Daily Bulls and Bears | Bullish sentiment warms up! Hang Seng Index's latest bull-to-bear street goods ratio rises to 60:40; crude oil prices rebound, CNOOC's call options surge more than 170%
As of the market close, the total market turnover was 131.197 billion Hong Kong dollars; the total turnover of all warrants and callable bull/bear contracts amounted to 11.591 billion Hong Kong dollars, accounting for 8.8% of the market turnover, with long positions accounting for 5.2% and short positions accounting for 3.7%.
Futu Morning Report | Optimistic sentiment is rising again! The three major U.S. stock indexes have all reached new highs; bullish financial reports for AI applications and chip stocks are driving an investment boom, with marvell technology soaring over 2
Powell: The economy is stronger than expected, the Federal Reserve can lower interest rates "more cautiously", and the Trump administration cannot appoint a shadow Fed chair; Trump nominates crypto-friendly Paul Atkins to be the SEC chair.
TEMU aims to dethrone amazon.
Invade the enemy's territory.
In Fujian, the mortgage rate in many places has been adjusted to 3.1%. Experts believe that ultra-low interest rates are not sustainable. Banks are revising the "internal competition" trend.
① In multiple cities within Fujian Province, including Xiamen, Fuzhou, and Putian, the mortgage interest rate has been uniformly raised from 3.05% to 3.1%. ② The lack of clarity on the lower limit of the interest rate has led to intense price competition among banks, and this adjustment is a correction of the excessively low rates, which does not indicate a tightening of policy.
Express News | Alibaba: On December 3, spent approximately $39.988 million to repurchase 3.7224 million shares.
The Tencent version of 'Sora' joins the text-to-video battlefield.
Still in the exploration phase.
The track is becoming crowded. Tencent's Huyan Da Model is entering the audiovisual video field, and the key is to let users 'use it'.
Tencent's Hunyuan Large Model officially launched its video generation capability and open-sourced the video generation large model, with 13 billion parameters, making it the largest open-source video model currently. Tencent believes that the current video generation has not yet reached the stage of large-scale commercial use. There are still many technical challenges to overcome. At this stage, the most important thing for the Hunyuan Life Video is to open it up for more people to 'use,' so that the model's flywheel can quickly spin and drive the optimization of the model itself.
Daily Bull and Bear | Hang Seng Index latest bull and bear street goods ratio is 54:46; wuxi bio surged nearly 8%, multiple call options soared over 100%
As of the close, the market turnover was 126.683 billion Hong Kong dollars; the total turnover of all bull and bear warrants was 13.08 billion Hong Kong dollars, accounting for 10.3% of the market turnover, with good position accounting for 6.5% and light position accounting for 3.8%.
0.5 billion "Aesthetic Culture" ignites the millet economy: saving offline business districts and supporting a trillion yuan market | Frontline
① Relevant data shows that in recent years, the number of pan-2D users in china has rapidly grown, and it is expected that by 2026, this number will further increase to 0.52 billion people. ② In recent years, many traditional retail locations have been poorly managed and have actively aligned with the consumption preferences of young people, introducing a large number of trendy toys and related merchandise. ③ The core of the guzi economy revolves around developing commodities that satisfy the emotional value of consumers based on intellectual property.
Futu Morning Post | South Korea's president announced 'emergency martial law' late at night, stirring up the market; high-performance stocks collectively celebrate after hours! Marvell Technology, salesforce surged more than 10%.
Will the interest rate be cut in December? The Fed's voting members this year are "doing Tai Chi": regardless of cutting or not, interest rates should continue to decline; Nasdaq and S&P hit new highs again! Apple has risen for seven consecutive days to create a new historical high; Palantir rose nearly 7% to create a new historical high again, with the company's cloud computing service receiving a "highly authorized" certification.
The Nasdaq index reached a new high, French stocks rose, the south korea etf narrowed after a 7% drop, and the offshore yuan briefly fell below 7.31 yuan.
South Korean President Yoon Suk-yeol abruptly declared a state of emergency, boosting safe-haven assets such as U.S. Treasury bonds, Japanese yen, and gold, while cryptos on the South Korean exchange plunged. The South Korean parliament quickly passed a resolution to lift the state of emergency, with the Ministry of Finance and the central bank actively working on market rescue measures. After a 2.7% drop to a two-year low, the won’s decline was cut in half, South Korean etfs fell by 1.6%, and the yield on 10-year U.S. Treasury bonds turned to increase after hitting a new low in over a month. France is set to vote on dissolving the government as early as Wednesday, with French stocks following European markets upward, although they had previously declined during the day. The Dow Jones, small cap stocks, and semiconductor indices fell, while the China concept index once rose by 1.9%. The yuan hit a new low in a year during the day, and U.S. oil rose nearly 3% testing the $70 mark.
U.S. stocks closed: The S&P reached a historic high for the 55th time this year, while the index of Chinese concept stocks had four consecutive days of gains.
① The S&P and Nasdaq hit new highs, but the momentum is weak; ② A "nightmare" occurred with the south korea etf; ③ Tesla's "bullish investors" announced they will no longer go ALL-IN; ④ Apple is assessing the use of amazon chips to train AI models.
1688 has actually embarked on the road of OEM.
New exploration.
The Information Reports Temu And Shein Delivery Providers Face Labor Complaints
Express News | Alibaba: On December 2, approximately 39.99 million US dollars were spent to repurchase 3.7256 million shares.
Just now! China has taken action to strengthen export controls on dual-use items such as gallium, germanium, antimony, and related items to the usa.
Source: Securities Times, December 3, the Ministry of Commerce released a notice on strengthening export control of relevant dual-use items to the usa, effective from the date of announcement. The notice states that in accordance with the provisions of the "Export Control Law of the People's Republic of China" and other laws and regulations, in order to maintain national security and interests and fulfill international obligations regarding diffusion, it has been decided to strengthen export control of relevant dual-use items to the usa. The relevant matters are announced as follows: 1. Export of dual-use items to military users or for military purposes in the usa is prohibited. 2. In principle, licenses will not be granted for the export of gallium, germanium, antimony, and related dual-use items to the usa; for graphite dual-use items exported to the usa, control will be implemented.
Express News | Tencent repurchased 1.76 million shares on December 3, costing approximately 0.703 billion HKD, with a price per share of 395-404.2 HKD.
Daily Bull and Bear | The latest bull-bear ratio of the Hang Seng Index is 56:44; nongfu spring surged over 8%, with multiple subscription certificates earning over 80%.
At the close of the market, the total trading volume of the stock market was 146.099 billion Hong Kong dollars; the total trading volume of all warrants and callable bull/bear contracts was 13.708 billion Hong Kong dollars, accounting for 9.4% of the total market turnover, of which the bull positions accounted for 5.5%, and the bear positions accounted for 3.9%.
Futu Express | Three senior officials from the Federal Reserve speak intensively! They maintain an open attitude towards the interest rate decision in December; the Nasdaq and S&P hit new highs together, with Morgan Stanley predicting the S&P will reach 6
Central bank: Starting from the statistics of January 2025, the newly revised narrow mmf (M1) statistical caliber will be applied; the USA ISM manufacturing data is better than expected, with weak demand but signs of easing; the increasing burden of USA debt raises concerns about fiscal sustainability.
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session