1. According to Nvidia's 13F document disclosed on February 14, Nvidia held 1.74 million shares of WeRide in the fourth quarter of 2024, with a position value of $24.65 million. According to exclusive information from (Ke Chuang Ban Daily), these 1.74 million shares were not newly purchased but were Nvidia's early strategic investment in WeRide in 2017.

2. US stocks closed mixed on Friday, with the Nasdaq up 0.41%, the S&P 500 down 0.01%, and the Dow down 0.37%. Meta rose over 1%, marking its 20th consecutive daily gain, with its stock price continuing to set historical highs, reaching a total market value of $1.87 trillion. The company plans to invest heavily in AI humanoid robots. Most popular Chinese concept stocks rose, with the Nasdaq Golden Dragon China Index closing up 2.27%, reaching a new closing high since October 8 of last year. WeRide surged 83.46%, and Alibaba rose over 4%. European stocks closed mixed, with the German DAX 30 index down 0.44%, ending a four-day winning streak.

3. WTI March crude oil futures closed down 0.77% at $70.74 per barrel, and Brent April crude oil futures closed down 0.37% at $74.74 per barrel. NYMEX March natural gas futures closed up 2.67% at $3.7250 per million BTUs.

4. An informed source revealed that TSMC is considering whether to acquire controlling interest in Intel's factories at the request of officials from the Trump administration. It remains unknown whether Intel is open to the deal.

5. Hillhouse Capital's HHLR Advisors disclosed its fourth quarter holdings in US stocks, with the top ten Chinese concept stocks occupying 8 seats. BeiGene and Alibaba remain the top two holdings, along with Pinduoduo, NetEase, Beike, Vipshop, Legend Biotech, and Futu Holdings. In the fourth quarter, new purchases included Agora and Zhiyuan Group, and they increased holdings in JD, Beike, Futu Holdings, and Dada Group.

6. Berkshire Hathaway took a long position in Constellation Brands Inc. in the fourth quarter, increased its holdings in Occidental Petroleum (OXY), Domino's Pizza (DPZ), and others; reduced its holdings in Bank of America, Charter Communications (CHTR), and others; and exited positions in Utah Medical Products (UTMD) and the S&P 500 ETF-SPDR (SPY).

7. Singapore's sovereign wealth fund Temasek's 13F filing shows that Temasek increased its holdings of Huazhu by 1.92 million shares, Pinduoduo by 940,000 shares, JD by 720,000 shares, and Yum China by 460,000 shares in the fourth quarter, and established a position in Zai Lab with 770,000 shares.

8. SoftBank Group's 13F filing shows that the company significantly increased its holdings in Full Truck Alliance ADR in the fourth quarter. SoftBank purchased 3.11 million shares of Full Truck Alliance during the quarter, expanding its position by 280% to 4.22 million shares. Another Chinese concept stock, Dingdong Maicai, maintained its position at 1.05 million shares.

9. The 13F report disclosed by Tiger Global shows that in the fourth quarter, two new Chinese concept stocks were added to the investment portfolio, including 2.63 million shares of Pinduoduo and 370,000 shares of Pony.ai.

10. According to informed sources, Elon Musk's artificial intelligence company xAI plans to raise approximately $10 billion in a new funding round at a valuation of about $75 billion. Existing investors, including Sequoia Capital, Andreessen Horowitz, and Valor Equity Partners, are in discussions to participate in the financing.

11. Meta Platforms, under Mark Zuckerberg, plans to invest heavily in AI humanoid robots. Meta has formed a new team within Reality Labs.

12. According to media reports, Dell Technologies is in the late stages of negotiations to provide AI-optimized servers for Elon Musk's xAI, with the deal valued at over $5 billion.

13. Informed sources revealed that Italian prosecutors are investigating e-commerce giant Amazon and three of its executives for allegedly evading taxes amounting to 1.2 billion euros (approximately $1.26 billion).

14. Bernd Lange, chairman of the European Parliament's International Trade Committee, stated that the EU can negotiate with the US on a 'reciprocal tariff' policy but will not give up its regulatory powers in areas such as taxation and digital platforms.

15. Ukrainian President Zelensky stated during the Munich Security Conference that he would only meet with Russian President Putin after formulating a comprehensive plan to end the Russia-Ukraine conflict with US President Trump. He also does not intend to meet with any Russians other than Putin.

16. US Vice President Vance stated during a speech at the Munich Security Conference that European allies 'certainly' should join any negotiations to end the Russia-Ukraine conflict. Vance mentioned that the US is prepared to pressure Russia to end the conflict before meeting with Ukrainian President Zelensky.

17. European Commission President von der Leyen stated on February 14 during the 61st Munich Security Conference that the EU needs to significantly increase defense spending. Von der Leyen said she would propose activating a waiver for defense investments, which would allow EU member states to significantly increase defense spending in a controlled and conditional manner.

18. European Commission President von der Leyen, European Council President Costa, and Ukrainian President Zelensky met in Munich. Von der Leyen and Costa committed to continuously and steadily support Ukraine and are dedicated to achieving a just, comprehensive, and lasting peace. They also emphasized that the EU will continue to work to accelerate Ukraine's accession to the EU.

19. The Office of the Inspector General of the US Department of the Treasury stated that an audit is underway regarding the security controls of the federal government's payment system, including the situation of the 'Department of Government Efficiency' (DOGE) team led by Musk accessing the federal government's payment system. It is reported that the audit will also review transactions from the past two years as it relates to Musk's claims of 'suspected fraudulent payments.'

20. On Friday (February 14), the usage scale of the Federal Reserve's overnight reverse repurchase agreement (RRP) reached $58.77 billion, hitting a new low since April 2021.

21. Multiple sources indicated that the US Department of Energy has suspended the firing of hundreds of employees working at key agencies related to the US nuclear weapons stockpile. Come up with a title.

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