GuShiio.com 1. China’s assets continue to shine in the U.S. stock market. Alibaba, JD, and Futu all rose more than 5% before the market, and Beili rose 11%;2. Nvidia disclosed its positions, and Wenyuan Zhixing surged more than 100% before the market;3. The Mu ‘an Conference opened, and the ceasefire issue in Ukraine became the focus;4. Apple whistleblower reminded: There was Vision Pro news on Friday.
Cailian News, February 14 (Editor Shi Zhengcheng)Before the last trading day of U.S. stocks this week, the three major futures indexes fluctuated and weakened. Faced with Trump, who is capricious and does not rest on weekends, investors are struggling with whether to hold shares for the weekend. Since next Monday is a federal holiday, U.S. stocks will not open until next Tuesday.
As of press time, Dow Jones index futures (2503 contract) fell 0.27%, S & P 500 index futures fell 0.16%, and Nasdaq 100 index futures fell 0.17%. The S & P 500 index closed at 6,115.07 points yesterday, reaching the threshold of a historical high of 6,128.18 points.
(Daily chart of the S & P 500 Index, source: TradingView)
From a realistic perspective,As the uncertainty of Trump’s “reciprocal tariffs” temporarily settled on Thursday, the U.S. stock market’s reaction also reflected the widespread fluke sentiment in the investment market.。On the one hand, the market is observing how much of Trump’s actions and remarks are “scaring” and “shouting” elements, and which threats will actually materialize. At the same time, the already rising inflation situation in the United States is also believed to be a constraint on him.
In the next few days, topics of geopolitical conflicts such as the Russia-Ukraine War will also appear with a higher frequency, becauseAnnual Munich Security ConferenceIt is being held. At a critical juncture when all parties are preparing for the Russia-Ukraine ceasefire negotiations, this meeting will also be a key occasion to clarify positions and seek consensus.
According to the announcement of the Ministry of Foreign Affairs of China, at the invitation of Chairman of the Munich Security Conference Hoisgen, Wang Yi, member of the Political Bureau of the CPC Central Committee and Foreign Minister, went to Germany to attend the 61st Munich Security Conference and will deliver a speech at the “China Special Session” to introduce China’s position on major international issues based on the theme of the meeting.
Ukraine President Zelensky, U.S. Vice President Vance, Secretary of State Rubio, Trump’s special envoy for Russia and Ukraine Keith Kellogg, and a number of European government leaders will also attend.
Although the conflict between Russia and Ukraine is moving towards easing, demand for the safe-haven asset gold still exists. As of press time,The spot gold price is around US$2930/ounce, just a step away from a record high.
(Spot gold daily chart, source: TradingView)
Of course, for investors in China assets, tonight seems to be another happy day to sit back and watch China’s stocks rise sharply. As of press time,Alibaba’s U.S. stocks, which have attracted much attention recently, rose more than 5% in pre-market trading, surpassing the $120 resistance level that has been suppressed for three years.Before the market, the company rose more than 4%, JD rose nearly 6%, Futu Holdings rose 6.6%, and Beili rose 11%.
(Alibaba daily chart, source: TradingView)
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[Nvidia disclosed that its position in Wenyuan Zhixing surged before the market]
As of press time, Wenyuan Zhixing, a China-tech autonomous driving technology company, surged by more than 100% in pre-market trading. On the news front, Nvidia submitted its U.S. stock position report as of the end of last year, revealing that it held 1.73 million shares of Wenyuan Zhixing U.S. stocks. (Note: Wenyuan Zhixing was listed on October 25 last year, so the Q4 quarter’s Form 13F was also the day when the company’s shareholders disclosed their positions for the first time)
Nvidia also disclosed that Nebius Group, a European AI company, was established (split from the former Russian technology company Yandex). At the same time, it cut nearly 40% of Arm’s positions, and liquidate AI application concept stock SoundHound AI, robot concept stock Serve Robotics, and AI medical imaging system developer Nano-X Imaging.
Affected by this, SoundHound AI fell 13% before the market, Serve Robotics fell 33%, and Nano-X Imaging fell 3%.
[Tiktok returns to Apple and Google App Stores in the United States]
On Thursday, Apple and Google’s App Store in the United States lifted download restrictions on TikTok and re-launched the app. A few weeks ago, two platforms removed TikTok in accordance with relevant U.S. bans.
[What new news will Apple have tonight?]
As Cook officially announced on Thursday that he will welcome the “newest member of the family”(the new iPhone SE) next week, the pace of Apple’s spring release is now only the last suspense. According to well-known whistleblower Mark Gulman, Apple has invited media attention to Friday’s news about Vision Pro.
A few days ago this week, Apple launched the Apple TV+ app on the Android market, and the Beats division also launched the Powerbeats Pro 2 with heart rate detection. In addition to the iPhone SE, products in the update queue in the first half of the year are MacBook Air with the M4 chip, as well as the entry iPad and iPad Air.
Events worthy of attention during the U.S. stock market period (Beijing time)
February 14
21:30 US January retail sales data
22:15 U.S. industrial output in January
All-day Munich Security Conference
February 15
04:00 Dallas Fed President Logan delivered a speech
All-day Munich Security Conference
