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生财有道 Private ID: 103435059
生财有道致力于全方位成长投资。邱天雄老师曾是上市公司主要媒体的CEO领导,拥有超过20年的投资经验。主要投资美国,中国和大马。
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    Why do diet pills have such a powerful impact? As early as November of last year, Teacher Qiu introduced powerful diet pills to his classmates.
    Now that the trend of diet pills has taken the world by storm, huge demand has made investors see investment opportunities. The current frontrunners are also well-known Novo Nordisk and Eli Lilly. The market capitalization of these two companies has also reached new highs over and over again!
    Currently, many pharmaceutical companies also want to join the diet drug race. Among them are US Pfizer, Amgen, Boehringer Ingelheim, and Chinese pharmaceutical companies that have followed suit, but many have not succeeded. The intensity of the competition on the entire weight loss track is self-evident!
    The rise of weight loss requirements will definitely affect some companies, and diet pills will definitely be a trend in the future! Anyone who wants to lose weight while lying down can't they?
    On December 22nd, I came to our live broadcast room. Mr. Qiu will explain to you why diet pills are so powerful!
    Translated
    Discover the new global drug king - diet pills
    Dec 22 06:00
    Replay
    1
    Recently, aluminum has shown signs of recovery, mainly due to china's cancellation of aluminum and copper export tax rebates.
    The impact of china's cancellation of export tax rebates on aluminum is higher than that on copper. This cancellation of aluminum export tax will to some extent increase the export costs of aluminum export companies and suppress the enthusiasm of china's aluminum processing companies for exports.
    The reduction of china's aluminum exports will affect the global supply of aluminum. When demand is maintained and supply decreases, the price of aluminum will rise. This will be a good thing for Malaysia's pmetal and LBALUM.
    The market carries risks, so investments should be cautious. This article does not constitute personal investment advice and does not take into account individual users' specific investment goals, financial situations, or needs. Users should consider whether any opinions, perspectives, or conclusions in this article are suitable for their specific circumstances. Investing based on this, is at your own risk.
    $LBALUM (9326.MY)$ $PMETAL (8869.MY)$
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    2
    Last Friday, strong retail sales data in the USA and hawkish remarks from some Federal Reserve officials heightened market doubts about a rate cut in December, leading to the largest weekly drop in the US stock market in two months. Despite a 0.4% year-on-year increase in October's retail sales with a significant upward revision of previous figures, the market's unease was triggered by the comments of some officials who expressed their views on the current strong economic conditions, suggesting that further economic support may not be needed through rate cuts.
    Technology stocks, in particular, were under pressure, with Nvidia's share price falling over 3% due to the news of delays in delivery caused by overheating issues with the Blackwell chip. Biotechnology stocks also suffered a severe setback, especially after the announcement of related health policies by President Trump, leading to a sharp decline in vaccine stocks.
    Chinese concept stocks performed relatively well, with Alibaba dropping over 2% after announcing its financial report, but overall, Chinese concept indexes rebounded to some extent under the influence of some positive policy news. China's economic data indicates growth in year-on-year retail sales of consumer goods and industrial value-added, supporting market expectations for a stable recovery in the Chinese economy.
    In terms of policies, the nominations of several secretaries by President Trump have drawn widespread attention from the market, particularly the decisions to nominate an oil magnate as Energy Secretary and a Wall Street power broker as Treasury Secretary, which could potentially impact related industries and market policies in the future.
    The US bond yields and the US dollar experienced sharp volatility on Friday, with the US Dollar Index achieving its largest weekly gain in six weeks. Bitcoin's price also reached a high point of 0.09 million USD amidst this series of political and economic changes.
    In the commodity market, ...
    Translated
    The inflation data for October in the United States showed accelerated growth, but the market seems unaffected in its expectations for a rate cut by the Federal Reserve in December. The S&P 500 index closed higher amidst volatility, while the Nasdaq and small-cap stocks turned downwards. The chip index fell by 2%, with Nvidia dropping more than 1%. In the initial reaction, the two-year U.S. Treasury yield tumbled, while the 10-year U.S. Treasury yield and the dollar initially declined before turning upwards, with the dollar hitting a new high for the year. This suggests that the market may anticipate continued rate cuts in the short term, but the movement of long-term interest rates and the dollar reflects uncertainty regarding the Federal Reserve's policy in 2024.
