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<h3>U.S. stocks rise for the second consecutive day, TSMC and Netflix hit record highs, Arm up nearly 16%</h3>
<p>Tech stocks and strong earnings reports drove U.S. stocks higher, with all three major indices closing up, although small-cap stocks fell. The Nasdaq rose 1.28%, reclaiming the 20,000-point mark, the S&amp;P 500 rose 0.61%, and the Dow Jones rose 0.30%.</p>
<p>Interstellar Gate concept stocks saw widespread gains, with Oracle briefly rising over 11% and closing up 6.7%. NVIDIA briefly rose nearly 5%, closing up 4%, Microsoft rose 4%, marking the largest increase since April 2023.</p>
<p>Artificial intelligence concept stocks also surged collectively. By the close, Palladyne AI rose nearly 13%, Cerence rose 6.95%, and Spectral AI, after rising over 20% during the day, fell back into the red.</p>
<p>The &#34;Tech Seven Sisters&#34; all rose. Meta briefly rose over 1.7%, Amazon briefly rose nearly 1.7%, and Alphabet - A briefly rose over 1.2%. Apple rose over 0.3%, while Tesla fell nearly 1.9%. Strong earnings reports propelled Netflix to rise nearly 15% at one point, closing up over 9%, with its stock price nearing $960, setting a new historical high.</p>
<p>Most popular Chinese concept stocks fell, with Li Auto down nearly 5%, XPeng and Miniso down over 3%. Bilibili fell over 4%. iQIYI, TAL Education, New Oriental, NetEase, and Pinduoduo fell over 1%; Nio rose over 2%, while JD.com and Alibaba rose over 1%.</p>
<h3>Have China and the U.S. already communicated or are they in the process of discussing tariff issues?</h3>
<p>Chinese Foreign Ministry: Willing to maintain communication and properly handle differences.</p>
<p>After Trump took office, he threatened to impose tariffs on EU goods. EU Economic Commissioner Valdis Dombrovskis stated that if necessary, they would respond to U.S. tariffs in a proportional manner, emphasizing the strategic ally relationship between the U.S. and Europe.</p>
<p>According to CNBC: U.S. President Trump will deliver a video speech at Davos on Thursday at 11 a.m. Eastern Time (midnight Beijing time on Friday).</p>
<h3>Musk pours cold water on Trump's announced AI project</h3>
<p>Musk stated that the Interstellar Gate plan &#34;actually has no money,&#34; and he has &#34;reliable authoritative information&#34; that SoftBank's available funds are &#34;far below&#34; $10 billion.</p>
<h3>Musk and Trump may have a rift over the &#34;Interstellar Gate&#34; project</h3>
<p>According to AXIOS, just hours after Trump announced a significant investment in artificial intelligence, he faced skepticism from one of his closest allies, Musk. This may be one of their most public disagreements to date. OpenAI CEO Sam Altman subsequently responded to Musk: &#34;You're wrong, you definitely know.&#34; He urged Musk to put the country ahead of his company's (interests).</p>
<h3>Polestar CEO: Musk's involvement in politics has dissatisfied many Tesla customers</h3>
<p>Polestar CEO Michael Lohscheller believes that Musk's increasingly active role in international politics has caused dissatisfaction among many Tesla customers, creating opportunities for Polestar. He has informed sales personnel to pay attention to disgruntled Tesla owners to capture potential business.</p>
<h3>&#34;Wooden Sister&#34; bets: Trump's agenda will revitalize U.S. IPOs</h3>
<p>Ark Invest founder Cathie Wood bets that Trump's regulatory and growth agenda will revitalize the U.S. IPO market. &#34;What the new government is doing is changing fear with optimism. People are seriously underestimating the importance of deregulation in unleashing instincts. We are very excited about this. Our strategy is starting to stand out.&#34;</p>
<h3>Google doubles down on AI, reinvesting $1 billion in Anthropic</h3>
<p>Anthropic's valuation will rise to approximately $60 billion. Additionally, media reports indicate that Google announced a series of new ChromeOS features for classroom and accessibility use today, the most notable of which allows users to control their computers through head movements and facial expressions.</p>
<h3>BlackRock CEO: Bitcoin price could rise to $700,000</h3>
<p>Larry Fink, CEO of the world's largest asset management company BlackRock, believes that cryptocurrency Bitcoin will become increasingly popular, with the wealthy investing 2% to 3% of their funds in this asset, driving its price up, potentially reaching $700,000.</p>
<h3>OpenAI prepares to launch new ChatGPT feature Operator</h3>
<h3>Some listed companies have their target prices raised</h3>
<p>JP Morgan analyst Samik Chatterjee gave Qualcomm (QCOM.O) an &#34;Overweight&#34; rating with a target price of $200.</p>
<p>Investment bank Wedbush maintains an &#34;Outperform&#34; rating on Snowflake (SNOW.N) and raised its target price to $210.</p>
<p>Wedbush: Raised Tesla's (TSLA.O) target price from $515 to $550.</p>
<p>Bank of Montreal: Raised Netflix's (NFLX.O) target price from $1,000 to $1,175.</p>
<h3>Listed company earnings reports</h3>
<p>Halliburton (HAL.N) reported Q4 total revenue of $5.6 billion, a 2.4% year-on-year decrease, which was $30 million below market expectations; net profit was $615 million, down from $661 million in the same period last year; basic and diluted earnings per share were $0.70, compared to $0.74 in the same period last year.</p>
<p>Abbott (ABT.N) reported Q4 revenue growth of 7.2% year-on-year, reaching $10.97 billion, but below the average analyst expectation of $11.01 billion. Adjusted earnings per share were $1.34, in line with the average analyst expectation. However, sales in its nutrition, diagnostics, and generic drug segments were all below expectations.</p>
<p>Procter &amp; Gamble reported 3% organic revenue growth in Q2 of fiscal 2025; net sales were $21.88 billion, a year-on-year increase of 2.1%, estimated at $21.55 billion; core earnings per share were $1.88, compared to $1.84 in the same period last year, estimated at $1.86. Procter &amp; Gamble still forecasts core earnings per share of $6.91 to $7.05, estimated at $6.91.</p>
<h3>SAIC Motor and Meituan to deepen cooperation to explore new retail model for automobiles</h3>
<p>Media reports indicate that SAIC Motor's passenger vehicle company and Meituan have recently signed a strategic cooperation agreement, where both parties will leverage their respective resources and advantages to promote deep integration of online and offline services, enhance user service experience through digitalization, and jointly create a comprehensive automotive business ecosystem covering the entire lifecycle</p>
<h3>ByteDance Director: TikTok Deal Will Be Completed, Feasible Plan to Be Reached as Early as This Weekend</h3>
<p>Bill Ford, a member of the ByteDance board and CEO of General Atlantic, stated that an agreement will be reached to ensure TikTok can continue to operate in the United States. General Atlantic is a major investor in ByteDance.</p>
<h3>Six Departments in Mainland China Issue Implementation Plan to Promote Long-term Capital Market Entry</h3>
<p>The State Council Information Office held a press conference on January 23 to introduce efforts to vigorously promote the entry of long-term capital into the market and facilitate the high-quality development of the capital market.</p>
<p>Five departments in China jointly issued the &#34;Opinions on Promoting Institutional Opening at International High Standards in Conditional Free Trade Pilot Zones (Ports) in the Financial Sector.&#34;</p>

