Hong Kong and A-shares are in high spirits! How much room is left in the market under the new round of policies?
Interest rate-sensitive growth stocks, export chains driven by usa real estate demand, Hong Kong stocks local dividends and real estate, all show greater resilience in this round of rise.
How Hurricane Helene Could Disrupt Global Semiconductor Supply Chain, And Potentially Drive Inflation Higher
Shares of Semiconductor Stocks Are Trading Lower Amid a Possible Pullback. The Sector Recently Surged on Strong Earnings From Micron.
'TSMC Is Expected To See Its Global Market Share Top 70% By 2026, Thanks To Strong Ai Chip Demand, According To Industry Sources' - DigiTimes Alert
Unveiling the Industry's First Silicon-Proven 3nm, 24Gbps UCIe IP Subsystem With TSMC CoWoS Technology
US stock market cap surpassed $50 trillion, reaching a new high, future trends need caution: focus on elections, interest rate cuts, and technology stocks
Against the backdrop of controversies surrounding the U.S. presidential election, changes in Federal Reserve policy, and concerns about economic recession, the U.S. stock market continues to show strong growth momentum.
Altman globally advocates for "AI infrastructure", the scale of ambition makes taiwan semiconductor executives exclaim "absurd", and japanese officials "speechless with laughter".
Altman's grand blueprint also indicates the determination of the technology industry to accelerate development. They hope to eventually achieve a great transformation like the industrial revolution, making artificial intelligence flow like electrical utilities.
US stocks close | US PCE inflation cools down, S&P Nasdaq falls but Dow hits new high; China concept index surges 24% for the whole week, jd.com hits fourteen-month high.
US PCE inflation cooling solidifies the confidence of the Fed in rate cuts, but US stocks fell in the afternoon, with nvidia dropping nearly 4% at one point. China's stimulus policies drove the Chinese concept index up by 4%, nio inc rose by nearly 13%, pan-European stock indexes and German stocks hit new highs for two consecutive days, luxury goods stocks rose again. The Dow, S&P, and Nasdaq have all risen for three consecutive weeks, with two China-focused ETFs achieving the best weekly gains in history.
TOP 20 transaction volume | Chinese concept stocks continue to rise, pdd holdings surged 35.5% this week; Musk claims that China's industrial capacity has far exceeded the usa.
On Friday, the turnover of the US stock market ranked first with nvidia falling by 2.13%, trading at $32.833 billion; tesla ranked second, rising by 2.45%, trading at $18.333 billion; apple, ranking third, rose by 0.12%, trading at $7.762 billion.
Taiwan Semiconductor Options Spot-On: On September 27th, 146.98K Contracts Were Traded, With 1.41 Million Open Interest
On September 27th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 146.98K options for the day, of which put options accounted for 41.67% of the total
US stocks unusual movement | Most chip stocks decline, taiwan semiconductor (TSM.US) falls more than 4%.
Most chip stocks are down, as of the time of writing, Taiwan Semiconductor has dropped more than 4%.
Shares of Companies in the Broader Semiconductor Space Are Trading Lower. The Sector May Be Pulling Back After Rising Thursday on Strong Earnings From Micron.
U.S. stock market early session | The three major indexes rose together, with the Dow hitting a new high again; Chinese concept stocks continued their strong momentum, with Nio Inc. soaring over 8%, pdd holdings up nearly 6%
On the evening of the 27th Beijing time, the U.S. stock market opened slightly higher on Friday. The PCE inflation data most favored by the Federal Reserve rose by 2.2% year-on-year, lower than expected, indicating easing inflation pressure and a cooling economy. The market expects these data to continue to lead the Fed to cut interest rates in the coming months.
Putting half of his wealth into Chinese concept stocks, 'The Big Short prototype' Michael Burry made a profit this time.
As of June 30th, stocks of Alibaba, baidu, and jd.com together account for about 46% of Burry's entire investment portfolio. Billionaire investor David Tepper previously stated that now is the time to 'buy everything', as Chinese stocks still have a lot of upside potential.
Is winter really coming? Micron's financial report slaps Goldman Sachs in the face, global semiconductor stocks partying together.
①This Thursday, global chip stocks enjoyed a frenzy. After Micron Technology released a bright financial report, SK Hynix and Tokyo Electron Ltd. Unsponsored ADR also reported bullish news, driving the chip stock prices in the USA, Japan, South Korea, and Europe to generally rise; ②In sharp contrast to the continuous good news, half a month ago, Morgan Stanley released a bearish report titled "Winter is Coming".
Express News | Taiwan Semiconductor announced the appointment of Sajiv Dalal as the President of Taiwan Semiconductor's North America region, replacing David Keller.
Global stock markets welcome the 'most call morning of the year,' as Goldman Sachs fund flow experts exclaim that this 'china trade' is different from the past.
Goldman Sachs expert Rubner mentioned that FOMO is starting to appear locally in China; in the past 48 hours, he conducted more China-related Zoom calls than all related meetings within this year; short-term traders in Goldman Sachs PB business have been buying Chinese stocks for eight consecutive days, with the net buying amount of Chinese stocks in PB business this Tuesday reaching the second highest level in ten years, almost entirely from long positions.
Taiwan Semiconductor Options Spot-On: On September 26th, 133.49K Contracts Were Traded, With 1.38 Million Open Interest
On September 26th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 133.49K options for the day, of which put options accounted for 51.02% of the total
US stocks surged ⦁ Micron rose more than 17%, leading the semiconductor sector.
格隆汇September 26th | Micron announced a strong fourth quarter performance and guidance, driving other semiconductor stocks higher. Marvell Technology, STMicroelectronics rose more than 4%, on Semiconductor, microchip technology, AMD rose more than 3%, taiwan semiconductor, Nvidia, Broadcom rose more than 2%.
Micron Is in a 'Cyclical Upswing': Analyst