No Data
Futu Morning Report | Trump signs a significant "reciprocal tariff", which may take effect on April 2! Bridgewater reduced its shareholding in Apple and NVIDIA in the fourth quarter and established a new position in Tesla.
Trump signed an order to implement reciprocal tariffs, which may start on April 2; the U.S. PPI year-on-year growth rate is at a new high in nearly two years; Apple is reportedly continuing to collaborate with Baidu to develop AI features for iPhone users in China; UBS Group's benchmark list: Cambricon against NVIDIA, Xiaomi against Tesla, Semiconductor Manufacturing International Corporation against Taiwan Semiconductor.
Trump Announces Reciprocal Tariffs
U.S. stock market morning | The three major Indexes rose collectively, with Intel increasing by over 10%; high-performing stocks soared across the board, with Applovin rising over 33% and Dutch Bros rising over 32%.
On the evening of the 13th Beijing time, US stocks opened higher on Thursday. January's PPI in the USA exceeded expectations, and combined with Monday's CPI data, it confirmed the rising inflationary pressures in the USA, further weakening market expectations for interest rate cuts by the Federal Reserve this year. Trump announced plans for reciprocal tariff policies, raising market concerns that this move will further escalate tensions in global trade.
US Stock Outlook | Trump might unleash the "reciprocal tariff" strategy today! PPI data exceeded expectations, and all three major futures indexes fell; high-performing stocks soared in pre-market trading, with Applovin rising over 29%.
Cisco's pre-market stock rose over 6%, aiming for a new high, with second-quarter performance exceeding expectations by $15 billion in buyback plans; the U.S. government deficit is once again flashing red! The deficit for the first four months of the fiscal year reached a record $840 billion, surpassing the peak during the pandemic; is global oil going to be tight? The IEA has significantly cut excess supply estimates, escalating the U.S.-Russia-Iran game.
J.P. Morgan remains focused on large technology giants in Q4! A big purchase of Broadcom and Tesla, while reducing shareholding in Microsoft and Google.
According to the disclosure by the USA Securities and Exchange Commission (SEC), JPMorgan submitted the Form 13F for the fourth quarter Hold Positions ending on December 31, 2024.
Express News | Central Bank: Implement a moderately loose MMF policy effectively.