<h3>U.S. Stock Market News</h3><ol><li>NVIDIA is currently providing customers with two new AI chip samples tailored for the Chinese market. Jensen Huang stated, &#34;We are currently testing with customers, and they are all complying with U.S. export control regulations without a license. We are waiting for feedback from customers.&#34;</li><li>Tesla has raised prices by $250 to $47,740.</li><li>Effective immediately, Tesla is recalling a total of 1,071 imported Tesla and Model X electric vehicles produced between January 27, 2023, and January 7, 2024; as well as 7,629 domestically produced Model 3 electric vehicles produced between September 12, 2023, and January 12, 2024.</li><li>According to the Chinese National Enterprise Credit Information Publicity System, Zhejiang Alibaba Small and Micro Financial Services Group Co., Ltd. has filed for liquidation, indicating that the company has entered the liquidation and deregistration process. This microloan company was formerly known as Ant Financial's online microloan business, which has now been taken over by Ant Bank.</li><li>The latest supply chain report indicates that Apple has not abandoned the development of foldable devices. Instead, they are working on developing foldable-screen iPads or MacBooks for 2025 or later. The design stage of this device is not yet clear, but reports suggest that it is nearing completion, with plans for mass production underway.</li><li>Baidu's Mobile Ecosystem Group (MEG) recently completed a new round of organizational restructuring: the Baidu Wenku business unit has been upgraded to a Business Unit (BU), with Baidu Vice President Wang Ying continuing to serve as the head of the Wenku BU. Baidu Vice President Zhao Shiqi has returned from Huawei to take on the role of head of the search platform, with search direction heads reporting to Zhao Shiqi.</li><li>A Xiaomi spokesperson responded on Weibo to rumors about Xiaomi's car license plate delivery: completely untrue. Xiaomi's car pricing, delivery, and sales policies are subject to official announcements, please be informed.</li><li>Standard Chartered Bank CEO Bill Winters' total compensation increased by 22% from £6.4 million in 2022 to £7.8 million (equivalent to $9.9 million) last year, marking the highest level since he joined the bank in 2015.</li></ol><h3>Pre-market Movers</h3>In pre-market trading, the three major stock index futures and the fear index all declined.Bitcoin is currently trading at $50,975, down nearly 2% in the past 24 hours; Ethereum is trading at $2,935, down over 2% in the past 24 hours.Tech stocks are mixed in pre-market trading, with NVIDIA rising over 2% to surpass $800, Tesla falling over 1%, AMD, Amazon, and Apple declining.As for Chinese concept stocks, only Li Auto rose over 1%, Baidu rose nearly 1%, XPeng fell over 2%, Nio fell over 1%, while Alibaba, JD.com, Pinduoduo, and Bilibili all experienced declines across the board.In terms of individual stocks, Carvana surged by 38% at one point, with a record net profit of $150 million last year, indicating optimism.Booking dropped by over 10%, impacted by hefty fines, with a 82% year-on-year decrease in net income in the fourth quarter of last year.American mobile payment company Block rose by over 13%, unexpectedly recording a profit in Q4, with Q1 adjusted EBITDA guidance exceeding expectations.<h3>Strategy Review</h3>1. After NVIDIA dispels doubts, can only inflation defeat the &#34;Seven Sisters&#34;?The &#34;Nifty 50,&#34; the pillar of the U.S. stock market in the 1970s, serves as a lesson for the former. Analysts believe that the market environment in which the &#34;Seven Sisters&#34; currently find themselves is comparable to the stock bubble period of the &#34;Nifty 50&#34; in the 1970s, with signals of accelerating inflation release, high valuations of tech stocks, and significant market concentration risks.2. It's not that NVIDIA can't afford it, but AMD offers better value for moneyHuatai Research stated: &#34;We believe that AMD's MI300 is one of the most capable products to challenge NVIDIA.&#34; It is worth noting that Lamini AI has announced the use of MI300 and plans to use it for training large models. Tech giants such as Microsoft, Meta, and Oracle have also committed to using the MI300 series.3. National AI? Old Huang sets his sights on a super potential customer: the governmentNVIDIA has decided to focus on both major clients and the government.4. NVIDIA ignites market sentiment! Bullish on everything? The only bearish view is on money market fundsWall Street is excited about the wave of AI spending, believing that this will drive a tech bull market. Investors can diversify their tech company earnings into investments such as emerging markets, small-cap stocks, or UK stocks.5. Can Groq's LPU disrupt NVIDIA's GPU dominance?There is still controversy over whether Groq's LPU chip can overturn NVIDIA's GPU dominance. Although the LPU chip is 10 times faster than the GPU, it costs over $20,000 and requires a large number of cards to run models, resulting in high hardware and energy costs. The emergence of LPU provides AI developers with a new choice, but the cost-effectiveness has yet to be determined.

Tesla fell more than 1%, while AMD, Amazon, and Apple all declined. As for Chinese concept stocks, only Li Auto rose by over 1%, Baidu rose by nearly 1%, while other popular stocks all fell. In terms of individual stocks, Carvana surged by 38% at one point, Block rose by over 13%, and Booking fell by more than 10%.

LB Select

Meta Platforms

Alphabet

Alphabet - C

Microsoft

Apple

Amazon

Tesla

NVIDIA

Netflix

Carvana

Block

Booking

Li Auto

Baidu

Alibaba

JD.com

Bilibili

NetEase

XPeng

BIDU-SW

BIDU-SWR

Pre-market trading in the US: NVIDIA rises by 2% to reach $800! Technology and Chinese concept stocks are generally falling.