Futu Morning Report | Trump has officially taken office! The dollar has fallen sharply, while US stock index futures and Chinese assets have risen across the board; Goldman Sachs and JPMorgan are optimistic about the market outlook.
Trump announced a series of executive orders, including the removal of electric vehicle incentives to save the traditional auto industry in the USA; Trump expressed the hope to visit China within 100 days of taking office, to which the Ministry of Foreign Affairs responded; NVIDIA CEO Jensen Huang was absent from Trump's inauguration ceremony and stated in China that he intends to continue cooperating with China.
Trump was sworn in as the President of the USA! He promised "America First," targeting immigration and Energy, and rescinded the electric Autos policy.
In his inauguration speech, Trump stated, "The Gold era of the USA begins now," and every day he governs will be about "America First."
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The spotlight is on! The earnings report season for chip giants has begun, will the U.S. stock market welcome a new wave of growth?
Taiwan Semiconductor's fourth quarter results and 2025 performance outlook were both significantly better than expected, and the positive performance outlook suggests optimistic growth momentum for AI Chips, as well as Global Semiconductor wafer fabrication equipment (WFE), testing equipment, and semiconductor materials suppliers.
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The first speech of Trump's second term has arrived, and Wall Street will closely watch three major events!
Although the inauguration is not the place for the new president to showcase detailed policies, "the market will pay for what it sees."
The key to the stock market's rise and fall: the mystery of Bonds yields and the shockwave from Trump's return.
The rapid rise in Bonds yields has made the stock market extremely precarious, especially with Trump's imminent return to the White House, further amplifying market uncertainty.
The slogan finally arrives at its moment of fulfillment! Is the "Trump Trade" at a new crossroads?
① From the "beautiful aspirations" before the election to the "wanton revelry" after the election, Trump's Trade has gone through two phases over the past six months; ② Now, this Trade's "third phase" may be the most turbulent journey that is about to unfold: with Trump's official inauguration, all of the campaign slogans from last year's USA election winner will soon come to fruition...
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Exciting news about AI! Is the release of the Open AI super agent imminent?
According to Axios, a top company (possibly OpenAI) will announce a major breakthrough in the coming weeks, launching a "PhD-level" super agent capable of performing complex human tasks. It is reported that OpenAI CEO Sam Altman has scheduled a closed-door briefing for USA government officials on January 30 in Washington.
This week focuses on Trump's inauguration! Will "Trump Coin" lead the way, and will more policies create huge waves in the market?
This week, Trump's inauguration will become the focus of the market.
Is "Tariff 2.0" from Trump approaching? Wall Street: The risks have decreased, no need to worry too much!
① The president-elect of the USA will take the oath of office on January 20, and his tariff policy is receiving much attention; ② Analysts at Goldman Sachs believe the White House will avoid the economic costs and political risks associated with widespread tariffs, while Bank of America also believes that companies have learned lessons from the previous trade war, and the risks have decreased.
Trump's first day executive order "leaked secrets," and the "Trump mania" Trade faces a big test!
Trump will revoke all executive orders issued by Biden, and the "leaked" executive orders show no sign of tariffs. The fervent Trade is facing a big test; where will the US stocks, dollar, and Bitcoin go from here?
What did Trump say at his last rally before taking office regarding restoring TikTok Operation and rescinding Biden's executive order?
Trump celebrated victory at a rally and spoke on issues such as illegal immigration, TikTok, AI, and Energy. Trump also stated that he would revoke all executive orders issued by Biden.
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