全球最大的 IT 分销商英迈 (Ingram Micro Inc.) 计划在美国首次公开募股 (IPO) 中寻求约 80 亿美元的估值。英迈于 2022 年被 Platinum Equity 收购，其净销售额为 508 亿美元，提供技术、硬件和服务，拥有数字平台英迈 Xvantage。英迈正与高盛和摩根士丹利合作，计划最早在 4 月份进行 IPO。

传全球最大 IT 分销商英迈最早 4 月在美 IPO 估值约 80 亿美元

The hottest overnight contracts: Tesla with a March 15 expiration date and a strike price of $160, with a trading volume of 190,000 contracts! Apple calls with a strike price of $175 traded 145,000 contracts, while Tesla with a strike price of $170 traded nearly 170,000 contracts.

US Stock Options | Tesla's trading volume soared to 3.5 million contracts! Microsoft's trading volume doubled, Apple is going crazy.

犹记得 2021 年，管理层决定 4:1 拆分，拆分时英伟达股价已接近 744 美元。从当年 5 月宣布拆分后的到 7 月 20 日的两个月里，英伟达股价一度暴涨，最高涨幅超过 40%。

股价直逼 1000 美元，英伟达会 “史上第六次拆股” 吗？

加密货币走高可能导致二手奢侈品牌手表价格上涨，因为比特币的上涨提升了财富，引发了对替代资产投资的兴趣。但目前尚不清楚这是否会使手表价格再次上涨，就像三年前所见的那样。三年前的情况是独特的，受限于居家隔离，消费者将原本用于外出用餐和度假的资金转向奢侈品。此外，目前很难确定二手市场还有多少额外的供应，这是影响二手手表价格的另一个关键因素。杰富瑞分析师曾表示，2021 年比特币的涨幅可能占到美国奢侈品销售增长的四分之一。

分析师：加密货币走高或导致二手奢侈品牌手表价格上涨

京东零售集团近期定下了 2024 年的三大必赢之战，分别为 “内容生态、开放生态、即时零售”。“内容生态” 首次被提出，指的是直播、短视频、图文等京东站内板块，其中京东在去年 “双十一” 期间主推的采销直播将成为重点形式之一。“开放生态” 过去几年多次被提及，它指的是招揽更多第三方商家，提升京东的产品丰富度、拓宽价格带。“即时零售” 是上一年的 “同城业务” 方向的延续，主要指的是京东小时达业务，最快三十分钟送货上门。

京东零售 2024 年三大必赢之战：内容生态、开放生态、即时零售

抖音再次回应 “收购饿了么” 传言：没有相关计划。

数千种疾病面临无药可医的困境，但全球首款人工智能药物 INS018_055 的研发有望改变这一现状。近日发表于 Nature Biotechnology 的一项研究详细阐述了该药物的研发历程，包括 AI 算法开发和 2 期临床试验。英矽智能公司在新一代大语言模型和自有大语言模型的基础上开发了论文解读引擎，提供专业解答。研究突出了 AI 驱动的药物发现方法的优势，强调了生成式 AI 技术的巨大潜力。该研究为 AI 制药时代的到来提供了有力验证。

从算法开发到 2 期临床，详解全球首款 “AI 药物” 研发历程

上周比特币现货 ETF 净流量超过 3 万枚比特币，分析警告，按照这个速度，9 月份将发生 “卖方流动性危机”。需求达到一定阶段，供给没办法满足时，预计比特币价格受到的冲击可能会超出市场预期。

理解市场 | 比特币可能会 “卖光” ！怎么办？

Bitcoin has fallen about 3% to $68,631 from its recent historical high, sparking debates about speculative bubbles. Just a day ago, it hit a peak of nearly $73,798. In recent months, investors' bets on the Fed's interest rate cuts have driven the rebound of global stocks, bonds, and cryptocurrencies. However, recent inflation pressures have led investors to reassess these bets. The market is showing signs of a bubble, triggering debates about a market correction. Bitcoin supporters argue that net inflows into trading funds and a slowdown in Bitcoin supply growth will support Bitcoin prices.

Bitcoin falls below $69,000, speculation on the bubble theory intensifies.

After Taiwan Semiconductor's stock price rose by 110%, even the bulls are cautious.

Taiwan Semiconductor's stock price has soared, but the bulls are also worried: Has it risen too sharply?

Tesla's stock decline could be reversed if CEO Elon Musk changes his behavior or is replaced, according to prominent investor Ross Gerber. The company has faced underwhelming earnings, a lackluster product lineup, and broader market challenges. Wells Fargo recently downgraded Tesla's stock and projected a 32% earnings per share shortfall for the year. Despite this, some analysts believe Tesla's stock could rebound in the next 12 months. Gerber has been critical of Musk's leadership and the company's high valuation and stagnant growth. The pressure is mounting for Musk to address these challenges and restore investor confidence.

