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@月光下的美:$AMD 20260424 315.0 CALL$ [得意] [得意] [得意] [财迷] [财迷] [财迷]
$VGT(02476)$ China Policy Watch 🇨🇳 The latest signals from the PBOC point clearly toward stability with a bias to ease: • Stronger-than-expected daily fixing at 6.8594 → reinforcing currency stability despite oil-driven pressure • RMB 500mn injected via 7-day reverse repo (1.4%) → liquidity remains ample (DR007 steady at 1.40%) • No changes to MLF or LPR → policy patience for now • 10Y CGB yield at 1.757% (down sharply MTD) → markets pricing in further easing Meanwhile, FX remains tightly managed: USD/CNH ~6.83 | USD/CNY 6.8680 — stability, not devaluation. 📌 Takeaway: China is holding the line on the currency while quietly keeping liquidity supportive. If Q2 data softens, watch closely for a potential RRR cut — that’s the lever equities will car
China Policy Watch 🇨🇳 The latest signals from the PBOC point clearly toward stability with a bias to ease: • Stronger-than-expected daily fixing at 6.8594 → reinforcing currency stability despite oil-driven pressure • RMB 500mn injected via 7-day reverse repo (1.4%) → liquidity remains ample (DR007 steady at 1.40%) • No changes to MLF or LPR → policy patience for now • 10Y CGB yield at 1.757% (down sharply MTD) → markets pricing in further easing Meanwhile, FX remains tightly managed: USD/CNH ~6.83 | USD/CNY 6.8680 — stability, not devaluation. 📌 Takeaway: China is holding the line on the currency while quietly keeping liquidity supportive. If Q2 data softens, watch closely for a potential RRR cut — that’s the lever equities will care about next. #China #PBOC #Macro #Markets #FX #Liquidity
@InsightByConnie:📎 HK Macro Review | 20260421
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@InverseCramer:$NVIDIA(NVDA)$
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@過路人:$MEITUAN-W(03690)$ 最後都係頂唔住。收市價係82.45。要接貨。唯而家夜期上升緊50點。星期一鹿死誰手都未知[胜利] 。原無意外。我會賣call87.5[正经]
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@MilkTeaBro:$CHOW SANG SANG(00116)$ I have held Chow Sang Sang (00116) for a year and decided to add more to my position today. As a traditional jeweler, the company’s book value is largely underpinned by its physical gold inventory, providing a solid asset base.
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@InverseCramer:$NVIDIA(NVDA)$
I think Nvidia is still ahead when it comes to the Ai aspect and they could break to new highs or partner with top company's who knows but AMD is a top challenger right now and they are catching up so I am not suprised they broke $300 🤔time will tell company's may lean more towards AMD for cheaper/substitute AI chips
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@AMDidass:$Advanced Micro Devices(AMD)$
💯.
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@AfraSimon:Most Shorted Stocks to Watch: CAR, UPST, SOUN, CLSK
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@OUE REIT:OUE REIT is pleased to announce that revenue and NPI for 1Q 2026 increased by 6.7% and 8.4% YoY, mainly driven by strong YoY growth in the hospitality segment, which recorded a double-digit increase in the quarter, coupled with resilient operating performance from the commercial portfolio. [强] 𝐄𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐫𝐞𝐚𝐥𝐥𝐨𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐚𝐬𝐬𝐞𝐭 𝐞𝐧𝐡𝐚𝐧𝐜𝐞𝐦𝐞𝐧𝐭 Successfully redeployed capital from the divestment of Lippo Plaza Shanghai to 180 George Street (also known as Salesforce Tower), a freehold, newly built asset in Sydney’s core precinct OUE Bayfront obtained planning approval to convert Level 17 into more than 22,600 sf of prime office space [强] 𝐇𝐢𝐠𝐡-𝐪𝐮𝐚𝐥𝐢𝐭𝐲 𝐚𝐧𝐝 𝐩𝐫𝐢𝐦𝐞-𝐥𝐨𝐜𝐚𝐭𝐞𝐝 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐝𝐞𝐥𝐢𝐯𝐞𝐫𝐞𝐝 𝐫𝐨𝐛𝐮𝐬𝐭 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 Hospitality NPI grew 16.8% YoY in 1Q 2026, mainly driven by proactive reve
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@SG Visual Research:Yangzijiang Maritime Research Report: Not a Typical Shipping Stock
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@SG Visual Research:Yangzijiang Maritime Research Report: Not a Typical Shipping Stock
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