To The Moon

During the National Day, the biggest thing in the external market was that Iran launched a large number of missile attacks on Israel on October 1 in response to a series of previous deaths of Iran's close leaders, which plunged the entire situation in the Middle East into a "cycle of revenge" and once again changed market expectations. The focus is reversed. As everyone in China is still immersed in the joy of the skyrocketing A-shares, there is little attention to the news of the external market. Therefore, it is estimated that except for a few commodities closely related to the external market, other commodities are expected to continue to run after the holiday.·1. U.S. stocks fluctuate at high levelsAlthough the escalation of the conflict between Iran and Israel has no direct impact on

Hello everyone! Today i want to share some technical analysis with y!1. $Intel(INTC)$ Is INTC a buy if Trump wins in November?Trump’s focus on boosting domestic semiconductor production could really benefit Intel.With manufacturing shifting back to the U.S., the company would stand to gain from pro-local policies.Add in recent cost-cutting & restructuring efforts, and Intel could be primed for a major comeback by 2025.2. $SPDR S&P 500 ETF Trust(SPY)$ When the old ceiling becomes the new floor...It is usually not a bearish occurrence. 🐂 3. $Palantir Technologies Inc.(PLTR)$ This move has been absolutely incredible:PLTR Palantir is trading over $41 today, ex

$Taiwan Semiconductor Manufacturing(TSM)$ released its September sales figures earlier today, posting a monthly revenue of NT$251.87 billion, up 39.6% year-on-year.This brings TSMC’s Q3 revenue to NT$759.7 billion, up 38.9%!In the Q2 earnings call, management forecast Q3 revenue is between $22.4 billion and $23.2 billion, assuming an exchange rate of USD/NTD 32.5.Based on this, TSMC’s Q3 revenue was $23.38 billion, surpassing the high end of the guidance and beating Bloomberg’s forecast of $23.26 billion!1.TSMC's September Revenue SurgeSo, can TSMC’s stock price hit a new high after this earnings surprise? Can the market cap return to the trillion-dollar club?Let's take a step back. History shows that strong monthly revenue growth doesn’t always me

Recently, both Hong Kong and U.S. stocks with Chinese assets have seen significant adjustments, with noticeable outflows of funds from individual stocks. Analysts from several fund companies noted that this rally has been quite sharp, with rapid volume expansion. This could lead to even greater market volatility going forward. Historically, after sharp gains across the board, the market often enters a cooling-off period.Market Volatility After Sharp RallyDespite the sharp drop in Chinese-related ETFs, the recent inflows of funds reflect strong optimism in the overseas market. The cost of short-term options for China-related ETFs in the U.S. also hit new highs on Monday, signaling strong bullish sentiment among investors. Some big traders have rolled their profit positions to higher prices,

Last week, global ETFs attracted $28.2 billion in capital, pushing total inflows for 2024 to $694 billion. U.S. equity ETFs led with $10.3 billion, followed by $8.6 billion in international equity ETFs and $5.8 billion in fixed-income ETFs.The five most popular ETFs were iShares Core S&P 500 ETF (IVV), Vanguard S&P 500 ETF (VOO), iShares China Large-Cap ETF (FXI), KraneShares CSI China Internet ETF (KWEB), and Vanguard Total Stock Market ETF (VTI).Global Tensions and Economic Data Impact the MarketThe Middle East saw escalating tensions as Iran launched missiles at Israel, pushing investors towards safer assets. However, strong U.S. job reports restored market confidence, with stocks rising. The U.S. added 254,000 jobs in September, and the unemployment rate fell to 4.1%, helping a

Hello everyone! Today i want to share some macro analysis with you!1.Gold trading reminder: two big negative pressures, gold prices plunged to a new low of more than two weeks, focus on the Fed meeting minutes! $Gold - main 2412(GCmain)$ $XAU/USD(XAUUSD.FOREX)$ Wednesday (October 9) Asian morning trading, spot gold narrow range oscillation, currently trading at 2616. gold prices fell more than 1% in Tuesday's session, the lowest intraday hit 2604.68, a new low since September 20, closed at $ 2621.76, the recent U.S. jobs data hit the expectation of a more substantial interest rate cuts, and in the efforts to reach a cease-fire in support of the Hezbollah, the market on the Middle East may erup