To The Moon

The ceasefire is a pause, not resolution. It removes tail risk, but remains fragile. Near-term impact Oil drops → inflation fears ease Equities stabilise → risk-on rotation Energy weak, growth + consumers supported Market outlook Base case (most likely): Ceasefire holds short term Oil ~$85–100 Earnings mixed → Market grinds higher with rotation, not broad rally Bull case: Ceasefire extends Oil < $85 → Strong tech-led upside Bear case: Ceasefire breaks Oil > $110 → Sharp risk-off Key shift Market moves from geopolitics → earnings + AI cycle Bottom line: Upside remains, but selective. This is now a stock-picker’s market, not index beta.

$CSOP HS TECH(03033)$ 剛剛以全日最低價4.706買返8000股。呢口價比我琴日放果三次既任何一次都要低。所以我決定先買反一注。上返4.82就止賺。落返4.6之前就買多一注

The headline miss is real, but the more important signal is demand quality. Tesla reported 358,023 deliveries and 408,386 production in Q1 2026, with 8.8 GWh of energy storage deployments. That leaves roughly 50,000 more vehicles produced than delivered, which points to a meaningful inventory build rather than a clean growth quarter. Why the market is reacting negatively: 1. Deliveries missed expectations. Reported consensus estimates ranged around 368,900 to 372,160, so Tesla came in clearly below the street. 2. Inventory buildup is worsening. Reuters and other outlets highlighted the delivery-production gap as evidence of softer end-demand and possible future discounting or production cuts. 3. Core EV business still matters most. Tesla is pushing robotaxis, Optimus and

Tesla's Q1 Reality Check: What Should Investors Do? 🌟🌟🌟If your portfolio was hoping for a smooth ride this Easter, $Tesla Motors(TSLA)$ has just decided to take a detour through some very rough terrain. On April 2, Tesla reported 358,023 global deliveries for Q1, missing Bloomberg consensus of 372,160. To add some spice to the drama, Tesla actually produced 408,386 vehicles, a 13% jump YoY. This means that there are now around 50,000 Tesla vehicles sitting in a logistical bottleneck waiting for a forever home. The market reaction? A swift 5.4% drop on the day, bringing the YTD losses to a staggering 20%. Is Tesla Still A Buy? The Tug of War Whether Tesla is a Buy depends on if you

U. S. President Donald Trump delivered a national televised address on the evening of April 1, unilaterally claiming a "swift, decisive, and overwhelming victory" in military operations against Iran. He also stated that the U.S. will continue to heavily strike Iran over the next "two to three weeks," while negotiations with Iran are simultaneously proceeding. His remarks have utterly shattered the market's expectations that the "U.S.-Iran war" could end in the short term. Moreover, his approach of negotiating while launching military strikes strongly highlights an anxious state within the Trump administration: attempting to stabilize oil prices and inflation while being unable to conclude the war quickly, essentially being dragged down by Iran. The situation has clearly spiraled out of con

U.S. stocks ended ​slightly mixed on Thursday (Apr 2) after paring deeper losses, as diplomatic signals from the Middle East helped calm markets rattled ‌earlier by U.S. President Donald Trump's...

AI 基建狂潮席捲全球：Alphabet、Meta 等大廠合計資本支出預估突破 6300 億至 7000 億美元 小虎們，大家好！美股今日迎來強勁反彈行情，在美伊衝突有望緩和的地緣政治利多帶動下，道瓊工業指數大漲逾1,100點、S&P 500指數上漲約2.91%、那斯達克綜合指數更勁揚3.83%，科技與半導體板塊表現尤為突出。 $英偉達(NVDA)$ 股價上漲逾5.5%， $邁威爾科技(MRVL)$ 則因獲得英偉達20億美元策略投資與AI生態深化合作，單日狂飆近13%，帶動 $博通(AVGO)$ 、 $Meta Platforms, Inc.(META)$ 等AI相關個股全面走揚，費半指數單日漲幅超過6%。這波反彈不僅反映市場對地緣風險緩解的樂觀情緒，更凸顯投資人對AI基礎建設長期趨勢的強烈信心。 2026 年 3 月 31 日，全球 AI 晶片龍頭英偉達宣佈向 Marvell Technology投資 20 億美元，並啟動深度策略合作。此消息一出，Marvell 股價當日大漲逾 13%，市場普遍視為英偉達進一步鞏固 AI 生態系的關鍵佈局。根據最新產業預估， $谷歌A(GOOGL)$ 、Meta Platforms（META）、 $微軟(MSFT)$ 與

TradingKey - During the U.S. trading session on March 31, Micron staged a strong rebound, closing up 4.98%. This performance may boost investor confidence following the recent collective correction in memory stocks. Beyond Micron, the semiconductor sector saw broad gains: SanDisk (SNDK) closed up 10.98%, and Western Digital (WDC) rose 7.48%. In Asia-Pacific markets on April 1, Samsung Electronics surged over 10% intraday, while SK Hynix recorded a gain of 9.5%.