"Biden Prepares To Target Chinese Legacy Chips With Trade Investigation; The Investigation Could Result In Tariffs On Older Types Of Chips From China, Though The Decision Would Ultimately Fall To Trump" - NY Times
U.S. stock market morning | The three major Indexes are collectively rising, Broadcom surged nearly 9%, Tesla and Google both hit historical highs; Cryptos Concept stocks are strongly rising, MARA climbed nearly 7%, Coinbase rose nearly 4%.
On the evening of the 16th in Beijing time, several central banks will hold meetings this week and a large amount of important economic data will be released. Investors will focus on the Federal Reserve's monetary policy meeting in December.
U.S. Stock Outlook | Three major futures indexes rose collectively, with Tesla pre-market up nearly 1%, poised to set a historical high at the open; Goldman Sachs: The Federal Reserve will "skip" a rate cut in January, and may signal a slowdown in easing
Super Micro Computer fell nearly 14% before the market and was removed from the NASDAQ 100 Index component; Broadcom continues to rise 3% before the market, as Bank of America raised the Target Price to $250.
Billion-dollar government Fund, trillion-dollar Consumer market! The ice and snow industry is "fully powered up".
① As December arrives, ski resorts and ice rinks across the country enter a peak operation period, with A-share ice and snow Concept stocks performing actively, and several individual stocks reaching new price highs. ② Recently, Jilin Province proposed to increase financial support and establish an investment Fund for the ice and snow industry with 1 billion yuan, coordinating various types of financial specialized support for the ice and snow economy amounting to 0.5 billion yuan.
Asia And Europe Markets Decline, Dollar Hovers 3-Week High - Global Markets Today While US Slept
Annual Outlook | 7100 points! Wall Street refreshes the Target Price for the S&P, is a bull market in US stocks continuing in 2025?
Overall, major banks are optimistic, with the highest target for the S&P reaching 7,100 points, while the average target point according to Bloomberg Statistics is 6,496.17 points, indicating more than a 7% upside potential from the current latest closing price; many bears have flipped their positions, and only two Institutions remain cautious about the direction of the U.S. stock market.
Express News | The Trump transition team plans to completely revoke Biden's electric Autos and emissions policies.
Express News | Alibaba: On December 13, approximately 9.9919 million USD was spent to repurchase 0.9116 million shares.
Wall Street tycoons shout: The FED's "triple cut" this week is not unexpected, but the easing cycle will pause here!
①This Thursday morning, the Federal Reserve will announce its interest rate decision, and Wall Street widely expects a 25 basis point rate cut, achieving a "three consecutive reductions." ②Krishna Guha, Vice Director of Evercore ISI, stated, "The December FOMC meeting will mark the end of the first phase of the Federal Reserve's rate cut cycle."
There are significant differences in policy viewpoints within Trump's cabinet. Will market pricing undergo major changes?
Investors should pay attention to the policy risks of Trump 2.0.
Express News | TENCENT: On December 16, repurchased 1.72 million shares, costing approximately 0.7 billion Hong Kong dollars, with a price per share of 403.8-410.8 Hong Kong dollars.
Daily Options Tracking | Entering the trillion-dollar Market Cap club! After Broadcom's earnings report, multiple call contracts earned over 10 times profit; is Bitcoin aiming for the $0.11 million mark? MSTR's implied volatility rose to 112% last Friday.
SoundHound AI rose over 23% on the previous trading day, with the Call ratio increasing to 71%, and the Options Chain volume increasing by 2.77 times to 0.525 million contracts. On the Options Chain, bulls are the market Block Orders, with the highest Call volume for this Friday's expiration at strike prices of $20 and $10, respectively 0.024 million and 18,000 contracts.
Hot "snow" is boiling! DiDi Global Inc: The demand for taxis to ski resorts increased by 151% month-on-month in early December.
According to DiDi Global Inc data, in early December, the demand for taxis to ski resorts increased by 454% compared to last month, and rose by 151% compared to late November.
Deutsche Bank strongly promotes Xiaomi: After the Autos Business succeeds in going from zero to one, there will be exponential growth!
Deutsche Bank believes that new products, market segmentation, stores, and production capacity will bring exponential growth to Xiaomi's Autos Business. It is expected that by 2027, the gross margin of Xiaomi's electric vehicle business will reach 25%, contributing 45.5% and 42% to overall gross profit and pretax profit respectively, with sales reaching 1 million units, making it the largest business segment of the group. Deutsche Bank has given Xiaomi a "Buy" rating for the first time and raised its Target Price to HKD 43.
The "New Federal Reserve News Agency": After another rate cut this week, the Federal Reserve is ready to slow down or even stop cutting rates.
Nick Timiraos stated that one of the choices for the Federal Reserve this week is to cut interest rates by a quarter of a percentage point, and then strongly hint at slowing the pace of rate cuts using new economic forecasts. Facing differing opinions internally, Powell must balance policy adjustments.
Asia Markets Mixed as Traders Assess Mixed Economic Data in the Region; Eyes on Major Central Back Decisions
China's Nov Retail Sales Slows as Stimulus Impact Fades; Unemployment Rate Held Steady
Reported Earlier, Chinese Unemployment Rate For November Unchanged At 5.0%
Reported Earlier, China Fixed Asset Investment (YoY) For November 3.3% Vs. 3.5% Est.; 3.4% Prior
Daily Bull and Bear | The Hang Seng Index has fallen below the 20,000 mark! New bull certificates retreated to 19,500, and bear street sales have increased significantly; PA GOODDOCTOR rose more than 13% against the market last Friday, with call warrants
Last Friday, the Hang Seng Index night futures closed at 19,965 points, down 57 points or 0.285%; there was a net Inflow of 59 million HKD into long positions and a net Outflow of 39 million HKD from short positions; the top five stocks and Index inflows for long positions were: Hang Seng Index, Tencent, AIA, BYD, and Meituan.