<h3>Top News in US Stocks</h3>
<ol>
<li>During the routine press conference of the Chinese Ministry of Foreign Affairs on February 1st, a reporter asked about the recent inclusion of some Chinese chip and artificial intelligence companies, including Changjiang Storage, in the &#34;Chinese military enterprise list&#34; by the US Department of Defense. Huawei was also added to the list. What is China's comment on this?</li>
</ol>
In response, spokesperson Wang Wenbin stated that we firmly oppose the US side's generalization of the concept of national security, the creation of discriminatory lists under various pretexts, and the unjustified suppression of Chinese companies, which disrupts normal economic and trade cooperation between China and the US.
<ol>
<li>LI AUTO delivered a total of 31,165 new vehicles in January, a year-on-year increase of 105.8%.</li>
</ol>
XPeng delivered a total of 8,250 new vehicles in January, a year-on-year increase of 58%.
NIO Inc. delivered 10,055 vehicles in January, a year-on-year increase of 18.2%.
<ol>
<li>
AliExpress and Cainiao jointly announced that they will continue to expand in the Korean market by launching a &#34;large item&#34; express service, allowing large furniture and home appliance products to be delivered to Korean consumers within 7 days.
</li>
<li>
According to Tesla China's Weibo account, by the end of March, customers who order any model of Model 3/Y/S/X and complete the delivery can enjoy an annual interest rate as low as 2.5%. Customers who place an order for a designated version of Tesla can also receive a cash discount of 8,000 yuan.
</li>
<li>
Tesla announced that a shareholder vote will be held to decide whether to relocate the company's registered address to Texas, USA. Tesla may need to seek approval from the board of directors for this.
</li>
<li>
Shell reported an adjusted profit of $7.31 billion in the fourth quarter, exceeding the estimated $6.14 billion; adjusted earnings per share were $1.11, exceeding the estimated $0.92. Shell announced a $3.5 billion share buyback plan.
</li>
<li>
Since the beginning of the twelfth lunar month, orders related to Douyin's lifestyle services have increased by 146% compared to the same period last year, with travel and accommodation orders increasing by 159% and leisure and entertainment orders increasing by 259%.
</li>
</ol>
<h3>Pre-market Movement</h3>
In pre-market trading, the futures of the three major stock indexes in the US rose, while the fear index plummeted.
<img src="https://pub.pbkrs.com/cms/2024/0/4ByZ3wnq8fr3PMZydR6ewLsWtFu9NCDk.jpg?x-oss-process=style/lg" alt="Image" original-src="https://pub.pbkrs.com/cms/2024/0/4ByZ3wnq8fr3PMZydR6ewLsWtFu9NCDk.jpg"/>
Bitcoin is currently trading at $42,178, down more than 1% in the past 24 hours; Ethereum is currently trading at $2,272, down 1.7% in the past 24 hours.
<img src="https://pub.pbkrs.com/cms/2024/0/DweTsmuusa7NswPuqtj4YqCyDUyudygE.jpg?x-oss-process=style/lg" alt="Image" original-src="https://pub.pbkrs.com/cms/2024/0/DweTsmuusa7NswPuqtj4YqCyDUyudygE.jpg"/>
Tech stocks are generally rising in pre-market trading, with Tesla, NVIDIA, AMD, and Amazon up more than 1%, and Microsoft, Apple, and Meta following the trend.
Chinese concept stocks are rising, with Weilai, Bilibili, and NetEase all up more than 2%, and Alibaba and Pinduoduo up more than 1%, while JD.com is slightly up.
In terms of individual stocks, Deutsche Bank is up more than 5% as its Q4 net profit exceeded expectations and it plans to repurchase €675 million worth of shares.
Wolfspeed briefly fell more than 7% as its Q2 losses widened.
Shell is up more than 2% as its Q4 performance exceeded expectations, and it plans to repurchase $3.5 billion worth of shares, with dividends increasing to $0.344 per share.
<h3>Strategy Review</h3>
1. Earnings Preview | Will Apple Bring New Surprises in Q1 Despite Recent Setbacks?
Apple will announce its earnings after the US stock market closes on February 1st. According to Bloomberg analysts, Apple's Q1 revenue is expected to be $118.08 billion, a YoY growth of 1%. Currently, there are 40 analysts who have given a &#34;buy&#34; rating, with an average target price of $200.
2. Meituan Loses 2 Trillion in Market Value
Over the past year, Meituan has faced explicit threats from Douyin's attack on local life services. The implicit reasons are that Meituan's business model has not been successfully validated, its moat is not strong enough, and its food delivery business continues to lose money while community group buying burns cash, causing concerns among investors.
3. US Stock Market Rally Expected to Spread!
If the US money market yields decline, a large amount of capital will flow into the US stock market. However, not all of this capital will necessarily flow into the stocks of the seven major tech giants. The S&amp;P 500 index still has room for growth in the future, and there are opportunities to increase holdings in the financial, real estate, non-essential consumer goods, and energy sectors.
4. Why Can Microsoft Challenge Apple's Market Value?
The strength of Microsoft lies in its ability to rise to the top in one era, fall from grace in the next, and then rise to the top again in the era after that.
5. AI Remains the Hottest Topic in US Earnings Season! But...
In all the earnings conference calls held by S&amp;P 500 companies in January, as much as 38% of the performance meetings mentioned the term &#34;artificial intelligence,&#34; even higher than the proportion in the first quarter! However, the revenue expectations for AI products given by these companies have already disappointed investors to some extent.

Li Auto's January performance report is out: YoY doubled for Li Auto, XPENG-W grew by 58%, and NIO-SW delivered over 10,000 vehicles. Chinese concept stocks and technology stocks rose together, with Bilibili and NetEase up over 2%, Alibaba and Pinduoduo up over 1%; Tesla, NVIDIA, AMD, and Amazon all rose over 1%.

LB Select

Meta Platforms

Alphabet

Alphabet - C

Microsoft

Apple

Amazon

Tesla

NVIDIA

Netflix

Li Auto

XPeng

Bilibili

NetEase

Alibaba

JD.com

Baidu

XPENG-W

Pre-market trading in US stocks: Tesla and Li Auto lead the gains! Focus on post-market earnings reports from Meta Platforms, Apple, and Amazon.