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LanlanCC

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    • LanlanCCLanlanCC
      ·09-01 23:16
      O’Neill is the former Nike President of Consumer, Product & Brand, with more than 25 years at Nike. Her start date is deliberately after Q2 results, so the Q2 call will still be handled by interim co-CEOs Meghan Frank and André Maestrini. $lululemon athletica(LULU)$  
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    • LanlanCCLanlanCC
      ·08-31 14:07
      If the Fed raises rates in September, this will be the first time since 2022, two months before elections that it has tightened policy
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    • LanlanCCLanlanCC
      ·08-31 12:59
      A stronger dollar is collateral damage. The ECB is also hawking, but the Bank of England is sitting still and the Bank of Japan is still on the loose edge – the relative strength of the dollar will neutralise emerging markets and commodities
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    • LanlanCCLanlanCC
      ·08-31 12:57
      The market is telling you: the short term risk of raising interest rates on reprice but not buying on the long term – investors believe that Wash will eventually bring inflation down and are reluctant to push up term premiums. This yield curve flattening signal is one of the most alarming macro cracks in the second half of 2026.
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    • LanlanCCLanlanCC
      ·08-31 12:56
      Morgan Stanley's chief US economist Michael Gapen argues that "inflation is slowing down" should be enough to keep the Fed on the sidelines in September.
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    • LanlanCCLanlanCC
      ·08-31 00:36
      $香港交易所(00388)$  
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    • LanlanCCLanlanCC
      ·08-28
      [强]

      📢8月繁星創作者榜單火熱出爐，英偉達炸裂財報定乾坤，9月堅守AI仲係做輪動？

      @小虎活動：
      小虎們，光陰似箭，我們又攜手走過了8月。這個月的港美股市場，同樣是驚心動魄！[Cool] 8月的焦點，毫無疑問是 $英偉達(NVDA)$ 那份炸裂的財報，以28財年70%的長期增長指引為全球AI算力需求蓋上了官方認證的印章！[666] 與此同時，一場板塊大輪動貫穿整個8月，資金從年初以來漲幅巨大的存儲芯片、光通信板塊，流向金融、必需消費、醫療保健等此前被冷落的領域！[Allin] $閃迪(SNDK)$ 年內漲幅一度超過500%，8月卻多次出現單日跌超7%的劇烈回調！[Put] 生物醫藥板塊更迎來歷史性突破， $Moderna, Inc.(MRNA)$ 的mRNA癌症疫苗III期試驗成功，股價單日狂飆176.97%， $納斯達克生物技術指數(NBI)$ 創六年來最大單日漲幅！[Call] 美債市場同樣牽動市場神經。30年期美債收益率一度飆升至5.33%，創2007年以來新高，美國財政部緊急擴大長債回購規模救市！[USD] 港股方面， $恆生指數(HSI)$ 8月21日五連升重返26000點，科網股內部呈現明顯分化， $小米集團-W(01810)$ 漲近35%，但 $阿里巴巴-W(09988)$
      📢8月繁星創作者榜單火熱出爐，英偉達炸裂財報定乾坤，9月堅守AI仲係做輪動？
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    • LanlanCCLanlanCC
      ·08-24
      $新傳企劃(01284)$  
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    • LanlanCCLanlanCC
      ·08-24
      $香港交易所(00388)$  
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    • LanlanCCLanlanCC
      ·08-21
      $康利國際控股(06890)$ 0.09 divident
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