Salesforce's revenue and profits for the fourth quarter exceeded Wall Street expectations, but the full-year revenue guidance for the fiscal year 2025 fell short of expectations and did not incorporate the impact of artificial intelligence into the guidance.

Salesforce turned a loss into a profit in the fourth quarter, but its performance guidance fell short of expectations, causing the stock price to plummet by 7% at one point.

比特币价格突破 6 万美元大关，加密货币迎来短期繁荣。比特币 ETF 获批和即将到来的 “减半事件” 成为价格上涨的原因。香港已批准期货型比特币 ETF，南方东英比特币期货 ETF 今年涨幅高达 134.51%。大型投资者和关键人物可能会在 4 月减半事件之前重新投入比特币。

港股概念追踪 | 比特币价格突破 6 万美元大关 加密货币迎来短期繁荣 (附概念股)

苹果首席执行官库克表示，苹果计划在今年晚些时候披露更多关于人工智能计划的信息，以进一步加入这一热潮。此前有报道称苹果放弃了汽车开发项目，将资源调整至人工智能研发部门。库克表示，他们对生成式人工智能的突破潜力充满信心，并相信这将为用户带来变革性机遇。

库克：苹果将公布人工智能计划

The Dow Jones Industrial Average has fallen for three consecutive days, with BIDU-SW dropping by about 8%. Bitcoin-related stocks have risen against the market trend, with MicroStrategy gaining 40% in three days. Coinbase experienced a system crash due to increased trading and traffic. Short-selling institution Citron is bearish on Coinbase. Ming-Chi Kuo stated that the demand for Vision Pro in the U.S. market has significantly slowed down. ByteDance is secretly developing multiple AI products, including multi-modal digital humans.

Breakfast | Chip stocks and AI concept stocks are cooling down, Cook says Apple will open up new territory in generative AI this year.

比特币一度升破 6.4 万美元，MicroStrategy 股价三天暴涨 40%，创始人身价飙升 7 亿美元。全球持有比特币最多的上市公司 MicroStrategy 本周累计上涨 40%，公司创始人兼董事长迈克尔·塞勒的身价三天内暴增近 7 亿美元。塞勒持有 12% 的股份，并在 2020 年披露个人持有 17732 枚比特币。MicroStrategy 的比特币持仓总量达到约 19.3 万枚，价值近 118 亿美元。周三比特币价格达到 2021 年 11 月以来的最高水平，MicroStrategy 股价受此影响暴涨。

比特币一度升破 6.4 万美元，MicroStrategy 股价三天暴涨 40%，创始人身价飙升 7 亿美元

The Dow and Nasdaq hit a new weekly low; the tech giants "Big Seven Sisters" all fell together during the trading day, with Google dropping nearly 2%, while Tesla rose over 1%; chip stocks fell over 1%, underperforming the market, with Nvidia dropping over 1%; AI concept stocks retreated, with SoundHound, which surged nearly 20% on Tuesday, briefly exceeding 10%, but C3.ai soared after its earnings report, rising over 10% after hours; Bitcoin-related stocks surged, with MicroStrategy rising over 10% and Canaan up nearly 6%. Chinese concept stocks fell over 1%, ending a five-day winning streak, with XPeng down nearly 7%, Nio and JD.com down over 5%, Li Auto down over 1%, marking its first decline since announcing earnings. The German stock market hit a historic high for the fifth consecutive day, with ASML falling over 1%, ending its record high streak. After the U.S. GDP data, U.S. bond yields fell, hitting a daily low. The U.S. dollar index rebounded to a one-week high after the GDP data, erasing most of its gains. Offshore Chinese yuan fell for the fifth consecutive day, breaching 7.22 to hit a new low in over a week. Bitcoin surged over $7,000 during trading, approaching $64,000, breaking $60,000 for the first time in over two years. U.S. oil prices turned lower during trading, falling from a more than one-week high, with Brent crude contracts barely closing higher, hitting a three-month high. Gold turned higher after the GDP data, but ultimately closed lower. London copper fell to a more than one-week low, while London nickel rose for the second consecutive day to a three-month high. Updates in progress.

Before the heavyweight PCE inflation, the Dow fell for the third consecutive day, AI concept cooled down, BIDU-SW dropped by 8% after the earnings report, and Bitcoin rose above $60,000.

