Tesla(TSLA) rose 12.06%, with a trading turnover 29.3 Billion USD, and a year-to-date fell 34.8%. Boston Scientific(BSX) rose 5.68%, with a trading turnover 1.1 Billion USD, and a year-to-date rose 26.1%. Netflix(NFLX) fell 3.92%, with a trading turnover 3.0 Billion USD, and a year-to-date rose 14%. NVIDIA(NVDA) fell 3.33%, with a trading turnover 41.4 Billion USD, and a year-to-date rose 60.9%.

Top 5 US Stock Gainers/Losers (>100B) (4.24)

MMTEC(MTC) rose 60.71%, with a trading turnover 27.1 Million USD, and a year-to-date rose 260%. Troops(TROO) rose 29.36%, with a trading turnover 11.2 Million USD, and a year-to-date fell 52.8%. New Oriental EDU &amp; Tech(EDU) fell 13.96%, with a trading turnover 869.7 Million USD, and a year-to-date rose 5.2%. NaaS Tech(NAAS) fell 12.26%, with a trading turnover 1.9 Million USD, and a year-to-date fell 43.4%.

Top 5 CDRs Gainers/Losers (>100M) (4.24)

New Oriental EDU &amp; Tech(EDU) fell 13.96%, with a trading turnover 869.7 Million USD, and a year-to-date rose 5.2%. Old Dominion Freight(ODFL) fell 11.05%, with a trading turnover 891.3 Million USD, and a year-to-date fell 3.6%. Teledyne Tech(TDY) fell 10.95%, with a trading turnover 401.7 Million USD, and a year-to-date fell 18.8%.

Top 10 US Stock Losers (4.24)

B Riley Financial(RILY) rose 36.97%, with a trading turnover 373.4 Million USD, and a year-to-date rose 45.2%. Tesla(TSLA) rose 12.06%, with a trading turnover 29.3 Billion USD, and a year-to-date fell 34.8%. Hasbro(HAS) rose 11.85%, with a trading turnover 471.3 Million USD, and a year-to-date rose 29.1%.

Top 10 US Stock Gainers (4.24)

穆迪下调波音信用评级至 Baa3，负面评级展望，波音股价受影响。波音 737 型飞机事故导致生产量下滑，现金流不足，可能需要发行新债务。波音第一季度财报好于预期，但穆迪评级下调消息使股价下跌。波音 737 质量问题和事故影响业绩和现金流。

穆迪下调波音信用评级，距离 “垃圾级” 一步之遥，波音股价跳水

Looking back at history, it can be found that high interest rates do not necessarily mean bad news for the US stock market and the country's economy. It is unreasonable to say that high interest rates lead to economic recession. Generally speaking, as long as high interest rates are related to economic growth, it is not a bad thing. Industry insiders point out that close attention should be paid to the information conveyed by the current financial reporting season, such as the impact of interest rates on corporate profit margins and consumer behavior

The Fed may keep interest rates at high levels for longer, which may not be as bad as the market thinks

HSBC analyst Neumann believes that due to the downside risks to Japan's economic growth, monetary tightening in Japan will need to be gradual and not too hasty to avoid causing excessive impact on the economy and consumption. In addition, Neumann predicts that by the end of 2025, Japan's nominal interest rate may rise to 0.75%

What is the next step for the Bank of Japan? HSBC provides a roadmap

A 股基金和 QDII 基金纷纷将仓位从美股移回港股。QDII 基金减配港股增仓美股的操作与去年相反。南方香港优选基金经理认为，港股价值凸显，资金开始布局稳健且分红回购意愿较强的公司。春节期间核心消费数据表现超出预期，市场对港股充满信心。

理解市场 | 大陆基金 “联手” QDII 做多，港股赚钱效应迅速扩散

The research report believes that as the trend of de-dollarization intensifies, most central banks are beginning to implement the strategy of "buying gold, selling US dollar assets", with developing country central banks increasing their gold holdings more significantly than developed countries. It is expected that China will continue to purchase gold and gradually reach the global average level, with still a 10% growth potential; in the future, the proportion of global central bank gold reserves is expected to increase by nearly 1% annually, corresponding to an annual gold purchase volume of over 350 tons

Central Bank Buying Gold, How Much Do You Know?

Dropping the cabin door and the wheels, has Boeing, a century-old company, become "fragile skin"?