    In the political arena, developments continue after the U.S. election, with new appointments by the Trump administration and the Republican victory in the House of Representatives increasing market expectations for policy changes. Trump nominating Musk to lead the newly established "Department of Government Efficiency" may indicate that the new government will pursue more innovation and technology-driven policies.
    In the technology sector, the AI industry is facing growing pressures. OpenAI's Orion and Google's new AI models did not meet expectations, indicating potential bottlenecks in the industry's growth. Additionally, the collaboration between SoftBank and NVIDIA suggests ongoing global expansion of AI technology applications, despite the market's cautious outlook on the future development of AI technology.
    Tencent's third-quarter financial report shows strong growth in revenue and profits, especially in its gaming business. This reflects robust demand in the Chinese consumer electronics market and the company's advancements in AI applications...
    Translated
    The countdown of 12 hours until the start of the US election.
    At present, Trump still holds a slight lead.
    As of November 1st, national polls show Trump still leading.
    With a slight lead of 0.3%, Trump leads Harris.
    Never think that the US presidential election is not related to Malaysia.
    Whether it's Trump or Harris who wins the election.
    Any of their actions are of great significance.
    The most suspenseful thing about the US election is the 7 swing states.
    Neveda, North Carolina, Wisconsin
    Georgia, Pennsylvania, Michigan, and Arizona
    As long as one of them gains a significant advantage in these 7 states,
    it means there is a high probability that he will become the next President of the United States.
    So remember to pay more attention to these 7 swing states.
    Will this also affect us? $Nasdaq (NDAQ.US)$ $SPDR S&P 500 ETF (SPY.US)$ $Dow Jones Industrial Average (.DJI.US)$
    Our live sharing session will be on Wednesday night.
    At that time, the results of the USA election will likely be announced.
    Welcome to attend our live sharing session.
    We will also discuss important information after the USA election.
    In addition to talking about the course at that time.
    Live registration link: https://us06web.zoom.us/meet...
    Translated
    The countdown to the US election is 12 hours, and the election of the century is about to unfold!
    As the countdown to the last week of the US presidential election approaches, the two-party presidential candidates are gearing up. Welcome to our "Offline Seminar" on November 9th to delve into how the next US president will impact the stock market trends in 2025.
    Registration link: https://forms.gle/5LcNfrir4F5BFHUz6
    Futubull - Dominate Malaysia, Gallop in the USA 2.0. Kuala Lumpur Station!
    November 9, 2:00 - 5:00 PM
    Location: TAE TEA Da Yi Tea
    Speakers: Teacher Qiu Tianxiong & Teacher Francis
    Price: RM38++
    In the midst of global economic turbulence, how to seize the opportunities after the USA election? 🔍 "The Way to Wealth" will take you deep into the trends of the USA NASDAQ, SPY after the election! 🌍 Whether you are an investment novice or veteran, this seminar will help you see the future development clearly and make wise investment decisions. 💡
    Come to TAE TEA Dayi Tea, face-to-face exchange with a way to make money, discuss the future economic trends after the US election, and obtain a blueprint of ideas! 📈
    Don't miss it, make an appointment quickly, limited spots!
    Contact us for more details.
    Registration link:forms.gle/5LcNf...
    $FTSE Bursa Malaysia KLCI Index (.KLSE.MY)$ $Nasdaq (NDAQ.US)$ $SPDR S&P 500 ETF (SPY.US)$
    Translated
    Unlocking the trend analysis for 2025
    This week, the global market's focus is on a series of heavyweight economic data and corporate financial reports. The overall performance of the USA stock market is positive, with small-cap indexes leading the market, rising by 1.7%. The Nasdaq index is approaching its historical high. Despite the overall upward trend of large-cap stocks, Tesla and chip indexes have turned downwards, with Nvidia's stock price falling by 1% at one point during the session.
