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U.S. Stock Outlook | Morgan Stanley no longer pessimistic about China Stocks: structural changes have arrived; impressive performance! Alibaba and Bilibili surge 11% in pre-market trading.
Alibaba rises over 10% in pre-market trading, with total revenue for the third fiscal quarter increasing by 8% year-on-year, and AI driving a 13% surge in Alibaba Cloud revenue; Palantir continues to drop nearly 5% in pre-market trading, with the CEO's Shareholding and the Department of Defense cutting budgets.
Daily Options Tracking | Super Micro Computer is trading hot, with large investors spending over 85 million dollars to buy Call Options; Palantir's Put has surged to 58%, with one put contract earning over 10 times.
Microsoft rose over 1% on the previous trading day, with Options Volume increasing by 47% compared to the 30-day average to 0.6 million contracts, and the Call ratio rising to 83%; on the Options Chain, the bullish forces are strong, with the highest trading volume of the $415 strike price call options at 0.0525 million contracts, closing up over 160%.
Tariffs on Autos, chips, and Pharmaceuticals will be seen in April, with Trump directly accusing Japan and South Korea.
Research from HSBC shows that several economies in Asia may be significantly affected. Overall, when summing up the three product categories of Autos, Semiconductors, and Pharmaceutical, South Korea and Japan have the highest dependency on exports to the USA, at 7.8% and 7.4% respectively.
Trump may really understand interest rates better: research finds that U.S. Treasury yields are too high!
A recent study indicates that actual interest rates are indeed higher than they should be, with the current adjusted one-year U.S. Treasury yield surpassing any period since the Global financial crisis.
What is the Federal Reserve worried about? The biggest surprise in the January minutes: discussing the pause or slowdown of the balance sheet reduction.
① U.S. Treasury yields saw a notable decline at the end of Wednesday's trading session, as the minutes from the Federal Reserve's January meeting, although lacking highlights in terms of interest rates and inflation wording, unexpectedly revealed a detail; ② Fed policymakers discussed whether to slow down or pause the reduction of the balance sheet.
Futu Daily News | Funds are rushing in for a massive buying spree! The daily turnover of the Hong Kong Stock Connect has exceeded 100 billion Hong Kong dollars, becoming the norm; the threat of tariffs has resurfaced! Trump will announce taxes on Autos, S
USA President Trump stated: "Tariffs on Autos, Semiconductors, chips, pharmaceuticals, and possibly timber will be announced within the next month or even earlier; the Fed's January meeting minutes indicate that inflation needs to continue declining before any further rate cuts, but policies like Trump's tariffs create an upward risk for inflation."