What is the most important project in this era? Trump's "Interstellar Gateway" plan ignites the market, and these companies are likely to take off with it!
Bank of America Analyst Justin Post stated that in the short term, the Stargate project may drive positive construction in infrastructure and Datacenter, while Other long-term investment areas may include chip manufacturing, component manufacturing (packaging, memory, integrators), network infrastructure, Energy production, and power management.
Trump Set to Deliver Virtual Address at World Economic Forum in Davos
Earnings Scheduled For January 23, 2025
Daily summary of Real Estate Industry news (2025-01-23)
On January 23, Xiao Yuanqi, Deputy Director of the Financial Regulatory Bureau, stated at a press conference that as of January 22, the loan amount for projects on the Real Estate "white list" had reached 5.6 trillion yuan. Xiao Yuanqi emphasized that under the urban real estate financing coordination mechanism, principles such as "go wherever possible," "provide loans wherever possible," and "do it as early as possible" have been established. Real estate projects that meet the "5+5" criteria should all be included in the "white list" management, and commercial Banks actively provide support, playing an important and positive role in protecting the legitimate rights and interests of homebuyers and promoting the stabilization of the real estate market.
Gold remains at a high level, and the decline in oil prices seems unstoppable: how does the market interpret the Trump effect?
Has the rise of Gold slowed down due to a technical correction or a fundamental turning point? Oil prices have fallen for five consecutive days, and the market is waiting for further guidance on Trump's policies...
Trump's "Stargate" plan has triggered changes in the AI landscape, is the relationship between Microsoft and OpenAI evolving?
① In the Stargate AI project, OpenAI, SoftBank, and Oracle jointly invested, while Microsoft, NVIDIA, and Arm are only technical partners; ② On Tuesday, Microsoft announced a modification to its exclusive computing power supply agreement with OpenAI, further fueling market speculation; ③ Insiders revealed that after upheaval in OpenAI's upper management, Microsoft was unwilling to invest large sums and that relinquishing exclusive rights was actually beneficial.
Blackrock CEO Larry Fink Says Bitcoin Could Rise To $700,000 On Fiat Fears: 'If You're Frightened Of The Debasement...'
Cytokinetics Heart Drug's Future Sparks Optimism Despite M&A Hurdles and Royalty Deal Concerns: Analyst
Semi Stocks Edge Higher, Led by Arm and Nvidia, as Quarterly Financial Results Loom
Daily summary of Real Estate Industry updates (2025-01-22)
On January 22, the Ministry of Natural Resources, the Ministry of Finance, the People's Bank of China, and the National Financial Regulatory Administration jointly issued the "Land Reserve Management Measures," aimed at strengthening and regulating land reserve management to promote the rational use and optimization of land resources.
500 billion USD! Trump officially announces the largest AI investment project in history, is the AI Infrastructure Industry Chain about to enter a gold mining moment?
On the second day of his presidency, Donald Trump officially announced a major AI project.
From strong performance to continuous decline: How did Trump shake the oil market?
Has Trump's Energy policy completely changed the oil market landscape? Analysts have differing views; will oil prices fall below $60 per barrel amid the tug-of-war between bulls and bears?
Trump's "Energy card": filling the SPR, lifting the LNG export ban, and exporting USA's energy to the entire world.
In his inaugural address, Trump promised to lower Energy prices, fill the USA Strategic Petroleum Reserve (SPR), lift restrictions on liquefied natural gas (LNG) exports, and export USA's Energy to the entire world. Trump also repeatedly promised to reduce Energy prices by 50% during his campaign. Analysts believe that Trump's commitment to lowering Energy prices by 50% is nearly impossible to achieve. In contrast, even during a global pandemic, which is a major disaster, the average Energy cost for Americans only decreased by less than 20%, and oil producers who verbally support Trump will see their profits squeezed.
Takeda-backed Ascentage Pharma Sets Terms for $170M IPO
What's Going On With Shell And Chevron Stock Tuesday?
BlackRock Analyst Ratings
Top SA Quant-rated Consumer Staples Before Q4 Frenzy - Philip Morris, Clorox
Rosenblatt Maintains Buy on Texas Instruments, Maintains $250 Price Target
The era of Trump 2.0 officially begins! An overview of the eight key points in the inauguration speech, which areas are expected to present good opportunities for layout?
Looking ahead, CITIC SEC stated that it is necessary to pay attention to the introduction and implementation progress of various executive orders by Trump, especially the progress of tariff-related issues and the approval status of Cabinet nominations by Congress. Whether these plans are implemented smoothly may become the key to whether the previously extreme "Trump Trade" can continue.
On his first day in office, Trump began to reshape US Energy.
Hours after taking office on Monday, President Trump initiated a comprehensive reform of US Energy policy, shifting the federal government's focus to fossil fuel production and withdrawing from the fight against climate change.