bitcoin spot ETF? What are the advantages of holding a Bitcoin ETF compared to holding Bitcoin directly?

A comprehensive guide to the recently approved US Bitcoin ETF by the SEC

亚洲股市周三上涨，隔夜美国股市走高。比特币价格攀升，因美国监管机构批准与比特币挂钩的 ETF。日本股市上涨，受日元走弱影响。标普 500 指数和纳斯达克 100 指数涨幅较大，科技股反弹势头强劲。比特币一度上涨至 47,700 美元，随后回落至 46,500 美元。货币方面，美元持平，日元兑美元基本持平。大宗商品中，WTI 原油跌 0.2%，现货黄金上涨 0.2%。

亚市早盘：亚股上涨 比特币价格攀升

Tencent and ByteDance are also discussing business now.

中国新造车成为 CES 的绝对主角，极氪汽车、奔驰宝马等在智能汽车领域展示了新技术和新应用。CES2024 展示了极氪与英特尔的合作计划，极氪将成为第一家使用英特尔全新软件定义汽车系列的 OEM 厂商。展会也展示了奔驰 MBUX 的新功能、宝马 iDrive 9 车机系统以及本田 + 索尼的全新智能概念车。可以说，CES 已经成为中国智能汽车的最大舞台，中国新造车和海外车企在智能汽车领域的竞争将会如何演进令人期待。

全面盘点 CES2024，奔驰宝马极氪小鹏卷什么？

低估值和稳定的高分红是银行股的显著特点。即便经过 2023 年的大涨之后，国有大行的股息率仍然大幅跑赢银行理财！

理解市场 | 银行股为何又 “真香” 了？

The U.S. Securities and Exchange Commission (SEC) recently approved a Bitcoin exchange-traded fund (ETF), which is considered a major milestone in expanding the base of cryptocurrency investors. The price of Bitcoin has risen by 160% in the past 12 months, and the fees for the spot Bitcoin ETF are set at around 0.2% to 0.4%, with the potential to raise up to $4 billion in funds. The acceptance and adoption of Bitcoin by Wall Street has excited cryptocurrency investors, but the road to "Gold 2.0" for Bitcoin is not smooth. In addition to spot ETFs, there have been many ways to gain exposure to Bitcoin, and similar products have often underperformed or even closed down.

Will Bitcoin become "Gold 2.0"? Or is it more like a speculative meme stock?

在美国证券交易委员会批准 11 只比特币现货 ETF 后，比特币短暂升破 47000 美元，涨势相对平淡。纽约时间周三 18:47，该代币涨 1.8% 至 46,728 美元。比特币过去一年涨了 166%。

比特币短暂升破 47000 美元，对比特币现货 ETF 获批反应相对平淡

ETF 分析师 James Seyffart：美国比特币现货 ETF 上市首日管理资产或可达到 300 亿美元。

The S&P 500 hit a two-year high, while the Nasdaq saw its fourth consecutive gain, and Chinese concept stocks index experienced its fifth consecutive decline. OpenAI launched the online store GPT Store. SpaceX sent a text message using Starlink satellites for the first time and plans to launch direct-to-phone service next year. The upgraded version of Tesla Model 3 is now available in North America. Apple Watch may face another ban in the United States. The chairman of the SEC stated that approving an ETF does not imply endorsement of Bitcoin.

Breakfast | NVIDIA hits a new all-time high for three consecutive days, and the application for the listing of Bitcoin spot ETF is approved.

在美国证交会批准比特币现货 ETF 上市后，Coinbase 盘后涨幅一度扩大至 8%。

SPDR S&P 500 hits a two-year high, Nasdaq up for the fourth consecutive day; Microsoft rises nearly 2% to a new all-time high; chip stocks retreat, TSMC falls over 1% after earnings report, but Nvidia rises over 2% for the fifth consecutive day. Chinese concept stocks fall for the fifth consecutive day, Dada down over 5%, Li Auto down over 2%. The 10-year US Treasury yield slightly rebounds, surpassing 4.0% again. Invesco DB US DLR Index TR Bullish Fund retreats. Offshore RMB falls over 100 points intraday, hitting a new low of 7.19 in four weeks. Bitcoin falls below $45,000 intraday, dropping over $3,000 from the previous day's high, but rebounds over $2,000 after the approval of changes to the rules for spot ETFs in the US. US crude oil inventories increase more than expected, wiping out over 1% gains intraday and closing down at least 1%. US natural gas ends its six-day winning streak, falling from a two-month high. Gold falls for the third consecutive day, hitting a four-week low. London copper ends its eight-day losing streak.

