$Hang Seng Index(00HSI.HK) The Hang Seng Index has been fluctuating within a 20-year range. Can you believe it? It's really no different from A-shares; from this perspective
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CATL (1Q26 Trans): Q2 builds remain fully booked; capacity utilization holds at 85%-90%.
By 2030, the combined market for power batteries and energy storage could exceed 4 TWh.
Over the next few years, CAGR may surpass 25%-30%.CATLConference Minutes - X
Make a rough calculation
Is this preparing to recreate the April 7 stock market crash? Waiting for the A-share market to open.
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Man, you are awesome!!!
What should we start buying in the US stock market next week?The US and Iran are at war, what to buy when the market opens next week? Almost everyone is saying: buy oil, buy gold, buy defense stocks. But no one tells you: hedge funds' net long positions in crude oil are at a 22-month high, gold has risen for 7 consecutive months, reaching a historical high of $5,278, and the defense sector has already risen 17% to 34% year-to-date. Smart money had already positioned itself before Friday. The price you can buy at Monday's open is the price they are willing to sell to you. In 2020, when the US killed Soleimani, oil prices jumped 4% on the first day, only to give back all gains within a week. In June 2025, when Israel struck Iran's nuclear facilities, oil prices rose over 12%...
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What should we start buying in the US stock market next week?
The US and Iran are at war, what to buy when the market opens next week? Almost everyone is saying: buy oil, buy gold, buy defense stocks. But no one tells you: hedge funds' net long positions in crude oil are at a 22-month high, gold has risen for 7 consecutive months, reaching a historical high of $5,278, and the defense sector has already risen 17% to 34% year-to-date. Smart money had already positioned itself before Friday. The price you can buy at Monday's open is the price they are willing to sell to you. In 2020, when the US killed Soleimani, oil prices jumped 4% on the first day, only to give back all gains within a week. In June 2025, when Israel struck Iran's nuclear facilities, oil prices rose over 12%...
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So many friends asked, why invest in A-shares? Let me share my thoughts:
1. I don't want to convert RMB to USD. For asset allocation, it's good to have both domestic and foreign investments.
2. The main goal is to make RMB grow, otherwise it will depreciate. So investing in A-shares is just an experiment. Currently, RMB is in Yu'ebao and various bank products, and I also regularly invest in S&P.
3. Ultimately, I want to explore a path for RMB investment, just aiming to beat inflation.
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In today’s pre-mkt summary for Subscribers: Equities slipped in front of today’s almost certain 25bp Fed rate cut and new dot plot showing 2 additional rate cuts in 2026; $Warner Bros. Discovery(WBD.US) continues to move higher as investors expect bidding to go above the current $30/share cash offer by $Paramount Skydance Corporation - CL B(PSKY.US); $NVIDIA(NVDA.US) wavered as the Chinese govt considered whether to allow its tech companies to buy Nvidia's H200 chips after President Trump's decision to resume their export to the country; $Aerovironment(AVAV.US) fell after the 43-day U.S. govt shutdown shifted order activity until later in 2026 even as demand remained strong; $Tesla(TSLA.US) rose after Elon Musk said Tesla had "pretty much solved" unsupervised full-self-driving and reiterated that driverless Robotaxis would be available in Austin in three weeks.
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$Unitedhealth(UNH.US) I've been keeping an eye on UNH lately. While A-share pharmaceutical stocks have plummeted, this U.S. stock has quietly climbed during this period, steadily maintaining a market cap around $300 billion.
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BOE: Panel prices drop again, can a 1% slim profit margin hold up?
BOE Technology Group Co., Ltd. (000725.SZ) released its financial report for the third quarter of 2025 (as of September 2025) after the A-share market closed on the evening of October 30, 2025, Beijing time. The key points are as follows: 1. Overall performance: BOE achieved a revenue of 53.3 billion yuan in the third quarter of 2025, an increase of 5.8% year-on-year. The significant rebound in the company's revenue was mainly driven by the recovery in panel prices. Due to relatively weak downstream demand, prices have started to stabilize, and the company's quarterly revenue remains around 50 billion yuan. BOE's net profit attributable to shareholders for the third quarter of 2025 was 1.36 billion yuan...
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BOEFinancial Analysis - D
The US-China meeting ends with market volatility; Google and Meta experience 'two different worlds' after hours | Today's Important News Recap
1030 ｜Dolphin Research Focus: 🐬 Macro/Industry 1. On October 29th, Eastern Time, the Federal Reserve announced its second rate cut of the year by 25 basis points, lowering the interest rate range to 3.75%-4%, and scheduled to end the balance sheet reduction on December 1st. However, the decision saw rare dissent, with one vote advocating for a 50 basis point cut and one vote opposing the rate cut. Powell stated that a rate cut in December is 'far from certain.' U.S. stocks rose first and then fell, with increased uncertainty in December's policy, coupled with high valuations in U.S. stocks, sector rotation may intensify. It is necessary to closely monitor subsequent employment and inflation data...
Today’s Key News Recap
