A.P. Møller - Mærsk A/S CEO warns that the Red Sea conflict will ultimately bring inflationary pressures to European and American consumers, causing significant disruptions in late January, February, and early March.

No hope for short-term resumption? A.P. Møller - Mærsk A/S CEO: Interruption of the Red Sea route may last for several months.

比特币站上 47000 美元/枚，日内涨 2.43%。

资产管理公司 VanEck：VanEck 推出比特币信托基金，这是一种 ETF，提供现货比特币敞口，代码为 HODL，其价格将具有竞争力，费用率为 0.25%，公司已向 HODL 注资 7250 万美元。

对冲基金新王 Citadel 证券计划收购瑞信中国证券业务，以扩大在中国的业务规模。Citadel 证券已提出约 20 亿元人民币的收购价，与瑞信希望的价格相符。此举是因为瑞银集团收购瑞信后，根据监管规定，瑞银必须出售瑞信在中国的业务。目前已有一家中国公司提出竞购。此外，外资控股券商在中国市场增多，花旗集团计划设立全资中国投行部门。

报道：“对冲基金新王” Citadel 要收购瑞信在华业务

According to a report by Citigroup, the devaluation of the Argentine peso in the fourth quarter resulted in a loss of approximately $880 million, while global restructuring expenses during the same period amounted to around $780 million.

Citigroup is facing losses in the fourth quarter due to the severe depreciation of the peso and the significant costs of restructuring.

Grayscale 比特币 ETF 在纽约证券交易所 ARCA 市场开始盘前交易；最新报价为 41 美元。

iShares Bitcoin ETF began trading in pre-market on the US stock market. Concept stocks related to cryptocurrencies collectively rose in pre-market, with Bit Digital surging over 13% at one point, Marathon Digital and Coinbase surging over 7% at one point. As for Chinese concept stocks, Bilibili, Li Auto, and XPeng all rose over 3%.

Pre-market trading in US stocks: Cryptocurrency stocks and Chinese concept stocks all rise! US December CPI to be released tonight.

受美国证交会批准现货比特币 ETF 推动，Robinhood 美股盘前涨超 3%。

Citigroup prefers Meta, Amazon, and Uber among large-cap technology stocks in the United States. It favors Disney, AppLovin, and Unity among gaming and streaming media concept stocks in the United States. Its top picks for Chinese technology stocks include Tencent, Pinduoduo, and Ctrip.

Rating Quick Look | Tencent, Pinduoduo "Preferred" and "Recommended"! Alibaba's target price has been lowered again.

BYD doesn't want to leave the iron throne.

Analysis suggests that CPI data is unlikely to shake the overall trend of the Fed's interest rate cuts, but an unexpected outcome that exceeds expectations may derail the market's anticipation of the first rate cut in March.

Will tonight's CPI data rebound and contradict the expectations of an interest rate cut?

商务部新闻发言人束珏婷表示，我们高度关注美方直接介入干扰荷兰企业对华出口光刻机问题。束珏婷说，美方将出口管制问题工具化、武器化，甚至对其他国家企业间的正常贸易横加干涉，中方对此坚决反对；同时敦促荷方尊重契约精神，支持企业开展合规贸易，维护自由、开放、公正、非歧视的国际贸易环境。束珏婷强调，中方将密切关注事态动向和影响，采取必要措施，坚决维护中国企业的合法权益。

美国直接介入干扰荷兰对华出口光刻机，商务部回应

WELLCELL HOLD, which will be listed on HKEX tomorrow, saw a significant surge of over 60% in the grey market today. Currently, the increase is around 50%, with a price of HKD 1.5. WELLCELL HOLD plans to issue 125 million shares with a subscription price of HKD 1-1.3 per share, raising a maximum of HKD 162.5 million. Each lot consists of 4,000 shares, with an entry fee of HKD 5,252.44 per lot.

WELLCELL HOLD surges 50% in the dark market!

印度企业盈利增长速度可能不足以维持股市的涨势，媒体汇编的数据显示，印度公司今年的利润增速预计为 17.7%，低于一个月前预测的 20%。

印度股市的隐患：科技板块已经连跌三周

丹斯克银行外汇和利率策略主管 Kristoffer Kjaer Lomholt 表示，将于今晚公布的美国通胀数据可能是决定美元和美国利率近期前景的关键，但不会 “改变游戏规则”。他在说明中表示：“我们预计今天公布的 CPI 不会改变游戏规则，因为数据大体上会与共识一致。” 他补充说，丹斯克银行研究部认为，从战略角度看，欧元兑美元仍是卖出的选择。

丹斯克银行：美国 CPI 不会改变 “游戏规则”，将与预期一致

华尔街知名投资机构伯恩斯坦（Bernstein）近日在报告中提到，2024 年对于特斯拉而言 “看起来比较艰难”，“投资者将逐渐对特斯拉的增长前景抱有质疑，尤其是我们认为，特斯拉在 2024 年及 2025 年的交付量增速都将低于 20%，” 这一数字远低于特斯拉此前所给出的 50% 年增速目标。

因电动汽车需求放缓，投行预计特斯拉今年销量增速难超 20%

The trading volume of BABA-SWR options doubled to 560,000 contracts, with put options accounting for 70%! Put options with a January 19 expiration date and strike prices of $90 and $95 for BABA-SWR traded 85,000 contracts and 77,000 contracts respectively, while put options with a strike price of $85 also traded over 60,000 contracts.

