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Columns The dollar and Asian stocks declined after Biden announced his withdrawal from the election (1)
The US dollar and Asian stock markets declined. Biden previously announced his withdrawal from the 2024 US presidential election and supported He Jinli to take over the fight.
Bloomberg US Dollar Spot Index $USD(USDindex.FX$The Mexican peso climbed as it fell 0.2% on Monday.
In the face of continuous pressure from within the Democratic Party, Biden had to give up his re-election campaign and withdraw from the November general election. The Japanese and South Korean stock markets opened lower, and the Australian stock market also weakened. Hong Kong stock index futures remained stable.
$Korea Composite Index(.KOSPI.KR$
$Nikkei 225(.N225.JP$
$S&P/ASX 200(.XJO.AU$
$Hang Seng Index(800000.HK$
The question facing investors is whether it is still necessary to stick to the Trump deal since Biden has given up his re-election campaign.
The market is likely to fluctuate greatly. Traders are waiting to see if He Jinli can be nominated by the party, and at the same time weigh whether she can gather enough momentum to challenge Trump's current leading position in the polls.
“People's subconscious reaction is that this is bad for the dollar, but it's still too early to draw conclusions,” said Olga Yangor, head of emerging market research and strategy at Crédit Agricole.
“This will largely depend on He Jinli's initial appearance, her choice of running partner, and swing state polls.”
On the commodities side, crude oil and gold prices rose in early trading.
Biden withdrew from the market...
Bloomberg US Dollar Spot Index $USD(USDindex.FX$The Mexican peso climbed as it fell 0.2% on Monday.
In the face of continuous pressure from within the Democratic Party, Biden had to give up his re-election campaign and withdraw from the November general election. The Japanese and South Korean stock markets opened lower, and the Australian stock market also weakened. Hong Kong stock index futures remained stable.
$Korea Composite Index(.KOSPI.KR$
$Nikkei 225(.N225.JP$
$S&P/ASX 200(.XJO.AU$
$Hang Seng Index(800000.HK$
The question facing investors is whether it is still necessary to stick to the Trump deal since Biden has given up his re-election campaign.
The market is likely to fluctuate greatly. Traders are waiting to see if He Jinli can be nominated by the party, and at the same time weigh whether she can gather enough momentum to challenge Trump's current leading position in the polls.
“People's subconscious reaction is that this is bad for the dollar, but it's still too early to draw conclusions,” said Olga Yangor, head of emerging market research and strategy at Crédit Agricole.
“This will largely depend on He Jinli's initial appearance, her choice of running partner, and swing state polls.”
On the commodities side, crude oil and gold prices rose in early trading.
Biden withdrew from the market...
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![The dollar and Asian stocks declined after Biden announced his withdrawal from the election (1)](https://sgsnsimg.moomoo.com/sns_client_feed/103267505/20240722/1721619695527-b1c11370f2.jpeg/thumb?area=104&is_public=true)
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[Rouxin Special Economic Zone] What companies will benefit from the Johor Singapore Special Economic Zone? #johor #singapore #ai #科技 #investment #datacenter #网络 #数据中心 #数据 #投资 #价值
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From YouTube
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lucky most sreits maintaining...
funds drop esp those holding tech...
hope this week will brighten up...
funds drop esp those holding tech...
hope this week will brighten up...
![Picture](https://sgsnsimg.moomoo.com/sns_client_feed/103057627/20240722/1721631511780-random3864-103057627-android-org.jpeg/thumb?area=101&is_public=true)
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According to media reports, OpenAI is working on a new AI model, code-named Strawberry.
OpenAI New large models are being developed
The model’s operation is also kept strictly confidential within the OpenAI, people familiar with the matter said. The internal document describes a project that uses the Strawberry model that allows the company’s AI not only to answer questions, but also to plan in advance and brow...
OpenAI New large models are being developed
The model’s operation is also kept strictly confidential within the OpenAI, people familiar with the matter said. The internal document describes a project that uses the Strawberry model that allows the company’s AI not only to answer questions, but also to plan in advance and brow...
![OpenAI is working on Strawberry AI model, WiMi starts its innovation in AI application](https://ussnsimg.moomoo.com/sns_client_feed/101834738/20240722/1721629358014-442db4e554.webp/thumb?area=999&is_public=true)
![OpenAI is working on Strawberry AI model, WiMi starts its innovation in AI application](https://ussnsimg.moomoo.com/sns_client_feed/101834738/20240722/1721629358006-053823f5ee.png/thumb?area=999&is_public=true)
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$Duolingo(DUOL.US$ down hard this past 1M.
Can’t say I feel good. But at the same time I don’t feel bad either.
They’re still profitable, DAUs are still growing, and they have plenty of room for improvement.
Organic Engagement on Socials are still pretty good too. If you’re in it for the short term, best stay away.
Can’t say I feel good. But at the same time I don’t feel bad either.
They’re still profitable, DAUs are still growing, and they have plenty of room for improvement.
Organic Engagement on Socials are still pretty good too. If you’re in it for the short term, best stay away.
