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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
    The European and American stock markets experienced two consecutive days of decline last week. The large-scale sell-off in US stocks intensified on Friday. In particular, technology stocks were hit hard. Although the Dow Jones Industrial Average rose for three consecutive weeks, the Nasdaq and S&P 500 both recorded their biggest weekly declines in three months. Among technology stocks, Intel led the decline in the Dow's constituent stocks, while Tesla and Nvidia also underperformed. The latter experienced large-scale IT system failures due to software update issues.
    Furthermore, due to software updates, CrowdStrike has caused Windows system failures in many important industries around the world, such as banks and asset management companies, and the impact is widespread and serious. The incident is expected to take weeks to fix and could have a long-term impact on the global supply chain.
    US President Joe Biden announced that he will not participate in the 2024 presidential election and supports Vice President Harris's campaign. Meanwhile, the performance of Tesla and Google this week will have a significant impact on the future of US tech stocks. TSMC proposed the Foundry 2.0 concept in its earnings report, expanding the market space and showing confidence in future growth. In particular, the CoWOS product line is expected to double every year for the next two years.
    In the commodity market, the prices of crude oil, gold, and silver all fell sharply. Gold and silver, in particular, fell sharply during the week, respectively. Metal prices have also fallen, and the prices of both lenxi and copper have hit new lows recently. In the bond market, US bond yields have risen again, and the US dollar index has ended its sluggish state of nearly four months. Bitcoin's price unexpectedly rose, reaching a high of $0.067 million.
    ...
    Translated
    Biden's sudden announcement of his withdrawal from the election today was absolutely shocking!
    Many technology financial reports will be released one after another this week and next month
    Before, Biden withdrew from the election, and later, there were tech financial reports
    This has certainly increased the uncertainty in the market
    Today, less than 2 hours after the opening of the Malaysian stock market, 1,000 stocks fell sharply
    This undoubtedly reflects that the sentiment of Malaysian stocks is also influenced by the US
    Tesla and Google will release earnings this week
    The market is also weighing the potential impact of Biden's withdrawal on the market
    This dramatic political change is relatively calm for US stocks
    Last week, the Democratic Party began to dissuade Biden
    For the American people, Biden's withdrawal should have been within expectations
    I believe it should have little impact on US stocks
    What is more noteworthy now is the financial reports of the 7 giants
    and some macroeconomic data
    The decline in Malaysian stocks today should have been influenced by sentiment
    We only need to keep in mind our own strategies and then strictly implement them
    The rest is left to the market to decide
    If I get rich next month, I'll go to Johor
    We'll see you soon~
    $Tesla(TSLA.US)$ $Alphabet-C(GOOG.US)$ $Alphabet-A(GOOGL.US)$
    ======= I am a dividing line =======
    Johor offline sharing session registration link
    https://forms.gle/5LcNfrir4F5BFHUz6
    Translated
    This week's major events
    The US stock market experienced a sell-off on Thursday. Major indices generally fell. The Dow Jones Industrial Average fell by more than 530 points, or 1.3%, ending its six-day upward trend and failing to reach a new high. $Russell 2000 Index(.RUT.US)$ It fell nearly 2%, and fell for the second day in a row after being the most overbought since 2017. Increased market volatility, $SPDR S&P 500 ETF(SPY.US)$ Of the 11 sectors, only the energy sector achieved a rise, while the VIX Panic Index soared 10%, reaching its highest level in two and a half months.
    In the technology stock sector, although the chip stock index experienced fluctuations, it ended up being $Taiwan Semiconductor(TSM.US)$ It closed higher after releasing quarterly earnings that exceeded expectations. Nvidia and Intel also achieved gains, while $Apple(AAPL.US)$ $Amazon(AMZN.US)$ with $Alphabet-A(GOOGL.US)$ Decreased by approximately 2%, respectively. $Netflix(NFLX.US)$ As its third-quarter revenue guidance fell short of expectations, it first plummeted by nearly 7% in after-hours trading, then turned upward.
    TSMC's performance exceeded market expectations, sales increased 40% year over year, and raised the expected lower limit of capital expenditure for the whole year. The company said in a conference call that 2024 is expected to be “a year of strong growth” and plans to do so today and next two years...
