$COSCO SHIP ENGY (01138.HK)$ 1) The Baltic Index has been rising for a few days. 2) Its A-shares have also risen. 3) Oil prices have rebounded for a few days.

$LINK REIT (00823.HK)$ Goldman Sachs Research Reports point out that due to the strength of the Hong Kong dollar and no significant improvement in tourist numbers visiting Hong Kong in December last year, it is expected that Hong Kong's retail performance may continue to be poor. The bank also believes that in the second quarter of this year, daily retail sales may show a mild year-on-year increase compared to the same period in 2024. Morgan Stanley mentioned that the improvement in daily retail sales is theoretically favorable for Link, but the main driving factor of its stock price is still the fluctuation of the U.S. 10-Year Treasury Notes Yield. Therefore, the Federal Reserve's more hawkish stance may put pressure on Link's stock price in the short term. The bank believes that the continued improvement in daily retail sales can at least alleviate market concerns about the sales performance of Link's tenants and provide some downside support. In addition, for WHARF REIC, as an alternative investment target for luxury goods retail, Morgan Stanley expects its performance to continue to be poor until there is a significant rebound in non-essential retail sales. With the strength of the Hong Kong dollar and the uncertain macro environment, this will take time to materialize. Morgan Stanley has set the Target Price for Link at 43 Hong Kong dollars.

$LINK REIT (00823.HK)$ Link Real Estate Investment Trust (00823) announced that on January 2, 2025, it spent approximately 50.62275 million Hong Kong dollars to repurchase 1.5416 million fund units.

$Bit Digital (BTBT.US)$ According to Historical Data, the average duration from Bitcoin's first historical high to its last historical high is 318 days. As this cycle's first historical high occurred on March 5th, Bitcoin may reach a new peak on January 17, 2025.

$Advanced Micro Devices (AMD.US)$Absolute bottom-fishing opportunity.

$COSCO SHIP ENGY (01138.HK)$ Broadcasting Corporation reported on Wednesday (December 11) that officials are preparing for more foreign dignitaries to attend the inauguration. Sources said that shortly after the election, Trump invited Xi Jinping in early November, but it is not clear whether he has accepted the invitation.

$Bit Digital (BTBT.US)$ Trump hopes Bitcoin will reach $0.15 million during his presidency in the USA.
According to The Block citing Axios, an anonymous source from the "transition team" revealed that Trump now apparently "really hopes" Bitcoin continues to rise and eventually breaks $0.15 million. Axios reported that Trump 'will pay very close attention to the price of Bitcoin,' and added that the source said cryptocurrencies are 'another stock market' for this politician. During his previous presidential term, Trump often used the performance of the US stock market to measure the success of his government in managing the national economy. Axios also reported that Trump plans to 'promote crypto-friendly regulation,' including nominating Paul Atkins as the chairman of the US Securities and Exchange Commission (SEC). According to the company's website, Atkins founded the consulting firm Patomak Global Partners, which serves crypto exchanges and DeFi platforms.