FUTU Morning Post

Futu Morning Post | The Federal Reserve favors the inflation index to cool down as scheduled. Powell reiterated that it was not in a hurry to cut interest rates; Tesla raised prices again! The entire Model Y series was raised by 5,000 yuan

Futu News · Apr 1 07:56

热点要闻

美联储青睐通胀指标2月如市场预期降温，支出超预期反弹

美国2月核心PCE物价指数同比增长2.8%，为2021年3月以来最低，和市场预期一致，较1月上修0.1个百分点的增速2.9%放缓。2月核心PCE环比增长放缓至0.3%，也符合预期，1月增速由0.4%上修至0.5%。受汽油价格上涨推动，2月PCE物价指数同比增长较1月的2.4%加快至2.5%，为去年9月来首次增速回升，PCE环比增长0.3%，增速均符合预期。

鲍威尔重申美联储并不急于降息，认为2月核心PCE“基本符合预期”

美联储主席鲍威尔说，联储希望看到更多“向好”的通胀数据增强信心，联储不会对这两个月的数据“反应过度”，将继续谨慎把握降息时机。鲍威尔重申本月早些时候在美联储会后发布会上的说辞，预计通胀将继续在“颠簸的道路”下降。他表示，若通胀不下行，联储可能更长时间维持高利率。

中国3月官方制造业PMI为50.8，重回扩张区间，3月非制造业PMI加快扩张

国家统计局数据显示，3月，随着企业在春节过后加快复工复产，市场活跃度提升。3月中国制造业PMI较2月强劲反弹1.7个百分点，创一年来新高，在调查的21个行业中有15个位于扩张区间，比2月增加10个，制造业景气面明显扩大。3月非制造业商务活动指数为53.0%，较2月上升1.6个百分点，连升四个月，表明非制造业景气水平持续回升。

高盛：年底黄金有望触及2300美元，铜价涨至10000美元

3月28日，高盛分析师Nicholas Snowdon和Lavinia Forcellese在报告中指出，到年底，铜将涨至每吨10000美元，铝将涨至每吨2600美元，黄金料为每盎司2300美元：铜将在二季度出现25万吨供应缺口，2024年下半年铜将出现45万吨供应缺口，到年底铜将涨至每吨10000美元。

公司要闻

特斯拉Model Y全系涨价5000元

$特斯拉 (TSLA.US)$Model Y全系涨价5000元特斯拉中国将Model Y的价格调高至263,900元，将Model Y长续航版价格调高至304,900元，将Model Y高性能版的价格调高至368,900元，涨价幅度均为5000元。

微软和OpenAI计划投资1000亿美元建造“星际之门”AI超级计算机

据媒体，$微软 (MSFT.US)$和OpenAI计划投资1000亿美元建造“星际之门”（Stargate）AI超级计算机。OpenAI的下一版重大人工智能升级预计将在明年初落地。微软高管希望最早在2028年发布“星际之门”（Stargate）AI超级计算机。此外，微软和OpenAI计划为AI开发数据中心项目。

担心“泄密”！美国众议院禁止工作人员使用微软Copilot

据当地媒体报道，美国众议院目前已严禁国会工作人员使用微软的Copilot生成式人工智能助手。据悉，众议院首席行政官Catherine Szpindor在发送给国会办公室的一份指南中表示，“网络安全办公室认为微软Copilot应用程序构成了风险，因为它有可能将众议院的敏感数据，泄露到未经众议院批准的云服务中。”

小米SU7最早4月3日开始交付，上市24小时大定88898台

$小米集团-W (01810.HK)$SU7的创始版最早于4月3日开始交付，非创始版的小米SU7与小米SU7 Max启动交付时间4月底开始，小米SU7 Pro启动交付时间5月底开始。小米汽车称，工厂正在全力以赴提高产能，并充分动员供应链伙伴全力保供。雷军周日发微博称，将开启第二轮追加开售。定金2万元，下定即锁单，本轮定购，同样享受3月28日周四当晚一样的至高3.1万元豪华购车权益。

Meta未能阻止美国联邦贸易委员会对其隐私条款的审查

$Meta Platforms (META.US)$未能说服联邦上诉法院推迟美国联邦贸易委员会（FTC）对其Facebook涉嫌侵犯隐私的重新审查。美国华盛顿特区巡回上诉法院周五裁定，Meta未满足针对其五项宪法挑战中任何一项的严格要求。此前，该法院还驳回了Meta在一起相关案件中提出的另一项请求，即暂停美国联邦贸易委员会去年宣布的调查，尽管Meta提出了反对意见，称其已经支付了50亿美元的罚款，并同意采取一系列保障措施。

AMD尚未公布的 Instinct MI388X AI GPU曝光

$美国超微公司 (AMD.US)$公司近日向美国证券交易委员会提交了一份冗长的 10K 监管文件，其中提及尚未发布的 MI388X AI 加速卡。注：AMD 在这份 10K 文件中并未提及 Instinct MI388X 加速卡的规格信息，从后缀 X 判断，应该是面向 AI 和 HPC 的产品，类似于最近推出的 MI300X 加速器。

