No Data
No Data
U.S. stock market early session | Tariff concerns ease! U.S. stocks rebound collectively, Tesla rises over 8%; AI application stocks surge, Tempus AI rises over 10%.
The Trump administration plans to partially delay certain tariffs initially scheduled to be imposed on April 2, easing market concerns about a full-scale Global trade war.
U.S. Stock Preview | Will the rebound continue? All three major index futures are rising, with the options market closely watching Trump and economic data; Goldman Sachs: Foreign capital is expected to further Buy U.S. stocks.
"Wall Street's wizard" is firmly Call on U.S. stocks: Trump's "reciprocal tariffs" may help drive a significant rebound.
U.S. Stock Market Gold Mining | Benefiting from increased demand for Blackwell chips! Super Micro Computer surged nearly 8% last Friday; Alnylam Pharmaceuticals rose nearly 12%, as a major drug received approval for a new indication.
The stock price hits a near 16-year high! Mizuho Financial, a Japanese financial services company, has risen over 23% this year, receiving a "Bullish" rating from Jim Cramer. Analysts at JPMorgan noted that the struggling AI Server manufacturer Super Micro Computer is benefiting from an increase in NVIDIA Blackwell chip shipments, and it is expected that Super Micro Computer's stock price may have about a 15% upside potential.
The Chinese market is booming! Three bullish factors have led to a fundamental shift in the views of global investors.
① The Chinese market has recently attracted a large number of overseas investors due to DeepSeek and government stimulus measures, driving market activity; ② Data shows that the total issuance amount of stocks by Chinese companies in the first quarter reached 16.8 billion USD, a year-on-year increase of 118%; ③ Investment bankers point out that favorable policies, innovation, and appropriate valuations will continue to attract overseas investors, and the global perspective on the Chinese market has undergone a fundamental change.
Daily Options Tracking | Tesla rebounded over 5% last Friday, with multiple call options earning over double; at the GTC conference, NVIDIA fell over 3%, a large investor bet over 25 million USD on a short position.
Tesla rebounded over 5% last Friday, with Options Volume increasing by more than 1.2 million contracts from the previous trading day to 3.66 million contracts, the Call ratio rising to 51.4%, and the implied volatility level at 59.9%.
In addition to "April 2," the Options market bets that the US stocks will be more volatile in the next two days.
Compared to tariffs, the Options market seems to be more concerned with employment and inflation.