    Translated
    On Wednesday, US stocks showed significant divergence. The Nasdaq Composite Index plummeted 2.8%, the biggest one-day decline in a year and a half, while the Dow Jones Industrial Average hit a new high, indicating that capital is shifting from tech stocks to more traditional industries. Furthermore, the Russell Small Cap Index fell by more than 1%, ending six days of continuous gains. This was the first time since 2001 that the NASDAQ had plummeted while the Dow was still able to close higher, reflecting the continued rotation of market capital.
    In terms of the company's performance, although $ASML Holding(ASML.US)$ The announced second-quarter results exceeded market expectations, but due to a mismatch between high expectations for AI technology and the speed of implementation of actual applications, its stock price plummeted by nearly 13%, triggering a collapse at one point. This reflects investors' concerns about the current boom in AI technology, particularly $NVIDIA(NVDA.US)$ GB200 motherboards may delay mass production due to overheating and high voltage issues.
    $iShares Semiconductor ETF(SOXX.US)$ Performance was generally poor, with the Philadelphia Semiconductor Index plummeting nearly 7%. The hottest ETF tracking the index also recorded its biggest one-day decline since the pandemic. Nvidia, Applied Materials, $Advanced Micro Devices(AMD.US)$ and $Lam Research(LRCX.US)$ They all fell sharply by more than 10%, while those lagged behind $Intel(INTC.US)$ and...
    Translated
    On Tuesday, the Dow and Russell small-cap stocks rose for five consecutive days. Among them, the Dow rose more than 740 points in a single day, the best performance in more than a year and reached a new high. The S&P 500 index climbed to a new high for the third day in a row, reflecting the continued rotation of capital between various segments of the market. The small-cap stock index surged 3.5%, making it the fifth time since 1979 that it has risen more than 1% every day for five consecutive days. The cumulative increase in this round was over 11%, the best performance since April 2020. The Nasdaq 100 index closed slightly higher after falling throughout the day. The performance of small-cap stocks compared to the NASDAQ 100 index in the last four trading days was the biggest since 2011.
    The US retail sales data for June exceeded market expectations, and the month-on-month increase in sales other than automobiles reached the highest level in three months. The monthly retail sales growth rate was 0%, better than the market forecast of -0.3%, and the May data was also revised up from 0.1% to 0.3%. The news had a positive impact on the market and boosted confidence that US consumer spending is still healthy.
    In an interview, Trump said that Powell will not be removed from the post of chairman of the Federal Reserve in advance. He believes that the Federal Reserve should avoid cutting interest rates until the US presidential election in November. In terms of financial reports, Goldman Sachs rose more than 2% to a new high due to performance that exceeded expectations. Meanwhile, industrial giants $Caterpillar(CAT.US)$ It rose by more than 4%, and $UnitedHealth(UNH.US)$ They also led the Dow blue chip stocks, which rose more than 6% due to favorable earnings reports. However,...
    Translated
    The US stock market showed clear gains under the influence of Powell's dovish remarks and the so-called “Trump deal,” and the Dow reached a new high. Market capital continues to rotate among various sectors. Small-cap stocks performed particularly strongly, and the increase within four days reached the best level in nearly four years. At the same time, chip stocks opened higher but declined. Although Tesla opened about 7% higher, closing gains narrowed to nearly 2%, while large technology stocks such as Amazon, Meta, and Microsoft all changed from rising to falling in the intraday period. In contrast, Apple's stock price rose 1.7% to a record high.
    Goldman Sachs said that given the current economic environment, there are “good reasons” for the Federal Reserve to cut interest rates in July. Furthermore, Morgan Stanley expects Apple's switching wave to be underestimated by the market. It is estimated that iPhone shipments will exceed 0.5 billion units within the next two years, of which nearly 70% will be new models.
    Nvidia plans to increase orders for TSMC. It is expected that orders for its Blackwell-architected GPUs will increase by 25%, and sales of the GB200 model are expected to increase from 0.04 million units to 0.06 million units. This is because demand from companies such as Amazon, Dell, Google, Meta, and Microsoft continues to grow.
    In the context of the “Trump deal,” PV stocks experienced a sharp decline in the intraday period, while Bitcoin-related stocks rose sharply. The stock price of Trump's media company rose more than 31%, the best performance in three and a half months.
    In the European market, the overall stock market fell 1%, and Burberry's sharp decline dragged down the entire luxury sector. China Securities also performed poorly. JD, Station B, Wei...
