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Four updates: LongbridgeAI integrated into the terminal, an optimized market-watch interface, command-line management of grid trading, and open data interfaces for custom-built programs to call.
$XL2CSOPHYNIX(07709.HK) Queuing for fill, pretty good. Ups and downs, the money for meals is very stable.
$SK Hynix(SKHY.US) is weak; despite such a major event, it hasn't risen much over the past two days.
$XL2CSOPHYNIX(07709.HK) bought back all 500 shares before the close; high probability of a short-term upward consolidation.
0820 | Dolphin Research Focus: 🐬 Macro/Industry — 1) U.S. Treasury data show that as of Tue close, U.S. public debt outstanding reached $40.05TN, breaching $40TN for the first time. The structural expansion of Gov. debt implies a persistently rising UST supply.
Combined with the earlier move higher in long-end yields, this further pressures valuations across global risk assets. Markets will keep fretting about fiscal sustainability, pushing up term premia and favoring gold and other havens.Growth-stock multiples face headwinds. Watch the UST issuance calendar and shifts in demand from Intl long-only funds...$XL2CSOPHYNIX(07709.HK)Hynix's average daily buyback amount accounted for 10% of its average daily turnover, a scale only seen in Tencent's history, which was used to hedge against the dumping by its major South African shareholder at that time.
Aug 19 | Dolphin Research Focus: 🐬 Macro/Industry
1) Market chatter suggests China may ease import curbs on Nvidia H200 chips, lifting sentiment across compute plays. If enacted, the policy would ease the domestic compute crunch, enabling cloud vendors and LLM developers to scale, and would be positive for Nvidia's China shipments. For now it's only market chatter with no official documentation, so expectations may miss; watch for the final rules and quota sizes.2) The Zhuque-3 Y2 launch vehicle ignited at the Dongfeng Commercial Space Innovation Test Zone. It then lifted off...$XL2CSOPHYNIX(07709.HK) A triumphant escape, really. I have to admire our neighbors in the northeast; I've even bought their phone as my main entertainment device.
$SK Hynix(SKHY.US) Yesterday afternoon, followed by a chaotic seven-injuries punch this morning, I currently hold 3,500 shares at an average price of 34.15. Playing with Koreans is just that thrilling.
$SK Hynix(SKHY.US) Dived deep underwater, then suddenly surfaced again. This is truly a gamble. Watch your leverage carefully; staying alive is the most important thing.
