1 Minute Weekly Notes (17/3/25): NVDA, NIO, ACN, PDD, INTC

📊Weekly Market Content for SG Tigers to Read

Weekly: Can the Fed and Nvidia’s GTC lift markets out of oversold territory? BY @TigerObserver

The US Sectors & Stocks - INTC surged as naming a new CEO

Hong Kong Market - Down 1.12%, AI optimism sparks tech buying

Singapore Market - SGX dropped 2%

Australian Market - ASX 200 lost 2%

Weekly | Why NIO Lead the Market this Week? BY @SGX_Star

  1. Anticipation of Upcoming Earnings Report: Investors are optimistic ahead of NIO's scheduled earnings release on March 21, 2025.

  2. Expansion of Mass-Market Brands: NIO's introduction of its mass-market brands, Onvo and Firefly.

  3. Strategic Partnerships: The company announced an expansion of its strategic partnership with BASF Coatings.

Weekly | HK Stocks Face Major Test Ahead! BY @HKEX_Comments

This week, Hong Kong stocks experienced significant volatility, with the $HSI(HSI)$ falling 1.12%, dropping below the key 24,000-point mark.

Major Events in Hong Kong Stocks This Week

1.Southbound funds hit a record net purchase of HKD29.6 billion on Monday alone.

2. $LEAPMOTOR(09863)$ reports a 92% rise in revenue for 2024, aiming to sell 600,000 vehicles.

3. $LAOPU GOLD(06181)$ hits a new all-time high, up nearly 20 times since its IPO.

4.Chinese collaborative robotics company, $DOBOT(02432)$ , sees its stock hit a new high.

5. $BABA-W(09988)$ launches its flagship AI app, Quark.

6.The $HKEX(00388)$ is exploring lowering the threshold for investing in high-priced stocks.

7.A State Council Information Office press conference will discuss measures to stimulate consumption on March 17.

💰Weekly Earnings & Dividend in Focus:

🎁Capturing Top 10 Ex_dividend: NEU, AFG, EG, PM, ARES...BY @Tiger_Earnings

🎁Weekly Higher EPS Estimates: ACN, PDD, MU, FDX, BEKE & More BY @Tiger_Earnings

🚀Content May Serve Your Trades:

BIG TECH WEEKLY | NVDA GTC Preview; Powell work with Trump? Big Tech Panic Crash or Rotation?BY @MaverickWealthBuilder

Weekly macro storyline: Powell work with Trump?

  1. Although Powell did not pay much attention to Trump, but Trump is repeatedly shouted Powell to cut interest rates.This week's CPI data was unexpectedly lower than expected, the super core services CPI is back to the mid-23 year level, and housing data is generally delayed, and from the industry data in the previous months, the probability of future downward movement is greater.Although the Fed mainly looks at PCE, overall inflation is trending downward, and inflation is currently an important bridge between Powell and Trump (both want to drop).

  2. But inflation now has tariffs as a variable, and Powell is not willing to take "depends on the data" this kind of rhetoric to deal with the market (because the tariffs are going to push up inflation he would rather raise interest rates).

Surprises at NVIDIA's GTC conference next week?

  1. Blackwell architecture upgrade: B300 (arithmetic power increased by about 50% compared to B200, while the modular design adapts to diverse scenarios) and GB300 chip (TDP increased to 1.4kW), is expected to be equipped with 12-Hi HBM3E memory, which provides a maximum of 288GB capacity and 8TB/s bandwidth, to meet the demand for high-density computing, although it needs to be accompanied by a high-efficiency heat dissipation solution..

  2. CPO switch technology upgrade: mass production of Quantum 3400 and Spectrum 5 (switching capacity up to 204.8T, four 51.2T chips with 16 x 3.2T optical engines integrated on a single chip) switches and roadmap release of Spectrum 6 are expected in the second half of 2025.

Intel: Can Lip-Bu Tan Engineer a True Turnaround?BY @Bullaroo

Is it market relief or should we play defensive like Buffett & Dalio - My investing Muse (17Mar2025)BY @KYHBKO

ZTO Express (ZTO) Cost Control and Free Cash Flow To Watch BY @nerdbull1669

💹Feel Free to Talk more about the Stocks To Watch for This Week:

💰 Stocks to watch today?(17 Mar)

# 💰 Stocks to watch today?(21 Mar)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment1

  • Top
  • Latest
  • Exciting updates
    Reply
    Report