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Most and Least Shorted S&P 500 Materials Stocks in August
Citi Hikes Short-term Lithium Price Forecast but Also Sees Gains Fading
The first debate effect is evident! 'Harris trade' goes up, 'Trump trade' goes down. How should we trade if the situation changes?
CITIC Securities reminds that previous US elections have often been accompanied by frequent changes in the situation, such as the "email gate" incident involving Hillary in 2016, which led to a significant change in the polls. Therefore, there is still the possibility of unexpected changes in the subsequent election situation.
Nuclear energy resurgence? Asset management companies are increasing their bets on related stocks.
①Several asset management companies see the potential of nuclear energy-related stocks and are considering adding them to their investment portfolios; ②Fund managers believe that the continuously growing AI and datacenters will significantly increase the demand for electrical utilities in the future, and nuclear energy will play a significant role in increasing power supply; ③However, nuclear energy still faces significant controversies among ESG investors.
US stock market closing: US stocks staged a "V-shaped" big reversal, with Nvidia soaring more than 8%; solar concept stocks and lithium stocks rose across the board, with first solar rising more than 15% and Albemarle rising more than 13%
The core CPI in the US in August exceeded expectations, and the market believes that the Federal Reserve will not make a significant interest rate cut next week. The US stock market fell at the beginning of trading, with the Dow Jones Industrial Average falling more than 740 points at one point. Huang Renxun emphasized the high demand for AI chips, and Nvidia, which had the largest increase in six weeks, led the US stock market to rebound in a V-shape, with the Nasdaq rising more than 2% and chip stocks rising nearly 5%. The US presidential debate boosted solar stocks, while Trump media fell more than 10% to the lowest level since its backdoor listing in March. Brent oil climbed back above $70, breaking away from a three-year low.
US stock market closing: Bullish layers are stacked, Nasdaq staged a "deep V takeoff", Donald Trump concept stocks injured alone.
①Harris' favorable election situation led the pv concept stocks, with First Solar leading the S&P 500 index; ②Production cut rumors stimulated a sharp rise in the lithium sector; ③Russia considers restricting exports of certain strategic raw materials, leading to a collective increase in uranium producers; ④Trump's media technology fell more than 10%, hitting a new low after landing in the US stock market.