当地时间2月28日，美股三大股指集体收跌，截至收盘，道指跌0.06%，标普500指数跌0.17%，纳指跌0.55%。美国商务部公布的修正数据显示，2023年第四季度美国实际国内生产总值（GDP）按年率计算增长3.2%，较首次预估数据下修0.1个百分点。
比特币盘中巨震，一度突破64000美元，日内最大涨幅达13%，刷新2021年11月以来新高；截至发稿，比特币报62360美元，日内涨约9%。2月迄今，除8个交易日外其余所有交易日均上涨，当月累计涨幅超40%。CoinGlass数据显示，最近24个小时内，比特币市场有近18万人被爆仓，爆仓总金额7.3亿美元（合人民币超52亿元）。
By February, all but eight trading days had risen, with a cumulative increase of more than 40 per cent during the month. CoinGlass data show that in the last 24 hours, nearly 180,000 people in the Bitcoin market had been blown up, with a total of $730 million (over $5.2 billion).
周三，苹果公司举行年度股东大会。库克在发言中表示，公司认为“生成式人工智能具有令人难以置信的突破潜力”，这也是为什么公司正在这个领域进行重大投资。此外，马斯克在X平台上表示，电动跑车Roadster产品设计完成并将于年底推出，目标是明年出货。马斯克认为，Roadster发布会有机会成为有史以来最令人兴奋的产品演示。
On Wednesday, Apple held its annual stockholders meeting. In his statement, Cook said that the company believed that “the generation of artificial intelligence has incredible potential for breakthroughs” and that this is why the company is investing heavily in this area. Moreover, Mask said on platform X that the electric sports car Roadster product was designed and will be launched by the end of the year, with the goal of delivering it next year.
比特币巨震?近18万人被爆仓
CoinGlass数据显示，最近24个小时内，比特币市场有超过17.8万人被爆仓，爆仓总金额7.3亿美元（合人民币超52亿元）。
CoinGlass data show that in the last 24 hours, more than 178,000 people in the Bitcoin market have been blown up, with a total of $730 million (over 5.2 billion yuan).
今年以来，比特币进入了加速上涨阶段。2月迄今，除8个交易日外其余所有交易日均上涨，当月累计涨幅超40%。
Since this year, Bitcoin has entered an accelerated phase of upswing. So far in February, all but eight trading days have increased daily, with a cumulative increase of more than 40 per cent during the month.
根据加密平台CoinGecko的数据，本月流通的比特币价值两年来首次超过2万亿美元，其他加密货币也出现了大涨。
According to data from the encrypted platform CoinGecko, the value of Bitcoin in circulation this month exceeded $2 trillion for the first time in two years, and other encrypted currencies also increased significantly.
分析称，直接投资比特币的交易所交易基金(ETF)吸引了更多资金进入该领域，同时投资者在等待料将于4月份发生的挖矿奖励“减半”，这种情况在历史上一直对比特币价格有利。
According to the analysis, the exchange transaction fund (ETF), which invests directly in Bitcoin, attracts more funds into the sector, while investors wait for a “half-cent” incentive for mining, which is expected to take place in April, a situation that has historically been favourable to the price of bitcoin.
此前，1月10日，美国证券交易委员会（SEC）批准11只现货比特币ETF，授权11只ETF于1月11日开始上市交易，获批的现货比特币ETF发行机构包括Grayscale、iShares、Ark 21Shares、Invesco Galaxy等。
Previously, on 10 January, the United States Securities and Exchange Commission (SEC) approved 11 spot bitcoins ETFs, authorized 11 spot ETFs to start their listing on 11 January, and the approved spot Bitco ETF issuers included Grayscale, iShares, Ark 21 Shares, Invesco Galaxy, etc.
美股小幅收跌
当地时间2月28日，美股三大股指集体收跌，截至收盘，道指报38949.02点，跌幅为0.06%；标普500指数报5069.76点，跌幅为0.17%；纳指报15947.74点，跌幅为0.55%。
On 28 February, local time, the three major shares of the United States share represented a collective drop, with 38949.02 points reported as closed, with a decrease of 0.06 per cent; 5069.76 points, with a decline of 0.17 per cent, and 15947.74 points, with a decline of 0.55 per cent.