Palo Alto Networks(PANW) rose 3.95%, with a trading turnover 6.7 Billion USD, and a year-to-date rose 6.7%.Micron Tech(MU) rose 2.67%, with a trading turnover 2.0 Billion USD, and a year-to-date rose 7.6%.ARM(ARM) fell 5.64%, with a trading turnover 2.5 Billion USD, and a year-to-date rose 83.6%.Amgen(AMGN) fell 2.75%, with a trading turnover 935.7 Million USD, and a year-to-date fell 2.5%.

Top 5 US Stock Gainers/Losers (>100B)

周四道琼斯指数连续三天下跌，AI 概念股百度跌超 7%。比特币创下两年新高，首次突破 6 万美元大关。美国 GDP 数据显示经济增长 2.5%，低于预期，但个人消费支出强劲。重磅通胀指标 PCE 物价指数将公布。美债收益率刷新日低，欧美国债上涨。

重磅 PCE 通胀前，道指三连跌，AI 概念熄火，百度跌超 7%，比特币两年多来首破 6 万美元大关

美国参议员 Stabenow 正在制定新的加密货币立法。

比特币快速回落至 60000 美元下方，较高位回落近 5000 美元。

比特币快速回落至 60000 美元下方

Renowned Apple analyst Ming-Chi Kuo from TF International Securities wrote that the demand for Apple Vision Pro in the U.S. market has significantly slowed down, with current shipping times improved to 3-5 days. It is now estimated that a new model with significant changes in Vision Pro specifications may not be mass-produced until 2027.

Renowned Apple analyst: Vision Pro's demand in the U.S. market has significantly slowed down, with no abnormal return rate.

比特币首次升破 60,000 美元，投资者乐观情绪高涨。追捧者认为比特币有望再创新高。比特币的上涨部分原因是美国交易所交易基金成功推出，吸引了超过 60 亿美元资金。此外，比特币供应增速放缓也推高了市场乐观情绪。比特币的上涨也刺激了对其他小型代币的投机兴趣。比特币有望创下 2020 年 12 月以来的最大单月涨幅。

比特币狂飙至 60,000 美元上方 追捧者看好它再创新高

市场对美联储降息押注继续减少。道指三连跌，芯片股、AI 概念股跑输大盘。早盘芯片股指跌超 1%，英伟达跌超 1%，周二大涨的 AI 概念股 SoundHound 曾跌超 10%。中概股指跌超 1%，小鹏汽车曾跌近 8%，蔚来汽车曾跌近 7%，理想汽车曾跌超 5%。比特币盘中曾涨破 6.1 万美元，比特币矿机巨头嘉楠科技曾涨超 10%。油价在连续两日上涨后转跌。

美股指齐跌，AI 概念股大幅回落，百度盘中跌超 6%，比特币站上 6 万美元关口

On Wednesday, Bitcoin-related stocks continued to rise. As of the time of writing, Coinbase surged over 4%, MicroStrategy over 6%, Marathon Digital over 5%, and Riot Platforms over 0.8%. Previously, Bitcoin briefly surpassed $60,000. The price of this digital asset has risen by over 15% this week and by 40% year-to-date. The main reasons could be the excitement sparked by a series of Bitcoin spot ETFs trading since January and the upcoming "halving," where the new supply of Bitcoin will be halved, which is typically seen as a catalyst for a significant increase in Bitcoin prices.

US Stock Market Update: Bitcoin briefly surpassed $60,000, while MicroStrategy surged over 6%.

Barclays pointed out that if the earnings of large-cap tech stocks continue to exceed expectations, coupled with a rebound in earnings from other industries, the S&P 500 could reach 6050 points, with earnings per share reaching $252.

The most optimistic investment bank has appeared? Barclays: S&P 500 could potentially exceed 6,000 points.

Author | Wall Street Major Event NVIDIA's stock price fell by 0.49% on the previous trading day, closing at 787.01 yuan, with a market value of 1.96752 trillion US dollars and a turnover of 30.853 billion US dollars.01NVDA related news [Wood Sister responds to selling NVIDIA: profit exceeds 150 times, secure gains] On February 26th, Eastern Time, Cathy Wood, the fund manager of Ark Investment Management, talked about why she sold NVIDIA (NVDA) on the social platform X. "In 2014, most investors still saw NVIDIA as a PC gaming chip company, but we chose to buy it at a price of $5. Now, NVIDIA's profit has increased by over 150 times, so we chose to take profits." 13F data shows that in the fourth quarter of 2023, Ark Invest held 148,000 shares of NVIDIA, a decrease of 34.13% from the end of the third quarter, with a market value of 73.33 million US dollars, accounting for 0.44% of total assets. It is reported that Wood Sister has been selling NVIDIA for five consecutive quarters. [Former AMD executive reveals: NVIDIA uses its market position to squeeze out competition, manipulate GPU supply] Chip manufacturer Groq recently accused NVIDIA of unfair competition, claiming that it would delay shipments to customers who also use AI processors from other manufacturers in data centers.

