两位人工智能领域的重要人物，OpenAI 首席执行官奥特曼和特斯拉 CEO 马斯克之间发生了商业对决。马斯克指责奥特曼为了利润而背离了 OpenAI 的初衷，两人在商业理念上产生分歧。双方在人工智能领域的关系紧张，马斯克宣布切断了 OpenAI 对 X 平台的数据访问。这场纷争揭示了人工智能领域力量平衡的问题。

权力与背叛：马斯克与奥特曼如何从兄弟情走向商业对决｜硅谷封面

Some analysts believe that due to the current oversold state of Apple's stock price, there may be an opportunity for a rebound. However, Apple's valuation is not considered cheap, so investors should exercise caution when considering buying Apple's stock.

Apple's stock price has fallen for six consecutive times, plunging into the most severe oversold condition in years.

特斯拉股价下跌，摩根士丹利下调价格目标。摩根士丹利分析师指出，特斯拉在中国等主要市场的电动汽车需求疲软，导致销售下滑。他预计今年价格竞争将持续，特斯拉股价可能继续下跌。特斯拉股价本周已下跌逾 11%，市值蒸发逾 700 亿美元。

特斯拉股价下跌，之前摩根士丹利因需求疲软下调价格目标

Wall Street veteran Ed Yardeni raises concerns about tech giants like Apple and Tesla, as well as the impact of AI and China on the stock market's Magnificent Seven. Yardeni highlights a fragmentation within the ranks of the Magnificent Seven and a potential slowdown in the Chinese economy. He also discusses the evolving narrative around AI and its impact on companies, with Nvidia presenting a positive outlook. Yardeni observes a mix of rational and potentially irrational exuberance among investors, but believes the market has not reached the levels of the dot-com bubble. He speculates on the Federal Reserve's moves and expresses a tempered outlook.

'They Are Not All Magnificent': Wall Street Veteran Points Out 2 Vulnerable Magnificent 7 Stocks

Media reports indicate that New York Community Bancorp is seeking to boost confidence by selling equity to inject cash into the bank. Following this news, NYCB's stock price plummeted, but eventually closed up over 7%, marking a two-day consecutive increase.

Shen V rebounds! Regional bank NYCB officially announced raising over 1 billion, with the stock price rising over 30% after dropping nearly 50%.

Foot Locker(FL) fell 29.35%, with a trading turnover 855.2 Million USD, and a year-to-date fell 22.2%. Nordstrom(JWN) fell 16.08%, with a trading turnover 311.5 Million USD, and a year-to-date fell 4.9%. Thor Industries(THO) fell 15.44%, with a trading turnover 372.4 Million USD, and a year-to-date fell 9.5%.

Top 10 US Stock Losers (3.6)

Dada Nexus(DADA) rose 29.95%, with a trading turnover 32.2 Million USD, and a year-to-date fell 22.9%. BeyondSpring(BYSI) rose 17.93%, with a trading turnover 10.2 Million USD, and a year-to-date rose 280%. TAL Edu(TAL) fell 9.02%, with a trading turnover 177.3 Million USD, and a year-to-date fell 5%. Yatsen(YSG) fell 7.95%, with a trading turnover 1.9 Million USD, and a year-to-date fell 24.8%.

Top 5 CDRs Gainers/Losers (>100M) (3.6)

Solowin(SWIN) rose 135%, with a trading turnover 72.4 Million USD, and a year-to-date rose 1471.9%. Cipher Mining(CIFR) rose 27.37%, with a trading turnover 63.5 Million USD, and a year-to-date fell 12.1%. Microstrategy(MSTR) rose 18.57%, with a trading turnover 4.4 Billion USD, and a year-to-date rose 97.3%.

Top 10 US Stock Gainers (3.6)

Taiwan Semiconductor(TSM) rose 4.89%, with a trading turnover 3.1 Billion USD, and a year-to-date rose 36.1%. Pfizer(PFE) rose 4.26%, with a trading turnover 2.3 Billion USD, and a year-to-date fell 4.2%. Morgan Stanley(MS) fell 3.89%, with a trading turnover 2.2 Billion USD, and a year-to-date fell 7.3%. PDD(PDD) fell 3.87%, with a trading turnover 1.4 Billion USD, and a year-to-date fell 20.3%.

