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Weekly Outlook | A crucial week for China Assets is coming! Earnings Reports from Chinese concept stocks like Alibaba are set to be announced; the Federal Reserve's meeting minutes are about to be released; Musk will officially announce the new generation
The number of initial jobless claims in the USA for the week and the February S&P Global PMI data will be released soon; the US stock market will be closed for one day on Monday; the Hang Seng Index Company will announce the results of the fourth quarter Hang Seng Index quarterly review on Friday, February 21, 2024.
DeepSeek has sparked an unprecedented wave of AI applications! The market increasingly believes in the 'bull market narrative' of Software stocks.
With the significant decrease in AI training costs led by DeepSeek, as well as the sharp drop in token costs on the inference side, AI agents and generative AI Software are expected to accelerate their penetration into various industries.
A large bet has appeared in the Options market: the 10-year U.S. Treasury yield is expected to exceed 5%!
If the yield on 10-year U.S. Treasuries rises above 5% within the next five weeks, traders placing this bet will earn returns exceeding 10 million dollars...
U.S. stock market in the early session | The three major Indexes are all rising, and Chinese concept stocks are making a strong attack! Kingsoft Cloud surged over 22%; most AI stocks rose, Super Micro Computer increased by over 10%.
On the evening of October 14, Peking time, US stocks opened mixed on Friday. After President Trump postponed the imposition of new reciprocal tariffs and suggested there is still room for negotiation, investors continue to assess the latest situation in global trade. US retail sales in January declined more than expected.
A shocking surprise! The USA's "terrifying data" unexpectedly plummeted in January.
The slowdown in many categories indicates that, in addition to blizzards and fires, there may be other factors affecting Consumer spending.
Eggs have become a "barometer," adding more variables to the Federal Reserve's battle against inflation.
Analysis indicates that although the rise in egg prices is influenced by Bird Flu, consumers may internalize and infer the idea that overall inflation will not decrease, and consumer inflation expectations have begun to rise. Economists warn that if the Federal Reserve cuts interest rates too early, it may repeat the recession of the 1970s. Therefore, the Federal Reserve has no choice but to keep interest rates at a high level for a longer period.