Before the heavyweight CPI announcement, SPDR S&P 500 rebounded, NVIDIA hit a three-day record high, and SPDR S&P 500 is expected to be listed. Bitcoin surged thousands of dollars during the trading session.

After the US Securities and Exchange Commission (SEC) approved the Bitcoin Exchange Traded Fund (ETF) on Wednesday, Bitcoin rose to $47,000 per coin, up 2.44% intraday. Most other major cryptocurrencies also saw gains, with the second-largest token, Ethereum, rising by about 9%. Some see the approval of the ETF as a milestone in expanding the base of cryptocurrency investors. Bitcoin has already risen by 160% in the past 12 months, partly due to expectations of the ETF approval. Leo Mizuhara, founder of DeFi institutional asset management company Hashnote, said, "Most of the funds immediately entering the Bitcoin ETF will be reallocated from other Bitcoin exposures." "It will take time for new funds to flow into Bitcoin through the new ETF."

The shoe has dropped! The U.S. SEC approves a spot ETF, and Bitcoin rises above $47,000.

比特币站上 47000 美元/枚，日内涨 2.44%。

贝莱德：贝莱德的比特币现货 ETF 顺利通过了最后一道美国证交会审批关卡。IBIT 寻求追踪比特币价格，并预计将于 2024 年 1 月 11 日开始在纳斯达克交易。

芝加哥期权交易所发言人：交易所仍在等待美国证券交易委员会对现货比特币 ETF 的批准。

美国证交会：联邦调查局正在调查 X 账户遭受的黑客攻击事件。重申昨日 “比特币现货 ETF 获批” 相关消息的发布并非由员工完成。

OpenAI has launched new products and services: GPT Store and ChatGPT Team. This highlights OpenAI's relentless efforts to maintain its leading position against competitors such as Anthropic, Alphabet-C, Meta, and others. If successful, this will mark a new era in which artificial intelligence technology becomes more accessible, useful, and profitable.

OpenAI's New Year's blockbuster! GPT Store is now live, and new products for enterprise customers are also available.

“木头姐” Cathie Wood：对比特币现货 ETF 的兴趣 “广泛而深远”。

Among them, Twitch, the live streaming platform, laid off about 500 people, accounting for a staggering 35% of the total number of employees. Amazon executives admitted that they will reallocate the priority of business investment, as many companies in the technology field are adjusting their organizational size based on conservative forecasts for future growth.

Amazon's largest-ever layoff scale has expanded again: Media and game streaming departments lay off hundreds of people for the new year.

On Wednesday, affected by the "fake announcement" incident of the previously approved Bitcoin ETF, cryptocurrency-related stocks fell across the board. As of the time of writing, Marathon Digital fell more than 5%, Bit Digital and Riot Blockchain fell more than 4%, and Coinbase fell nearly 3%. On Tuesday, January 9th, in the after-hours trading of the US stock market, the US Securities and Exchange Commission (SEC) announced on its official social media account X that it had approved the applications for all Bitcoin spot ETFs to be listed on national exchanges in the United States. It also claimed that the approved ETFs would continue to be supervised to ensure that their compliance measures always protect investors. SEC Chairman Gary Gensler subsequently posted on his personal X account, stating that the SEC's official X account had been hacked and an unauthorized post had been made. The SEC did not approve the listing and trading of spot ETFs. After Gensler's post, the SEC's official account published the same clarification and deleted the post claiming to have approved the ETF shown in the first screenshot of this article.