Tesla Needs 'Real CEO' To Reverse Recent Stock Decline, Says Long-Time Investor Ross Gerber: '...Or Elon Changes His Tune And Actually Comes Back To Working'

人类最强火箭完成三大新突破，SpaceX 成功将星舰送入轨道。在本次历史性试飞中，星舰实现了飞船进入近地轨道、荷载舱门开关测试和内部燃料转移测试三大突破。这些是星舰成为星际旅行工具的关键步骤。虽然星舰飞船和超重型助推器未能按计划降落，但这次试飞对于完善星舰设计和试验数据具有重要意义。SpaceX 表示，每次发射都是一项实地测试，通过试错和优化，看似不可能完成的任务正逐步变为现实。马斯克表示，星舰将使人类成为多行星物种，更多星舰已做好准备。

SpaceX 星舰发射到底强在哪里？人类最强火箭完成三大新突破

Can K Medicine companies share the $25 billion market?

BEIGENE's PD-1 in China has been approved in the United States, marking the beginning of commercial challenges. | Insights from Jienzhi Research

BOYAA's morning session fell more than 10%, as of the deadline, it dropped by 9.13% to HKD 2.09, with a turnover of HKD 10.4346 million. On the news front, Bitcoin has recently hit new highs. On March 13, the price of Bitcoin reached $73,664, setting a new record. However, Bitcoin plunged today, falling below $69,000, a drop of over 2% intraday. In a research report at the end of February, JPMorgan Chase pointed out that after the "halving" event in April, the price of Bitcoin may fall to $42,000. BOYAA recently announced on the Hong Kong Stock Exchange that in order to further promote the group's business development and layout in the Web3 field, the board of directors is seeking shareholder approval at the shareholders' meeting to further grant the purchase authorization of potential cryptocurrencies, authorizing the board to continue purchasing cryptocurrencies totaling no more than $100 million. It is reported that the company has purchased a total of 1,110 Bitcoins at an average price of around $41,790.

Hong Kong Stock Market Update | BOYAA drops more than 10%, Bitcoin falls below $69,000. The company announced plans to purchase up to $100 million worth of cryptocurrency.

比特币跌破 68000 美元/枚，日内跌 3.77%。以太坊向下触及 3700 美元/枚，日内跌 4.62%。

比特币 30 分钟内连破两道关口，失守 69000 美元/枚，日内跌幅 2.35%。

恒生指数跌 2%，恒生科技指数跌 2.7%。“药明系” 普跌，药明生物跌超 6%，药明康德跌超 4%，药明合联跌超 3%。

比特币跌破 70000 美元，报 69800 美元，日内跌 1.4%。

Many electric vehicle startups, not just Fisker, are struggling on the brink of life and death.

A major automotive company investing? The American electric car newcomer Fisker responds to bankruptcy rumors, surging 42% after hours.

数据显示，价值超过 3,000 万港元的香港新房本月以来的成交量达到 84 套，已经超过了 2021 年 9 月以来任何一个月的全月销量。

香港高档住宅新房销量创 2021 年以来新高

港股内房股多数下跌，龙湖集团跌超 5%，万科企业、碧桂园、融创中国、越秀地产、旭辉控股集团跌超 3%，绿城中国跌超 2%。

金十数据 3 月 15 日讯，中央网信办部署开展 2024 年 “清朗” 系列专项行动，重点开展 10 项整治任务。其中包括，“清朗·整治 ‘自媒体’ 无底线博流量” 专项行动。集中整治 “自媒体” 造热点蹭热点制造 “信息陷阱”、无底线吸粉引流牟利等问题。督促网站平台做好涉国内外时事、公共政策、社会事件等领域信息来源标注，AI 生成信息标注以及虚构摆拍内容标注。严格营利权限开通条件，明确审核、认定及处置标准。优化流量分发机制，有效扩大优质信息内容触达范围。

中央网信办：督促网站平台做好 AI 生成信息标注以及虚构摆拍内容标注

蓝湾资产管理已将做空 10 年期日债作为其最大宏观押注，预计收益率年底升至 1.25% 以上。施罗德、摩根大通、安本等看涨日元，安本预计日元还能上涨至多 10%。贝莱德和英仕曼认为，日股还有进一步上涨空间。

空日债，买日元！日银决议前，华尔街押注 “取消负利率”

中国央行今日进行 3870 亿元一年期 MLF 操作，利率 2.5%，此前利率为 2.5%。今日有 4810 亿元 1…

“不降息”！中国央行缩量续作 3870 亿元 MLF，一年半来首次净回笼

Pinduoduo (PDD) is in a showdown, with Wulianyi (WLY) unwilling to tolerate control anymore.

