Tiffany lover
Trump-Xi summit concluded: A three-year strategic stability framework established; 200 Boeing jet order; agricultural deal worth "tens of billions".
The easing of China-U.S. relations is beneficial to both sides, giving a further boost to AI and tech stocks.
The bond market is sending a different signal: April PPI hit 6% (a 3-year high), 30-year Treasury yields broke 5%, and Warsh was confirmed as Fed Chair.
With 30-year bond yields rising, can investing in long-term bonds offset inflation and the continued weakness of the US dollar?
Or should one seize the opportunity of the AI wave to further improve the asset allocation structure?
Anthropic 以 9000 亿美元估值融资 300 亿美元；AI 实验室竞赛加剧。
AI 投资泡沫虽然是个预警话题，但是如今的 AI 科技股已经如日中天，投资者的主场。
继续加油！
Musk joining Trump's China delegationis the most interesting signal of the week — Tesla +4% on it. Combined with the Apple-Intel-Samsung chip diversification rumor, are we seeing a fundamental US-China tech-cooperation reset (bullish for Tesla, NVDA, BABA, Tencent), or political theater that gets reversed in 30 days? Pick a position.
特斯拉以及马斯克的太空概念股将大展宏图，期待😊
Donald Trump will visit China from May 13th to 15th—this is the highest-risk visit by the United States to Beijing in a decade.
This visit involves issues such as Sino-US relations, US-Iran relations, China-Russia relations, among others.
I believe it is a critical moment for investors to make multiple important choices.
U.S.-Iran tensions reignite: Nasdaq index falls 1.5%; defense stocks are sought after; oil prices fluctuate wildly (soaring first then retreating); gold prices rise slightly; treasury yields edge higher.
Wars rise and fall, stock indices are like a roller coaster.
Returning to the local stock market, is it another Black Friday?
AMD — Continuing the post-earnings momentum: blowout beat, raised guide, AI accelerator demand "robust." Reinforces the hyperscaler-contracted demand thesis.
AMD's stock price is soaring, is it too hot? Valuation lags behind NVIDIA, but the stock price has reached twice that of NVIDIA.
Intel — Up +10% on reports Apple is exploring Intel and Samsung as additional chip manufacturing partners. Potentially the cleanest large-cap turnaround setup if confirmed.
Intel's stock price is really soaring. Bros, is there still room to go?
The UAE intercepted missiles from Iran overnight — the first such alert since the US-Iran ceasefire — and Brent crude surged +5.8% to US$114.44 per barrel, dragging US equities lower (Dow -1.13%, S&P -0.41%, Nasdaq -0.19%).
Intensified conflict caused oil prices to rise, offsetting yesterday's motion regarding the UAE's withdrawal from OPEC.
The decline in US stocks pulled down the Straits Times Index.
Watch the progress of the Singapore stock market in the afternoon.
Brent crude oil remains volatile: UAE's withdrawal from OPEC/OPEC+ (May 1st) increasing production vs. Iran's demand for Strait of Hormuz tolls.
The UAE's withdrawal has sent a positive signal to the Arab world and the Middle East's crude oil exports. Looking forward to a drop in energy prices.
Meta fell 6% due to increased capital expenditure, and the night market price continues to decline.
There's nothing particularly wrong with Meta's stock itself; it's a good time to build a position.
Singapore confirms that imported inflation is having an impact: March overall CPI +1.8% (previous 1.2%), core CPI +1.7% (highest since November 2024), mainly driven by transportation costs +6.0%.
As a major crude oil processing and refining hub, Singapore is inevitably affected by any ripple effects. Imported inflation is inevitable, but as long as it's not stagflation, it can be resolved.
The Monetary Authority of Singapore tightened the slope of the Singapore dollar's nominal effective exchange rate policy band on April 14 (the first rate hike in four years) and raised its 2026 inflation forecast to 1.5–2.5%; the government launched a support plan worth nearly S$1 billion.
This is the first time the Singapore government has responded to the impact of the Middle East conflict on Singapore's economic system.