Decoding PDD Holdings's Options Activity: What's the Big Picture?
Witness history! Taiwan Semiconductor joins the trillion market cap club, while Nvidia hits a new all-time high. Are AI chips too hard to crack?
Asml Holding and Taiwan Semiconductor, the two core giants in the chip industry chain, jointly demonstrate: the logic support of stocks closely related to ai chips can be described as extremely solid, and the rising trend of stocks of AI chip leaders like Nvidia may be far from over.
US stock market outlook: Chinese assets collectively rise before the market! YINN surged more than 15%, bilibili rose more than 7%; Goldman Sachs: debt conversion is the first step in China's fiscal big move, which will stimulate economic growth.
Trump claimed to have received a 'plea for help' call from Cook, involving Apple being fined heavily by the European Union; Is there still an 'undercurrent' behind the bull market of US stocks? Goldman Sachs: The rise of the US dollar is a major threat; The gold price continues to hit new highs! As risk aversion heats up, spot gold rises above $2,700.
Shares of US-listed Chinese Stocks Are Trading Higher After China's Sept. Retail Sales and Industrial Production Data Beat Estimates.
Express News | Alibaba: Repurchased 1.4165 million shares on October 17, spending approximately $17.6811 million.
Concerns about the decline in AI demand, Wall Street remains bullish on taiwan semiconductor!
Nomura analysis shows that this strong cycle is driven by AI demand, with Taiwan Semiconductor, as an "AI enabler," capturing orders from almost all AI innovators. Taiwan Semiconductor itself is also utilizing AI in research and development to achieve internal return on investment (ROI).
Daily options tracking | Semiconductors stocks are full of profit potential! Taiwan Semiconductor's performance sets a new high, call options skyrocketed by 400%, nvidia call options accounted for nearly 70%.
Alibaba fell over 2% last night, rebounded over 3% in pre-market trading, and options volume slightly spiked overnight, with the most active call option being the one expiring this Friday with a strike price of $105, with a trading volume and open interest of about 0.02 million contracts each.
500 billion convenient business processes and operational details for exchange are all here! 20 brokerages and funds are ready.
The interest rate bonds obtained through swap transactions can only be pledged and cannot be sold; the pledge rate should not exceed 90% in principle. ChinaBond Inclusion monitoring is implemented, and the replenishment line is set at no less than 75%.
A-shares, Hong Kong stocks collectively rebounded! The Hang Seng Tech Index rose by 7%, what happened?
Expected to completely reverse!
Express News | China assets etf and chinese concept stocks strengthen in the night session, 3x long ftse china etf rose more than 9%.
taiwan semiconductor's 3nm is in high demand!
Yesterday, taiwan semiconductor delivered an excellent report card, driving the company's stock price to a new all-time high.
Central Bank's major announcement! Reserve ratio cut, interest rate cut, officially launching share buyback and shareholding refinancing.
Pan Gongsheng stated that it is expected to carefully assess the market liquidity situation before the end of the year, and opportunistically further lower the deposit reserve ratio by 0.25-0.5 percentage points; reduce the open market 7-day reverse repurchase operation rate by 0.2 percentage points.
Both giants in the semiconductor industry, why did ASML plummet while taiwan semiconductor soared?
Behind the contrast between hot and cold in the chip industry lies internal differentiation. Analysis suggests that apart from Taiwan Semiconductor, ASML's customers, Intel and Samsung, are facing their own challenges, while the demand from Taiwan Semiconductor's customers such as Nvidia remains strong, making Taiwan Semiconductor's performance a better indicator of AI demand.
Futu Morning Post | The US economy remains strong! Expectations for a Fed rate cut this year suffered another blow; the Dow continues to hit record highs! Taiwan Semiconductor surges nearly 10% after earnings, with a market cap exceeding $1 trillion.
After hours, it rose nearly 5%! Netflix's Q3 revenue and profits both exceed expectations, with unexpectedly more paying users; Insider: Tesla's FSD has not yet been approved for entry into China, Musk has sought to obtain some data.
Nearly 10% surge! taiwan semiconductor's performance is stronger than expected across the board. AI may still be one of the clearest main themes in the market.
① US stocks taiwan semiconductor surged nearly 10%, closing at a record high of $205 per share. Taiwan semiconductor had previously announced third-quarter financial reports, all indicators were stronger than expected, and also raised performance guidance. ② Guosheng Securities' research reports pointed out that AI computing power is still one of the most clear main themes in the market at present and even in the next two to three years, and the trend of industrial development has already taken shape.
U.S. stocks closing: the three major indexes have mixed performance, with the Dow Jones continuing to hit new historical highs and Taiwan Semiconductor surging nearly 10%.
1. Most china concept stocks fell, with the Nasdaq China Golden Dragon Index dropping by 3.61%; 2. Meta collaborates with Hollywood's Blumhouse to develop an AI movie generation model; 3. Is "Optimus Prime" just a marketing gimmick? Tesla's official release video attempts to respond to doubts; 4. Nvidia hit a new intraday high at one point, but the closing gain narrowed to 0.89%.
What great things did Lenovo do in Seattle in the Hyper Track?
Driving intel and AMD's first collaboration, bringing nvidia, microsoft, qualcomm, and Meta to play together.
10 Information Technology Stocks With Whale Alerts In Today's Session
Shares US-listed Chinese Stocks Are Trading Lower Amid Continued Stimulus Uncertainty.
Will HBM be in surplus next year? Where is the DRAM downturn cycle at? Goldman Sachs details the core issues of chip.
Goldman Sachs believes that HBM will be in short supply next year, especially with SK Hynix's leading position in the AI memory market, the supply and demand will remain tight until 2025; while DRAM is expected to undergo a mid-cycle inventory adjustment in the coming quarters.