<p>Good morning! A beautiful day starts with making money.</p><p>Today, influenced by Martin Luther King Jr. Day, the New York Stock Exchange is closed.</p><h3>Important Events and Data This Week — Trump Sworn In, Bank of Japan Announces Interest Rate Decision</h3><p>Monday: China's one-year loan market quoted interest rate as of January 20; the Davos World Economic Forum Annual Meeting is held until January 24; Trump is sworn in as the new President of the United States.</p><p>Tuesday: Before the market opens, New Oriental Education, Dongfang Zhenxuan, and 3M will release their earnings.</p><p>Wednesday: Before the market opens, Procter &amp; Gamble, Abbott Laboratories, Netflix, and Johnson &amp; Johnson will release their earnings.</p><p>Thursday: Initial jobless claims in the U.S. for the week ending January 18. Before the market opens, GM, Alcoa, TAL Education Group, and Texas Instruments will release their earnings.</p><p>Friday: U.S. January S&amp;P Global Manufacturing and Services PMI preliminary values; U.S. January University of Michigan Consumer Sentiment Index final value, U.S. January one-year inflation expectations final value, U.S. December existing home sales annualized total. The Bank of Japan will announce its interest rate decision and economic outlook report, and Bank of Japan Governor Kazuo Ueda will hold a monetary policy press conference; European Central Bank President Christine Lagarde will give a speech.</p><p>Bitcoin continues to decline, falling below $101,000 per coin, down 3.41% for the day.</p><h3>Trump to Be Sworn In as New President of the United States Today</h3><p>President-elect Trump appeared at a rally in Washington on the eve of his inauguration.</p><p>Trump: Every executive order issued by Biden will be rescinded.</p><p>Trump: I like TikTok, we need to save TikTok. As of today, TikTok is back. (Regarding TikTok) Simply put, establish a joint venture. I will approve (TikTok's U.S. operations), but we need to ensure that the U.S. owns 50% of TikTok.</p><p>Trump: I will use emergency powers to allow people to build large AI factories.</p><p>Trump: I will unleash our energy resources and significantly cut environmental regulations.</p><p>Trump: I spoke with Apple (AAPL.O) CEO Tim Cook today, and Cook said they will make large-scale investments in the U.S.</p><p><img src="https://pub.pbkrs.com/uploads/2025/73eb9f72ab25ff34175734810bfd7946?x-oss-process=style/lg" alt="" original-src="https://pub.pbkrs.com/uploads/2025/73eb9f72ab25ff34175734810bfd7946"/></p><h3>TikTok Releases Statement: Restoring Services to U.S. Users</h3><p>TikTok will also work with Trump to develop a long-term solution to keep TikTok &#34;in the U.S.&#34; As of 1 PM Eastern Time that day, some U.S. TikTok users were already able to access messages, view profiles, and read comments on the app. On the evening of the 18th Eastern Time, TikTok suspended services to U.S. users. Earlier, Trump stated he would sign an executive order on Monday to prevent TikTok from being shut down.</p><h3>CNBC: U.S. AI Company Perplexity AI Seeks Merger with TikTok U.S.</h3><p>On Saturday, Perplexity AI officially launched an acquisition bid for TikTok, submitting a proposal to its parent company ByteDance to merge Perplexity, TikTok's U.S. operations, and new capital partners into a new entityAn informed source revealed that the new structure will allow most existing investors of ByteDance to retain their equity and will bring more videos to Perplexity. Perplexity's valuation is approximately $500 million at the beginning of 2024, and around $9 billion by the end of that year.</p><h3>Trump and his wife both issue virtual currency, Trump token plunges</h3><p>Trump's wife Melania announced on social media that people can now buy Melania Coin (MELANIA). Trump retweeted this information after he had issued his own exclusive cryptocurrency TRUMP, which plunged after his wife announced the issuance of MELANIA.</p><h3>Trump's virtual currency causes his wealth to soar by 400% overnight</h3><p>On Saturday, according to estimates from blockchain analysis platform Arkham Intelligence, &#34;crypto president&#34; Trump saw his wealth soar to $28 billion overnight, thanks to the virtual currency &#34;TRUMP&#34; he issued, which increased his estimated net worth by 400%. The token reached $28, and Trump's affiliates CIC Digital LLC and Fight Fight Fight LLC control 80% of the supply, with the value of the cryptocurrency he holds alone skyrocketing to $22.4 billion.</p><h3>Market sees reverse bets: Fed's next move is to raise interest rates rather than cut</h3><p>A group of stubborn bond traders is betting that the Federal Reserve will raise interest rates. This comes after the U.S. released a booming employment report on January 10, contrasting sharply with Wall Street's consensus that there will be at least one rate cut this year. Traders currently believe there is about a 25% chance the Fed will raise rates before the end of the year.</p><h3>Foreign capital increases allocation to Chinese assets, bullish options surge</h3><p>Chris Murphy, co-head of derivatives strategy at Haina International Group, stated that investors heavily bought call options on the iShares China Large-Cap ETF (FXI) last Friday. Other call options related to Chinese assets also surged, including the China Overseas Internet ETF (KWEB). ETFs related to Chinese assets also strengthened. Several foreign institutions hold an optimistic outlook on the future performance of the Chinese market.</p><h3>Jensen Huang: NVIDIA's employee turnover rate in China is only 0.9%</h3><h3>Costco (COST.O) team union members overwhelmingly vote to authorize a strike</h3><h3>Mainland China and Hong Kong plan to pilot interconnection of rapid payment systems in April</h3><h3>Various regions in mainland China will gradually implement subsidies for the purchase of digital products such as mobile phones starting January 20</h3><p>The subsidy standard for individual consumers purchasing mobile phones, tablets, and smartwatches (bands) is that for products with a single sales price not exceeding 6,000 yuan, a subsidy of 15% of the product sales price will be given, with each consumer eligible for one subsidy per product category, and each subsidy not exceeding 500 yuan.</p><h3>China's AIGC APP monthly active users exceed 100 million, Doubao alone accounts for half</h3><p>Users of China's AIGC APP are clustering towards the top. According to research firm QuestMobile, as of the end of November 2024, the overall monthly active user count of China's AIGC APP exceeded 100 million. Doubao, a subsidiary of ByteDance, has shown a steep upward curve, with the Kimi smart assistant on the dark side of the month exceeding 10 million monthly active users, while Baidu's Wen Xiaoyan has slowed down and ranked third</p>