Goldman Sachs believes there are 5 reasons to support buying VIX call options: VIX at historical lows, Pro UltrPro Shrt S&Pro 500 near historical highs, high market demand for upward asymmetry, Goldman Sachs model indicates potential for VIX to rise, and various macro and micro factors may drive volatility higher.

Betting on a US stock market decline? Goldman Sachs: It's time to buy VIX call options.

Last year, Morgan Stanley utilized OpenAI's GPT-4 technology to create an unprecedented solution for its employees, a project personally overseen by Jeff McMillan.

Wall Street is accelerating its embrace of AI, as Morgan Stanley appoints its first Chief AI Officer.

“一车难求” 的局面必将上演。更有意思的是，小米汽车北京旗舰店附近分布着蔚来、路特斯、凯迪拉克、仰望等众多高端汽车品牌的门店，显现出小米汽车的高端野心。

小米汽车 “半月倒计时”：销售称每天忙到半夜，旗舰店选址已暴露野心？

比特币突破 72000 美元/枚，日内涨 1.91%。

Over $5 trillion worth of options contracts will expire on Friday. Investors are warning: if Tesla doesn't focus on work, they will replace him. Tesla mentioned the possibility of producing electric semi-trailers at the German factory. Apple acquires Canadian AI startup DarwinAI. ByteDance will re-incubate its gaming business. NIO-SW adjusts the pricing system for its BaaS battery rental service. The first "AI Software Engineer" makes an appearance. Adidas reports its first annual loss in over thirty years.

Breakfast | US stocks will face the "triple curse", with Tesla's market value approaching the brink of falling below $500 billion.

比特币周四一度跌至 68,549 美元，比特币价格在七天内第五次创新高后下跌。此外，美国 2 月 PPI 数据超出市场预期，使得美联储降息的预期减弱，美债收益率上升，美股下跌。Meme 币领域的一些代币仍然表现强劲，总市值已经上升至 600 多亿美元。加密货币市场与美国股市的相关性增强。加密货币基金创始人表示，Meme 币市场存在不确定性，高价格和杠杆的持续存在成为问题。

美国 2 月 PPI 数据意外超预期 比特币七天内五创新高后跌破 7 万美元

“如果特斯拉找到一位真正能帮助公司的 CEO，或者埃隆改变态度，真正重新专注于特斯拉的工作，以积极的方式推广这个品牌，情况可能很快就会好转。”

特斯拉继续大跌，投资者喊话：马斯克再不专注工作就换掉他！

年内大跌 35% 的特斯拉，不再是 “科技公司”，而是回归 “汽车公司”？！业务经营到底出了什么问题？为什么多国需求发生衰减？2024 年真的就没有转机？

解读公司 | 如何理解特斯拉今年的大跌？

Historical data shows that in the first quarter of each year, there is a higher probability of a bullish trend in the US stock market during the "quadruple witching week." Over the past 41 years, the Pro UltrPro Shrt S&Pro 500 has risen 27 times, while the Invesco QQQ Trust has risen 25 times. However, the week following the "quadruple witching week" is quite the opposite, as the Pro UltrPro Shrt S&Pro 500 has fallen in 27 out of the past 41 years - often experiencing significant declines.

The first quarter "Quad Witching Day" is here on Friday! NVIDIA options trading becomes a highlight.

主权国家秘密购买比特币的情况引发了关注，一些央行可能已经将比特币作为储备资产。萨尔瓦多采用比特币作为法定货币后，国库从比特币投资中获得了 8500 万美元的未实现利润。此外，各国央行购买黄金的动态也受到密切关注，推动了黄金价格的上涨。分析师指出，央行购买黄金和比特币的行为意味着他们预计经济将崩溃，并将导致更多通货膨胀。

主权国家秘密购买比特币？分析师：已有央行将其置于资产负债表上

Dick's Sporting Goods(DKS) rose 15.47%, with a trading turnover 1.4 Billion USD, and a year-to-date rose 47.5%. Impinj(PI) rose 9.79%, with a trading turnover 123.7 Million USD, and a year-to-date rose 38.4%. Embrauer Empressa(ERJ) rose 9.51%, with a trading turnover 139.5 Million USD, and a year-to-date rose 27.3%.

Top 10 US Stock Gainers (3.14)

WiMi Hologram Cloud(WIMI) rose 30.91%, with a trading turnover 78.5 Million USD, and a year-to-date rose 77.8%. ATRenew(RERE) rose 5.66%, with a trading turnover 3.3 Million USD, and a year-to-date fell 12.5%. Hello(MOMO) fell 22.29%, with a trading turnover 82.9 Million USD, and a year-to-date fell 14.2%. Jin Medical(ZJYL) fell 17.9%, with a trading turnover 3.4 Million USD, and a year-to-date fell 57.1%.

