Moderna's stock rose over 4% in the night session! The CEO is significantly increasing his Shareholding, will the company become the next breakout point in the "AI + Medical" investment wave?
The CEO of Moderna significantly increased his shareholding in the company, spending approximately 5 million dollars.
Nvidia's Stock Called 'Increasingly Attractive' Amid Sharp Reversal
China Reform Securities looks forward to the Internet opportunities in 2025: Bullish on the value reassessment of Alibaba Cloud and the reshaping of Tencent's application ecosystem.
Huachuang Securities released a Research Report stating that if the industry reshaping brought by open-source large models is similar to that of the USA in 2023, the first insight may be that cloud revenue, subscription revenue, and advertising revenue are the areas most likely to materialize in the first phase. Understanding the business model of M7 can help identify the most worthwhile investment directions in this round. The second insight may be that the investment value of weighted stocks this year will be strengthened, unlike the previous two years where the dominant logic was fully reflected. Internet giants like Alibaba (09988) and Tencent (00700) may show similar allocation value. The main points of Huachuang Securities are as follows: Review: Since 2023.
NVIDIA Accelerates AI Chip Development With Annual Release Cadence
Express News | In overnight trading, CrowdStrike dips 10% with outlook missing estimates despite better-than-estimate revenue. AI-related stocks extend gains, SMCI rises 4%, Nvidia and Palantir up 2%.
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Hong Kong stock morning report | The USA fires the first shot in a comprehensive trade war, the three major US stock indices fall while Chinese concept stocks rise against the trend.
① The USA's tariff measures against Mexico and Canada officially took effect on Tuesday, after which both Canada and Mexico launched a comprehensive counterattack. The US Secretary of Commerce stated that Trump is considering reducing some tariffs on Mexico and Canada. ② China has continuously introduced countermeasures against the USA. ③ Zelensky stated he is ready to sign agreements with the USA regarding minerals and security at any time. ④ The three major US stock indexes fell on Tuesday, while most China Concept Stocks rose against the trend.
The first day of the Trump trade war: Wall Street has taken U.S. stocks on a wild roller coaster.
On the first day of the full-blown trade war between USA President Trump and Canada and Mexico, Wall Street was filled with surprise and joy. Shortly after the market opened on Tuesday, the S&P 500 Index plunged by 2%, erasing an additional $3.4 trillion in Market Cap since the November 5 election day. A brief rebound in the afternoon allowed US stocks to recover somewhat, but selling pressure returned towards the end of the session, and the benchmark index ultimately closed at its lowest level since the day before Trump's election on November 4. Meanwhile, the yield on 10-year US Treasuries fluctuated by 11 basis points from low to high, the dollar declined, and Bitcoin also experienced a bounce.
US stock market closing: USA launches a full-scale trade war, stock indices fluctuate dramatically and collectively fall.
① Most China Concept Stocks closed up, the Nasdaq China Golden Dragon Index rose by 1.95%; ② Apple launched the iPad Air with M3 chip and new Magic Keyboard; ③ Canada announced it will impose a 25% tariff on US commodities worth 155 billion Canadian dollars; ④ The US Secretary of Commerce stated that Trump may cut tariffs on both the USA and Mexico tomorrow.
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