What a coincidence? Republican Congressman Marjorie bought technology stocks and sold U.S. bonds before Trump suspended reciprocal tariffs
According to congressional disclosures, she made a total of 21 stock purchase transactions between April 8 and 9.
19hour ago0
U.S. stocks/Tesla/Nvidia
Semiconductor tariffs are temporarily exempted, and Bank of America is optimistic about the following outstanding stocks
Bank of America analyzed that semiconductors, as a core area that accounts for 50% of the total global chip demand, discussions on its terminal market structure will directly affect corporate strategies and capital flows.
1 day ago0
AI/Nvidia/Broadcom
Go upstream! Amid the sell-off of U.S. bonds, Oak Tree, TCW, Sona and other institutions began to bargain at discounts
Market panic has created the best window for credit investors in nearly five years.
04-140
us bond
US stocks play new strategies| Overlord Tea Girl's IPO in the United States: Its valuation is only 15 times. Can it become a "value depression"?
The P/E ratio of Bawang Tea Ji's IPO is about 15 times, which is significantly lower than 32 times for Mixue Ice City and 25 times for Guming, leaving a lot of water level for the market.
04-110
CHAGEE/U.S. Stock Market/IPO
Bawang Tea Ji's IPO in the United States: its valuation is only 15 times, lower than Mixue Ancient Ming
Bawang Tea Ji has a P/E ratio of about 15 times. In contrast, Mixue Ice City's current P/E ratio of 32 times and Gu Ming's P/E ratio of 25 times.
04-110
IPO/Nasdaq/CHAGEE
The speed of light changes! Goldman Sachs urgently withdraws "U.S. recession" forecast after Trump suspends tariffs
Wall Street has witnessed perhaps the most dramatic reversal of forecasts in history.
04-100
Trump/Goldman Sachs/Trade War
Is it time to enter? Market games and structural opportunities behind Goldman Sachs 'turn
Josh Schiffrin's shift from bearish on risky assets to recommending opening positions in batches has attracted widespread market attention.
04-080
Goldman Sachs
The market fully priced the Federal Reserve cut interest rates 5 times this year, totaling 125 basis points!
Financial markets plunged & the big stick of tariffs fell, and markets refused to sit still.
04-070
Rate Cut/Fed/Tariffs
Trump's tariff stick comes to fruition: a gamble that risks outweigh opportunities
The White House announced a 10% benchmark tariff increase on all trading partners and differentiated tax rates on 34 major economies.
04-030
Trump/Nasdaq Composite Index/S&P 500 Index
Global billionaires reshuffle in Q1: Buffett went against the market to top five, Huang Renxun fell to the altar of hundreds of billions
The world's top billionaires have ushered in a major reshuffle.
04-020
Jesen Huang/Nvidia/Buffett
Lei Jun's response was invalid! As Hong Kong stocks opened, Xiaomi fell another 3%, retreating nearly 25% from its historical high!
Although Lei Jun emphasized "answering with actions" on Weibo, it is in sharp contrast to the expected 72 hours of crisis public relations gold.
04-020
Xiaomi/Lei Jun/Xiaomi SU7
Xiaomi: Assuming that the temporary S & P 500 support for tariff policy is at 5,000 - 5,300, the three countries will become safe havens
The duration of the policy may far exceed market expectations, and the White House's tolerance for stock market corrections has increased significantly.
04-010
S&P 500/Tariff/Trump
From C.Ronaldo to Bruno Fernandes: Decoding Manchester United's ten-year transfer ups and downs, Doo Financial witnesses the winning rule of value investing
This strategic adjustment from "chasing superstars" to "cultivating potential" is highly consistent with Doo Financial's dynamic asset allocation concept.
03-310
Manchester United/Doo Financial
DeepSeek releases the V3 model in a low-key manner. Will R2 be far behind?
This "open source is getting customers" model may restructure the value allocation logic of the AI tool chain.
03-260
DeepSeek
Trump once again pressured Powell to cut interest rates. How will the latter respond?
Historical experience shows that the policy tussle between the White House and the central bank often exacerbates market uncertainty.
03-250
Fed/Powell/Trump
Xiaomi placed 800 million shares at a discount and raised approximately HK$42.5 billion. Its share price has risen 56% during the year
The pricing range is finally fixed near the upper edge of the rumored HK$52.8 -54.6 on March 24, reflecting institutional investors 'recognition of Xiaomi's fundamentals.
03-250
xioami
JPMorgan Chase: Investors are bucking the trend and adding to Tesla,"buying on dips"?
In the week ended March 19, 2025, retail investors injected more than $12 billion into U.S. stocks
03-240
AI ETF
China Mobile: Mobile cloud has exceeded the 100 billion mark for the first time. In the future, we will become the "TSMC" of the AI industry!
Yang Jie said that ten years ago, Internet +, five years ago 5G+, and now we have entered AI+.
03-210
China Mobile/TSMC/AI
Federal Reserve's March interest rate decision: Hold still, but slow down the contraction of the balance sheet
It is worth noting that the most unexpected action at this meeting was not the interest rate decision, but the adjustment of the pace of shrinking the balance sheet.
03-200
Fed/FOMC Statement
Hawk Insight's outlook on U.S. stock earnings| This week, Tencent, Meituan, and Pinduo issued reports together. Can the spring market continue?
For more information, Hawk Insight brings you an article.
03-181.26w
Tencent/Meituan/Pinduoduo
Buffett's latest move in March: Increase in holdings of Japan's top five trading companies, with a floating profit of 70% in 6 years
Buffett's Japan layout began in 2020, when he bought 5% of each of the five major trading companies for about US$30 billion.
03-171.46w
Warren Buffett/Berkshire Hathaway/Nikkei 225 Index
If you can't beat them, you cheat? OpenAI plans to apply to the White House for a DeepSeek ban
OpenAI's proposal exposes the inherent contradictions of the U.S. technology containment strategy.
03-141.98w
deepseek/Open AI/Chat GPT
Weisheng Pharmaceutical, which accounts for 78% of its cornerstone, has opened a subscription for Hong Kong stocks. How about the ticket? Can you fight?
With a market of 700 million yuan, the cornerstone accounts for as much as 78%, which is still something.
03-132.05w
Weisheng Pharmaceutical/Hong Kong IPO
BYD's strategic layout of H-share placement of over HK$43 billion accelerates global competition for new energy tracks
BYD replaces debt expansion with equity financing, which helps optimize asset-liability ratios and reduce financial risks.
03-132.06w
BYD/Hong Kong Stock Placement
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Cristiano
548articles
The connotation of investment is not to master cutting-edge wisdom, but to keep common sense in mind in practice.
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