Significant policy for trading in old for new: up to 500 yuan subsidy for mobile phones and tablets, up to 2000 yuan for computers and Air Conditioners, and up to 0.02 million yuan for Electric Vehicles.
The National Development and Reform Commission stated that by 2025, the total scale of ultra-long special treasury bonds used to support the "two new" will significantly increase compared to last year, with specific amounts to be announced during this year's National People's Congress. Fu Jinling, Director of the Economic Construction Department of the Ministry of Finance, stated that recently, the central government has allocated 81 billion yuan for the 2025 consumer upgrade fund to support localities in smoothly implementing policy continuity.
Track Hyper | The Apple foldable device is tentatively scheduled to launch in the third quarter of 2026.
The screens are supplied by Samsung Display, with data guidance of 15 million to -20 million units.
2024 "Capitol Hill Stock God" performance: dozens of members of Congress outperform the Large Cap stock market, with the highest yield reaching 149%!
① According to a new report, in the recently passed year of 2024, the stock investment portfolios of over 20 USA lawmakers outperformed the Large Cap; ② Congressman David Rouzer had the highest investment portfolio return, reaching 149%; ③ This has once again raised concerns about insider trading among congressional members.
Rare! Apple stocks rating has been downgraded to "Sell", with a target price of only 188 dollars.
On Tuesday in Eastern Time, Apple's rating was downgraded by MoffettNathanson from "neutral" to "Sell," with a Target Price of $188, which is about a 22% decline from the current stock price; Analyst Craig Moffett believes the market is "undervaluing" the risks associated with Apple Stocks, and the company's success in the AI sector has already been fully priced in.
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Microsoft announced the use of green hydrogen to power Datacenters. Institutions recommend paying attention to the upstream hydrogen production segment.
①Microsoft announced that it has reached an agreement with ESB, where the power control and management building of the datacenter located in Dublin will be powered by zero-emission green hydrogen energy. ②Caitong stated that the green hydrogen sector has attributes of high growth and significant potential, and that the large-scale development of domestic and international green hydrogen projects will allow the electrolysis and compressor segments to fully benefit from the growth.
U.S. stocks closed | All three major Indexes fell, with the Nasdaq down nearly 2%; Technology stocks declined, with NVIDIA dropping over 6% and Tesla falling over 4%; some Chinese concept stocks went against the trend, with Xiaopeng rising over 9%.
① The Nasdaq China Golden Dragon Index fell by 0.2%, with China Concept Stocks showing mixed results; ② NVIDIA launched its personal computing product Project DIGITS; ③ XPENG Huaitian: Flying cars will be mass-produced and delivered in 2026; ④ Vaccine stocks soared, with Moderna rising nearly 12% and Novavax increasing by nearly 11%.
Bet on India! Microsoft will reinvest 3 billion dollars to expand AI computing power and cultivate 10 million AI talents by 2030.
Microsoft stated that this expenditure is an additional investment outside the company's recently announced plan to invest $80 billion in building AI Datacenters for the 2025 fiscal year. It will be used to develop a scalable AI computing ecosystem to support AI startups and research Community in India, with a plan to train 10 million people in India to acquire AI skills by 2030.
Is inflation returning? Economic data causes market fluctuations, with the NASDAQ and S&P 500 Index experiencing corrections.
The release of two economic data points led to a surge in yields and a sharp decline in the stock market.
The largest decline in four months! NVIDIA launched new products at CES and Huang Renxun delivered a stunning speech, why did the stock price still fall?
NVIDIA's release at CES has instilled optimism about the long-term prospects, but has not met investors' expectations for short-term bullish news; there is little detail provided about the highly profitable AI Chip, and there is a lack of more specific progress on the Blackwell chip. After reaching a historic high on Monday, the stock price's retreat seems like a "buy the rumor, sell the news" reaction.
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USA holiday season e-commerce sales soared to a record-breaking $241.4 billion, with discounts, promotions, and AI shopping assistants being the main drivers.
According to Adobe, during the 2024 holiday shopping season, total e-commerce sales in the USA increased by 8.7% year-on-year to reach 241.4 billion USD, setting a new historical high. More than half of the total spending was concentrated on electronics, outfits, and Housewares, while groceries and Cosmetic became the fastest-growing categories. AI shopping assistants and significant discounts were the key factors driving holiday shoppers' Consumer behavior.
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