花旗美国股票策略主管Drew Pettit表示：“我确实认为投资者在这个时候不应该继续追涨。很多好消息都已经在股价中得到了体现——尽管财报季确实不算很好，但美股事实上还是在上涨。我们真的没有看到太多的业绩超预期和广泛的提高业绩展望。”
“I do believe that investors should not keep up at this time. Much good news is already reflected in stock prices – though the financial season is not very good, the US stock is actually rising. We really don't see too much ahead of expectations and a broader outlook for improved performance.”
不过，巴克莱银行美国股票策略主管Venu Krishna周二在给客户的一份说明中写道，“总的来说，由于近期的宏观数据，我们认为风险/回报倾向于牛市。在我们看来，经济重新加速的可能性，已开始超过哪怕仅仅出现轻微衰退的可能性。”
However, Venu Krishna, America’s Stock Strategy Manager at Barclays Bank, wrote in a note to his client on Tuesday, “In general, due to recent macro-data, we believe that risks/returns tend to be in the cattle market. In our view, the possibility of economic re-acceleration has begun to outweigh the possibility of even a slight recession.”
Krishna指出，大科技股的持续超预期表现，加上其他行业的盈利反弹正成为关键所在。在乐观情况下，如果大型科技公司能够延续当前的上涨势头，并且假设除科技公司以外的板块调整已经触底，那么标普500指数有望达到惊人的6050点，此时该指数成份股每股收益将能达到252美元。当然，在悲观情况下，如果大型科技公司开始达不到其季度收益的高标准，且宏观经济环境意外恶化，那么该指数可能会跌至4500点，每股收益则将降至221美元。
Krishna points out that the continued over-expected performance of the large science and technology unit, coupled with a profit rebound in other industries, is key. In an optimistic scenario, if large technology companies can sustain the current upward trend, and assuming that the plate adjustment of the technology company has already hit the bottom, the standard 500 index is expected to reach an alarming 6050 points, at which point the share of the index component will reach $252.
经济数据方面，据新华社报道，美国商务部公布的修正数据显示，2023年第四季度美国GDP按年率计算增长3.2%，较首次预估数据下修0.1个百分点。
In terms of economic data, Xinhua reported that revised data released by the United States Department of Commerce showed that US GDP grew by 3.2 per cent per annum in the fourth quarter of 2023, down 0.1 percentage points from the first estimate.
美国商务部表示，最新数据主要反映了对私人库存投资等指标的下修，抵消了个人消费支出和非住宅类固定资产投资的增幅。
According to the United States Department of Commerce, the latest data mainly reflect a reduction in indicators such as private stock investments, which offset increases in personal consumption expenditure and non-residential fixed asset investments.
具体来看，去年第四季度，占美国经济总量约70%的个人消费支出增长3%，较此前数据上调0.2个百分点。反映企业投资状况的非住宅类固定资产投资增长2.4%，增幅上调0.5个百分点。当季，私人库存投资拖累经济0.27个百分点，而首次预估数据为提振经济增长0.07个百分点。商品和服务净出口提振经济增长0.32个百分点，较首次预估数据下调0.11个百分点。
Specifically, in the fourth quarter of last year, private consumption expenditure, accounting for about 70 per cent of the total United States economy, increased by 3 per cent, an increase of 0.2 percentage points compared with the previous data. Non-residential fixed-asset investment, reflecting the investment position of enterprises, grew by 2.4 per cent, an increase of 0.5 percentage points. Private stock investment slowed the economy by 0.27 percentage points during the quarter, while the first estimate was to boost economic growth by 0.07 percentage points. Net exports of goods and services boosted economic growth by 0.32 percentage points, an increase of 0.11 percentage points compared with the first estimate.
