Is winter really coming? Micron's financial report slaps Goldman Sachs in the face, global semiconductor stocks partying together.

①This Thursday, global chip stocks enjoyed a frenzy. After Micron Technology released a bright financial report, SK Hynix and Tokyo Electron Ltd. Unsponsored ADR also reported bullish news, driving the chip stock prices in the USA, Japan, South Korea, and Europe to generally rise; ②In sharp contrast to the continuous good news, half a month ago, Morgan Stanley released a bearish report titled "Winter is Coming".

cls.cnSep 27 15:14

Daily Bull and Bear | Hong Kong stocks rise against the trend! Hang Seng Index futures skyrocket to 20,600 points; Alibaba's three-day surge exceeds 12%, call warrants profit by 5.5 times.

On Thursday, the Hang Seng Index closed sharply up 795 points, reaching a high of 19,954 and a low of 19,176, closing at 19,924. At night, the Hang Seng Index futures (September) continued to be strong, closing at 20,681 points, up 553 points or 2.75%, with a high of 756 points.

Futu NewsSep 27 08:42

The central bank has launched two measures at the same time! The reserve requirement ratio is reduced by 0.5 percentage points, and the 7-day reverse repurchase operation interest rate is lowered by 20 basis points.

Starting from September 27, 2024, the reserve requirement ratio for financial institutions is reduced by 0.5 percentage points. After this reduction, the weighted average reserve requirement ratio for financial institutions is approximately 6.6%.

cls.cnSep 27 08:27

Global stock markets welcome the 'most call morning of the year,' as Goldman Sachs fund flow experts exclaim that this 'china trade' is different from the past.

Goldman Sachs expert Rubner mentioned that FOMO is starting to appear locally in China; in the past 48 hours, he conducted more China-related Zoom calls than all related meetings within this year; short-term traders in Goldman Sachs PB business have been buying Chinese stocks for eight consecutive days, with the net buying amount of Chinese stocks in PB business this Tuesday reaching the second highest level in ten years, almost entirely from long positions.

wallstreetcnSep 27 08:11

The Political Bureau of the CPC Central Committee held a meeting to analyze and study the current economic situation and economic work

The Political Bureau of the CPC Central Committee held a meeting on September 26 to analyze and study the current economic situation and deploy the next economic work. ****, General Secretary of the CPC Central Committee, presided over the meeting.

Xinhua News AgencySep 26 13:26

taiwan semiconductor packaging, crazy expansion

To meet the capacity demands for advanced packaging of AI servers, Taiwan Semiconductor is gearing up.

Semiconductor industry observationSep 26 10:18