Last year, Bank of America Hartnett, who was bearish on the US stock market, stated that when everyone is bearish, it's the right time to buy, and is bullish on the Chinese stock market, expanding from Technology to Consumer.

Hartnett points out that while Powell still controls the short-end interest rates, he also controls the overnight rates, but Musk now holds sway over the long end of the yield curve. Additionally, the post-election Volume Weighted Average Price (VWAP) is a critical level that needs to be maintained, specifically META - $639, PLTR - $80, QQQ - $519, and SPY - $597. Furthermore, the S&P 500 Index closed at 5783 points on election day, and Hartnett believes this is the first strike price for 'Trump Put Options.'

wallstreetcnMar 2 16:00

Viewpoint | Is DeepSeek's 545% profit margin a nuclear bomb for computing power?

DeepSeek's "high profits" indicate that through extreme infrastructure optimization, very high computing power utilization and performance can also be achieved. However, there are still many disagreements about whether DeepSeek is a nuclear bomb for computing power. Well-known investor Duan Yongping agrees with NVIDIA CEO Jensen Huang's earlier viewpoint, stating that DeepSeek will stimulate the market's pursuit of more efficient AI models and believes that the demand for computing power will continue to grow. However, some foreign technology bloggers argue that DeepSeek has already 'knocked down' NVIDIA, and based on DeepSeek's current extremely high utilization of computing power, it can easily meet the global AI demand.

wallstreetcnMar 2 11:45

The first delivery! Lei Jun: Orders for the Xiaomi SU7 Ultra far exceed expectations, discussions will be held to increase production.

On March 2, Xiaomi founder, Chairman, and CEO Lei Jun announced on Weibo that the delivery ceremony for the first Xiaomi SU7 Ultra car will be held at 10 AM.

Securities TimesMar 2 10:40

First disclosure of theoretical profit margins! DeepSeek has continuous major events over the weekend.

Despite significant technological breakthroughs, DeepSeek's MaaS-based business model faces severe challenges.

Zhitong FinanceMar 2 09:17

Goldman Sachs trader: In the current market, I am most focused on this chart!

As a barometer of the overall market and the health and potential direction of the Index, Goldman Sachs' most focused "number one chart" is the USA Technology Sector ETF (XLK): it has currently fallen below the 200-day moving average but remains above the upward Trendlines since the fourth quarter of 2022.

wallstreetcnMar 2 09:13

Weekend reading | In Alibaba's Earnings Reports, there is also a "sweeping monk", behind the 25 times GMV growth of the international station in 7 years.

Looking towards the future, Alibaba International Station still holds two major comparative advantages - AI in the left hand and overseas service in the right hand, which will become its continuous momentum engine to exceed market expectations and the strongest "new" route for Chinese foreign trade professionals to strengthen and optimize their overseas operations.

Silk satin.Mar 1 14:04