数据显示，2023年全年，美国经济增长2.5%，与首次预估数据持平。美国商务部认为，个人消费支出、非住宅类固定资产投资以及州和地方政府支出提振了去年经济增长。
The data show that, throughout the year 2023, the United States grew 2.5%, the same as the first estimate. According to the United States Department of Commerce, private consumption spending, non-residential fixed asset investment, and state and local government spending boosted last year’s economic growth.
美国商务部通常会根据不断完善的信息对季度经济数据进行三次估算。去年第四季度和全年经济数据最终修正值将于3月28日公布。
The US Department of Commerce usually estimates quarterly economic data three times on the basis of continuously improved information.
大型科技股普跌
板块方面，标普500指数十一大板块七涨四跌。房地产板块和金融板块分别以1.28%和0.35%的涨幅领涨，通信服务板块和科技板块分别以0.92%和0.55%的跌幅领跌。
On the block side, the PHP 500 index rose by seven and dropped by four. Real estate and financial plates rose by 1.28% and 0.35%, respectively, and communication services and technology by 0.92% and 0.55%, respectively.
大型科技股普跌，谷歌A、英特尔、英伟达跌超1%，苹果、亚马逊、脸书母公司Meta、奈飞小幅下跌；特斯拉涨超1%。
Large-scale technological assets fell, Google A, Intel, and Inveda fell by more than 1 per cent, apples, Amazons, Facebook Meta, Naifi, and Tesla grew by more than 1 per cent.
特斯拉上涨1.16%。消息面上，马斯克在X平台上表示，电动跑车Roadster产品设计完成并将于年底推出，目标是明年出货。马斯克认为，Roadster发布会有机会成为有史以来最令人兴奋的产品演示。马斯克透露，新款Roadster跑车0—60英里加速（即通常说的“百公里加速”，英制单位中60英里约等于96公里）时间不到1秒，而这是产品“最无聊的部分”。
Tesla is up 1.16%. On platform X, Mr. Mask said that the motor engine Roadster product was designed and will be launched by the end of the year, with the goal of getting out next year. According to Mr. Mask, Roadster's release would have the chance to be the most exciting product demonstration ever. Mr. Mask revealed that the new Roadster car was 0-60 miles faster (the usual "100-km acceleration" — 60 miles in a British unit — about 96 km — for less than a second — and that's the most boring part of the product.
苹果下跌0.66%。周三，苹果公司举行年度股东大会。库克在发言中表示，公司认为“生成式人工智能具有令人难以置信的突破潜力”，这也是为什么公司正在这个领域进行重大投资。苹果相信，它（AIGC）将在为用户提高生产力、解决问题等方面带来变革性的机会。库克重申，今年晚些时候，苹果将向大家分享“在AIGC方面开创新局面的方式”。
Apples fall by 0.66%. Apples hold their annual shareholders meeting on Wednesday. Cook says in his statement that the company believes that “inventive artificial intelligence has incredible potential for breakthroughs” and that this is why the company is investing heavily in this area. Apple believes that it will offer transformative opportunities for users to increase productivity and solve problems.
就在前一天，有报道称苹果宣布将停止电动汽车造车项目，这一决定让造车项目近2000名员工感到吃惊，部分员工被转移到苹果的人工智能部门，冗余的汽车硬件员工将面临裁员处境。
Just the previous day, there had been reports that Apple had announced that it would stop the electric car-making project, a decision that had surprised nearly 2,000 employees of the car-building project, that some of them had been transferred to Apple's artificial intelligence department and that redundant car hardware workers would face layoffs.
谷歌A下跌1.8%。消息面上，包括Axel Springer在内的32家媒体集团在荷兰法院状告谷歌，指控该公司在数字广告方面的做法导致他们遭受了损失，并要求赔偿21亿欧元。原告律师们表示，如果没有谷歌滥用其主导地位，媒体公司本可以从广告中获得更高的收入，并支付更低的广告技术服务费用。
Google A fell by 1.8%, and 32 media groups, including Axel Springer, complained of Google in Dutch courts, alleging that the company’s approach to digital advertising had caused them to suffer losses and claimed €2.1 billion. The plaintiff’s lawyers stated that without Google abuse of its dominant position, media companies could have earned higher revenues from advertising and paid lower costs for advertising technology services.