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First, let's talk about TSMC
Freshly released financial reports:
1). Main financial data: Q2 net revenue was NT$673.51 billion, up 40.1% year on year; net profit: Q2 net profit: Q2 net profit was 247.85 billion NTD, exceeding market expectations, up 36.3% year on year; operating profit: Q2 operating profit was 286.56 billion NTD, estimated at NT$274 billion, up 42% year on year; gross profit margin for Q2 reached 53.2% month on month It rose 0.1 percentage points to 52.6%, and the forecast for the first quarter was 51%-53%.
2). Prospects for sales: Sales are expected to be 22.4 billion US dollars to 23.2 billion US dollars in the third quarter, raising the annual sales growth forecast in dollars to above the 20% mid-range, from 21%-26% to 24%-26%. Operating margin: The operating margin for the third quarter is expected to be 42.5% to 44.5%, and the market estimates 42.1%. Gross profit margin: The gross margin for the third quarter is expected to be 53.5% to 55.5%, and the market estimates 52.5%.
3). Capital expenditure: Raise the lower limit of capital expenditure for the year. The annual capital expenditure is expected to be 30 billion US dollars to 32 billion US dollars. The previous capital expenditure guideline was 28 billion US dollars to 32 billion US dollars, and the market estimate was 29.55 billion US dollars.
Looking at technical trends, I'll go back to the explanation video at the beginning of the year. As long as the blue ladder is still on top of the yellow ladder, hold it:
Money now...
Freshly released financial reports:
1). Main financial data: Q2 net revenue was NT$673.51 billion, up 40.1% year on year; net profit: Q2 net profit: Q2 net profit was 247.85 billion NTD, exceeding market expectations, up 36.3% year on year; operating profit: Q2 operating profit was 286.56 billion NTD, estimated at NT$274 billion, up 42% year on year; gross profit margin for Q2 reached 53.2% month on month It rose 0.1 percentage points to 52.6%, and the forecast for the first quarter was 51%-53%.
2). Prospects for sales: Sales are expected to be 22.4 billion US dollars to 23.2 billion US dollars in the third quarter, raising the annual sales growth forecast in dollars to above the 20% mid-range, from 21%-26% to 24%-26%. Operating margin: The operating margin for the third quarter is expected to be 42.5% to 44.5%, and the market estimates 42.1%. Gross profit margin: The gross margin for the third quarter is expected to be 53.5% to 55.5%, and the market estimates 52.5%.
3). Capital expenditure: Raise the lower limit of capital expenditure for the year. The annual capital expenditure is expected to be 30 billion US dollars to 32 billion US dollars. The previous capital expenditure guideline was 28 billion US dollars to 32 billion US dollars, and the market estimate was 29.55 billion US dollars.
Looking at technical trends, I'll go back to the explanation video at the beginning of the year. As long as the blue ladder is still on top of the yellow ladder, hold it:
Money now...
Translated
![“An Interpretation of Individual Stock Opportunities in US Stocks”](https://ussnsimg.moomoo.com/sns_client_feed/102768750/20240718/96e1963e41088c62f747efb80195d362.jpg/thumb?area=999&is_public=true)
![“An Interpretation of Individual Stock Opportunities in US Stocks”](https://ussnsimg.moomoo.com/sns_client_feed/102768750/20240718/0fdcddfcafea4db5dbea98609e1bd3cc.jpg/thumb?area=999&is_public=true)
![“An Interpretation of Individual Stock Opportunities in US Stocks”](https://ussnsimg.moomoo.com/sns_client_feed/102768750/20240718/44ccde45e8f37f1f56240fbd4c5c8e87.jpg/thumb?area=999&is_public=true)
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Howdy folks, it’s Wednesday, July 17th, and we've got ourselves a mixed bag in the stock market today. The Dow hit a new high, while the NASDAQ took a nosedive, marking its worst drop since the end of 2022. Big tech took a beating with $NVIDIA(NVDA.US$ down over 6%, $Meta Platforms(META.US$ down over 5%, $Tesla(TSLA.US$ off by more than 3%, and $Apple(AAPL.US$ slipping 2.5%.
Why did tech stocks take such a tumble? Is this the end of the road for the...
Why did tech stocks take such a tumble? Is this the end of the road for the...
![Tech Stocks take a Tumble, Sell Timing?](https://ussnsimg.moomoo.com/sns_client_feed/1629598/20240718/b6d91a9f9770dd3dfe59b0e18a6ae1af.png/thumb?area=999&is_public=true)
![Tech Stocks take a Tumble, Sell Timing?](https://ussnsimg.moomoo.com/sns_client_feed/1629598/20240718/a9ef63b28ebc5acdce7f78f314bd50fc.png/thumb?area=999&is_public=true)
![Tech Stocks take a Tumble, Sell Timing?](https://ussnsimg.moomoo.com/sns_client_feed/1629598/20240718/b609d368a61ae52017386c699f3008d9.png/thumb?area=999&is_public=true)
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