Important Noticemore |
Today’s Must-Know News:
• S&P 500 rose 0.65% Thursday to a record close 7,798.99
• Big-cap tech gains, led by AAPL +1.0%; MU +4.23%; META +2.78%; TSLA +3.8%; MSFT +3.8%; NVDA +0.54% contributed to S&P 500’s breakout
• Applied Materials (AMAT -2.48%; aft-mkt: -4.9%) fell despite beating 3QFY26 estimates & guiding 4QFY26 above consensus
Traders’ Corner:
CK Infrastructure (1038.HK), CK Hutchison (0001.HK)
Today’s Must-Know News:
• S&P 500 & Nasdaq Composite rose 0.26% & 0.54% respectively Wed
• Meta faced a separate legal overhang
• US 2-year Treasury yields fell 1.26-bps to 4.201%
Traders’ Corner:
China Resources (1109.HK), Galaxy Entertainment (0027.HK)
Today’s Must-Know News:
• S&P 500 slipped 0.32% Tuesday
• Gold (XAU -0.47%) retreated from a two-month high
• Semicon (SOXX +0.91%) outperformed software (IGV -1.04%)
Traders’ Corner:
AAC Technologies (2018.HK), Horizon Robotics (9660.HK)
Today’s Must-Know News:
• S&P 500 fell 0.06% Monday after failing to make fresh highs
• Eli Lilly gained after Britain became the first European country to approve Foundayo
• Energy (XLE +4.66%, OXY +4.9%, CVX +4.48%) shares gained as oil prices climbed
Traders’ Corner:
Hang Seng Index (HSI.HK), Hang Seng Tech Index (HSTECH.HK)
Today’s Must-Know News:
• Fed officials put leveraged AI investment on their risk radar
• Trump expects the Iran war to end soon but flags weapons constraints
• Elevated expectations punish data-storage shares
Traders’ Corner:
Zijin Gold (2259.HK), MTR (0066.HK)
Today’s Must-Know News:
• Fed officials retain a tightening bias
• Sandisk shifts toward contracted earnings visibility
• AppLovin slides on soft outlook
Traders’ Corner:
MMG (1208.HK), Zhaojin Mining Industry (1818.HK)
Today’s Must-Know News:
• Burry Retains AI Shorts
• Sandisk margins, contracts and guidance in focus today（Wed）
• SpaceX revenue nearly doubles in quarter
Traders’ Corner:
Zhejiang Leapmotor (9863.HK), BYD Electronic (0285.HK)