热门中概股多数下跌，百度跌超8%，小鹏汽车跌近7%，哔哩哔哩、蔚来跌超6%，微博、京东跌超5%，阿里巴巴跌近4%，拼多多跌超2%，理想汽车跌近2%；唯品会涨超12%。
Most of the hot stocks fell, with the 100-per-cent drop over 8 per cent, the pelican car down by almost 7 per cent, the beeper by 6 per cent, the beeper by 6 per cent, the microbots by 5 per cent, the Kyoto East by 5 per cent, Ali Baba by almost 4 per cent, the fall by more than 2 per cent, and the ideal car by almost 2 per cent; and the product by 12 per cent.
消息面上，28日，唯品会发布2023年四季度及全年业绩。2023年，公司实现营收1129亿元，同比增长9.4%；Non-GAAP净利润95亿元，同比增长39.1%。全年GMV为2080亿元，同比增长18.7%；订单数8.123亿，同比增长9.8%。同时，公司2023财年将首次派发年度股息，金额为每股普通股2.15美元或每股美国存托股0.43美元，股息总额约为2.5亿美元。
On the news, on 28 days, the company released its performance for the fourth quarter of 2023 and the year as a whole. In 2023, the company earned $112.9 billion, an increase of 9.4 per cent in the same year; the net profit of Non-GAAP was $9.5 billion, an increase of 39.1 per cent in the same year; the GMV was $20.8 billion, an increase of 18.7 per cent in the same year; the purchase order was $812.3 million, an increase of 9.8 per cent in the same year, while the company would distribute annual dividends for the first time in 2023, amounting to $2.15 per share of ordinary shares or $0.43 per share in United States deposits, with total dividends of approximately $250 million.
同日，百度发布2023年第四季度及全年财报，显示2023年总营收达1346亿元，归属百度的净利润（Non-GAAP）287亿元，同比大涨39%；四季度营收350亿元，归属百度的净利润（Non-GAAP）78亿元，同比增速达44%。2023年，百度全年营收和利润均超市场预期。AI成为百度的增长新动力。百度创始人、董事长兼首席执行官李彦宏表示，2023年，百度在迭代文心大模型与文心一言、重构产品和服务，以及商业化方面取得重大进展。同时，百度核心业务保持韧性和健康发展。未来将继续坚定对生成式AI和基础模型的投入，为创造新增长引擎奠定基础。
On the same day, 100% published the fourth quarter of 2023 and throughout the year, showing a total of $134.6 billion in 2023, representing a net profit of $28.7 billion attributable to the 100% (Non-GAAP), a 39% increase in the same year; four quarters, $35 billion attributable to the 100% net profit (Non-GAAP), a 44% increase in the same period. In 2023, 100% of the annual income and profits were expected to exceed the market.
美国等十国发表声明称就6G发展达成共同原则
Ten countries, including the United States, have issued a statement calling for a common principle on 6G development
据央视新闻消息，美国白宫当地时间2月26日发表美国、英国、法国、日本、韩国、瑞典、芬兰、捷克、加拿大、澳大利亚十国的联合声明，声明称就6G无线通信系统的研究和发展达成共同原则，内容包括“保护国家安全的可信赖技术”，“安全、有弹性并能保护隐私”，“可负担性、可持续性和全球连接”以及“频谱与制造”等。
According to news sources, the White House of the United States issued a joint statement on 26 February, local time, by the United States, the United Kingdom, France, Japan, the Republic of Korea, Sweden, Finland, the Czech Republic, Canada and Australia, stating common principles for research and development of 6G wireless communication systems, including “trustable technologies for the protection of national security”, “security, resilience and privacy protection”, “affordability, sustainability and global connectivity” and “frequency spectrum and manufacturing”.
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