Expected Winners of Trump's Victory – Financials, Oil, Software, Eastern Europe Banks, Crypto
Construction Materials Is the Best Performer in November Since 1990
Will the chip factory brought in by Biden be 'sabotaged' by Trump? The US manufacturing industry is very worried.
①Whether it's Biden, Harris, or Trump, they are all eager to see the reshoring of the manufacturing industry in the usa; ②However, under the same goal, the two parties seem to be taking vastly different paths; ③Behind this significant difference, many industry professionals in the usa are worried that the wave of factory construction sparked by subsidies during the Biden administration may come to a halt abruptly after Trump takes office...
Chip giants: some are happy, some are worried.
Some semiconductor manufacturers have emerged from the cold winter last year and are taking big steps forward, while some manufacturers, due to severe freezing, can only take small steps forward. Some manufacturers have even fallen into a 'false spring' situation, a sign also reflected in their financial reports.
VanEck Semiconductor ETF Options Spot-On: On November 1st, 100K Contracts Were Traded, With 800.61K Open Interest
On November 1st ET, $VanEck Semiconductor ETF(SMH.US)$ had active options trading, with a total trading volume of 100K options for the day, of which put options accounted for 73.87% of the total
Global economy's "ksm" exports growth slowed down in October, bringing uncertainties with the usa election.
1. Friday's data showed that south korea's exports growth slowed to a seven-month low in October, below market expectations; 2. Due to the uncertainties brought by the usa election and the global economic cycle itself, the outlook of south korea's economy faces risks.