嗅到了什么机会？市场猛烈做空、巴菲特却大举加仓这家公司

近期，伯克希尔通过一系列交易，耗资3.68亿美元大幅增持自由媒体$Liberty SiriusXM Series A (LSXMA.US)$股份，将持股比例提升至约30%。自由媒体本质上是由美国传媒大亨约翰·马龙控制的卫星广播公司Sirius XM的跟踪股，拥有天狼星XM$Sirius XM (SIRI.US)$约80%的股权。然而，伯克希尔凶猛加仓与市场看跌情绪形成了对比，天狼星XM今年遭猛烈做空，跌幅高达29%。

今日关注

关键词：中国财新制造业PMI、美国ISM制造业PMI；港股休市

周一，经济数据方面，投资者可关注中国3月财新制造业PMI、美国3月ISM制造业PMI、3月标普全球制造业PMI终值、2月营建支出月率。

2月财新中国制造业PMI微升至50.9，较上月微升0.1个百分点，连续四个月扩张，表明制造业景气度持续提升。3月31日，国家统计局公布的数据显示，3月份，官方制造业采购经理指数（PMI）为50.8%，比上月上升1.7个百分点，重回扩张区间。

交付数据方面，特斯拉、比亚迪、“蔚小理”等新能源车企开始公布一季度交付数据。

在2023年最后一个季度，比亚迪超越特斯拉成为全球最畅销的电车制造商，因此两家车企的交付数据将受到投资者的关注。
特斯拉最早将在当日公布2024年一季度交付数据，随后将于4月17日公布一季度盈利情况。而就在其公布关键数据前，数位华尔街分析师因需求疲软及竞争加剧，下周下调对其交付数据的预期值，并进一步下调股价目标位。

另外，由于复活节假期，港股休市一日，南、北向交易关闭。

牛牛晨读：

别希望自己每次都正确，如果犯了错，越快止损越好。
——伯纳德•巴鲁克

编辑/new

Hot news

The Federal Reserve favors inflation indicators in February, as market expectations cooled down, and spending rebounded beyond expectations

The US core PCE price index rose 2.8% year on year in February, the lowest since March 2021. In line with market expectations, it was 2.9% slower than the 0.1 percentage point increase in January. Core PCE growth slowed to 0.3% month-on-month in February, which is also in line with expectations. The growth rate was revised up from 0.4% to 0.5% in January. Driven by rising gasoline prices, the PCE price index grew faster than 2.4% in January to 2.5% in February. This was the first recovery rate since September last year. PCE increased 0.3% month-on-month, and all growth rates were in line with expectations.

Powell reiterated that the Federal Reserve is in no hurry to cut interest rates, believing that the February core PCE “basically met expectations”

Federal Reserve Chairman Powell said that the Federal Reserve hopes to see more “positive” inflation data to boost confidence. The Federal Reserve will not “overreact” to these two months' data, and will continue to carefully grasp the timing of interest rate cuts. Powell reiterated his statement at the post-Federal Reserve press conference earlier this month and expects inflation to continue to decline on a “bumpy path.” He said that if inflation does not decline, the Federal Reserve may maintain high interest rates for a longer period of time.

China's official manufacturing PMI for March was 50.8, returning to the expansion range. In March, the non-manufacturing PMI accelerated expansion

According to data from the National Bureau of Statistics, market activity increased in March as enterprises accelerated the resumption of work and production after the Spring Festival. In March, China's manufacturing PMI rebounded strongly by 1.7 percentage points from February to a record high in a year. Of the 21 industries surveyed, 15 were in the expansion range, an increase of 10 over February, and the manufacturing boom expanded markedly. The non-manufacturing business activity index for March was 53.0%, up 1.6 percentage points from February. It has been rising for four consecutive months, indicating that the level of non-manufacturing sentiment continues to rise.

Goldman Sachs: Gold is expected to reach 2,300 US dollars by the end of the year, and the price of copper will rise to 10,000 US dollars

On March 28, Goldman Sachs analysts Nicholas Snowdon and Lavinia Forcellese pointed out in their report that by the end of the year, copper will rise to 10,000 US dollars per ton, aluminum will rise to 2,600 US dollars per ton, and gold will be 2,300 US dollars per ounce: copper will have a supply gap of 250,000 tons in the second quarter, a supply gap of 450,000 tons in the second half of 2024, and copper will rise to 10,000 US dollars per ton by the end of the year.

Company news

The price of the Tesla Model Y series increased by 5,000 yuan

$Tesla (TSLA.US)$The price of the entire Model Y series increased by 5,000 yuan. Tesla China raised the price of the Model Y to 263,900 yuan, raised the price of the Model Y long battery life version to 304,900 yuan, and raised the price of the Model Y high-performance version to 368,900 yuan. The price increase was 5,000 yuan.

