Bloomberg：
US Tech Rally
US equity futures were also boosted by gains in tech stocks after Wall Street set fresh closing highs on Tuesday.
Shares of Netflix rose as much as 11% in premarket trading in New York after the firm said yesterday it signed up 13.1 million customers in the final three months of 2023, the streaming giant’s best quarter of growth since viewers were stuck at home in the early days of the pandemic.
There’s likely to be more big news for tech later today, with Tesla and IBM both due to report earnings.
Comment：不看netflix的我，以为他也业绩不好，被打脸了，还是不能低估奶头乐的威力。
ASML Soars
European tech stocks are also on a tear. ASML — the continent’s most valuable technology company — is up about 7% after saying orders more than tripled last quarter from the previous three months as demand for its most sophisticated machines soared. That’s a sign that the semiconductor industry may be recovering.
Meanwhile, SAP, Europe’s biggest software maker, is up 6% after it unveiled a restructuring plan that will affect about 8,000 jobs and an increased focus on artificial intelligence, moves that it said would help boost operating profit to roughly €10 billion next year.
Comment：google，ASML就是例子，真的别把自己那点
市场
太当回事儿
German short
Not everyone is on board with the rally in stocks though. The Qube hedge fund is making a billion-dollar bet against German stocks as a downturn in global demand slows Europe’s biggest economy.
The fund has amassed a short bet of more than $1 billion against German companies after adding to wagers against the likes of automaker Volkswagen over the last two weeks, and also disclosing a $131.8 million short against Deutsche Bank, according to data compiled by Bloomberg from regulatory filings.
The bets come even as the benchmark DAX stock index remains near its record high.
Comment：不同的观点造就市场的流动性和多样性，才好玩。我就不懂什么叫做恶意做空，怎么没有恶意做
多
呢？某些沙雕监管机构真的可以去死了，一群脑满肠昏的狗官。
Yahoo
Not all stocks are expensive right now: The S&P 500 may be at an all-time high, but as Josh Schafer wrote in our stock market live blog Tuesday, UBS found that a ton of companies are trading far under the levels they saw during the previous record high. According to UBS, 55% of them have an even lower price-to-earnings ratio. It's either a reminder to buy or a commentary on how top-heavy the market is. Once again, see today's Takeaway for more on that.
Comment：没有贵的股票，只有我们看不懂的价格
Boeing's loose bolts: As Alaska Airlines found "many" loose bolts on Boeing's 737 Max 9, the company is loudly telling suppliers to make sure their fasteners are property torqued and that instructions and quality are monitored. The stock closed down 1.6% Tuesday.
Comment：想等回踩再建仓，就不下来了，赶紧下。
Interest rates give and take away: It's not just the small-cap Russell 2000. Homebuilders whose stocks soared during December's high hopes of an impending Fed pivot are seeing the pendulum swing the other way as the market sees March rate cuts as less and less likely. For homebuilders, it might mean continuing high rate-era concessions, which are a profitability hit.
Comment：这个吗。让子弹飞一会儿吧
WSJ:
Can the records keep coming? Stock futures headed higher Wednesday, holding out the prospect that the S&P 500 could set a fourth consecutive all-time high as earnings season gathers pace.
Netflix jumped in premarket trading after posting strong subscriber growth, while AT&T, Kimberly-Clark, and Abbott Laboratories are among the blue-chip stocks due to report before the opening bell.
Tesla, one of the so-called Magnificent Seven that has powered the market higher, is due to update investors on its finances after markets close.
Comment:美股天天期待新高，这才是正常的美股。不像某些国家的股市，天天都在期待新
低
。
MarketWatch早报摘要：
Bob Robotti, founder and CIO of Robotti & Co., emphasizes the art of investing in undervalued companies. As a value investor, he seeks businesses priced below their intrinsic value with strong growth potential. Robotti, managing around $900 million, focuses on small and medium-sized firms, such as Builders FirstSource (BLDR). He invested in BLDR in 2009 when its market cap was $200 million; now it's $20 billion, credited to its successful transformation and merger. Robotti sees potential in industries like offshore energy services, particularly Tidewater (TDW), in which he's been invested since 2022. He notes the offshore energy sector's improved dynamics and believes companies in this space, still undervalued, will experience substantial growth. Robotti's outlook considers the metamorphosis of the old economy, emphasizing North America's competitive advantages over Europe due to lower energy costs. His strategy involves identifying companies poised for growth amid economic cycles and industry transformations, even in traditionally cyclical sectors.
WSJ提
示
关注股票：
Stocks to Watch
↗️ Netflix (NFLX): Shares of the streaming giant jumped around 10% in premarket trading after it said it added 13.1 million subscribers in the fourth quarter—its strongest final quarter ever for net additions.
↘️ Texas Instruments (TXN): The chip maker reported a drop in fourth-quarter profit on lower revenue, and guided for lower figures in the first quarter too. Shares fell more than 3% ahead of the opening bell.
↗️ SAP (SAP), (XE: SAP): The German business software company said it plans a restructuring program this year that will affect some 8,000 jobs, ratcheting up its focus on artificial intelligence. Shares rose around 6% in Germany and in the U.S. ahead of the opening bell.
🔎 EBay (EBAY): The online marketplace said late Tuesday that it would lay off about 9% of its full-time workforce, part of efforts to boost performance at a time of rising competition and softer consumer spending. Shares rose around 2.6% in off-hours trading.
🔎 Tesla (TSLA), IBM (IBM), AT&T (T), Kimberly-Clark (KMB), and Abbott Laboratories (ABT) are set to report earnings Wednesday.
祝各位交易顺利！又是丰收的一天。