US Stock Market Update | Cryptocurrency-related stocks fall due to "fake announcement" incident, Coinbase drops nearly 3%

加密货币板块下滑，Marathon Digital 跌 3.6%，Riot 跌 3.3%，Coinbase 跌 2.1%。Lennar 涨 2.6%，将年度每股分红从 1.5 提高到 2 美元并额外回购 50 亿美元股票。Intuitive Surgical 涨 4.5%，Q4 营收超预期。WD-40 涨 7.7%，Q1 业绩超预期。

道指开盘涨 0.03%，标普 500 涨 0.1%，纳指涨 0.1%

马克斯直言，市场不应继续用 “金发姑娘思维” 投资，未来几年基准利率将在 2-4% 左右，而不是 0-2%，投资环境发生了巨大变化。

霍华德·马克斯最新发声：宽松货币时代已终结，赚钱变得更难

CES 2024 开幕，汽车自动化、智能化技术成焦点，中国参展规模突出。电动汽车热度下降，AI 智能座舱成趋势。

CES 2024 展现汽车行业新风向：电动车热度减弱， AI“上车” 成趋势

Terry Smith bluntly stated that in the past half century, few pioneers in the technology field have been able to become long-term leaders. When everyone has access to AI, no one will have any advantage.

Annual Shareholder Letter from the 'British Buffett': The market has deemed NVIDIA and Microsoft as winners in AI, but history has proven that the market is always wrong.

美国资产管理公司仍期待美国证券交易委员会批准现货比特币 ETF 基金的交易。SEC 将决定是否批准 Ark Investments 和 21Shares 等公司的 ETF 产品。多家公司的比特币 ETF 申请也在等待批准。预计批准这些产品将改变比特币的投资方式，并有力地提振加密货币行业。

美国资管公司仍期待比特币 ETF 获批

始祖鸟新上市的 “龙年限定” 服装火爆，一衣难求。始祖鸟母公司亚玛芬申请赴美上市，成为 2024 年首个赴美上市的中国企业。中年男性的消费能力被低估，一件原价 8200 元的冲锋衣被炒到 1.2 万元。

排队 3 小时才抢到！原价 8200 元的冲锋衣，被炒到 1.2 万元！中年男性的消费能力被低估了？

比特币向下触及 45000 美元/枚，日内跌 1.31%。

全球最大的资产管理公司贝莱德周三表示，拟将其拟议的现货比特币 ETF 的费用从 0.30% 降低至 0.25%。

贝莱德计划将现货比特币 ETF 的费用从 0.30% 降低至 0.25%

2023 年第四季度，中国手机市场上，苹果以 1501.16 万台激活量登顶第一，但同比下滑 10.6%。小米销量同比增长 38.4% 至 1180.21 万台，以 15.7% 的市场份额位居次席。华为以 15.3% 的市场份额紧随其后，位列第三。OV 表现不佳，销量跌幅超过 10%。小米 14 系列的表现令小米在四季度迎来强势追赶。小米股价也持续走高，累计上涨 18%。智能手机市场正走向消费降级，苹果在中国市场遭遇重大逆风。

手机开启消费降级

中国媒体汇总了 12 家 AI 芯片独角兽公司，它们是英伟达的有力挑战者。其中一家公司 Cerebras 以制造巨型芯片闻名，已获得 7 亿美元的融资。虽然 Cerebras 在商业客户方面面临挑战，但该公司宣布与美国梅奥诊所合作，开发专有 AI 模型。这项协议被称为价值数百万美元的协议。其他公司的情况尚不清楚。

颠覆 GPU、打倒英伟达！深扒 12 家 AI 芯片独角兽

After the SEC clarified that it has not approved the listing and trading of Bitcoin spot ETFs, cryptocurrency stocks plummeted before the market opened. NVIDIA rose more than 1% in pre-market trading, while Li Auto dropped more than 2%. BABA-SWR and Xiaopeng Motors both fell nearly 1%, and Pinduoduo followed suit. Bilibili rose more than 1%, while NetEase, BIDU-SW, NIO, and JD.com all saw gains.

