Breakfast | Goldman Sachs warns of excessive long positions in US stocks, TikTok denies negotiating to take over Alibaba's entertainment business

Good morning! A wonderful day starts with making money. What happened to blue-chip stocks and hot stocks Microsoft: Officially launches CoPilot app for Apple and Android phones Medical technology company Masimo: Apple will remove blood oxygen detection function from its watch to avoid US sales ban Apple to launch a special edition App Store for the European Union The EU's new regulation, the "Digital Markets Act," requires Apple to allow developers to release their Apple apps outside of the App Store. Third-party apps will also be allowed to use third-party payment platforms for in-app purchases. AppleVision Pro headset to be released soon, Apple prepares the most complex demonstration process in history, with a duration of up to 25 minutes Starting from February 2nd, all Apple retail stores in the United States will provide Vision Pro try-on services, with appointments starting at 8 a.m. Apple's largest retail store plans to provide 12 or more demonstration devices simultaneously and set up dedicated seated demonstration areas. BIDU-SW responds to the matter of "Wenxin Yiyu": No business cooperation or customized services have been conducted with the authors of academic papers or their affiliated institutions According to media reports, an academic paper mentioned several large language models (LLMs) such as GPT3.5, GPT-3.5-turbo, GPT4, HTML-T5, and BIDU-SWNIE Bot. "Wenxin Yiyu" is available to the public. The South China Morning Post was the first media outlet to report on this academic paper and has clarified and corrected their initial media report. Media: TSMC is expected to start installing equipment for 2nm chip production as early as April, and 2nm chips will begin production in 2025 Tesla is expected to launch more affordable cars this year Shoichiro Yoshida, Chief Technology Officer of Panasonic Electric Vehicle Batteries, stated that Tesla may launch more affordable electric vehicles in the near future, as Panasonic expects to release upgraded versions of the 2170 and 4680 batteries as early as this year. TikTok-related executive: No negotiations to take over Alibaba Pictures MIIT information update for Xiaomi's SU7 electric vehicle: Adds 21-inch wheels and offers smaller font for "xiaomi" on the rear BYD supplies 2,136 energy storage systems, totaling 1.1GWh, to the world's largest energy storage project Two Boeing planes collide at Chicago airport, FAA launches investigation Market value increases by over 900 billion yuan in 9 days! NVIDIA achieves the largest year-opening surge in history After a nearly 240% surge in stock price in 2023, in the first two weeks of 2024 (9 trading days), NVIDIA's market value skyrocketed by approximately $128 billion, reaching $547.10. IPO opportunities 91 mainland Chinese companies are queuing up for overseas listings, with the Hong Kong Stock Exchange and NASDAQ being popular choices As of January 15th, 14 companies have obtained overseas listing filing documents this year, and there are 91 companies in the queue for filing. Among the companies in the queue, over 70% are planning to list on the Hong Kong Stock Exchange, while nearly 30% are planning to list on the Nasdaq. Macro: Taking you around the world Goldman Sachs: Long positions in US stocks abnormally crowded, increasing downside risks The positioning and popularity of US stocks have both reached relatively bullish levels, and this level of optimism often hinders further gains. The flow of funds into US stocks has slowed down in the first few weeks of this year. Although the current high positioning implies lower or average returns for the S&P 500 index in the next one to three months, it does not necessarily indicate a bearish signal. Sales of newly built private residential properties in Singapore in 2023 drop to the lowest level in 15 years Real estate market regulations and a weak economic situation are starting to put pressure on the market. Data released by the Urban Redevelopment Authority of Singapore shows that developers only sold 6,671 units in 2023, with sales dropping to 135 units in December.