Boeing is in trouble again! Can better-than-expected financial reports save its tarnished reputation?

商汤科技在上海举办技术交流日活动，发布了全新升级的 “日日新 SenseNova 5.0” 大模型体系。商汤股价大幅上涨，B 类股份交易暂停。新模型在知识、数学、推理及代码能力方面提升，超越 GPT-4 Turbo，在文科能力、推理能力和总结能力上有显著提升。新模型还具备多模态能力，可应用于教育、内容产业等场景。

商汤大模型一体机可节约 80% 推理成本，完成云端边全栈布局

美国联邦贸易委员会（FTC）宣布全面废除员工竞业协议，禁止用人单位与雇员签署新的竞业禁止协议。现有的竞业协议对高级管理人员仍然有效，其他员工的现有竞业协议在规定生效日期后不再执行。该法规的实施将促进新企业的成立，创新的崛起，并提高员工收入。此举对科技行业尤为重要，对亚马逊等公司的竞业协议也有影响。

全世界 IT 人苦竞业久矣！美国 FTC 宣布全面废除员工竞业协议

证券时报网讯，证券时报•数据宝统计显示，4 月 24 日港股通（包括沪市港股通及深市港股通）成交活跃股合计成交 182.56 亿港元，占当日港股通成交金额的 43.30%，净买入金额 8.42 亿港元。上榜的成交活跃股中，腾讯控股成交额为 58.05 亿港元，成交金额居首；其次是美团-W、快手-W，成交金额分别为 33.10 亿港元、15.43 亿港元。

商汤-W 近一个月首次上榜港股通成交活跃榜

华夏基金、嘉实国际、博时国际三家基金子公司申请的香港比特币现货 ETF 和以太坊现货 ETF 已获得香港证监会批准，将于 4 月 29 日发行，4 月 30 日在香港交易所上市。这是亚洲市场上首次推出此类产品，为投资者提供了一个安全、高效且便捷的配置数字资产的工具。

被指香港金融史重大时刻 华夏博时嘉实三家现货比特币、以太币 ETF 获批

Most institutional investors feel compelled to invest at all times. Their behavior is like a referee calling shots and hitting balls, forcing them to swing almost every club and giving up the choice of hitting frequency. Psychology and empirical evidence seem to strongly indicate that investors tend to take action. After all, they are engaged in "active" management, but perhaps they should remember that waiting is also a choice

Outstanding investors spend most of their time waiting

嘉实国际和华夏基金获得香港证监会批准，将推出亚洲市场首个比特币和以太币现货 ETF。两个产品预计在 4 月底上市交易，旨在提供对比特币和以太币实时价格的投资回报。这些 ETF 通过合作的加密货币交易所受监管，在传统交易所上市，并由专业基金公司管理。预计这一举措将吸引加密资产投资者将实物加密货币转换为 ETF 产品。

官宣！4 月底上市交易，嘉实、华夏比特币 ETF、以太币 ETF 正式获批

Tesla rose more than 12% in pre-market trading, Meta rose more than 2%, Nvidia and AMD rose more than 1%; Bilibili surged 8%, Nio, JD.com, Alibaba rose more than 2%, NetEase, Baidu, XPeng rose more than 1%. German biotechnology company Evotec plummeted 40% at one point. Digital accessibility company AudioEye surged nearly 12%

Pre-market trading in US stocks | Tesla surged 12%, Bilibili surged 8%! Chinese concept stocks, technology stocks are back?

Tesla's price reduction strategy is no longer effective

Saving Tesla, is FSD the life-saving straw? | Jianzhi Research

The Hang Seng Index hit a new high for the year, while the Hang Seng Tech Index rose by 8.2% over three days. In the first three days of this week, Meituan rose by over 17%, Tencent by over 12%, Kuaishou by over 17%, Bilibili by 14%, JD.com by 13%, Alibaba by 8.5%, and Baidu by over 6%

Internet giants surged, Hong Kong stocks rose for the third consecutive day!