Pre-market Update: Li Auto Falls, NVIDIA Rises! Coinbase Leads the Cryptocurrency Stock Market Plunge

SK 海力士首席执行官预测，在未来三年内，公司市值可能翻一番，成为 HBM 领域的领导者。受益于人工智能芯片需求激增，SK 海力士去年 12 月成为韩国第二大市值公司。SK 海力士的高带宽内存产品在三星和美光科技的竞争中占据优势，市场份额逐渐超过美光科技。SK 海力士的崛起主要归功于人工智能投资浪潮和技术突破。

夺回 “韩国老二” 位置后，“HBM 王者” 海力士 CEO 豪言：AI 时代，市值三年翻番

美联储若要避免 “流动性冲击”，停止 QT 的时间点将是开始消耗银行准备金之时。

理解美联储下一步的关键，“新政策目标”：流动性？

JPMorgan Chase has lowered its target price for BABA-SWR from HKD 120 to HKD 105, mainly due to Alibaba's weak revenue growth in the third quarter of the 2024 fiscal year, especially in terms of customer management income. This is expected to have a negative impact on the stock price in the near term.

Rating Quick Look | BABA-SWR target price continuously lowered! NIO-SW rating also downgraded

金十数据 1 月 10 日讯，从抖音生活服务举办的 “平台治理开放日” 上获悉，2023 年消费者在平台下单并实际到店的订单数量同比增长 179%。截至 2023 年底，抖音生活服务的经营门店数量增长至 450 万家，达人规模增长 33%，新开类目也增长了 71%。

抖音：2023 年生活服务到店订单增长 179%

字节跳动回应称懂车帝将成为独立公司，是基于业务正常发展的需要。据报道，懂车帝员工将迁往新成立的全资子公司，未来会拥有独立的办公地点。成立新公司可能是为了上市、寻找合作伙伴或独立核算等目的。字节跳动内部曾讨论将懂车帝分拆上市，但没有明确时间。根据给定信息，此消息属于 “企业相关信息” 的分类。

字节跳动回应懂车帝将成独立公司：基于业务正常发展需要

Hong Kong stocks closed with the Hang Seng Index down 0.57%. Pharmaceutical and catering stocks bucked the trend and rose, with HAIDILAO leading the blue-chip stocks. Non-farm data suppressed expectations of interest rate cuts, and the market is awaiting US inflation data. The Hang Seng Index fell with a turnover of HKD 74.514 billion. Zhejiang International pointed out that both domestic and external demand are under pressure, and policy efforts are the key. HAIDILAO received over 6 million customers, and Macquarie raised its forecast for the company's annual net profit. WUXI BIO and Johnson & Johnson's pharmaceutical stock prices rose, while Master Kong Holdings fell.

Hong Kong Stock Market Closing (01.10) | Hang Seng Index fell 0.57%, healthcare and catering stocks rose against the trend, HAIDILAO led the blue-chip stocks.

约十家基金公司正筹备在香港推出虚拟资产现货 ETF，其中七、八家已处于实际推进阶段。香港证监会和香港金管局已表示准备好接受虚拟资产现货 ETF 的认可申请。这将使香港成为亚洲区内第一个允许虚拟资产现货 ETF 上市的市场。HashKey Exchange 作为香港唯一两家获得发牌的虚拟资产交易所之一，在虚拟资产现货 ETF 上扮演着重要角色。目前的参与主要涉及虚拟资产交易和托管。

约十家基金公司筹备在香港推出虚拟资产现货 ETF

The trading volume of NVIDIA options has risen to 2.18 million contracts, with 62% of them being call options. Nearly 90,000 call options with a strike price of $550 and an expiration date of January 12th have been traded! The trading volume of Tesla options has slightly increased to 1.58 million contracts, with 56.5% of them being call options. 100,000 call options with a strike price of $240 have been traded.

US Stock Options | NVIDIA and Tesla regain the title of call option trading champions! Alibaba calls and Boeing puts continue to be hot

Taiwan Semiconductor reported a revenue of TWD 176.3 billion (approximately USD 5.7 billion) in December 2023, a YoY decrease of 8.4%. The fourth-quarter revenue reached TWD 625.5 billion (approximately USD 20.08 billion), exceeding analysts' expectations and remaining flat compared to the same period last year.