US Stock Nuggets | “Big Brother” is back! Meme shares continued to soar, with GameStation rising by about 180% in two days; NIO rose more than 7% overnight and officially launched its second brand, Music Road
A number of high-performing stocks performed well. Sony surged nearly 7% after the performance, and both sales and net profit exceeded expectations; surged by more than 18% after high performance, and Alcon rose nearly 11%.
Express News | Sweden's Nordic Bank: Cautiously optimistic about the US April CPI report
Can the Federal Reserve actually achieve its first fall in September? Tonight's definitive data is here!
① Tonight's US CPI data will determine whether the unexpected rise in US inflation in the first quarter will continue; ② The global market may also usher in an important shift as a result.
The key to the success or failure of the US stock counterattack depends on tonight's US CPI for April!
Morgan Stanley believes that the “key catalyst for the success or failure” of US stocks is the US CPI data for April. UBS predicts that the implied fluctuation of CPI on US stocks will exceed 1%, which means that the market will fluctuate greatly.
Daily rights tracking | AMC and GME increased by about 20% before the market! The latter earned 3 times more money with multiple calls; Ali's performance later fell by more than 6%, and call orders bucked the trend and increased
AMC CinemaLine's forward call options, which expire on January 16, 2026, at an exercise price of $20, were stolen. The volume was 83,000 and 30,000 unclosed positions.
The economy and the stock market have never faced this situation! Veteran Strategist: Reminiscent of the Internet Bubble Era
Wall Street veterans said that there are plenty of warning signs that the US economy is almost certainly going into recession.
If April CPI exceeds expectations, the stock market may experience a “sharp” decline
Investors are keeping an eye on the upcoming April CPI. This data may determine the future direction of the stock market.
Can't “Barking Kitten Storm” grow? Insiders: Wall Street has learned well a long time ago, and retail investors have neither money nor time
① Game Station and AMC skyrocketed 60% and 32% overnight. This crazy performance is like going back to the peak of “Retail vs. Wall Street” in 2021; ② However, many Wall Street strategists say that this new retail enthusiasm may ultimately be far from reaching the level of madness three years ago; ③ the favorable conditions of the “time, time and place” series of favorable conditions at the time may be difficult to replicate now.
It has skyrocketed for 2 days in a row! The army of retail investors in US stocks is once again gathering to “blow up” bears
Traders who have shorted stocks that have been seriously shorted are being “buried” by a large army of retail investors. The former lost profits after two days of shorting this year.
On the eve of the CPI announcement, Goldman Sachs said: the S&P 500 has reached its peak this year unless interest rate cuts exceed expectations
David Kostin, chief US stock strategist at Goldman Sachs Group, said it is unlikely that the S&P 500 will continue to rise between now and the end of this year.
Follow Powell! Federal Reserve officials “fly the hawk”: interest rates may remain high for some time
① Kansas City Federal Reserve Bank Governor Jeffrey Schmid hinted that he supports keeping policy interest rates unchanged for a period of time; ② He said that increased US government borrowing and other long-term factors mean that interest rates may remain high for a period of time; ③ Powell also said on Tuesday that the Federal Reserve needs to be patient and wait for more evidence that “high interest rates can curb inflation.”
US April CPI hits tonight! It may become a global market inventory
Currently, the market generally expects the US CPI to ease somewhat in April. Some analysts warn investors that they should prepare for a possible breakdown in the calm in US stocks. Many investors believe that if inflation slows down, US bonds will have more room to rise than US stocks. Although US stocks are close to historical records, the 10-year US Treasury yield is still far above 4% at the beginning of the year. Furthermore, in terms of European stocks, a slowdown in US inflation will facilitate the continued rebound of European bond yield-sensitive stocks.
Has the US stock rally come to an end? Goldman Sachs: It is unlikely that the S&P 500 will continue to rise during the year
① Goldman Sachs's chief US stock strategist said that it is unlikely that the S&P 500 will continue to rise from now until the end of this year; ② Costin reiterated his target value of 5,200 points for the S&P 500 index by the end of this year; ③ Goldman Sachs also doesn't think officials will cut interest rates more aggressively than the market currently expects.
Express News | TD Securities Previews US CPI: Core CPI Expected to Slow Slightly
Express News | Federal Reserve Schmid: Interest rates may stay high for some time
Qiaoshui's Q1 favors technology stocks! Newly opened warehouses with Amazon and AMD, Pinduoduo and P&G have continuously reduced their holdings
Amazon was Qiaoshui's largest newly opened stock in the first quarter. After almost clearing its inventory last year, Apple's holdings were greatly increased again, and Pinduoduo and P&G's holdings were reduced for several consecutive quarters.
Futu Morning Post | NASDAQ hits a new closing high, WSB concept stocks are booming; Powell: The Federal Reserve needs to “wait patiently”
All of the Qiaoshui and Gao Lin position reports were released; Ali fell more than 6%, and adjusted net profit fell 11% year over year; Google launched a new version of the search engine with generative AI functions.
Turnover TOP20 | Tesla rose more than 3%, and sales exceeded 15 billion US dollars; Ali's performance fell more than 6% after that
The 3rd place game station closed 60.1% higher, triggering multiple intraday fusing mechanisms, and sold US$10.586 billion; the 8th place AMC cinema closed 31.98% higher, with a transaction of US$5.422 billion.
US stocks closed | The three major indices rose, and the NASDAQ hit a new closing high! Game Station soared by more than 60%, and Tencent's ADR rose nearly 5%
Most star technology stocks rose, with Tesla rising more than 3%; popular Chinese securities had mixed ups and downs. Tencent's ADR closed up nearly 5%, and Alibaba dropped more than 6% after its results.
Express News | The probability that the Federal Reserve will keep interest rates unchanged in June is 96.7%