Trump-Election Stocks refer to securities closely associated with business dealings, political actions, or events related to Donald Trump.
Institution views: Reviewing previous growth bull markets, how will this round of AI market unfold?
Chen Guo believes that the key short-term tracking indicators may be the traffic of DeepSeek; in the medium term, if there is an explosive growth in edge AI and new application product traffic, then the market performance can reference Smart Phone and electric vehicles, mapping the changes in industrial prosperity from overseas to domestic.
Daily Options Tracking | Alibaba rose over 7% overnight! Multiple call options made a threefold profit; Super Micro Computer surged over 17% before earnings! The options market bets on post-earnings stock price fluctuations exceeding 20%.
NVIDIA rose nearly 3%, with a cumulative rebound of over 14% in the last five trading days. Options contracts traded 3.5273 million units, with the Call ratio still in the lead, close to 65%. The Call options with a strike price of 140 USD expiring on February 14 were the most active, with a Volume exceeding 0.175 million.
The "Te Ma" combination is working to clear regulatory obstacles for Tesla.
The Trump administration is reshaping the regulatory framework from multiple angles: controlling key Institutions such as NHTSA through personnel appointments, repealing regulatory measures with the nature of executive orders, and promoting the establishment of federal autonomous driving regulations - which is exactly the direction Musk has publicly called for. This could have devastating impacts on competitors.
Morgan Stanley comments on Trump's tariff policy: it may force OPEC to continue extending production cuts!
Morgan Stanley believes that as tensions rise, OPEC+ is likely to avoid increasing production...
Elon Musk's Tesla To Launch Performance Variant Of Refreshed Model Y 'Later This Year'
Earnings Scheduled For February 11, 2025