李书福推出了一款 “准百万级” 豪车 “极氪 009 光辉”，成为极氪旗下最贵的车型。这款主打豪华的四座版 MPV 以 78.9 万元的售价上市，旨在拔高品牌调性，获得 “共识” 的品牌形象。极氪 CEO 安聪慧表示，009 光辉是极氪打造的奢侈品，是 MPV 中的劳斯莱斯，定位清晰，满足富豪们的出行需求。极氪看中了高端豪华 MPV 市场的空白，产品和技术的竞争能力已具备甚至有所超越。

李书福有了他的 “梦中情车”

SenseTime-W has announced the launch of the 600 billion parameter large model "RiRiXin 5.0" and resumed trading on April 25th. This model has made significant improvements in knowledge, mathematics, reasoning, and coding capabilities, and is fully benchmarked against GPT-4Turbo. In addition, SenseTime-W has also released an industry large model integrated machine version and a mobile end-side large model SDK version. The board of directors has noticed abnormal fluctuations in the trading price and volume of Class B shares, but the specific reasons are unknown

SenseTime-W launches a 600 billion parameter large model "RiRiXin 5.0", resumes trading on April 25th

TME-SW(01698) rose 8.74%, with a trading turnover 7.7 Million HKD, and a year-to-date rose 46.3%. KUAISHOU-W(01024) rose 8.15%, with a trading turnover 3.4 Billion HKD, and a year-to-date rose 0.3%. LI AUTO-W(02015) fell 1.83%, with a trading turnover 1.5 Billion HKD, and a year-to-date fell 34.4%. CHINA COAL(01898) fell 0.91%, with a trading turnover 262.1 Million HKD, and a year-to-date rose 7.5%.

Top 5 HK Stock Gainers/Losers (>100B) (4.24)

TIANQI LITHIUM(09696) fell 19.15%, with a trading turnover 263.6 Million HKD, and a year-to-date fell 34%. CHABAIDAO(02555) fell 9.38%, with a trading turnover 35.4 Million HKD, and a year-to-date fell 33.7%. ZONQING LTD(01855) fell 6.14%, with a trading turnover 5.4 Million HKD, and a year-to-date rose 12%.

Top 10 HK Stock Losers (4.24)

SENSETIME-W(00020) rose 31.15%, with a trading turnover 1.3 Billion HKD, and a year-to-date fell 31%. KEEP(03650) rose 19.65%, with a trading turnover 424.5 Million HKD, and a year-to-date fell 41%. WEIMOB INC(02013) rose 13.22%, with a trading turnover 193.5 Million HKD, and a year-to-date fell 52.4%.

Top 10 HK Stock Gainers (4.24)

Nomura stated that Xiaomi's SU7 has a delivery target of 100,000 units this year, reflecting that the factory will operate at a relatively tight utilization rate. It is estimated that with the increase in delivery volume in the automotive business, the gross profit margin will be between 5% to 10%. When the annual delivery volume reaches 300,000 to 400,000 units, it will be able to achieve operational breakeven

Rating Quick Look | SU7 outlook exceeds expectations, Xiaomi's target price raised! Apple, Baidu face price cuts

中国产能出海或可以反过来促进新兴市场的需求上升，尤其是在当前新的宏观形势下。日本企业在过去几十年的出海经验可以为中国提供启示，通过持续对外出海和对内升级，日本成功地实现了产业升级和转型。中国企业需要在选择行业和市场方面谨慎决策。本文综合了中金行业分析师观点，提供了 A 股、港股和美股的出海受益标的供投资者参考。

中金：日企出海启示录

中国投资者近期在国际黄金市场上表现活跃，成为最具影响力的参与者之一。报道指出，中财期货是上期所黄金期货的最大多头，持有超过 50 吨黄金的看涨头寸，价值近 40 亿美元，相当于中国央行黄金储备的 2% 以上。金价的飙升以及上期所黄金交易量的激增也支持了中国投资者在黄金市场上的地位。这显示了新兴市场资本开始有能力影响黄金价格，使中国投资者掌握了黄金的定价权。

“黄金第一多头” 火了！

Overnight hottest contracts: AMD calls with an expiration date of April 26th and a strike price of $155, with a trading volume of 60,000 contracts. Tesla puts with strike prices of $140 and $130 each traded around 50,000 contracts. Agnc puts with expiration dates of September 20th and strike prices of $8 and $7 each traded over 40,000 contracts

US Stock Options | NVIDIA, Apple trading volume continues to fall! Alibaba, Mara, SMCI rise!

