Goldman Sachs Sees More China Tariffs in Early 2025 With Trump Set to Return
U.S. stock market early session | All three major indexes fell, disney rose more than 3% against the trend; “Trump trade” warmed up! DJT rose more than 3%, Tesla and MSTR rose over 2%.
As of the time of publication, the Dow Jones Industrial Average fell by 0.40%, the Nasdaq fell by 1.19%, and the s&p 500 index fell by 0.67%.
Wall Street tycoons warn: Powell cannot solve the problem of stagflation!
Prominent economist criticized Powell's political cowardice and stated that maintaining independence does not mean keeping silent.
Fundamental improvement + bullish Trump policies, american airlines stocks rebound strongly! united airlines most powerful tripled in three months
The ticket booking volume and number of passengers in the aviation industry in the USA and globally are steadily increasing, which will continue to drive a strong recovery in the aviation industry; After Trump took office at the White House, the regulatory environment for the aviation industry is expected to be more relaxed, airline alliances are expected to return, and mergers and acquisitions between them will also become easier.
US stock market outlook | October retail sales data exceeded expectations, the three major futures indexes declined; cryptos concept stocks rose in pre-market trading! MSTR increased by over 3%, Coinbase rose by more than 2%.
It is reported that the usa Federal Trade Commission plans to investigate anti-competitive behavior in microsoft's cloud computing business; the Biden administration promotes the localization of semiconductors, and taiwan semiconductor receives $6.6 billion in funding from the CHIPS Act; is it truly attractive with a guaranteed 4.5% return? The total assets of mmf in the usa have surpassed $7 trillion for the first time.
Daily options tracking | Electric car companies are about to face a "storm?" Large options trades still bet on Tesla's rise; the audit turmoil continues! Super micro computer put trade surges.
Disney's performance exceeded expectations, with strong growth in its streaming business, surging over 6% overnight. Call options saw a rush in buying, accounting for 70% of the trading volume, with the 115-dollar strike price call options expiring today being the most traded, totaling over 0.0261 million contracts.
The top institutions have disclosed their Q3 US stock hold positions! They are still heavily invested in technology stocks, but some signs are emerging.
Recently, the 13F reports of institutional investors in the US stock market have been released one after another, becoming an important channel for outsiders to understand the investment trends on Wall Street.
China's Retail Turnover Rise to Eight-month High in Oct; Jobless Rate Fell to Four-month Low
Futu Morning Post | Powell 'hawkish': Strong economic performance, no rush to cut interest rates; Buffett's new warehouse received, Domino's surged more than 18% after-hours, Pool rose over 6%
Blackrock bought heavily into Apple in Q3, continuing to increase shareholding in the 'Big Seven'; 'Smart Money' betting on the trend of China: Q3 prototype of 'The Big Short' increased shareholding in Alibaba and other Chinese concept stocks; Disney rose more than 6%, fourth quarter performance exceeded expectations with a $3 billion share buyback plan.
Federal Reserve Board member Cook: Policy must simultaneously focus on inflation and employment goals.
Federal Reserve Governor Coogle stated that policymakers must simultaneously focus on the central bank's inflation and employment targets, and pointed out that the labor market is cooling down, slowing progress towards the Federal Reserve's 2% inflation target.
US stock early market | The three major indexes fell, while disney rose more than 8% against the trend; semiconductor stocks rose overall, as asml holding increased by over 4%, and taiwan semiconductor, applied materials rose over 2%.
On Thursday, the three major US stock indices fell broadly. The s&p 500 dropped by 0.16%, the nasdaq fell by 0.20%, and the dow jones industrial average decreased by 0.11%.
U.S. Stock Market Preview: PPI data higher than expected, s&p 500 futures turn lower; strong performance! Disney pre-market up over 9%, Netease up nearly 5%
Federal Reserve Governor Kugle: Must focus on both inflation and employment targets; Uncertainties increase in the prospect of rate cuts, Federal Reserve officials urge cautious action; taiwan semiconductor rose more than 1% before the market, institutions expect the full load of operation of 3 and 5 nanometers to be maintained in the first half of next year.
Daily options tracking | Cryptos concept stocks strengthen again before the market opens! MSTR's volatility has been rising for several days; amazon hits a historic high! Call options within the week have doubled their profits.
Claiming to be a "SpaceX competitor," Rocket Lab surged 28% after earnings, with options volume skyrocketing threefold month-on-month to 0.4 million contracts. Call options accounted for 76.5%, among which the call options expiring this Friday with a strike price of $20 were the most active, with a volume exceeding 0.02 million contracts, and several call options saw premiums increase by over 200%.
Asia Markets Mixed, Mirroring Global Market Sentiments as Investors Assess Latest U.S. CPI Figures
Futu Morning Post | Interest rate cut in December stabilized? Fed officials said inflation is developing in the right direction; The market didn't stop spinning for the first time! Hong Kong Exchanges and Clearing Limited stated that it remains fully oper
The usa October CPI met expectations, Wall Street indicates that a rate cut next month is basically certain, with a potential slowdown next year; Trump nominated candidates for Secretary of State and several other important positions, and the Republican Party nearly secured control of the House of Representatives.
Xtrackers Harvest CSI 300 China A-Shares ETF Options Spot-On: On November 13th, 108.8K Contracts Were Traded, With 1.96 Million Open Interest
On November 13th ET, $Xtrackers Harvest CSI 300 China A-Shares ETF(ASHR.US)$ had active options trading, with a total trading volume of 108.8K options for the day, of which put options accounted for 2
US stock market early trading | The three major indices are mixed, with outstanding stock prices showing a promising trend! The fintech company Dave rose by over 45%, while "SpaceX competitor" RKLB rose by over 30%.
As of press time, the Dow Jones fell by 0.12%, the Nasdaq fell by 0.38%, and the s&p 500 index fell by 0.23%.
Household appliance consumption ranks top on singles' day sales. How much impact does the trade-in of old for new have on manufacturers' performance?
① This year's singles' day sales, household appliances topped the category sales chart with a sales figure of 152.6 billion yuan. ② The "national subsidy" policy for replacing old appliances with new ones has significantly boosted appliance sales in the short term. ③ Analysis suggests that based on the strong demand in the current appliance market and the ongoing policy momentum, household appliance sales are expected to continue growing in the fourth quarter.
US stock market outlook | October CPI data meets expectations, the three major futures indexes rise before the market opens; high-performing stocks soar! Spotify rises over 8%.
usa October CPI will be released tonight: core inflation is expected to remain strong, overall inflation will rebound; signs of a bubble in high-risk areas of the stock market, market excitement and concerns coexist after Trump's victory; super micro computer delays the submission of the 10-Q quarterly report, stating the need for more time to find a new audit firm.
Ningde Zeng Yuqun: Musk does not understand batteries, the "zero carbon" power grid will be ten times larger than the electric vehicle battery business.
Musk's bet on cylindrical batteries (i.e., 4680) "will fail and will never succeed." "We had a very intense debate. He (Musk) was silent because he did not know how to manufacture the battery. This is about electrochemistry, and he is good at chips, software, hardware, and machinery."