Top 5 CDRs Gainers/Losers (>100M) (3.14)

Alphabet-C(GOOG) rose 2.54%, with a trading turnover 5.2 Billion USD, and a year-to-date rose 2.4%. Microsoft(MSFT) rose 2.44%, with a trading turnover 14.5 Billion USD, and a year-to-date rose 13.3%. Anheuser-Busch InBev NV(BUD) fell 5.48%, with a trading turnover 728.7 Million USD, and a year-to-date fell 5.6%. Tesla(TSLA) fell 4.12%, with a trading turnover 20.7 Billion USD, and a year-to-date fell 34.6%.

Top 5 US Stock Gainers/Losers (>100B) (3.14)

Pagaya Tech(PGY) fell 25.53%, with a trading turnover 148.9 Million USD, and a year-to-date fell 30.3%. Hello(MOMO) fell 22.29%, with a trading turnover 82.9 Million USD, and a year-to-date fell 14.2%. SentinelOne(S) fell 16.64%, with a trading turnover 657.5 Million USD, and a year-to-date fell 15.1%.

Top 10 US Stock Losers (3.14)

The Dow Jones stopped its three-day winning streak, while the S&P and Nasdaq both fell for two consecutive days, with small-cap stocks dropping nearly 2%. Tesla fell over 4% in two days, while Microsoft rose over 2%, hitting a historic high. Chip stocks fell by nearly 2%, with NVIDIA dropping over 3% and AMD falling nearly 4% over two days. After the earnings report, Adobe fell over 10% in after-hours trading. Chinese concept stocks fell by nearly 3%, ending a four-day rally and dropping from a three-month high, with Bilibili falling by nearly 7%, XPeng dropping over 6%, and NIO-SW falling by nearly 6%. European stocks fell from historic highs, with French stocks hitting a three-day high. Following the PPI release, the yield on the 10-year US Treasury bond rose by over 10 basis points, reaching a two-week high; the US dollar index accelerated its rebound, hitting a one-week high. Offshore Renminbi fell by over one hundred points to below 7.20. Bitcoin rose above $73,700 to hit a new all-time high, then briefly dropped by $5,000. Brent crude oil hit a four-month high, while US crude oil closed above $80 for the first time in four months. Following the PPI release, gold accelerated its decline, with spot gold falling by over 1% at one point, but not approaching the record high at the close. London copper fell from an 11-month high, while London tin hit a seven-month high.

PPI inflation exceeded expectations, US bonds accelerated their decline, tech stocks dragged down the US market, with NVIDIA dropping nearly 5% at one point, and Bitcoin plunged after hitting a new high.

One of the core technologies of DarwinAI is to make neural network models smaller and faster. This work could be beneficial for Apple, as Apple focuses on edge AI rather than running AI entirely in the cloud.

Apple is stepping up its efforts in AI! It is reported that they are acquiring the Canadian startup DarwinAI, possibly bringing neural network talent under its wing.

Adobe's revenue guidance fell short of expectations, causing its stock price to drop more than 6% in after-hours trading.

Adobe's performance guidance fell short of expectations, causing its stock price to drop more than 10% after hours.

比特币失守 69000 美元/枚，日内跌幅 5.72%，跌超 4000 美元。

SpaceX lost contact with the Starship when it had not yet re-entered the atmosphere, leading to a shortened launch mission.

SpaceX has made significant progress, but disintegrated over the Indian Ocean at the last moment.

据谷歌趋势数据：比特币本周搜索量超越泰勒·斯威夫特和碧昂丝所获得的关注度。

摩根大通：散户和机构一直在购买黄金和比特币期货，推动加密市场上涨。

Former New York Fed President Bill Dudley emphasized that the Fed's balance sheet reduction is aimed at having the ability to reintroduce QE easing in the future if needed. He believes that the goal of slowing quantitative tightening is more important than the speed, but this should not affect long-term interest rates or disrupt the market. He expects that the final plan to slow quantitative tightening should be in place by mid-year, with the Fed reducing the pace of Treasury reduction to $300 billion per month, eventually returning to a portfolio of holding all Treasury bonds while increasing short-term notes.

Former Fed leaders: Wall Street closely watches the Fed's description of QT next week, which is more important than rate cuts!

比特币回落至 70000 美元/枚下方，日内跌 4.35%。

白银在黄金大涨的带动下迎来 “补涨”，站上 25 美元/盎司，为去年 12 月以来首次。与黄金不同，白银具备较强的工业品属性，被广泛运用于光伏新能源和电子电器领域，预计光伏产业的发展将成为白银多头力量的长期增长点。根据测算，2025 年中国光伏银浆需求量将达到 7708 吨，光伏在世界白银总需求中的占比将上升至 20%。白银的工业用途使其与黄金有明显的区别。

黄金、比特币后，下一个会是白银？

比特币短线走低逾 1000 美元，跌破 71000 美元/枚，日内跌超 3%。