Invid rose 7% before trading; NIO Inc. raised another $100m; Qiaoshui increased its position in China; the results were successful, and Roku rose 8% before trading; "terrorist data" hit tonight, and US stocks were closed next Monday.

Global macro

• Us stock index futures rose slightly

Us stock index futures rose slightly before Friday as investors waited for US "horror data" on retail sales, industrial output and the University of Michigan consumer confidence index, while keeping a close eye on the progress of public health events.

• The latest position of the Bridge Water Fund has been released! Reduce holdings in emerging markets and continue to increase positions in China

On Feb. 13, Bridgewater, the world's largest hedge fund, submitted its third-quarter positions in U. S. stocks to the Securities Regulatory Commission. The latest data show that Qiaoshui significantly reduced its holdings of three emerging market ETF in the fourth quarter of last year, while Qiaoshui continued to be bullish on the Chinese market, increasing its holdings of two China-related ETF.

• Temasek position announcement

In the fourth quarter, Temasek mainly added:$Viela Bio (VIE.US) $， $Vir Biotechnology (VIR.US) $， $Datadog (DDOG.US) $; main exit:$PPG Industry (PPG.US) $， $Dow Chemical (DOW.US) $Increase stock holdings:$Visa Inc (V.US) $， $MasterCard Inc (MA.US) $， $PayPal Holdings Inc (PYPL.US) $， $Slack Technologies (WORK.US) $，$Coherus BioSciences (CHRS.US) $Stock holdings:$Univar Solutions Inc (UNVR.US) $，$Portola Pharmaceuticals (PTLA.US) $，$Dell Technologies Inc. (DELL.US) $， $Tuniu Corp (TOUR.US) $， $BABA (BABA.US) $。

• European stock markets are mixed, recovery in the euro zone is difficult, and expectations of interest rate cuts in the European Bank soar.

European stocks were mixed at the start of trading on Friday. The euro hit a new low of 1.0827 against the dollar for more than 33 months, and although euro zone GDP was basically in line with expectations during the day, it did not play a significant supporting role for the euro, and concerns about euro zone economic growth sparked speculation that the European Central Bank might ease monetary policy.

Hot news

• Tesla, Inc. applied for an additional 2.65 million shares at the price of US $767 per share.

$Tesla, Inc. (TSLA.US) $It was announced that it would issue $2 billion of common shares, applying for an additional 2.65 million shares at $767a share, and Mr Musk would buy up to $10 million of shares. Earlier, in an earnings call on January 29, Mr Musk vowed to analysts: "We are spending money, but we are also creating positive cash flow, there is no point in raising money." "

• The best time in the data center? Yingwei rose 7% before the market.

Fourth quarter$NVIDIA Corp (NVDA.US) $Data center sales surged 43 per cent to a record $968 million, driving revenue from $2.21 billion to $3.11 billion, exceeding expectations of $2.96 billion. Earnings per share were $1.89, also higher than the expected $1.67. At one point, NVIDIA Corp rose more than 7% before the trading.

• The streaming media service of Walt Disney Company and Apple Inc is blessed.Roku financial reportVictory, up 8% before trading.

Benefit from last fall$Walt Disney Company (DIS.US) $和$Apple Inc (AAPL.US) $Launch of new streaming media services, streaming media aggregation platforms and equipment manufacturers$Roku (ROKU.US) $Revenue rose 49 per cent to $411.2 million, beating analysts' expectations of $392 million. The net loss was $15.7 million, or 13 cents a share, in line with analysts' expectations. Before trading, Roku was up 8 per cent.

• The American version of "Dianping" Yelp plunged by 10%.Q4 net profit decreased by 46% year-on-year

Fourth quarter$Yelp Inc. (YELP.US) $Earnings per share fell short of expectations of 26 cents; revenue rose from $243.7 million to $268.8 million, also below expectations of $273.2 million; and revenue guidance fell short of expectations in the first quarter of next year. Before trading, Yelp was down more than 10 per cent.

• NIO Inc. has once again completed convertible bond financing of US $100m and raised US $200m in 2020.

February fourteenth$NIO Inc. (NIO.US) $An announcement was issued to announce the completion of another $100 million convertible bond financing project. It was only on February 6th that NIO Inc. announced the conclusion of a financing of US $100m. The investors are also unrelated Asian investment funds. The total financing of all non-public convertible bonds announced by NIO Inc. in 2020 will reach $200m upon completion.

• Immortals fight! Amazon.Com Inc appealed against Microsoft Corp's US $10 billion project.

Due to$Amazon.Com Inc (AMZN.US) $A federal judge ordered a temporary block on Thursday after filing a lawsuit.$Microsoft Corp (MSFT.US) $The JEDI cloud contract is executed. But it was not made public, and it was not clear why the documents were sealed. Joint Enterprise Defense Infrastructure (JEDI) cloud computing contract aims to upgrade the Pentagon's IT operating system. Microsoft Corp won the contract with a sum of up to 10 billion US dollars on October 25. Microsoft Corp and the Ministry of National Defense attacked the ruling.

• Blackstone Group Inc plans to acquire NIBC Bank of the Netherlands, the talks are still in the "early stage"

$Blackstone Group Inc (BX.US) $Seeking to buy Dutch bank NIBC for 9.85 euros in cash per share, valuing it at 1.44 billion euros, a 7.8 percent premium to NIBC's closing price of 9.13 euros on Thursday. On Friday, NIBC said it was in advanced talks with Blackstone Group Inc on the acquisition, which was still "at an early stage".

• Facebook IncRelease a new photo-sharing appHobbiPinterest was lower before the session.

$Facebook Inc (FB.US) $Released a version of the$Pinterest (PINS.US) $A similar photo-sharing app, Hobbi, has been launched in App Store in the United States. Before trading, Pinterest was down 2.29%.

Financial and economic notice

In terms of economic data, the US "terror data" retail sales, industrial output and the University of Michigan consumer confidence index will be released one after another.

In addition, next Monday, U. S. stocks will be closed for Washington's birthday.