The US election is approaching, and the global Financial Marekt is once again focusing on how the election results will reshape the investment environment. The election results will not only determine the policy direction of the US in the next few years, but may also have a profound impact on Financial Marekt: from the US dollar exchange rate to US bond yields, from stock market performance to commodity prices, every policy change may tr...
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Since 2015, MAG7 has consistently outperformed other mainstream indices, including the technology-heavy NASDAQ 100 Index and the S&P 500 Index.
As of a certain time, the market capitalization of the US tech giants stands at $15.41 trillion, surpassing the total scale of the stock markets in Japan, Canada, and the UK.
In terms of trading volume, from 2020 to...
Since 2015, MAG7 has consistently outperformed other mainstream indices, including the technology-heavy NASDAQ 100 Index and the S&P 500 Index.
As of a certain time, the market capitalization of the US tech giants stands at $15.41 trillion, surpassing the total scale of the stock markets in Japan, Canada, and the UK.
In terms of trading volume, from 2020 to...
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Columns Amazon's Q3 Business Preview
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The growth momentum of AWS is likely to continue.
Synergy Research Group estimating that cloud infrastructure spending grew 22% YoY to $79B in Q2, Amazon had a market share of 32%, compared to 23% for Microsoft Azure and 12% for Google Cloud.
It's worth noting that AWS has a larger base than its competitors, reaching $26.3 billion, which accounts for about 18% of Total Revenue, and has a high operating margin of 36%.
A...
The growth momentum of AWS is likely to continue.
Synergy Research Group estimating that cloud infrastructure spending grew 22% YoY to $79B in Q2, Amazon had a market share of 32%, compared to 23% for Microsoft Azure and 12% for Google Cloud.
It's worth noting that AWS has a larger base than its competitors, reaching $26.3 billion, which accounts for about 18% of Total Revenue, and has a high operating margin of 36%.
A...
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Stanley Druckenmiller, an experienced hedge fund manager, is known for his keen market insights and bold investment style. With important elections approaching in the United States, Druckenmiller recently shared his perspectives, discussing not only the current market conditions but also predicting how different election outcomes might impact the investment environme...
Stanley Druckenmiller, an experienced hedge fund manager, is known for his keen market insights and bold investment style. With important elections approaching in the United States, Druckenmiller recently shared his perspectives, discussing not only the current market conditions but also predicting how different election outcomes might impact the investment environme...
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Understanding the Better-Than-Expected US Consumer Data in September:
The consumer data for September exceeded expectations, with retail sales growing by +0.4% month-on-month, and core retail sales also increasing more than anticipated. This indicates the resilience of the US economy, suggesting that the likelihood of a recession is relatively low. Retail and service industries were the main drivers of this growth....
The consumer data for September exceeded expectations, with retail sales growing by +0.4% month-on-month, and core retail sales also increasing more than anticipated. This indicates the resilience of the US economy, suggesting that the likelihood of a recession is relatively low. Retail and service industries were the main drivers of this growth....
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Consumption is an important indicator to judge whether the US economy will fall into a recession. Considering the easing of inflation, the continuation of fiscal expansion, the support from the wealth effect of residents' assets, and the pick-up in US retail data and the rebound in the consumer confidence index, the resilience of US consumption remains strong.
This means that there will be a relatively limi...
This means that there will be a relatively limi...
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Navigating the Waves: How Robust Consumer Spending is Steering the US Economy Towards a Soft Landing
As inflation in the United States eases, fiscal expansion continues, and the wealth effect from residents' assets supports the economy, consumer spending is expected to remain resilient. This suggests a softer landing for the economy rather than a recession. Here's a breakdown of the factors contributing to this outlook:
Firstly, looking at the income effect, growth in income is a significant driv...
Firstly, looking at the income effect, growth in income is a significant driv...
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On September 18, 2024, the Federal Reserve announced a 50 basis point rate cut, a decision that came amid significant fluctuations in market expectations regarding the extent of the cut. Compared to historical preemptive rate cuts, this round's expected magnitude and duration are notably longer, resembling the rate-cut cycle from 1984 to 1986, during which the cut reached 562.5 basis points and lasted ...
On September 18, 2024, the Federal Reserve announced a 50 basis point rate cut, a decision that came amid significant fluctuations in market expectations regarding the extent of the cut. Compared to historical preemptive rate cuts, this round's expected magnitude and duration are notably longer, resembling the rate-cut cycle from 1984 to 1986, during which the cut reached 562.5 basis points and lasted ...
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Columns PDD Technical Analysis
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Technical Analysis
Support: USD 97.800
Resistance: USD 139.600
The RSI indicator is at 85.511, and the CCI indicator is at 200.918, both indicating that the stock is in an overbought state, suggesting that the stock price may have exceeded its intrinsic value. The average holding cost is around USD 115.600, while the current stock price is at USD 113.940, indicating that most investors holding this stock are currently in a l...
Technical Analysis
Support: USD 97.800
Resistance: USD 139.600
The RSI indicator is at 85.511, and the CCI indicator is at 200.918, both indicating that the stock is in an overbought state, suggesting that the stock price may have exceeded its intrinsic value. The average holding cost is around USD 115.600, while the current stock price is at USD 113.940, indicating that most investors holding this stock are currently in a l...
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Columns TENCENT Technical Analysis
Technical Analysis
Support: HKD364.800
Resistance: HKD412.800
The RSI indicator stands at 91.456, and the CCI indicator is at 213.897. Judging from indicators such as RSI and CCI, the stock is considered to be in a severely overbought condition. The average cost of holding the stock is around HKD 365.200, while the current stock price is at HKD 411.400, indicating that the majority of shareholders are currently in a profitable state and may consider taking profits, es...
Support: HKD364.800
Resistance: HKD412.800
The RSI indicator stands at 91.456, and the CCI indicator is at 213.897. Judging from indicators such as RSI and CCI, the stock is considered to be in a severely overbought condition. The average cost of holding the stock is around HKD 365.200, while the current stock price is at HKD 411.400, indicating that the majority of shareholders are currently in a profitable state and may consider taking profits, es...
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