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ProShares UltraPro S&P500 ETF Newsroom
Daily Options Tracking | NVIDIA fell 6% after the CES press conference! A large investor bought Call options worth 12.62 million dollars, bullish against the trend; trading volume of options on China Large Cap stock ETFs surged, with a concentration of op
Bitcoin has fallen to $97,000, with "whale" MSTR dropping nearly 10%, and several Put Options with strike prices around $340 have more than doubled overnight this Friday.
Jensen Huang took the initiative to befriend Trump and discussed Samsung's HBM and quantum computers.
① Jensen Huang stated he is ready to meet with the elected president of the USA, Trump, and is willing to offer assistance to the new government, especially regarding AI policies; ② Jensen Huang mentioned that Samsung is facing challenges in producing high bandwidth memory (HBM), but he believes it can overcome these challenges, and thinks it may take 20 years for practical quantum computers to emerge.
Wall Street's New Year interest rate "bet": from several rate cuts to whether there will be any rate cuts at all.
On Tuesday, the 10-year U.S. Treasury yield, known as the "anchor of Global asset pricing," further reached its highest level in eight months; the betting game surrounding the Federal Reserve's interest rate direction seems to have completely shifted from several rate cuts this year to whether further cuts will actually happen...
With U.S. Treasury yields rising like this, should concern be raised for the U.S. stock market?
According to Morgan Stanley's analysis, as the yield on 10-year U.S. treasury bonds rises above 4.5%, it has created pressure on U.S. stock valuations. The correlation between the S&P 500 Index and U.S. treasury yields has turned into a "significant negative correlation." Considering the poor market breadth, the downward pressure on the dollar, and the Federal Reserve's hawkish policy outlook, U.S. stocks may face severe challenges in the next six months.
Samsung Electronics wraps up the fourth quarter report with poor results! The AI Chip received "NVIDIA certification," but it remains a difficult hurdle to overcome.
① On Wednesday, January 8, Samsung Electronics reported that both its fourth-quarter sales and operating profit fell short of expectations; ② Contributing factors include: lagging AI Chips, rising research and development costs, a slowdown in traditional memory chip demand, setbacks in the non-memory chip business, and declining mobile device revenue; ③ NVIDIA's CEO Jensen Huang stated that Samsung is working hard to design new HBM chips and is confident that Samsung will overcome these challenges.
Nomura's Global Macro Research Director: The Federal Reserve will only cut interest rates once in 2025, and it is even possible that there may be a rate increase?
Is the interest rate cut no longer happening.
NVIDIA open-sources the world's foundational models, humanoid robots accelerate towards the 'ChatGPT moment'.
① Recently, NVIDIA launched the physical AI model Cosmos, which is capable of predicting environments such as warehouses and road conditions to train Siasun Robot&Automation; ② According to NVIDIA's disclosed list, the first batch of users for Cosmos includes manufacturers such as 1X, Agility, Figure AI, and Xiaopeng Autos; ③ Brokerages believe that in the collection methods of training data for humanoid robots, synthetic data will greatly promote the development of robots.
NVIDIA responds directly: What makes GPUs stronger than ASICs?
NVIDIA believes that commercial GPUs have a platform advantage, while custom ASICs are only suitable for specific applications, resulting in limited scale and scope of application. In the future, AI will become part of national infrastructure, and NVIDIA's general GPU solutions and Software support will provide Global support in a way that custom ASICs cannot achieve.
Hedge Funds Start Cautiously in 2025: Stock Market Sell-off Accelerates, Cash Becomes the New Favorite.
Despite the strong performance of the stock market in 2024, Wall Street's smart money has quietly shifted towards defense.
S&P 500 Down Over 1% As Nvidia, Tesla Tumble: Greed Index Remains In 'Fear' Zone
Active Funds have once again underperformed Large Cap, has the investors' "stock picking dream" been shattered?
In 2024, actively managed Large Cap Funds have once again been left behind by the Index. Can the stock-picking skills of renowned fund managers break through the monopoly of "Technology giants"?
Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.
Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.
Track Hyper | Apple launches AR glasses: domestic companies are gearing up.
The company's share of AR glasses-related products is still quite small, but the direction is correct.
Howard Marks: Is there a bubble in the U.S. stock market now?
Max believes that the U.S. stock market may have some bubbles, but it is not out of control. The expected PE for the S&P 500 Index is 23.6 times, and compared to valuation parameters, a more effective way to determine bubbles is through psychological diagnosis. Currently, there is no talk from people saying 'there are no prices that are unreachable,' which is a clear indicator of irrational thinking and a sign of bubbles.
Morgan Stanley: The design of NVIDIA's GB300 has changed, and the AI supply chain will undergo transformation as a result.
Morgan Stanley expects that NVIDIA's next-generation AI GPU, the GB300, will likely begin mass shipments in the fourth quarter of this year. This series may introduce GPU slots, add cold plate modules, and use higher power supply modules, while NVIDIA will reduce its involvement, granting ODMs (original design manufacturers) more design space.
Regarding AI, it is reported that Biden has some "new moves" before leaving office!
① The Biden administration plans to streamline the permitting for Geothermal Energy development as part of a broader executive order to enhance AI Datacenter infrastructure, expected to be announced next week. ② This executive order includes establishing competitive procedures for companies building Datacenters on federal land and steps to accelerate the development of Geothermal Energy and nuclear energy.
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 screen is 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.