    Translated
    US inflation has completely cooled down. In June, the CPI recorded its first month-on-month decline in four years, and the core CPI year-on-year growth rate reached its lowest point in more than three years. These data ignited the market's expectations that interest rates might be cut in September. As inflation eases, the market anticipates that the Federal Reserve may start cutting interest rates in September.
    The S&P 500 and Nasdaq ended a seven-day record of continuous gains and retreated from their highest points. Nasdaq fell nearly 2%, and technology stocks were particularly under selling pressure. Among them, Tesla plummeted 8.4%, ending its 11-day continuous rise record. Nvidia also fell 5.6%, and chip stocks fell 3.5% overall.
    At the same time, there was a significant shift in market style, with the Nasdaq 100 falling sharply, while the small-cap index soared, showing the biggest market differentiation since January 2021. In the small-cap sector, the Russell 2000 Index rose 3.6%, the best performance since November last year, and hit a new high of two and a half years.
    In the real estate sector, the sector with the worst performance since this year saw the biggest increase in this round of market adjustments. Regional bank stocks rose more than 4%, and the China Securities Index also showed strong performance, rising more than 2%. Among them, JD rose about 7%, and Xiaopeng Motor rose more than 8%.
    In the bond market, US Treasury yields fell sharply across the board, and the US dollar index also recorded its biggest one-day decline in two months. Meanwhile, the yen rose strongly, reaching 2.6% at one point, the biggest increase since the end of 2022. The Japanese government confirmed that it is interfering with the exchange rate to support the currency. The price of gold and silver is the same as...
    Translated
    1
    US economic data for June showed unexpected signs of contraction. Among them, the “small non-farmer” ADP employment report showed that the number of new jobs fell to a four-month low, while the number of unemployment claims also exceeded expectations. At the same time, the sharp decline in the ISM service industry index further heightened market concerns about the impending economic slowdown. Poor indicators prompted investors to increase their bets that the Federal Reserve might cut interest rates in September.
    US economic data showed weakness, but the US stock market still showed strong momentum. The S&P 500 and NASDAQ indices reached new highs, while the Dow narrowed its decline at the end of the session. Mainly because a weak economy is more conducive to cutting interest rates. Among technology stocks, Google, Apple, and Microsoft all hit new highs, and Tesla's cumulative increase reached 35% in seven days. Furthermore, the chip stock index also performed well, and Nvidia eventually rose 4.6%.
    Internationally, major European stock indexes such as Germany, France, and Italy all rose sharply to more than 1%. However, the market continues to pay close attention to the future policy of the Federal Reserve. The minutes of the recent US Federal Reserve meeting show that most officials still prefer to wait and see and seek more economic data to support future policy decisions.
    On the political front, reports that US President Joe Biden may not seek re-election have heightened market uncertainty, although the White House quickly denied it. In the commodity market, a sharp drop in US crude oil inventories boosted oil prices, while copper, zinc, and nickel prices in the metal market also rose, showing signs of recovery in demand for raw materials.
    In China, China Securities performed strongly in the US stock market...
    Translated
    Supported by news that US core PCE inflation is cooling, the market's interest rate cut expectations have been raised to a certain extent. This has put pressure on the US dollar and US bond yields in the short term, and boosted the stock market at the same time. However, the overall decline in US stocks on the June closing day may be related to Goldman Sachs and J.P. Morgan's bearish attitude towards US stocks. Despite this, technology stocks, especially stocks driven by the AI boom, such as Nvidia, recorded significant gains in the first half of the year, showing the important position of technology stocks in the market.
    The growth of the US core PCE price index in May slowed to its lowest level in nearly three years, indicating that inflationary pressure has abated, which is a positive sign for the market. However, some complex factors in the data, such as the continued rise in supercore PCE prices and the acceleration of revenue and expenditure, indicate that the inflation environment is still uncertain.
    In terms of global stock markets, the increase in US stocks in the first half of the year was mainly driven by a few tech giants, which reflected the increase in market concentration. Meanwhile, the annual rebalancing of the Russell Index highlights the importance of these tech giants in global stock markets.
    Political risk is also the focus of market attention. The French stock market and treasury bond market reflected market concerns about political uncertainty, particularly the far-right's performance in pre-election televised debates and the first round of voting. Furthermore, expectations of Trump winning the presidential election in the US political scene are beginning to affect market sentiment.
    In the currency market, the continuous rise of the US dollar and the weakness of the yen show dynamic changes in the currency market, which have a direct impact on global trade and investment decisions. The crude oil and precious metals market...
    Translated