加密早报 * 每日不能错过的重要信息 * 2024年12月5日 1. 感动天感动地感动了我自己，比特币终于10万美金了，从2019年诞生以来的历史新高，也是新的起点，10万美金之后就是各国央行和机构，以及上市公司纷纷抢购的优质标的，比特币加密之门正式打开，接下来将会看到全球拥抱加密的盛况。 2. $Me 空投查询： https://t.co/sq3EcKqQeJ 规则：https://t.co/GrQpdVTHxg 3. 鲍威尔公开表示 #BTC 是黄金的竞争者，而不是美元的竞争者，说人话就是BTC更像是黄金。美国政府高管现在不藏着了，大大方方开始谈论比特币，良好的开始，拿比特币跟黄金对标。 4. $Move 不负众望，直接上 CB。#OKX 将列出 $HYPE 。 5. #meme 层面，昨晚苏富比副总裁又发了币 $void ，发出来之后总裁一路卖币，瞬间转了100万刀，这个币最高市值小2000万美金，又是一个小金狗。 6. 链上meme还是在调整期，CEX的美国强势币也在调整期，等这一轮比特币涨完，那么meme潮会重新来一波，到时候会涨到你想不到的高度。 7. 比特币新高 ，比特币生态的 $STX 等要重点关注，之前很拉跨，现在已经有反应了。 8. AI agent的meme： $AIXBT $VIRTUAL $CLANKER $LUNA $AIFUN $Agent $GOAT $ACT$ZEREBRO - $AI16Z $VAIFU $SAVA $Eliza & $ELIZA $HEGEN $FLOWER $zerebro 等等； 9. Upbit 上线 $puffer $swell ; 10. @dot_swap 公布了自己的经济模型，早期LP占比是7.26%，后期LP占比是50%，Team只有1%，很良心的项目，大家可以去详细了解，只是目前市场热点不在这块，等吧； https://t.co/HZW8VhIR8l 11. 网红Haliey Welch推出meme币HAWK，内部地址狙击大量筹码获利，SHIB 官方转推之后被社区一顿喷。 【行情分析】 比特币历史10w美金，今天终于突破了，这次突破之后将会去13万美金，甚至刀15万美金左右，估计就是本月中下旬，那时候才是真正疯狂的时候。 比特币新高再次给市场注入信心，山寨会更加疯狂，尽情享受吧。 优先关注强势美国币，meme币，优质defi币。 【风险提醒】 数字资产波动较大，风险极高，请谨慎参与，杜绝满仓梭哈，拒绝贷款杠杆；

#Downgrades - Nov 26, 2024 • $AAL: UBS Downgrades to Neutral from Buy - PT $16 • $BC: B.Riley Downgrades to Neutral from Buy - PT $88 (from $95) • $EG: Jefferies Downgrades to Hold from Buy - PT $429 (from $420) • $GS: HSBC Downgrades to Hold from Buy • $HUBB: Deutsche Bank Downgrades to Hold from Buy - PT $473 (from $493) • $LUV: UBS Downgrades to Sell from Buy - PT $27 • $MS: HSBC Downgrades to Hold from Buy • $SUM: Citi Downgrades to Neutral from Buy - PT $52.50 (from $55) • $SUM: Longbow Downgrades to Neutral from Buy - PT $52.50 • $SUM: Wolfe Research Downgrades to Peerperform from Outperform • $SUM: Loop Capital Downgrades to Hold from Buy - PT $52.50 (from $54) • $SAVA: H.C. Wainwright Downgrades to Neutral from Buy • $TGT: Daiwa Securities Downgrades to Neutral from Outperform - PT $130 (from $170) • $FIBK: DA Davidson Upgrades to Buy from Neutral - PT $42 • $GMS: DA Davidson Downgrades to Neutral from Buy - PT $97

