Futu Daily News | Powell warns that future inflation volatility may remain high; Buffett made significant Sell of bank stocks in Q1 while maintaining Hold Positions in Apple.

In the first quarter, Hillhouse's HHLR increased its shareholding in China Assets, newly added and increased several Chinese concept stocks; CoreWeave received a 7% shareholding from NVIDIA and provided $40 billion in Cloud Computing capacity to OpenAI; the Soros Fund made heavyweight investments in NVIDIA and its SpaceX competitor, while selling Super Micro Computer.

Futu News08:00

Hong Kong Stock Early Report | The People's Bank of China plans to further diversify the types of "swap connect" products. NetEase's net income in the first quarter increased by over 30% year-on-year.

① The Central Bank of China: Plans to further enrich the types of "swap connection" products. ② The People's Bank of China and four other departments: Comprehensive support for Technology innovation, with strong investments in early-stage, small-scale, long-term, and hard Technology. ③ The General Office of the Central Committee and the General Office of the State Council: Strengthening the construction and renovation of urban infrastructure, promoting the construction of new urban infrastructure. ④ Powell previews adjustments to the MMF policy framework, warning that future inflation volatility may remain high.

cls.cn07:11

U.S. stocks closed: The seven giants collectively cooled down, and the Nasdaq ended its six-day rise, while the S&P rose for the fourth consecutive day.

① The Nasdaq China Golden Dragon Index closed down 2.37%; ② NetEase rose 14.61%, with the closing price nearing its previous high; ③ Meta is reportedly delaying the release of the AI model "Behemoth"; ④ Buffett made large sales of bank stocks in Q1 while maintaining his Hold Positions in Apple.

cls.cn06:15

In "Major Institutions," CICC lists the changes in capital for individual stocks with significant increases and decreases in weight from the quarterly rebalancing of the MSCI Chinese Index (Table).

CICC published a report stating that the MSCI Chinese Index announced the results of its May index review and constituent changes yesterday (14th), which will take effect after the market closes on May 30th: 6 new constituent stocks will be added, while 17 stocks will be removed. Specifically, 6 new constituent stocks will be included, with 5 being A-shares: Beijing Enlight Media (300251.SZ), Baillie Gifford (688506.SH), Verisilicon Microelectronics (Shanghai) Co., Ltd. (688521.SH), Haisco Pharmaceutical Group (002653.SZ), and APT Medical Inc. (688617.SH), along with 1 Hong Kong stock which is CQRC BANK (03618.HK).

AASTOCKSMay 15 12:58

Futu Morning News | The S&P has achieved three consecutive increases, and the market is waiting for Powell's appearance tonight; Bridgewater's Q1 Hold Positions demonstrate the "risk aversion principle"! Aggressive buying of Alibaba, cutting positions in

Federal Reserve Vice Chairman: Economic growth is expected to slow, inflation may rebound but is to be observed; Super Micro Computer's stock price surged again, signing a 20 billion dollar AI agreement with Saudi Arabia's Datacenter DataVolt.

Futu NewsMay 15 08:16

U.S. stocks closed | Technology stocks stood out! The S&P experienced a thrilling three-day rise, with NVIDIA and Tesla both rising over 4%; Quantum Computing concept stock RGTI surged nearly 18%.

The Dow Jones has fallen for two consecutive days, while Tesla and AMD have risen by over 4%; the Chinese concept index has rebounded by over 1%, but JD.com has dropped by more than 4%, and U.S. bond yields have reached a one-month high.

wallstreetcnMay 15 07:14