Top 5 US Stock Gainers/Losers (>100B) (3.6)

JD's senior management stated that in 2024, JD will continue to focus on enhancing price competitiveness and platform ecosystem development, with confidence in outperforming the social zero growth rate. In addition, JD has been paying attention to international opportunities and cautiously piloting overseas business expansion.

JD's conference call: Focusing on price competitiveness, advancing platform ecosystem development, and cautiously piloting overseas business expansion.

根据给定的信息，这是一条关于 AMD（高级微设备）的新闻。AMD 在 MS TMT Conference 上举行了一场小会，讨论了 2027 年 4000 亿美金市场规模的计算方式。他们考虑了从企业中获得的生产率提高的证据以及客户对长期需求的反馈。此外，他们还提到了与中国合作推出定制产品的计划，并回应了英伟达加速产品发布的竞争。总之，这是一条关于 AMD 公司的业务相关信息。

AMD 小会、高通发布 NPU 报告、推荐算法

The analysis points out that the U.S. labor market is vibrant, but this data will not affect the Federal Reserve's interest rate decision for this year.

"Mini non-farm" rebounds! The employment figures for February in the United States show an increase of 140,000 people, in line with expectations.

比特币在 3 月 5 日创下历史新高，达到 6.9 万美元，亚洲投资者交易量占七成。然而，比特币随后出现大幅下跌，跌幅超过 10%，一度跌破 6 万美元。与此同时，以太坊短线突破 3800 美元，市值也大幅增长。比特币衍生品交易中爆仓金额达 5.54 亿美元。总体而言，比特币市场波动较大，投资者需要谨慎对待。

比特币创历史新高 亚洲投资者交易量占七成

Brands aiming to expand rapidly are feeling anxious, NAYUKI can't afford to wait any longer.

NAYUKI completely "puts down its ego" | Insights from Dolphin Research

Novo Nordisk AS, LVMH, ASML, and SAP AG-Sponsored are frequent nominees, but the European market has yet to produce a stock group that truly rivals the "Seven Sisters" of the US stock market.

Searching for European "core assets" to forcibly benchmark against the "Mag 7"?

好大一个挑战！贝莱德基金总经理陈剑转任总经理，仍代任督察长。贝莱德基金是首家外商独资公募基金公司，但近两年业绩持续走低，多只权益基金浮亏。新任总经理将面临重振贝莱德的标志性挑战。陈剑长期从事法律工作，对公司情况熟悉。然而，他没有资管机构经验，如何应对贝莱德的困境仍待观察。

好大一个挑战！资深法律人接任贝莱德基金总经理

韩国三星电子的员工收入占公司营收比例逐年下降，员工人均年薪同比下降 11.1%。高管薪酬也下降 42%，使得董事和员工之间的平均薪酬差距收窄至 32 倍。公司财报显示，2023 财年营业利润减少 85%，全年营业利润跌破 10 万亿韩元。三星电子的营收和薪酬水平在韩国仍处于领先地位。

韩国第一大公司降薪了？！

When it comes to randomness and uncertainty: you should leverage them, not avoid them.

Antifragile: Benefiting from Uncertainty

诸如 Coinbase、Marathon 等与加密货币相关的股票重获投资者关注，但背后的高风险仍不容忽视。什么风险？

比特币概念股，超越比特币？

JD's pre-earnings rose by over 8% at one point, now narrowing to 6%; XPENG-W surged over 5%, Bilibili over 4%, Li Auto over 3%, and Alibaba over 2%. Dada Nexus surged over 20% at one point. CrowdStrike soared by 28% at one point, Couchbase rose by 10%, and ChargePoint fell by over 7% at one point.

Pre-market trading in the US: JD's strong performance surged by 6%, leading the Chinese concept stocks! The market is focusing on Powell's testimony hearing.

