10 Information Technology Stocks Whale Activity In Today's Session
Shares of US-listed Chinese Stocks Are Trading Higher. The People's Bank of China Announced It Will Use Outright Reverse Repurchase Agreements to Enhance Liquidity Management, Which May Boost Investor Confidence and Boost China's Monetary Policy.
Bullish! China's assets target price has been repeatedly raised by foreign investment, how will it evolve in the future?
In the past two trading days, the A-share and Hong Kong stock markets have both rebounded, with the target prices of many listed companies successively raised by foreign institutions. Going forward, how will the assets in China perform?
US Stocks Likely To Open In Green As Investors Eye 'Magnificent 7' Earnings This Week: Oil Prices Tumble, Expert Highlights Best 'Sell In May' Period Since 2009
Express News | Alibaba: On October 25th, spent approximately $19.9926 million to repurchase 1.6352 million shares.
Alibaba settled for 3 billion once.
Focus all your energy on the battle.
With the AI boom, the position of the HBM industry is skyrocketing.
While the AI boom has led to the prosperity of GPUs, it has also kept the heat of HBM, which plays a key role, high, becoming the emerging outbreak vent and technology giants' strategic high ground in the current AI race.
Attention! The technology giants of the US stock market are about to release their financial reports, with heavyweight data such as PCE and non-farm payrolls expected to make a significant impact.
①On the eve of the US election on November 5, the US stock market will experience a "high-energy continuous" week; ②First, 5 of the "seven giants" will release major financial reports this week, followed by heavyweight economic data—US PCE index and non-farm employment report will be released.
Daily Bull and Bear | Hang Seng Index futures fell by 89 points, with a net inflow of 13 million Hong Kong dollars; the photovoltaic sector remains hot, with GCL Tech making more than double the profit from multiple subscription certificates.
As of the close, the market turnover was 161.258 billion Hong Kong dollars, with a total turnover of 16.515 billion Hong Kong dollars for all Warrants Bull and Bear certificates, accounting for 11.2% of the market turnover, of which the long position accounts for 5.8%, and the short position accounts for 4.3%.
Futu Express | Fierce Competition! The USA presidential election enters the sprint phase, with a record-high early voting rate; NYSE's heavyweight official announcement! Intends to extend US stock trading hours.
The 14th session of the 12th National People's Congress Standing Committee will be held in Beijing from November 4th to 8th; the apple AI feature Apple Intelligence officially launched this week; How difficult is shorting US stocks? Tesla's short positions, which made money this year, were wiped out in just one day.
BofA's Hartnett: The election will strengthen Wall Street's four core trades, but inflation and economic downturn will reverse everything.
Bank of America analyst Hartnett pointed out that the four core trading strategies on Wall Street now are, bearish on bonds, bullish on gold and technology stocks. Tightening immigration policies may trigger inflation, leading to further increase in gold prices. The market is worried that Fed rate cuts may lead to inflation and overheating of the economy, with bond yields unexpectedly rising after the rate cut, causing US stocks to become more concentrated. Now is not a good time to buy bonds and stocks.
Taiwan Semiconductor's Arizona factory is reportedly achieving higher chip yields than similar factories in Taiwan.
Insiders revealed that Rick Cassidy, President of the usa branch of Taiwan Semiconductor, stated at an event on October 23 local time that the chip yield of the first factory in Arizona of Taiwan Semiconductor was about 4 percentage points higher than similar factories in Taiwan.
US stock market outlook | The three major futures indexes rose slightly, with Chinese concept stocks generally rising; as tesla soared, "Wood Sister" took the opportunity to sell $22 million worth of shares.
Taiwan Semiconductor rose more than 1% pre-market, and prices for sub-5nm next year may increase again; Spirit Airlines surged nearly 13% pre-market, planning to sell planes and lay off employees to reduce costs; Apple's smart phone market share in China returned to the top 5! The iPhone 16 is expected to kick off a new upgrade cycle.
Up to 0.03 million US dollars! Taiwan Semiconductor reports another price increase, with a significant breakthrough in yield rates at its US factories.
According to the latest news, the outsourcing quotes for Taiwan Semiconductor's 5nm, 4nm, and 3nm processes in 2025 have seen a price increase of about 4% higher than previously estimated. Among them, the increase in business orders for HPC, including AI, is around 8% to 10%.
Express News | Alibaba: repurchased 1.6624 million shares on October 24, spending approximately 19.9858 million US dollars.
What determines the direction of chip stocks? How much more money do the cloud giants need to invest, and who has received Taiwan Semiconductor's production capacity?
The current market is focusing on the capital expenditure of cloud computing giants and the allocation of Taiwan Semiconductor's CoWoS packaging capacity. Daiwa believes that AMD seems to have reduced its CoWoS orders at Taiwan Semiconductor in 2025, but this capacity is immediately taken over by nvidia, with nvidia's demand expected to account for 63% by 2025. Capital expenditure on cloud computing is accelerating due to investment in GPU chips, and year-on-year growth is expected to peak in the first half of 2025.
tesla took the lead in handing in a dazzling financial report! apple, microsoft, and others will take the stage one after another next week. Can the seven giants of the US stock market continue their brilliance?
Financial reports are the recent focus of the market. Next week, financial reports from technology giants such as apple, microsoft, google, amazon, and Meta will be released. So far, more than 27% of the S&P 500 index component companies have reported third-quarter performance, with 76% of companies exceeding expectations.
US stocks are too concentrated! Below the 50% red line, asset management institutions can only sell technology stocks.
This year, the U.S. stock market is unprecedentedly concentrated, with nvidia, apple, and other technology stocks contributing to about half of the index's increase. Funds such as Fidelity and Pimco were forced to sell technology stocks in order to comply with regulatory requirements to keep the investment proportion of heavy-weighted stocks in the portfolio below 50%.
taiwan semiconductor's quote for next year's 5nm and below may rise again, with 2nm manufacturing quote soaring to 0.03 million US dollars.
It is reported that in 2025, the outsourcing quotes for Taiwan Semiconductor's 5nm, 4nm, and 3nm processes have increased by about 4% more than previously estimated. Among them, the business orders for HPC, including AI, have increased by approximately 8-10%.
Zhang Kun's latest position revealed! Alibaba and Yum China have entered the top ten major stocks. I believe leading technology and consumer companies will re-enter a period of growth
At the end of the third quarter, Zhang Kun's total management volume was 69.082 billion yuan, an increase of 7.401 billion yuan over the end of the second quarter; with the exception of E-Fund Asia Select, the performance of the remaining 3 products in the third quarter was higher than the performance comparison benchmark for the same period.