<h3>Top News in US Stocks</h3>
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Important earnings reports after the market closes tonight: Microsoft, Alphabet-C, AMD!
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Question: Recently, there have been media reports of on-site searches conducted by relevant US authorities at the North American offices of a Chinese company. What is China's comment on this?
Answer from the Chinese Ministry of Commerce: China has taken note of the relevant reports. Recently, the US side has conducted multiple surprise searches at Chinese-funded enterprises in the US, interrogating and confiscating personal devices such as mobile phones and computers from Chinese personnel engaged in business activities in the US. This has disrupted the normal business operations of Chinese companies and business people, seriously undermining their confidence in investing in the US. The US side should immediately stop harassing Chinese companies and business people and provide them with a safe, transparent, and fair business environment.
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The State-owned Assets Supervision and Administration Commission of the State Council of China recently issued a notice on optimizing the management of asset evaluation in central enterprises. The notice for the first time proposes that central enterprises should implement classified management of asset evaluation projects, requiring central enterprises to establish criteria for classifying major asset evaluation projects and putting forward a series of targeted control requirements for the management of major asset evaluation projects.
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According to a report released by the California New Car Dealers Association on Monday, Tesla ranked first in electric vehicle sales in California last year, with a year-on-year growth of 24.6% to 230,588 vehicles. Among them, the registration volume of Model Y was 132,636 vehicles, an increase of 52% compared to 2022, maintaining its position as the best-selling model in California.
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The Tianyancha App shows that Apple has applied for more than 40 patents related to head-mounted displays, including &#34;Optical System for Head-Mounted Display,&#34; &#34;Head-Mounted Display with Tactile Output,&#34; &#34;Head-Mounted Display with Low-Light Operation,&#34; &#34;Head-Mounted Display, Facial Interface, and Display System for Head-Mounted Display,&#34; etc. Some of the patents have already been granted.
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Bitcoin is expected to rise for the fifth consecutive month, marking the longest continuous upward trend for the cryptocurrency since the pandemic.
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As the market cools down, Volkswagen is reportedly postponing its IPO plans for its battery division.
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<h3>Pre-market Movers</h3>
In pre-market trading, all three major stock index futures and the fear index are down.
<img src="https://pub.pbkrs.com/cms/2024/0/JrHQm8ud5u58PGJcAGwwuUHoYYtvSXrF.jpg?x-oss-process=style/lg" alt="Image" original-src="https://pub.pbkrs.com/cms/2024/0/JrHQm8ud5u58PGJcAGwwuUHoYYtvSXrF.jpg"/>
Bitcoin is currently trading at $43,313, up more than 2% in the past 24 hours; Ethereum is currently trading at $2,303, up more than 1% in the past 24 hours.
<img src="https://pub.pbkrs.com/cms/2024/0/eoRAodqYRV5yAQZUXJiKkr1DNmPTbNim.jpg?x-oss-process=style/lg" alt="Image" original-src="https://pub.pbkrs.com/cms/2024/0/eoRAodqYRV5yAQZUXJiKkr1DNmPTbNim.jpg"/>
Tech stocks are generally up in pre-market trading, with Tesla up more than 2%, Nvidia up more than 1%, and Microsoft up nearly 1%, but AMD and Apple are down.
Chinese stocks are experiencing a sharp decline, with Pinduoduo down nearly 5% in pre-market trading, JD.com and Bilibili down more than 3%, and Alibaba, Weibo, and NetEase down more than 1%.
In terms of individual stocks, Super Micro Computer (SMCI) surged nearly 14% in pre-market trading after exceeding expectations for the second quarter earnings.
Calix Networks, a broadband software company, experienced a sharp drop of 29% and reported a loss in Q4. The Q1 guidance for 2024 is also not optimistic.
<h3>Strategy Review</h3>
1. Is today's NVIDIA the same as the old Cisco?
Has the frenzy around AI created a new bubble? In 2000, everyone was talking about Cisco on the internet. But after the bubble burst, Cisco's stock price plummeted from $80 to $6! Even after 23 years, Cisco's stock price still hasn't reached the level of 2000.
2. Tonight, all eyes are on this earnings report!
What should investors pay attention to in Microsoft's earnings report? The additional revenue brought by Microsoft 365 Copilot Enterprise Edition will be the focus of attention! The long-awaited &#34;revenue effect of AI applications&#34; that has puzzled the market for a long time may gradually reveal its answer.
3. After reaching new highs, which US stocks are worth buying?
With the decline in US inflation and the expectation of a rate cut by the Federal Reserve, the S&amp;P 500 index has reached a new high. Analysts at Oppenheimer recommended three companies: Bread Financial Holdings, C3.ai, and Mastercard.
4. Decoding the company | Can Vision Pro save Apple?
If the sales of this highly anticipated VR headset exceed Wall Street's expectations this year, it may improve the market's perception of Apple and establish Apple's position as a technology innovation leader!
5. Why do Tencent and Alibaba still have many growth engines?
UBS believes that there are still many growth engines in the Chinese internet industry, including overseas markets and artificial intelligence. Cooperation between e-commerce platforms is becoming more common. Many companies are researching interconnection to effectively convert traffic into profits. At the same time, internet companies are actively seeking profit opportunities beyond advertising.
6. Understanding the market | How high can the US stock market go in the near future?
A &#34;market wizard&#34; strategist predicts that the S&amp;P 500 index will approach 5000 points in the near future, and it may even go higher! How high it will rise depends on the earnings reports of tech giants!

US tech giants and Chinese concept stocks have experienced "two different worlds": Tesla rose more than 2%, NVIDIA rose more than 1%; PDD continued to fall nearly 5%, JD.com and Bilibili fell more than 3%, BABA-SWR, Weilai, and NetEase fell more than 1%. Super Micro Computer SMCI rose nearly 14% in pre-market trading, while Calix Networks fell as much as 29%.

LB Select

Meta Platforms

Alphabet

Alphabet - C

Microsoft

Apple

Amazon

Tesla

NVIDIA

Netflix

JD.com

Bilibili

Alibaba

Li Auto

XPeng

Super Micro Computer

Calix Networks

BABA-WR

BABA-W

BILIBILI-W

Pre-market US Stocks | PDD leads the decline in Chinese concept stocks! Market awaits Microsoft, Alphabet-C, and AMD earnings reports after market close.