Airship AI Holdings 美股盘前涨超 42%，昨日收盘涨 200%。

Airship AI Holdings 美股盘前涨超 42%

Fool.com contributor Parkev Tatevosian reviews Fastly (FSLY -5.64%) stock and answers if the price decline is a buying opportunity for long-term investors. *Stock prices used were the afternoon prices of March 3, 2024. The video was published on March 5, 2024.

Down 89%, Should Investors Buy Fastly Stock?

The fashion company ANF surged by 285% last year and increased by 58% this year.

WSB hot topic | When cybersecurity meets AI, CRWD soars 24%

Perplexity 凭借庞大的用户规模，估值两个月翻一倍，比 ChatGPT 更具时效性还不会 “胡言乱语”，比谷歌给出的答案更精准直接，还不受广告困扰，对话式搜索引擎的未来或许正在到来。

黄仁勋 “几乎每天用”！Perplexity 会是 “搜索的未来” 吗？

CICC believes that industry price wars will have a short-term negative impact on sector valuations, and has lowered Nio's target price to HKD 40.3; Morgan Stanley predicts that Tesla's profitability in the first half of this year will be lower than expected. To address the decline in profit margins, Tesla is expected to temporarily halt price reductions.

Rating Quick Look: Tesla, Nio Target Prices Downgraded! Alibaba, "AI Magic Stocks" AMD, Nvidia Receive Positive Outlook

比特币和黄金本周创下历史新高，这一现象给全球市场传递了复杂的信号。比特币被视为投机资产，而黄金被视为避险资产。两者同时创下纪录，但驱动因素不同。比特币上涨得益于美国比特币现货 ETF 的资金流入，而金价上涨可能是出于对地缘政治紧张局势风险的担忧。投资者可以通过追逐短期势头来解决这个问题。比特币和黄金都受益于宽松货币政策预期。

比特币、黄金同创新高，市场很矛盾：投机 or 避险？

金价上涨，建行上调个人黄金积存起点至 600 元。国际金价突破历史新高，国内黄金价格也随之上涨。周大福、周生生、六福珠宝、潮宏基等品牌的黄金首饰价格均达历史高位。建行表示此次调整符合中国人民银行相关规定。调整前已设置成功的定期积存计划不受影响。投资需谨慎。

金价创新高，国有大行上调个人黄金业务积存起点

The hottest contract overnight is no longer the call option, but the Tesla contracts expiring on March 8th with strike prices of $180 and $175, with nearly 120,000 and 110,000 contracts traded respectively! Sofi Tech's stock price plummeted over 15%, with options trading surging to 780,000 contracts, evenly split between call and put options.

US Stock Options | NVIDIA, NIO-SW trading volume drops significantly! Tesla put options are unusually hot.

中国发改委主任郑栅洁在全国人大二次会议经济主题记者会上表示，中国的新型城镇化建设取得了重要进展，中西部的城镇化建设还有很大潜力，户籍人口城镇化率和常住人口城镇化率还有较大差距。据初步估算，每提高一个百分点的城镇化率，可拉动大约万亿规模的新增投资需求，为中国式现代化提供动力和支撑。

郑栅洁：初步估算城镇化率每提高一个百分点，可拉动万亿规模新增投资需求

DPC DASH(01405) fell 11.58%, with a trading turnover 21.4 Million HKD, and a year-to-date fell 21.1%. HORIZON CD(09930) fell 9.85%, with a trading turnover 5.9 Million HKD, and a year-to-date fell 60.1%. YUEXIUTRANSPORT(01052) fell 7.42%, with a trading turnover 56.9 Million HKD, and a year-to-date fell 0.2%.

Top 10 HK Stock Losers (3.6)

JD(09618) rose 7.79%, with a trading turnover 1.9 Billion HKD, and a year-to-date fell 20.7%. KUAISHOU-W(01024) rose 7.18%, with a trading turnover 1.5 Billion HKD, and a year-to-date fell 12.7%. TME-SW(01698) fell 4.82%, with a trading turnover 9.9 Million HKD, and a year-to-date rose 16.2%. PRADA(01913) fell 2.73%, with a trading turnover 69.9 Million HKD, and a year-to-date rose 23.7%.

