$PDD Holdings (PDD.US)$
Revenue: pdd holdings Q3 revenue of 99.35 billion yuan, expected to be 102.83 billion yuan, a year-on-year increase of 44%.
Revenue: pdd holdings Q3 revenue of 99.35 billion yuan, expected to be 102.83 billion yuan, a year-on-year increase of 44%.
Translated
난굴러간다~나는돌맹이
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$Trump Media & Technology (DJT.US)$ $Altria (MO.US)$ $Eli Lilly and Co (LLY.US)$ $Costco (COST.US)$ $Walmart (WMT.US)$ $SPDR Gold ETF (GLD.US)$ $Bitcoin (BTC.CC)$ $Salesforce (CRM.US)$ $Coca-Cola (KO.US)$ $Berkshire Hathaway-B (BRK.B.US)$ $The Kraft Heinz (KHC.US)$ $MARA Holdings (MARA.US)$ $CleanSpark (CLSK.US)$ $Novo-Nordisk A/S (NVO.US)$ $Constellation Energy (CEG.US)$ $Oklo Inc (OKLO.US)$ $Visa (V.US)$ $JPMorgan (JPM.US)$ $Morgan Stanley (MS.US)$ $Wells Fargo & Co (WFC.US)$ $Exxon Mobil (XOM.US)$ $CHERVON (02285.HK)$ $Coinbase (COIN.US)$
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난굴러간다~나는돌맹이
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Indexes:
S&P 500: +2.1% $SPX $SPY
Dow 30: +2.6% $DJI
Nasdaq 100: +1.8% $NDX $QQQ
Russell 2000: +5.9% $RUT
Industries down:
Solar
Renewable Energy
Electric Vehicles (excl. Tesla)
Chinese stocks
Cannabis
Industries Up:
Banks
Technology
Cryptocurrencies
Small caps
Most other sectors
$iShares Russell 2000 ETF (IWM.US)$ $MARA Holdings (MARA.US)$ $iShares Bitcoin Trust (IBIT.US)$ $Valkyrie Bitcoin Fund (BRRR.US)$ $VanEck Bitcoin Trust (HODL.US)$ $ARK 21Shares Bitcoin ETF (ARKB.US)$ $Trump Media & Technology (DJT.US)$ $KraneShares CSI China Internet ETF (KWEB.US)$ $NIO Inc (NIO.US)$ $Alibaba (BABA.US)$ $SPDR Dow Jones Industrial Average Trust (DIA.US)$ $Invesco QQQ Trust (QQQ.US)$
S&P 500: +2.1% $SPX $SPY
Dow 30: +2.6% $DJI
Nasdaq 100: +1.8% $NDX $QQQ
Russell 2000: +5.9% $RUT
Industries down:
Solar
Renewable Energy
Electric Vehicles (excl. Tesla)
Chinese stocks
Cannabis
Industries Up:
Banks
Technology
Cryptocurrencies
Small caps
Most other sectors
$iShares Russell 2000 ETF (IWM.US)$ $MARA Holdings (MARA.US)$ $iShares Bitcoin Trust (IBIT.US)$ $Valkyrie Bitcoin Fund (BRRR.US)$ $VanEck Bitcoin Trust (HODL.US)$ $ARK 21Shares Bitcoin ETF (ARKB.US)$ $Trump Media & Technology (DJT.US)$ $KraneShares CSI China Internet ETF (KWEB.US)$ $NIO Inc (NIO.US)$ $Alibaba (BABA.US)$ $SPDR Dow Jones Industrial Average Trust (DIA.US)$ $Invesco QQQ Trust (QQQ.US)$
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According to Bank of America citing data from EPFR Global, in the week ending October 10, global emerging markets bond funds attracted a bonds inflow of $1.2 billion, maintaining positive inflow for four consecutive weeks. China stocks fund set a record with a weekly inflow of $39.1 billion, while India stocks fund experienced an outflow of $0.2 billion for the first time since June 22. In addition, emerging markets stocks funds have continued to achieve net inflows over the past 19 weeks.
Translated
난굴러간다~나는돌맹이
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1. Rich/Cheap Trade:Concept:
This strategy exploits the discrepancies between the market yield and the theoretical yield of bonds.