美国检方当地时间 4 月 23 日在一份法庭文件中称，全球最大加密货币交易所币安的创始人赵长鹏在承认违反反洗钱法之后，应在监狱服刑 36 个月。赵长鹏预计将于 4 月 30 日在西雅图被判刑，他于去年 11 月辞去币安首席执行官一职，当时他承认了违法行为，公司同意接受 43.2 亿美元的罚款。

美国寻求判处币安创始人赵长鹏 36 个月监禁

Charles Li, Chief Executive of Hong Kong Exchanges and Clearing Limited (HKEX), stated that the group delivered a strong performance in the first quarter of this year. Despite a weak global macro environment, the derivatives and commodities business segments continued to perform well. The average daily turnover in March and April showed a significant increase, indicating a recovery in investor confidence. The trading volume under the Stock Connect program kept rising, while the Bond Connect program achieved a quarterly record high trading volume. HKEX's quarterly results revealed an increase in revenue and other income compared to the previous period, with net profit attributable to shareholders also exceeding expectations. Charles Li believes that the measures taken by the China Securities Regulatory Commission will further enhance the attractiveness of Hong Kong's capital market. The group remains optimistic and bullish on the long-term growth trend of the Chinese economy

HKEX's Charles Li: Average daily turnover of Hong Kong stocks in March and April has significantly rebounded, investor confidence is somewhat restored

The founder of Binance, the world's largest cryptocurrency exchange, is facing a potential 36-month prison sentence after pleading guilty to money laundering charges. US prosecutors argue that the severity of the violations warrants an above-guidelines sentence. Binance admitted to failing to report suspicious transactions and supporting the sale of illegal materials. The founder has already stepped down from his position and agreed to pay a penalty of $4.32 billion.

US seeks 36 months' jail for Binance founder Zhao

港交所公布，今年首季现货市场标题平均每日成交金额 994 亿元，按年跌 22%，按季升 9%。集团指，3 月和 4 月的日均成交额已经明显回升，3 月起的日均成交额回升至千亿元水平。衍生产品市场及商品市场首季持续增长和表现强劲。上季衍生产品合约日均成交合约张数创季度新高，伦敦金属交易所收费交易金属合约的日均成交量也有所增长。首季有 12 只新股上市，集资额共 48 亿元，但较去年同期有所下降。港交所将继续与政府合作，推出措施优化市场机制以及促进市场发展。

港交所：首季日均成交额按年跌 22% 3、4 月已明显回升

Citigroup raised Xiaomi's target price from HKD 19.6 to HKD 21.9, maintaining a "buy" rating, and increased the adjusted EPS for 2024 by 25%. JP Morgan also continued to maintain an "overweight" rating for Xiaomi and set a target price at the level of HKD 21.0

SU 7 is OK! Lei Jun "convinces" Wall Street

比特币向上触及 67000 美元/枚，日内涨 1.10%。

Analysts say that in the field of artificial intelligence, investors may not be able to ignore Meta, the parent company of Facebook. Meta's CEO Mark Zuckerberg is driving the company's progress in the field of artificial intelligence. However, facing challenges from competitors such as Amazon and Google, as well as concerns about overvaluation, some analysts are cautious about Meta's earnings performance. Meta has released an early version of its latest large language model, Llama 3, which has been integrated into the Meta AI system. Recently, tech stocks have performed poorly, with the stock price of the AI chip company NVIDIA experiencing a significant decline. Meta is set to announce its first-quarter financial results this week

Meta's pre-earnings analysis: The "AI potential stock" that cannot be ignored as recommended by analysts

Meme 币行情持续火热，“狗帽币” Dogwifhat (WIF) 发行 4 个多月，价格飙升 20 倍，风险投资公司 Stratos 表示，仅 Dogwifhat 就为该公司带来了 300 倍的回报。

“三根阳线改变信仰”？美国疯炒 “空气币”，对冲基金要入局了？

商汤在港交所停牌，停牌前涨 31.15%。

Meta Platforms is set to announce its financial results for the first quarter of 2024 on Wednesday. Analysts are optimistic about Meta's prospects in the field of artificial intelligence, as the company is laying a solid foundation. Meta AI will be integrated into applications such as Facebook, Instagram, and WhatsApp, and can be accessed in the search boxes of these platforms. Meta faces competition from companies like Amazon and Alphabet. Wall Street analysts expect Meta's first-quarter revenue to reach $36.24 billion, a nearly two-thirds increase year-over-year

MetaQ1 financial report to be released soon, analysts optimistic about AI business prospects

We continue to make the necessary investments that will drive growth and profits for Tesla in the future.  I think Cathie Wood said it best. Like really, we should be thought of as an AI or robotics company.  If somebody doesn't believe Tesla is going to solve autonomy, I think they should not be an investor in the company. 

