The significant risks in November are undergoing crucial changes.
Less than a month away from the usa presidential election day on November 5th, the market is starting to price in the risks of the election results. Currently, Trump has regained a leading advantage, adding variables to the election. CICC believes that for subsequent assets, the overall bullishness of the election is favorable for US stocks but tariffs are unfavorable for chinese assets; the US dollar is relatively strong, gold is neutral, interest rates are rising; bulk commodities may benefit from expectations of Trump's stimulus.
Trump or Harris? Analysts are hotly debating the impact of the election results on various sectors of the US stock market.
①Over the past 8 years, the Trump administration and the Biden-Harris administration have fully demonstrated their policy orientations; ②Overall, industries such as finance and technology that are under the key regulation of the Biden administration are more likely to benefit from Trump's "rollback" policies, while the bullish outlook for other industries is relatively less obvious.
Options Outlook | Technology stocks' earnings season is about to begin! Are the options values of Tesla and Netflix still underestimated? The probability of a post-earnings rise in Bank of America is as high as 80%! Calls are becoming active one after ano
From the skewness of options implied volatility, the current market tends to be bullish on tesla. Last Friday, there was a bullish buy order to buy 10 October 18th expiration call options with a strike price of $225 for opening positions; another two options buyers simultaneously purchased 10 October 25th expiration put options with a strike price of $260 and 17 January next year expiration put options with a strike price of $255 to hedge against further decline in Tesla.
Tesla Optimus Bots Were Remotely Operated at Cybercab Event
German unions accuse tesla of adopting a "radical strategy" towards workers trying to form a union.
On October 15, according to Reuters, the German union IG Metall accused tesla of adopting a "radical strategy" towards workers trying to establish a union. Prior to this, the company's management dismissed a union representative at the Gruenheide Gigafactory without notice. The union stated: "This dismissal is another attempt to intimidate IG Metall workers" and condemned tesla for taking a radical strategy against all those working together for humane and fair working conditions in the factory. The union also stated that the factory management threatened to dismiss every worker who joined IG Metall union. Previously, the union had been in discussions with tesla.
Tesla Stock Slides as Its Robotaxi Event Disappoints. Time to Buy or Bail?