NVIDIA Daily Report (February 28th)

Apple needs to quickly find a better direction for AI implementation, whether it's deploying AI on Apple phones or the rumored next-generation wearable devices like AI earphones.

Abandoning cars for Apple means what? The urgency to bet on AI and next-generation wearable devices has become more pressing.

Bitcoin continues to break through $59,000, hitting a new high since December 2021.

Preview of US Stock Market: BTC breaks $59,000, BlackRock's spot ETF trading volume exceeds $1.3 billion.

投资者将最新表态视为监管机构推动企业改革的强烈信号。

要么增长要么退市！韩特估要来真的了？

Snowflake is set to announce its Q4 earnings after the U.S. stock market today. Analysts expect its revenue to grow by 29% to $761 million;
On the same day, Salesforce will also release its earnings, with analysts predicting its EPS to increase by 24% to $2.09 compared to the same period last year. The market is closely watching whether AI will bring additional growth to both companies.

Earnings Report Preview | Amid the AI boom, SNOW and CRM are expected to continue growing.

吉利控股集团董事长李书福成功将豪车品牌路特斯送上资本市场，该品牌上市首日市值达 93 亿美元，李书福约获得 250 亿元的投资回报。路特斯集团 CEO 表示，上市只是实现未来目标的一步，路特斯希望在电动化时代继承赛道基因，打破销量壁垒。这次成功 IPO 展示了投资者对于路特斯未来发展的期许。作为英国老牌超跑车企，路特斯过去命运坎坷，但在新能源时代获得了重生机遇。李书福的资本运作能力再次获得肯定。

李书福七年 “大赚” 百亿

Salesforce is set to announce its fourth-quarter earnings after the U.S. stock market closes on Wednesday. Wall Street expects Salesforce's Q4 revenue to increase by 2% year-on-year to $8.52 billion, with adjusted earnings per share expected to rise by 24% to $2.09. Salesforce has been focusing its recent investments on enhancing its artificial intelligence capabilities to meet the growing demand in the widespread use of AI applications. The company had an impressive $1.37 billion in free cash flow at the end of the third quarter, which should help support its investment activities and explore new opportunities. The company's proactive cost-cutting measures have begun to yield the expected results, driving profit margin growth. Salesforce's stock price has been steadily rising in recent months, currently hovering near its historical high in 2021. With analysts' optimistic expectations, the stock seems poised to break through the $300 mark in the coming weeks, reaching new highs. Salesforce's third-quarter performance announced at the end of November showed a year-on-year revenue growth of 11% to $8.72 billion, in line with expectations; adjusted earnings per share were $2.11, surpassing the analyst's average expectation of $2.06.

Earnings Report Preview | Q4 Revenue, EPS Expected to Increase YoY, Will Salesforce Stock Hit a New High?

Tesla: There are now over one million job openings on X!

Daily Tesla Report (February 28th)

In a bear market, you can buy freely, but in a bull market after a period of time, you need to be cautious, cautious, and cautious again.

The Self-cultivation of Investors: Focus on Economic Cycles and Bull-Bear Alternation

苹果取消造车计划，转向生成式 AI 项目，可能导致数百名硬件工程师和车辆工程师面临裁员。 苹果股价受此消息影响有所回升。与此同时，英伟达在 AI 领域的表现受到市场认可，股价持续上涨。 苹果和台积电的合作关系有所转变，台积电的高昂芯片价格引发苹果和高通的降价促销。 苹果的市值被微软超过，英伟达正在取代苹果成为台积电最有能力的买家。