    In terms of industry news, North American uranium mining and nuclear energy concept stocks have shown strong performance, especially Oklo, a nuclear energy company supported by OpenAI CEO Sam Altman, soaring over 28% to a new high. As the U.S. presidential election approaches, media stocks related to Trump have surged by over 21%.
    Apple leads in technological innovation by launching the latest iMac with the M4 chip. The initial AI functions include writing tools, image enhancement, and content summarization, attracting widespread attention. The market expects Apple's financial report this week to show outstanding profit performance, with Goldman Sachs optimistically predicting that its profits will far exceed market expectations. In addition, Volkswagen announced the closure of at least three factories in Germany and extensive layoffs, marking the first such move in the company's 87-year history, revealing immense pressure in the auto industry.
    In the Chinese concept stock market, performance has been particularly eye-catching. The Chinese concept index rose by 4%, Nio Inc. surged by over 10%, and Daqo New Energy in the solar industry increased by over 14%. The key focus of the U.S.-China Economic Working Group discussions includes specific arrangements for a comprehensive set of incremental policies, expected to be announced after statutory procedures in November.
    The bond market witnessed a comprehensive rebound in US bond yields, with the 10-year US...
    Translated
    Both major US indexes hit new highs, with the S&P 500 and the Dow Jones Industrial Average rising for a second consecutive day. Nvidia surged over 2%, reaching a historic high in four months, becoming a significant force supporting the rise of US stocks.
    Meanwhile, Chinese concept stocks index experienced a decline of over 2%. Xpeng and Nio Inc dropped by nearly 10% and over 7% respectively, while PDD Holdings also fell by 6%, hitting the lowest point of the month. Offshore RMB dropped by nearly 300 points mid-day, breaking through 7.10 to reach a new low in over a week.
    In China's financial markets, new social financing in September reached 3.76 trillion yuan, with new RMB loans totaling 1.59 trillion yuan. Boosted by the stock market rebound, M2 money supply growth rate rose to 6.8%, while M1 money supply continued to decline. At the same time, the phenomenon of early repayment by residents has somewhat decreased recently.
    In the international market, the USD index rebounded to a two-month high as US bonds were closed, while the yen hit a low of over two months. Bitcoin prices surged by nearly $4000 mid-day, breaking through the $66,000 mark, hitting a high in over two weeks.
    Nvidia's stock price surge is benefiting from high expectations for its new Blackwell chip. In a recent lengthy interview, CEO Huang Renxun mentioned that Artificial General Intelligence (AGI) is imminent, and AI is expected to completely change productivity, further fueling investors' enthusiasm.
    Taiwan Semiconductor's financial report is highly anticipated. HSBC's research report predicts that TSMC's performance will continue to stay at the high end of expectations. HSBC Bank also stated...
    Translated
    In the minutes of the September meeting of the Federal Reserve, policymakers were significantly divided over sharp interest rate cuts. Although the market is closely watching the upcoming US CPI inflation data, the Dow Jones Industrial Average and the S&P 500 Index still reached new highs, achieving two consecutive gains. Among them, the Dow and Chip Index both rose 1%. However, not all stocks showed strong performance. Nvidia turned down, Google and Tesla fell more than 1.4%, and Boeing hit the lowest price in two years. Tesla will soon be showcasing its robot taxi at Robotaxi Day to be held on October 10. The model has a two-seater design with a butterfly design that opens upward.
    Morgan Stanley predicts that Tesla's L4 autonomous driving products may cost 41% less than competing products. Meanwhile, Geoffrey Hinton, a new Nobel laureate and known as the “Godfather of AI,” revealed that one of his students had fired OpenAI's Sam Altman, and he is proud of this. On the antitrust side, the US Department of Justice is considering whether Google needs to be split off.
    In the tech industry, demand for AI chips continues to be strong. TSMC's sales in September reached NT$251.87 billion, up 39.6% year over year. Third-quarter revenue was NT$759.69 billion (approximately US$23.62 billion), exceeding analysts' expectations of NT$750.36 billion (approximately US$23.33 billion). TSMC is expected to announce full financial results next Thursday.
    In terms of the bond market, the 10-year term...
    Translated