US Stock Options | BABA-SWR doubles in trading volume, investors rush to buy these three put contracts! Tesla and Apple calls are hot

港股区块链概念盘中走强，雄岸科技涨超 40%，新火科技控股涨超 30%，蓝港互动涨超 10%，金蝶国际、美图公司、金山软件等跟涨。消息面上，美国证监会史上首次批准比特币现货 ETF，授权 11 只 ETF 周四开始上市交易。

港股区块链概念盘中走强 雄岸科技涨超 40%

谷歌继续裁员，以降低开支。据报道，谷歌在多个部门裁员数百人，包括核心工程团队、Google Assistant 团队以及硬件团队。谷歌称此次裁员是正常的重组行动，但工会表示裁员是不必要的。裁员潮在硅谷蔓延，许多科技公司自 2022 年以来纷纷启动大裁员。

All in AI 后，谷歌继续裁员！

中国人民银行上海总部召开 2024 年工作会议，强调保持货币信贷和社会融资规模稳定增长，推动上海房地产市场平稳健康发展。会议还提到加强金融支持，促进新科技、新赛道、新市场的发展，以及加大债券、票据业务对重点领域的支持力度。会议还强调提高系统性金融风险防范能力，加强风险监测和机构风险化解，推进涉赌涉诈资金链治理，打击洗钱违法犯罪。会议还着重加强征信信息安全管理。

央行上海总部：2024 年保持货币信贷和社会融资规模稳定增长 推动上海房地产市场平稳健康发展

央行上海总部召开 2024 年工作会议，总结 2023 年工作，部署 2024 年工作。重点实施稳健的货币政策，引导信贷合理增长，用好结构性货币政策工具。配合地方政府推进房地产政策实施，推动金融支持房地产政策。推动科创金融联盟和绿色金融改革创新试验区建设。深化 “四贷” 长效机制建设，开展金融支持民营经济活动。支持上海市场主体发行票据。

央行上海总部：精准有力实施稳健的货币政策

MEITU's stock rose more than 6% in the afternoon, with a trading volume of HKD 168 million. OpenAI launched the GPT Store, and AI applications are expected to have a major breakthrough. GTJA believes that MEITU is a leader in the digital imaging industry, and its technological innovation has reached the top level in China. The U.S. Securities and Exchange Commission has approved the listing and trading of spot Bitcoin ETFs in an expedited manner, authorizing 11 ETFs to begin trading on Thursday.

Hong Kong Stock Market News | MEITU surges over 6% in the afternoon, AI applications set to explode, Bitcoin spot ETF approved for listing.

Tencent's stock rose more than 4% in the afternoon, and as of the time of writing, it has increased by 3% to HKD 288.6, with a turnover of HKD 4.467 billion. According to media reports, an insider close to Tencent's TiMi Studios revealed that TiMi has internally decided to allow top anchor Zhang Daxian from ByteDance to livestream the game "King of Glory". In addition, the livestreaming rights for this game will also be further opened to ByteDance. Both Tencent and ByteDance have not responded to this matter. Previously, market rumors stated that ByteDance's gaming division, Chaoxi Guangnian, is in negotiations with Tencent to sell multiple games, with the teams involved in the sale scattered in Shanghai, Shenzhen, and other places. In addition, Tencent's Interactive Entertainment Group held an internal employee meeting, where management discussed the increase in game licenses, the close connection between games and short videos, and announced the "Spring Shoots Plan" for self-developed projects, aiming to increase research and development resources for new opportunities, new gameplay, and niche games incubation. The management of IEG mentioned during the meeting that there are signs of improvement in the gaming environment, including an increase in game licenses in 2023 and the inclusion of esports in the Asian Games.

Hong Kong Stock Market News | Tencent surges more than 4% in the afternoon, rumors of Douyin Live testing "King of Glory"

* 华泰证券降阿里目标价至 123 美元 收入增长短期承压

* 华泰证券降阿里目标价至 123 美元  收入增长短期承压

印度央行行长：印度央行对加密货币的立场保持不变。

天眼查 App 显示，1 月 9 日，阿里巴巴雄安技术有限公司更名为河北雄安盛新聚技术有限公司。

阿里巴巴雄安公司更名为盛新聚

* 汇丰研究降蔚来目标价至 10.2 元 下调盈测反映竞争加剧及定价压力

* 汇丰研究降蔚来目标价至 10.2 元  下调盈测反映竞争加剧及定价压力

港股科网股大涨，美团涨 6.1%，腾讯控股涨超 4%，阿里巴巴、联想集团、京东涨超 3%。

恒指午后涨幅扩大至 2%，科指涨 2.7%，科网股走强，美团涨超 6%。

Volkswagen AG has integrated ChatGPT, a Samsung phone that can rotate 360 degrees, a handheld console equipped with an Intel chip, a baby cry translator, and a portable home power bank...

Emerging Technology Trends Showcased at CES 2024: AI, New Screen Technologies, and Smart Energy

Adena Friedman, CEO of the NASDAQ Composite Index, stated that the company is strongly supporting the use of technology to prevent financial crimes and is leveraging artificial intelligence (AI) to enhance its anti-crime services. The company is collaborating with banks, other exchanges, and brokerage firms to use AI to predict and expedite the identification of criminal activities. In addition, the anti-financial crime business of the NASDAQ Composite Index is one of the fastest-growing businesses. The CEO also discussed the environment for spot Bitcoin ETFs and the 2024 initial public offering (IPO). The NASDAQ Composite Index became one of the exchanges with the highest number of listings last year.

NASDAQ Composite Index uses AI to combat financial crimes

Alphabet：在全球范围内裁撤多个团队的部分职位。

Lsomorphic Labs uses an AI platform to predict biochemical structures and recommend potential compounds that are expected to have an impact on the human body, thereby assisting in the development of new drugs.

Reducing the drug discovery cycle from five years to two years! Alphabet-C DeepMind executive explains the goal of "AI drug research"

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%。