Tesla (TSLA) Q1 2024 Earnings Call Transcript

Kewang Stock strengthened again today, with SenseTime-W releasing a new model, leading to an increase of over 30%. The China Securities Regulatory Commission's 5 Hong Kong-friendly policies boost confidence in the Hong Kong stock market, and Hong Kong-listed companies continue to increase their share buyback efforts. Leading internet companies are increasing their investment in the AI field, which is expected to improve profit expectations

Understanding the Market | Tech stocks continue to be strong, with SenseTime-W leading the Hengqiang Index components with an increase of over 30%

今年，投资者从 ARK 旗下六只主动管理型 ETF 中净撤资 22 亿美元，这个数字远超过了 2023 年全年的净撤资总额。

“错过英伟达、坚守特斯拉”，投资者用脚投票，“木头姐” 的 ARK 今年四个月资产缩水 30%

Tesla's revenue and profit have been below expectations for three consecutive quarters, with revenue declining year-on-year for the first time in four years and experiencing the largest drop in twelve years. Profits have been halved, and free cash flow has turned negative for the first time since the pandemic. The company reiterated its pessimistic forecast for significant lower vehicle sales growth this year, but stated that it will accelerate the launch of more affordable new models and increase AI investments, emphasizing that "the future belongs not only to electric vehicles, but also to autonomous driving."

Tesla's first-quarter report fell short of expectations, but reiterated its plan to accelerate the launch of affordable models, rising 8% after hours | Financial Report Insights

恒生科技指数涨超 2%，商汤涨超 25% 领涨成分股。

商汤涨幅扩大至超 25%，公司发布 AI 大模型日日新 5.0 版本，性能超越 GPT-4 Turbo。

商汤涨幅扩大至超 25%

So far this year, strong US economic and inflation data have led investors to postpone their expectations for a rate cut by the Federal Reserve. According to CME's Fed watch tool, interest rate futures positions indicate that the Fed may not cut rates until July or September. Active consumer shopping and rising inflation data suggest that the US economy remains robust. Goldman Sachs economists expect first-quarter economic growth to reach 3.1% and have delayed their rate cut expectations to July for the first time. They believe that inflation will not continue to rise

Goldman Sachs delays the "first rate cut" by the Federal Reserve to July after strong data "slaps in the face"

港股出门问问上市首日破发，开跌超 21%。

Elon Musk stated that investors cannot truly understand Tesla without experiencing FSD firsthand, and revealed that they are in talks with a car manufacturer regarding FSD licensing. Meanwhile, Tesla has released a preview version of calling autonomous driving cars through the app

Earnings call educates Wall Street! Musk: If you don't agree that Tesla is an autonomous driving company, then you shouldn't buy the stock

Guo Mingchi believes that Apple cut orders before launching Vision Pro in markets outside the United States, indicating a significant drop in demand in the US, exceeding expectations. This also suggests that the development of MR headsets, Pancake, and Micro OLED may be lower than market expectations

"The Most Knowledgeable Apple Analyst": Apple lowers shipment forecast for Vision Pro in 2024 and 2025

Goldman Sachs Group's stock price hit a record high, with an analyst calling it "almost perfect performance." Goldman Sachs' first-quarter financial report shows year-on-year growth in revenue and net profit, with performance in various businesses exceeding expectations. Goldman Sachs is repositioning itself to achieve cleaner and simpler goals, re-establishing its dominant position in the trading field. The market holds an optimistic view on the information about Goldman Sachs returning to its areas of expertise

"Nearly Perfect" Q1 Performance Reignites Optimism, Goldman Sachs Stock Hits New High for 2021

河北警方介入调查理想汽车 MEGA 遭水军恶意攻击事件，并对三至四家涉嫌参与打压的车企展开询问。小鹏汽车一名中层员工正在配合调查。小鹏汽车方面表示，他们非常支持警方打击网络水军的行动，并已向公安机关报案。此前，理想 MEGA 上市后遭受网络恶搞和负面报道。此类情况在汽车行业中时有发生，智己汽车和长城汽车也曾遭遇类似问题。