<h3>U.S. Stock News</h3>
<ol>
<li>
NVIDIA released the most powerful AI chip Blackwell, and also announced a hardware and software platform GR00T for manufacturing humanoid robots, which includes generative AI capabilities. Huang Renxun also mentioned that BYD will adopt NVIDIA's next-generation intelligent automotive chip Thor.
</li>
<li>
Tesla CEO Elon Musk stated that significant improvements to Tesla's &#34;Full Self-Driving (FSD)&#34; system will be released roughly every two weeks, and by the end of April or early May, it &#34;should really shine&#34;.
</li>
<li>
Alibaba's large-scale model product &#34;Tongyi Tingwu&#34; launched several new features, including the online audio and video question-answering assistant &#34;Xiao Wu&#34;, one-click AI rewriting, and mind map generation, among six major functions.
</li>
<li>
Xiaomi Group reported a revenue of 73.24 billion RMB in the fourth quarter of 2023, exceeding the estimated 72.51 billion RMB; adjusted net profit of 4.91 billion RMB, surpassing the estimated 3.77 billion RMB; smartphone revenue reached 44.2 billion RMB, exceeding the estimated 43.26 billion RMB.
</li>
<li>
XPeng reported a loss per share of 0.75 RMB in the fourth quarter, and an adjusted loss per share of 0.99 RMB in the fourth quarter. XPeng expects a revenue of 5.8 to 6.2 billion RMB in the first quarter, with an estimated delivery volume of 21,000 to 22,500 vehicles. The market estimates 54,268 vehicles.
</li>
<li>
According to Bloomberg, sources revealed that Fidelity International plans to cut around 20 positions in China, with layoffs possibly starting in the next few days. The specific number of layoffs has not been finalized.
</li>
<li>
Meituan issued an internal memo announcing a new round of job rotation appointments for business leaders. Vice President Wei Wei will be in charge of the in-store dining business unit, the position of the takeaway fulfillment platform leader will be taken over by Zhang Ruoyu, and recent graduates from campus recruitment, Xue Bing, will become the head of the takeaway business unit.
</li>
</ol>
<h3>Pre-market Movement</h3>
In the U.S. stock market pre-market, the futures of the three major stock indexes fell, while the fear index rose.
Bitcoin is currently trading at $63,660, down over 6% in the past 24 hours; Ethereum is trading at $3,258, down over 8% in the past 24 hours.
Tech stocks and Chinese concept stocks are generally down pre-market, with cryptocurrency-related stocks experiencing significant declines.
Among the seven tech giants, only Tesla and Apple are up, while NVIDIA, Meta, and AMD are down by nearly 2%.
In terms of Chinese concept stocks, XPeng is fluctuating, initially rising over 4% before falling over 2%, and now surging by 4%; Bilibili is down over 3%, NetEase and JD.com are down over 2%, Li Auto is down over 1%, while Alibaba, Pinduoduo, and Nio are declining.
Microstrategy is down over 10%, Marathon Digital is down over 6%, and Coinbase is down over 5%
<h3>Strategy Review</h3>
1. In the &#34;NVIDIA Wave&#34;, the AI-themed ETF has doubled in size over the past year
As of the end of February, the total size of AI-themed ETF funds circulating in the U.S. market has soared from $2.55 billion a year ago to $6.88 billion. Analysts remind investors not to limit themselves to chasing star companies like NVIDIA, but to explore the impact of AI on various industries and discover &#34;potential stocks&#34;.
2. Understanding NVIDIA's &#34;New GPU&#34; in one article!
5 times faster than H100? 1200W power consumption? Liquid cooling? How does it compare to MI300X? Compared to competitors, Blackwell's performance is outstanding, but to fully unleash Blackwell's potential, switching to liquid cooling is almost a must.
3. Morgan Stanley warns U.S. stock investors: Market faces &#34;dollar mechanism shift&#34; risk
&#34;Although correlation does not imply causation, given that the bull market cycle of the U.S. dollar may be maturing, the strong correlation between the U.S. dollar and P/E ratios is worth paying attention to.&#34;

XPeng fluctuated, rising more than 4% before the performance report, dropping more than 2% before the performance report, and now surging 4%; Bilibili fell more than 3%, NetEase and JD.com fell more than 2%; among the seven technology giants, only Tesla and Apple rose; Microstrategy fell more than 10%, Marathon Digital fell more than 6%, Coinbase fell more than 5%

LB Select

Meta Platforms

Alphabet

Alphabet - C

Microsoft

Apple

Amazon

Tesla

NVIDIA

Mara

Coinbase

Strategy

XPeng

Li Auto

Bilibili

NetEase

JD.com

Baidu

Alibaba

BILIBILI-W

XPENG-W

Pre-market trading in US stocks: XPeng-W surged 4% after earnings, while cryptocurrency-related stocks plummeted