AAPL

BYTED

NVDA

NVDL

YINN

YANG

<p>At a rally in Washington on the eve of his inauguration, Trump stated that every executive order issued by Biden would be revoked. He would approve TikTok's U.S. operations but required that the U.S. own 50% of TikTok. He also mentioned that Apple would make significant investments in the U.S. The Trump couple both issued virtual currencies, and the Trump token once plummeted. TikTok resumed its services in the U.S. Foreign capital increased its allocation to Chinese assets</p>

- Bitcoin continues to decline, dropping below $101,000 with a 3.41% decrease.  
- Trump announced plans to revoke Biden's executive orders, support TikTok's U.S. operations, and utilize emergency powers for AI factory construction.  
- The Chinese market sees increased foreign investment, with optimism reflected in rising call options for Chinese ETFs, while a new subsidy program for digital products is set to begin on January 20.

LB Select

Apple

ByteDance

NVIDIA

GraniteShares 2x Short NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

Direxion FTSE China Bull 3X

Direxion FTSE China Bear 3X

ASML

HAIER SMARTHOME

FRIEND

Actions

Phunware

YieldMax NVDA Option Income Strategy ETF

CAM BTC

iShares Bitcoin Trust ETF

FI CSOP BTC

FA CSOP BTC

Sunwave

BOS HSK BTC

FA SAMSUNG BTC

Costco Wholesale

ProShares Ultra Bitcoin ETF

Direxion Semicon Bull 3X

SUNING.COM

Fidelity Wise Origin Bitcoin Fund - ETF

CoinShares Bitcoin ETF

Trump Media & Tech - CW28

ARK 21Shares Bitcoin ETF

Trump Media & Tech

VanEck Semiconductor ETF

GraniteShares 2x Long COIN Daily ETF

VanEck Bitcoin ETF

Invesco Galaxy Bitcoin ETF

WisdomTree Bitcoin Fund

HGI BTC

Grayscale Bitcoin Trust BTC - ETF

Franklin Bitcoin ETF

Hashdex Bitcoin Futures ETF

Bitwise Bitcoin ETF

Breakfast | Trump is sworn in today, Netflix will release its earnings report this week, Trump's wife issues virtual currency