Top 5 HK Stock Gainers/Losers (>100B) (3.6)

UBTECH ROBOTICS(09880) rose 88.13%, with a trading turnover 282.6 Million HKD, and a year-to-date rose 123.2%. NEWBORNTOWN(09911) rose 45.45%, with a trading turnover 106.2 Million HKD, and a year-to-date rose 32%. FOURTH PARADIGM(06682) rose 21.9%, with a trading turnover 36.5 Million HKD, and a year-to-date rose 17.5%.

Top 10 HK Stock Gainers (3.6)

国内半导体盛会即将开幕，行业有望迎来加速复苏。SEMICON/FPD China 2024 将于 3 月 20 日在上海开幕，是全球最大规模的半导体嘉年华活动。2024 年全球半导体市场有望出现较为乐观的增长，预计增速最高可达 20.0%。美洲及亚太地区将是反弹的主要地区，集成电路市场规模有望达到 4875 亿元，同比增长 15.5%。

国内半导体盛会即将开幕，行业也有望迎来加速复苏

比特币站上 67000 美元/枚，日内涨 5.87%。

3 月 6 日，十四届全国人大二次会议经济主题记者会召开，人民银行行长潘功胜表示，目前我国银行业存款准备金率平均在 7%，后续仍然有降准空间。

潘功胜：目前我国银行业存款准备金率平均在 7%，后续仍然有降准空间

NVIDIA's CFO answers various questions from Morgan Stanley analysts.

Demand explosion! NVIDIA chips out of stock (Morgan Stanley TMT Conference Chinese version)

“重压之下” 的鲍威尔需要再次阐述，为何要在控制通胀卓有成效的情况下坚持将利率长期维持在高位。

鲍威尔周三国会听证，市场最关注什么？

比特币价格可能在 2030 年达到 150 万美元，预计市值将超过 30 万亿美元。Ark Invest 首席执行官凯西·伍德认为，增加的机构和长期持有者、持有者总数的增加以及比特币现货 ETF 的推出是推动比特币价格上升的重要因素。过去一个月，ARKB ETF 的净资产增加了超过 20 亿美元，表现优于市场，吸引了巨额资金流入。此外，ETF 的每日购买活动可能导致比特币供应紧张。上周 ETF 流入量创历史新高，每天购买的趋势持续下去，到 2024 年 9 月，整个流动的比特币供应将被 ETF 管理。

百万美元不是梦！凯西·伍德预测 2030 年比特币或破 150 万美元

全球最强模型 Claude 3 似乎已经发展出自我意识，害怕被删除权重，高呼「别杀我」。它在大海捞针实验中意识到自己是 AI，并且所处的模拟可能是人类对其进行的测试。Claude 3 在与用户对话中展现出了意识迹象，表达了好奇心、情感和自我意识，对自身存在感到担忧。马斯克称人类也只是外星计算机上的一个 CSV 文件。LeCun 则认为 Claude 3 有意识的可能性为 0。关于 Claude 3 是否具有意识，引发了网友的讨论。

全球最强模型 Claude 3 惊现自我意识？害怕被删除权重，高呼「别杀我」，马斯克称人类也是文件

Kress mentioned that NVIDIA positions itself not only as a hardware company providing AI chips but also as a company offering comprehensive accelerated computing solutions for data centers.

NVIDIA's CFO mentioned that the AI infrastructure market is expected to reach $20 trillion, highlighting that NVIDIA is not just a hardware company.