$SAVA down 86% premkt

$SAVA - CASSAVA SCIENCES TOPLINE PHASE 3 DATA DID NOT MEET CO-PRIMARY ENDPOINTS CASSAVA SCIENCES INC: SIMUFILAM CONTINUED TO DEMONSTRATE AN OVERALL FAVORABLE SAFETY PROFILE CASSAVA SCIENCES INC: SIMUFILAM DID NOT SHOW A SIGNIFICANT REDUCTION IN COGNITIVE OR FUNCTIONAL DECLINE VERSUS PLACEBO

$SAVA Halted, News Pending

STOCKS ON THE MOVE $ONCO, up 82.4% $CNEY, up 57.8% $BMY: up 4.4% premarket, Gains as FDA approves its schizophrenia drug China ADRs extend their rally on latest stimulus push $BABA: up 0.4% premarket $JD: up 2.6% premarket $PDD, up 1.33% premarket $LI: up 0.4% premarket $SAVA: down 11.7% premarket, after SEC charges co for misleading Alzheimer's drug trial claims $COST: down 1.0% premarket, after Q4 results; brokerages hike PT $DG: down 2.5% premarket, Citi downgrades Dollar General citing tough sales recovery as Walmart takes market share $ESTA: up 27.3% premarket, on US FDA nod for Motiva breast implants $KMX: up 0.7% premarket, Brokerages raise Carmax PT on expectations of recovery in US used car market $WVE: up 2.2% premarket, JP Morgan resumes coverage with 'overweight' $IONQ: up 8.1% premarket, Gains on $54.5 mln contract with US Air Force Research Lab $BMBL: down 2.2% premarket, Down after KeyBanc downgrades to 'sector weight'

STREET RECOMMENDATION - JULY 01, 2024 Upgrades $ADNT: BNP Paribas Upgrades to Neutral from Underperform - PT $26 $AGRO: JPMorgan Upgrades to Neutral from Underweight - PT $11.50 (from $10.50) $BIRK: UBS Upgrades to Buy from Neutral - PT $85 (from $52) $COLD: Wolfe Research Upgrades to Outperform from Peerperform - PT $31 $ICE: Goldman Sachs Upgrades to Buy from Neutral - PT $167 (from $143) $MGA: BNP Paribas Upgrades to Outperform from Neutral $TFX: Piper Sandler Upgrades to Overweight from Neutral - PT $245 (from $205) $TFX: Piper Sandler Upgrades to Overweight from Neutral - PT $245 (from $205) Downgrades $AMED: William Blair Downgrades to Market Perform from Outperform $ICFI: Truist Securities Downgrades to Hold from Buy - PT $155 (from $168) $NEP: RBC Capital Downgrades to Sector Perform from Outperform - PT $30 (from $38) $SAVA: H.C. Wainwright Downgrades to Neutral from Buy $ZBH: Piper Sandler Downgrades to Neutral from Overweight - PT $115 (from $140) Initiates $AMKR: JPMorgan Initiates at Overweight - PT $48 $AMT: Goldman Sachs Initiates at Buy - PT $230 $ATUS: Goldman Sachs Initiates at Sell - PT $2 $AXGN: Raymond James Initiates at Outperform - PT $13 $BIVI: ThinkEquity Initiates at Buy - PT $3 $CCOI: Goldman Sachs Initiates at Neutral - PT $56 $CHTR: Goldman Sachs Initiates at Sell - PT $250 $DLR: Goldman Sachs Initiates at Buy - PT $175 $EQIX: Goldman Sachs Initiates at Buy - PT $870 $FYBR: Goldman Sachs Initiates at Buy - PT $29 $GAUZ: Stifel Initiates at Buy - PT $18 $GAUZ: TD Cowen Initiates at Buy - PT $24 $IMMX: H.C. Wainwright Initiates at Buy - PT $7 $LUMN: Goldman Sachs Initiates at Sell - PT $1 $T: Goldman Sachs Initiates at Buy - PT $22 $TALK: Needham Initiates at Hold $TMUS: Goldman Sachs Initiates at Buy - PT $200 $VZ: Goldman Sachs Initiates at Neutral - PT $50 $WRB: TD Cowen Initiates at Buy - PT $103 : JMP Securities Initiates at Market Outperform - PT $6