Microsoft and OpenAI plan to invest $100 billion to build a “Stargate” AI supercomputer

According to the media,$Microsoft (MSFT.US)$OpenAI and OpenAI plan to invest $100 billion to build the “Stargate” (Stargate) AI supercomputer. OpenAI's next major artificial intelligence upgrade is expected to be implemented early next year. Microsoft executives hope to release the “Stargate” (Stargate) AI supercomputer as early as 2028. Additionally, Microsoft and OpenAI plan to develop data center projects for AI.

Worried about “leaks”! US House of Representatives bans workers from using Microsoft Copilot

According to local media reports, the US House of Representatives has now strictly prohibited congressional workers from using Microsoft's Copilot generative artificial intelligence assistant. According to reports, the Chief Executive of the House of Representatives Catherine Szpindor stated in a guide sent to the National Assembly Office, “The Office of Cybersecurity believes that the Microsoft Copilot application poses a risk because it may leak sensitive data from the House of Representatives to cloud services not approved by the House of Representatives.”

Xiaomi SU7 will be delivered as early as April 3, and will be on the market 24 hours a day, with 88898 units

$XIAOMI-W (01810.HK)$Delivery of the original version of the SU7 began as early as April 3. Delivery of the non-original version of the Xiaomi SU7 and Xiaomi SU7 Max began at the end of April, and the launch delivery of the Xiaomi SU7 Pro began at the end of May. Xiaomi said the factory is making every effort to increase production capacity and fully mobilizing supply chain partners to ensure supply. Lei Jun posted a microblog on Sunday saying that the second round of additional sales will begin. The deposit is 20,000 yuan, and the order is locked as soon as the order is placed. In this round of ordering, you can also enjoy the same luxury car purchase benefits of up to 31,000 yuan as on Thursday night, March 28.

Meta failed to prevent the US Federal Trade Commission from reviewing its privacy policy

$Meta Platforms (META.US)$It failed to persuade the Federal Court of Appeals to delay the US Federal Trade Commission (FTC)'s re-examination of Facebook's alleged violation of privacy. The Washington DC Circuit Court of Appeals ruled on Friday that Meta did not meet strict requirements for any of its five constitutional challenges. Earlier, the court also rejected another request from Meta in a related case to suspend the investigation announced by the US Federal Trade Commission last year, despite Meta's objections, saying it had already paid $5 billion in fines and agreed to adopt a series of safeguards.

AMD's unannounced Instinct MI388X AI GPU revealed

$Advanced Micro Devices (AMD.US)$The company recently submitted a lengthy 10K regulatory document to the US Securities and Exchange Commission, which mentions the unreleased MI388X AI accelerator card. Note: AMD does not mention the Instinct MI388X accelerator card specification information in this 10K document. Judging from the X suffix, it should be a product for AI and HPC, similar to the recently launched MI300X accelerator.

What opportunity did you smell? The market was violently shorted, but Buffett boosted his position on this company

Recently, through a series of deals, Berkshire significantly increased its free media holdings at a cost of 368 million US dollars$Liberty SiriusXM Series A (LSXMA.US)$Shares, increasing the shareholding ratio to about 30%. Free Media is essentially a tracking stock of Sirius XM, a satellite broadcasting company controlled by American media mogul John Malone, and owns Sirius XM$Sirius XM (SIRI.US)$Approximately 80% of the shares. However, Berkshire's aggressive increase in positions contrasted with the bearish sentiment in the market. Sirius XM was violently shorted this year, with a drop of 29%.

Today's attention

Keywords: China Caixin manufacturing PMI, US ISM manufacturing PMI; Hong Kong stock market closed

On Monday, in terms of economic data, investors can pay attention to China's Caixin manufacturing PMI for March, the US ISM manufacturing PMI for March, the final value of S&P's global manufacturing PMI for March, and the monthly construction expenditure rate for February.

In February, Caixin's manufacturing PMI rose slightly to 50.9, a slight increase of 0.1 percentage points from the previous month. It has been expanding for four consecutive months, indicating that the manufacturing boom continues to improve. On March 31, data released by the National Bureau of Statistics showed that in March, the official manufacturing purchasing managers' index (PMI) was 50.8%, up 1.7 percentage points from the previous month, returning to the expansion range.

In terms of delivery data, NEV companies such as Tesla, BYD, and “Wei Xiaoli” have begun to release delivery data for the first quarter.

In the last quarter of 2023, BYD surpassed Tesla to become the world's best-selling tram manufacturer, so the delivery data of the two car companies will receive investors' attention.
Tesla will release delivery data for the first quarter of 2024 as early as the same day, and then the profit situation for the first quarter will be announced on April 17. Just before it released key data, several Wall Street analysts lowered their expectations for delivery data next week and further lowered their share price targets due to weak demand and increased competition.

Also, due to the Easter holidays, the Hong Kong stock market was closed for one day, and southbound and northbound trading was closed.

Futubull Chen read:

Don't expect yourself to be right every time; if you make a mistake, the sooner you stop loss, the better.
—Bernard Baruch

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