苹果最大的敌人是英伟达？

盘前大涨 50%，人造肉第一股 BYND 起死回生？约会软件公司 Bumble 业绩不及预期，盘前跌超 8%，2021 年上市以来区间最大跌幅达 85%。

WSB 热议｜英伟达持仓股 SOUN 连续暴涨， 交易额高达 21 亿

雷军在微博发文称：苹果退出造车后，苹果用户选购智能电动车，小米 SU7 肯定是最好的选择。

雷军：苹果用户选购小米汽车是最好选择

美股 AI 概念股盘前多数上涨，Bigbear.ai 涨超 14%，SoundHound AI 续涨 5%，Jet.AI 涨超 5%。

美股人造肉巨头 Beyond Meat 美股盘前一度涨逾 70%，去年第四季度业绩超市场预期。

比特币 2 月累涨 39.7%，创下自 2020 年 12 月以来最大月度涨幅。

Viking's new weight loss miracle drug can help you lose 29 pounds in just over 3 months! However, the company has had zero revenue in recent years.

The stock price of Viking, a weight-loss company, has surged by 1000% in the past four months!

催化不断！继大模型、版号之后，游戏行业盛会下月也将召开。微软新技术将亮相，包括 AI 赋能游戏加码和微软的 DirectSR 技术等。

催化不断！继大模型、版号之后，游戏行业盛会下月也将召开

According to the statistics of the 52-week high and low in the Hong Kong stock market, as of the close on February 28th, 50 stocks hit a 52-week high, with Xinneng Low Carbon Equity, JNBY, and BESTSTUDY EDU ranking in the top 3 in terms of hitting new highs. Additionally, 35 stocks hit a 52-week low, with TERN PROPERTIES, Sunshine 100 China, and Sanofi-Aventis - B ranking in the top three in terms of hitting new lows.

Zhitong Hong Kong Stock 52-Week Highs and Lows Statistics | February 28th

比特币日内涨超 3%，最高至 58604 美元/枚，为 2021 年 12 月以来的最高水平；以太坊日内涨 1.7%，至 3305.0 美元/枚。

金十数据 2 月 28 日讯，据悉，全球最大矿业公司必和必拓已启动全球业务重大重组，涉及矿山规划、去碳化和遗产保护等多个部门，并开始在澳大利亚裁员。在必和必拓 CEO 韩慕睿表示澳大利亚的工资上涨 “尤其成问题” 后，该公司正解散部分专家团队，以简化业务并削减成本。

必和必拓据悉启动全球业务重大重组，开始在澳大利亚裁员

比特币价格正处于潜在变革性加密货币牛市周期的前沿。Stony Chambers Asset Research 预测比特币有望在 2025 年上涨，并指出今年的 “减半” 事件将推动比特币价格上升。此外，比特币价格与全球 M2 的走势接近，加上宏观环境适合比特币持续走强，因此目前比特币仍具有上涨动力。虽然比特币的流通供应量将持续缩减，但短期内价格将受情绪主导。总体而言，比特币的长期前景值得看好。

现货 ETF 获批只是 “开胃菜”！ 比特币这一轮牛市顶部看 17.5 万美元

港股汽车股走低，小鹏汽车、零跑汽车、长城汽车均跌超 5%，蔚来汽车跌 4%，广汽集团、比亚迪股份跌近 3%。

The artificial intelligence industry is currently in a rapid development stage, with continuous technological advancements expected by 2024. NVIDIA's launch of Gear further emphasizes embodied intelligence, and future investment opportunities will gradually shift from hardware and tools to software products. CITIC Securities recommends continued focus on AI-related tech companies in the US stock market. The release of Sora indicates that the American AI industry has entered the stage of mental dominance and topic marketing after reaching a certain level of technological and product accumulation. Sora's video "Snowy Tokyo" has already reached 92.5 million views, demonstrating high duration, high quality, and high relevance to user preferences.

CITIC Securities: Why is Sora so popular?

针对特斯拉 FSD 即将进入中国的传闻，特斯拉中国客服表示，目前没有推出的准确时间。

特斯拉完全自动驾驶两周内进入中国？客服回应：目前没有准确时间表

Source: Benzinga. The digital investment platform Webull is set to go public through a SPAC merger announced on Wednesday. The digital investment company will merge with the listed SPAC SK Growth Opportunities Corporation (NASDAQ: SKGR). The deal values the digital investment platform company at $7.3 billion. If the merger is approved, the new company will go public under a new stock symbol yet to be disclosed as Micro Bull Company. Webull's investors include General Atlantic, Coatue Management, Lightspeed Venture Partners, and J. Rothschild Capital Management. About Webull: According to the press release, Webull has over 20 million registered users globally. Webull was launched in the United States in 2018 and later expanded to Europe, Latin America, and the Asia-Pacific region. The company states that its business spans across 15 regions worldwide. In 2023, Webull's trading volume reached $370 billion, with 430 million options contracts traded on its platform. SKGR Stock Performance: The stock price rose by 5% on Wednesday to $11.50, with a 52-week trading range of $10.35 to $11.60.

