The Federal Reserve pauses interest rate cut bets! Traders expect nearly an 80% probability in January next yearThe Bloomberg Dollar Index rose more than 0.6% on Friday, while the ICE Dollar Index increased over 0.6% for the week amid "U.S. elections + Powell's 25 basis point rate cut."Jensen Huang: AI data centers can scale to millions of chips, performance doubles annually, and energy consumption decreases by 2-3 times per year (full text attached)11 月 8 日美股成交额前 20：特斯拉本周大涨 29%，马斯克或加入特朗普政府Tesla surged over 10% during intraday trading, with a market value exceeding $1 trillion, and Musk's net worth surpassing $300 billionThe two-year U.S. Treasury yield rose by about 5 basis points this week, accumulating a rise of over 4 basis points, while the 10-year U.S. Treasury yield fell by more than 8 basis points during the "election + Federal Reserve rate cut week."The attractiveness of Chinese assets is increasing, and foreign investment enthusiasm is highElon Musk slashes $2 trillion plan to add assistants? Hedge fund mogul Ackman considers joining Trump's Efficiency CommissionIsraeli fans attacked in the Netherlands, Ackermann speaks out: My fund and Universal Music have withdrawn from AmsterdamBuffett "madly" dumped Apple, what is the real reason?Block: Square is mired in difficulties, Cash App struggles to stand aloneIt is expected that Trump may impose tariffs, and Barclays has reduced its forecast for the Federal Reserve's interest rate cuts in 2025 to two timesMorgan Stanley's Xing Ziqiang: The new "three major projects" break the deflation expectationsMacro Must-See Chart: How to Determine if a Silver Bottom Has Formed? (2024/11/8)Amazon is considering additional investment in the AI startup AnthropicDismiss the SEC Chairman, withdraw lawsuits in the cryptocurrency sector, relax bank scrutiny... these may be the first shots of "Trump 2.0"!The Trump storm sweeps across the globe, and the British pound unexpectedly becomes a safe havenWhat is the intention behind the "stock god" cashing out extensively? The answer will be revealed in 3 months!Hong Kong Stock Review: Immediate Reversal"The Trump Trade" disrupts the market, the Federal Reserve lowers interest rates as expected, can gold shorts still dominate the scene? Sasa teams up with senior analyst Jerry from GAIN Capital for real-time analysis, click to watch the live broadcast >>>Trump's victory, is the Japanese stock market the "big winner"?Tesla launches Cybertruck leasing service starting at $999 per monthTrump's victory ignites bullish expectations, with hundreds of billions of dollars flowing into the U.S. stock market on election dayBYD firmly holds the Iron ThroneWhere is the progress of the photovoltaic rebound?=====
CMS's earnings conference revealed "information": The number of new accounts opened at CMS in October increased several times.
=====Trump "crushes" the Federal Reserve! Is the $28 trillion market rebound prospect shattered?On November 7th, Alibaba-W spent USD 6.5362 million to repurchase 524,100 sharesTaiwan Semiconductor: Investment plans in the U.S. remain unchanged after the electionThird Quarter Report on China's Monetary Policy Implementation: Firmly Preventing Exchange Rate Overshooting Risks and Maintaining the RMB Exchange Rate Basically Stable at a Reasonable and Equilibrium LevelWill the US stock market repeat the crash? Soros's 1980s debt warning rings again!Lan Fo'an: The fundamental shift in debt restructuring thinking will directly increase local debt resources by 10 trillion yuan, with an additional 6 trillion yuan local debt quota arranged over 3 yearsPeople's Bank of China: Improve the market-oriented interest rate formation and transmission mechanism, strengthen the guiding role of the central bank's policy interest ratesThe Standing Committee of the National People's Congress approved an increase of 6 trillion yuan in the local government debt limit to replace existing hidden debtsWith Nvidia Kicking Intel Out of the Dow Jones, Will Meta Platforms or Alphabet Eventually Replace Walt Disney Stock?Haier adds fuel to the embedded refrigerator marketTrump's fiscal expansion policy may hinder the Federal Reserve's rate-cutting pace, casting a shadow over the prospects of a rebound in U.S. Treasury bondsWhat is the market worried about as the 'Trump deal' cools down?Hong Kong stocks close (11.08) | Hang Seng Index falls 1.07%, brokers and domestic property stocks lead the decline. P7 + explosive orders, XPeng-W surges 14%SMIC: The potential risk for next year is "increased volume without increased price" (24Q3 conference call)Palantir Stock vs. Nvidia Stock: Billionaire Ken Griffin Buys One and Sells the OtherTop trader Vitol: Global oil demand will peak within ten years, and the metal business is the futureHow will the "Trump trade" unfold next? How long will it last?Today's Important News Review | Dolphin Investment Research