<p>U.S. stock indices collectively closed higher again, with Stargate concept stocks rising broadly. Arm rose 16%, Oracle rose 6.7%, and NVIDIA and Microsoft rose 4%. Musk poured cold water on the AI project Stargate. Musk's involvement in politics has dissatisfied many Tesla customers. Media reports indicate that China and the U.S. have already communicated or are communicating on tariff issues. Google is reinvesting $1 billion in AI developer Anthropic. A ByteDance director stated that the TikTok deal will be completed. SAIC Passenger Vehicle will conduct in-depth cooperation with MEITUAN</p>

- On January 22, major U.S. stock indices rose, with the Dow Jones up 130.92 points, S&P 500 up 37.12 points, and Nasdaq up 252.56 points.  
- Tesla's competitor, Polestar, sees an opportunity as dissatisfaction grows among Tesla customers due to Elon Musk's political involvement.  
- Cathie Wood of Ark Invest believes regulatory reforms under Trump could revitalize the U.S. IPO market, while BlackRock's CEO predicts Bitcoin could reach $700,000 as it gains popularity among wealthy investors.

LB Select

NVIDIA

Alphabet - C

Oracle

Microsoft

OpenAI

SoftBank

SoftBank Group Corp.

ByteDance

MEITUAN

Procter & Gamble

Polestar Automotive UK

Tesla

Ford Motor

Trump Media & Tech - CW28

Grayscale Bitcoin Trust BTC - ETF

BILL

Trump Media & Tech

Invesco Galaxy Bitcoin ETF

iShares Bitcoin Trust ETF

SAIC Motor

Halliburton

Hashdex Bitcoin Futures ETF

Abbott Laboratories

AYIS

Direxion Semicon Bull 3X

Amazon

GraniteShares 2x Long COIN Daily ETF

FA CSOP BTC

CoinShares Bitcoin ETF

GraniteShares 2x Long NVDA Daily ETF

Short Dow30 Pro

Direxion Daily TSLA Bull 2X Shares

JPMorgan Chase

NBJF

NASDAQ Golden Dragon China Index

Franklin Bitcoin ETF

Destiny Tech100

ASML

Fidelity Wise Origin Bitcoin Fund - ETF

CAM BTC

ONLINE OFFLINE

ProShares Ultra Bitcoin ETF

GOLDSTONE CAP

BOS HSK BTC

ARK 21Shares Bitcoin ETF

iShares S&P Global Timber Forestry

SSY GROUP

HWPC

Qualcomm

BABA-W

FA SAMSUNG BTC

BILIBILI-W

Phunware

Afari

FI CSOP BTC

VanEck Semiconductor ETF

Bank of Montreal

BYHEALTH

Alphabet

C3.AI

Bitwise Bitcoin ETF

VanEck Bitcoin ETF

Snowflake

LI AUTO-W

YieldMax NVDA Option Income Strategy ETF

WisdomTree Bitcoin Fund

NASDAQ Composite Index

Dow Jones Industrial Average

HGI BTC

Breakfast | US stock indices have collectively risen for several consecutive days, with Stargate concept stocks leading the gains, and TSMC and Netflix hitting new highs