Webull is going public through a SPAC merger.

哪吒汽车已启动赴港 IPO 准备，签约基石投资金额超过 20 亿元人民币。该公司表示目前没有更多信息可以提供。哪吒汽车已完成至少 10 轮融资，总融资金额超过 200 亿元，投资者包括深创投、宁德时代等。根据公布的数据，2023 年哪吒汽车销量下滑，财务方面亏损超过 111 亿元。

新股消息 | 传哪吒汽车已启动赴港 IPO 准备 签约基石投资金额超 20 亿元

香港财政司司长陈茂波在新一年政府财政预算案中表示，亚太首只追踪沙特阿拉伯股票的指数基金去年底在香港上市，是两地市场加强联通的重要里程。同时，香港也正推动在中东上市一只追踪香港股票指数的 ETF，香港金融管理局正与多家金融机构就此进行商讨。

香港财政司司长陈茂波：正推动追踪香港股票指数 ETF 在中东上市

Tesla CEO Elon Musk reflects on the challenges of running a car company after Apple reportedly puts its electric car project on hold. Musk emphasizes that volume production and positive cash flow are crucial for an auto company's survival. This news falls under the category of business-related information.

Tesla CEO Elon Musk Reflects On Hardships After Apple Calls It Quits: 'The Natural State Of A Car Company Is Dead'

美国商业地产危机持续，改造办公楼仍需降价 50% 才划算。加拿大养老金以折扣价格出售商业地产，纽约地产仅售 1 美元，引起市场关注。根据高盛模型，目前商业地产每平方英尺改造将损失 164 美元，需将价格下降 50% 才能获得收益。商业地产价格持续下跌，旧金山商业地产降幅已达 35%。商业地产危机可能对银行造成冲击。美国商业地产止赎数量增加，贷款人面临还款和再融资成本压力。商业地产改造面临挑战，尚需降价才能吸引开发商。

美国商业地产想 “重生”？高盛：价格再跌 50% 才有可能

Dell Technologies stated that the entire hardware industry is about to undergo a major upgrade and transformation.

Dell Technologies: Every PC will become an AI PC.

越南经济的三大支柱行业是金融、地产和制造业。截至 2023 年，金融业占胡志明市证券交易所总市值的 43%，房地产占总市值的 15%。越南制造业产值增长了约 5 倍，并于 2022 年突破 1000 亿美元，占 GDP 的 25%。预计越南的资本市场将受益于宏观经济复苏和再融资利率下调的积极影响。

一文读懂越南三大支柱行业——金融、地产和制造业

香港特区财政司司长陈茂波宣布，为鼓励更广泛使用电动车，电动车首次登记税宽减安排将延长两年，但宽减额将下调 40%。其中，电动私家车 “一换一” 计划下的首次登记税最高宽免额将调整至 17.25 万港元，一般电动私家车的宽免额上限则将调整至 5.85 万港元。此外，税前车价超过 50 万港元的电动车将不获宽免。其他种类的电动车在未来两年将继续获全数豁免。

陈茂波：香港电动车首次登记税宽减安排延长两年 宽减额减四成

香港特区政府新一份财政预算案今日（28 日）发表。香港特区政府财政司司长陈茂波表示，“数字人民币” 会在香港扩大试点范围，市民将可便捷开立和使用数字人民币钱包，并通过 “转数快” 进行增值，进一步提升跨境支付效率和用户体验。

数字人民币会在香港扩大试点范围

香港财政司司长陈茂波：香港政府将宽减 2023/24 年度 100% 的薪俸税和个人入息课税，上限为 3,000 港元。

香港财政司司长陈茂波：将把应缴利得税减免 100%，上限为 3000 港元。今年上半年将落实首批直接投资和共同投资项目，涵盖生命科技、绿色科技和金融、半导体、芯片、制造业升级转型等领域。 香港将增拨 11 亿港元支持旅游业相关活动。