Execution: The strategy is to buy when the instrument is considered "cheap" and sell when "rich," based on the Rich/Cheap spread defined as S=YMarket−YTheory
Z-score is used to determine the level of richness or cheapness.
2. Bond/Swap Trade:This strategy capitalizes on the yield spread d...
This strategy exploits the discrepancies between the market yield and the theoretical yield of bonds.
Execution: The strategy is to buy when the instrument is considered "cheap" and sell when "rich," based on the Rich/Cheap spread defined as S=YMarket−YTheory
Z-score is used to determine the level of richness or cheapness.
2. Bond/Swap Trade:This strategy capitalizes on the yield spread d...
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Hong Kong: Several self-driving car projects are currently advancing, with the expectation to announce successful projects with licenses by the end of the year. Recently, there have been reports that "Baidu's Robo-Taxi Program has launched self-driving taxi services in Hong Kong." In response, the Hong Kong Transport and Logistics Department stated that a new framework for regulating autonomous vehicles was implemented in March of this year. The new regulatory framework, while ensuring road safety, provides the industry with more flexibility to test and apply self-driving vehicles in more complex road conditions. Hong Kong also funds multiple autonomous vehicles and vehicle networking projects through the "Smart Mobility Fund."
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NVDA Q2 Earnings Update
• Sales $30.0B vs Est. $28.6B
• EPS $0.68 vs Est. $0.64
NVIDIA reported a record quarterly revenue of $30.0 billion for the second quarter of fiscal year 2025, a 122% increase from the previous year. Data Center revenue also reached a record $26.3 billion, a 154% increase year-over-year. GAAP earnings per diluted share were $0.67, up 168% from the previous year, and non-GAAP earnings per diluted share were $0.68, up 152%.
For the third quarter of fiscal 2025, NVIDIA...
• Sales $30.0B vs Est. $28.6B
• EPS $0.68 vs Est. $0.64
NVIDIA reported a record quarterly revenue of $30.0 billion for the second quarter of fiscal year 2025, a 122% increase from the previous year. Data Center revenue also reached a record $26.3 billion, a 154% increase year-over-year. GAAP earnings per diluted share were $0.67, up 168% from the previous year, and non-GAAP earnings per diluted share were $0.68, up 152%.
For the third quarter of fiscal 2025, NVIDIA...
$XPeng (XPEV.US)$
In the next 10 years, only 7 mainstream car brands will remain in China, with annual sales of 1 million AI cars serving as the ticket to the finals. At today's Xpeng 10th Anniversary Night and Xpeng MONA M03 launch event, He Xiaopeng, Chairman and CEO of Xpeng, delivered a speech. He said that no one can defeat the trend, such as the decline of feature phones, rbob gasoline cars, and the rise of the AI wave. He believes that the decline of rbob gasoline cars in China will undoubtedly accelerate. Xpeng's positioning is as a future explorer in travel, targeting the global market as an AI car company.
In the next 10 years, only 7 mainstream car brands will remain in China, with annual sales of 1 million AI cars serving as the ticket to the finals. At today's Xpeng 10th Anniversary Night and Xpeng MONA M03 launch event, He Xiaopeng, Chairman and CEO of Xpeng, delivered a speech. He said that no one can defeat the trend, such as the decline of feature phones, rbob gasoline cars, and the rise of the AI wave. He believes that the decline of rbob gasoline cars in China will undoubtedly accelerate. Xpeng's positioning is as a future explorer in travel, targeting the global market as an AI car company.
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IBM withdraws R&D from China
IBM executive Jack Hergenroder told employees in a virtual meeting on Monday morning that he was transferring Chinese R&D capabilities to other overseas facilities, according to employees present at the meeting. Hergenrother said IBM has seen a decline in its infrastructure business over the past few years, intensifying competition in China, the employees said.
-WSJ
IBM executive Jack Hergenroder told employees in a virtual meeting on Monday morning that he was transferring Chinese R&D capabilities to other overseas facilities, according to employees present at the meeting. Hergenrother said IBM has seen a decline in its infrastructure business over the past few years, intensifying competition in China, the employees said.
-WSJ
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LIBYA EASTERN GOVT TO HALT ALL OIL PRODUCTION AND EXPORTS