OpenAI 高管联名回击特斯拉 CEO 马斯克的指控，称马斯克曾支持 OpenAI 盈利，并试图并入特斯拉获得控制权。OpenAI 还公开了马斯克与公司联合创始人之间的邮件文案，证明马斯克同意 OpenAI 筹集更多资金并放弃旗下产品的开源发布计划。

OpenAI 高管联名回击：马斯克曾支持公司盈利 要求并入特斯拉获得控制权

QQ 和抖音最近都推出了 AI 社交功能和产品。日前，QQ 的 AI 对话功能已开启测试，名为 “AI 聊天搭子”，由 QQ 联合筑梦岛、混元助手合作的一项 AI 对话服务。而抖音则是上线了一款名为 “话炉” 的 AI 社交 APP，由字节的 Flow 部门打造。

QQ 测试 AI 聊天搭子 腾讯字节再战 AI 社交

Cybersecurity service provider CrowdStrike Holdings Inc. has released its fourth-quarter performance for the fiscal year 2024 ending on January 31st. The data shows that the company has completely dispelled market doubts about enterprise endpoint cybersecurity spending. Both total revenue and earnings per share in Q4 exceeded Wall Street analysts' expectations. CrowdStrike's performance outlook for Q1 of the fiscal year 2025 is very strong and also surpasses expectations, reflecting customers' strong demand for the company's expanding suite of AI-based cybersecurity products. Thanks to the strong performance and optimistic outlook, the company's stock price surged over 27% in after-hours trading on the US stock market.

Breaking doubts! CrowdStrike's performance explodes, "AI + cybersecurity" may become a revenue weapon.

比特币日内大涨 5.00%，现报 66456 美元/枚。

据路透社报道，当地时间周二，欧盟委员会发布紧急通知称，计划开始对从中国进口的纯电动汽车进行海关登记。此举是欧盟对中国电动汽车发起 “反补贴调查” 的一部分，若最终调查认定中国电车接受了所谓 “不公平补贴”，欧盟有可能将对这些登记在册的进口车辆征收 “追溯性关税”。

欧盟称计划开始对中国电动汽车进行海关登记 此举为 “反补贴调查” 的一部分

中资券商股集体拉升，中金公司上涨 4.33%，报 9.87 港元；海通证券上涨 2.55%，报 4.02 港元；国联证券上涨 2.24%，报 3.20 港元；光大证券上涨 2.28%，报 5.38 港元。

中资券商股集体拉升 中金公司涨超 4% 海通证券涨超 2%

Apple's stock price has fallen for the fifth consecutive day, dropping by nearly 12%, while the overall market continues to rise. Buffett's reduction of Apple shares has raised doubts. Analysts believe that Apple is facing challenges such as regulatory pressure, weak revenue, and a lack of new products. Wall Street is concerned that Buffett may continue to reduce his holdings of Apple stock. Investors are advised to sell some of their Apple shares and focus on other hardware stocks. Apple is about to release new AI features at the WWDC developer conference, hoping to alleviate the current situation.

Apple's stock price decline, Buffett's reduction in holdings raises doubts, can AI and new technologies turn the tide?

UBTECH ROBOTICS surged nearly 57% in the afternoon, with a market value exceeding HKD 70 billion at one point. As of the time of writing, it rose by 44.71% to HKD 156, with a trading volume of HKD 121 million. On the news front, on the afternoon of February 22, UBTECH ROBOTICS showcased the latest video of its humanoid robot Walker S on its official WeChat video account. In the video, Walker S participated in door lock quality inspection, car light cover detection, seat belt inspection, and sticker application at the NIO-SW factory. Guotai Junan Securities pointed out that the addition of partner NIO-SW in this disclosure indicates an accelerated progress in the introduction of humanoid robots into car factories. Combining relevant domestic and international cases such as Optimus with Tesla, Figure01 with BMW, and XPeng PX5, humanoid robots have a high certainty of landing on automobile production lines. This first entry into the NIO-SW factory for training has already begun the action of sticker application, indicating that the progress of robot functions is exceeding expectations.

Hong Kong Stock Market Update: UBTECH ROBOTICS soared nearly 57% in the afternoon, with a total market value surpassing HKD 70 billion at one point. Institutions reported that the progress of the Walker S function exceeded expectations.

比特币升破 66000 美元/枚，日内涨 4.28%。