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- rizariza
  ·06-25
  Great article, would you like to share it?
  The Market Just Changed. Here Are 8 Reasons $SPY May Not Be Done Falling Yet
  @Michael Esther：
  $SPDR S&P 500 ETF Trust(SPY)$ crashed 2% but this actually triggers a bigger 10%-20% sell off. Korean stock market crashed 12% already. There's 8 reasons why $SPY has to pull back: 1. $Boeing(BA)$ just dropped a hawkish bomb BofA now expects the Fed to hike rates 3x in 2026 (75bps total), reversing their own call from last week. Sticky inflation + strong jobs data is the reason. Market was only pricing in 1 hike this is a major repricing of risk. Tickers: $NEBIUS(NBIS)$ $WhiteFiber, Inc.(WYFI)$ $Amkor Technology(AMKR)$ $Applied Optoelectro
  The Market Just Changed. Here Are 8 Reasons $SPY May Not Be Done Falling Yet
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- rizariza
  ·2025-02-04
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  The Hang Seng Tech Index Jumps 5%; XPeng up 12%; Kingsoft Cloud up 10%; Bilibili and Li Auto up 9%
  Hong Kong stocks advanced on Tuesday as investors gained confidence that trade negotiations are taking place after US President Donald Trump said he would speak with China.The Hang Seng Index rose 3.1% at 10.25am local time, the biggest daily gain since October 2. The Hang Seng Tech Index jumped 4.9 per cent.Mainland stock exchanges remained shut for the Lunar New Year holiday and will resume trading on Wednesday.In terms of star stocks, Xpeng rose 10%; Bilibili and Li Auto rose 0%; SMIC, JD.com
  The Hang Seng Tech Index Jumps 5%; XPeng up 12%; Kingsoft Cloud up 10%; Bilibili and Li Auto up 9%
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Here Are 8 Reasons $SPY May Not Be Done Falling Yet","htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> crashed 2% but this actually triggers a bigger 10%-20% sell off. Korean stock market crashed 12% already. There's 8 reasons why $SPY has to pull back: 1. <a href=\"https://ttm.financial/S/BA\">$Boeing(BA)$</a> just dropped a hawkish bomb BofA now expects the Fed to hike rates 3x in 2026 (75bps total), reversing their own call from last week. Sticky inflation + strong jobs data is the reason. Market was only pricing in 1 hike this is a major repricing of risk. 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Tickers: <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> <a href=\"https://ttm.financial/S/WYFI\">$WhiteFiber, Inc.(WYFI)$</a> <a href=\"https://ttm.financial/S/AMKR\">$Amkor Technology(AMKR)$</a> <a href=\"https://ttm.financial/S/AAOI\">$Applied Optoelectro</a>","text":"$SPDR S&P 500 ETF Trust(SPY)$ crashed 2% but this actually triggers a bigger 10%-20% sell off. Korean stock market crashed 12% already. There's 8 reasons why $SPY has to pull back: 1. $Boeing(BA)$ just dropped a hawkish bomb BofA now expects the Fed to hike rates 3x in 2026 (75bps total), reversing their own call from last week. Sticky inflation + strong jobs data is the reason. Market was only pricing in 1 hike this is a major repricing of risk. Tickers: $NEBIUS(NBIS)$ $WhiteFiber, Inc.(WYFI)$ $Amkor Technology(AMKR)$ $Applied Optoelectro","images":[{"img":"https://community-static.tradeup.com/news/9ccd59c2f98559c268181e77996a87da","width":"1086","height":"1448"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578482490426568","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":399912501039544,"gmtCreate":1738660027932,"gmtModify":1738660459911,"author":{"id":"3581037232558639","authorId":"3581037232558639","name":"riza","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581037232558639","idStr":"3581037232558639"},"themes":[],"title":"","htmlText":"p;0","listText":"p;0","text":"p;0","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/399912501039544","repostId":"1151639866","repostType":2,"repost":{"id":"1151639866","kind":"news","weMediaInfo":{"introduction":"stay tuned on realtime market movements","home_visible":1,"media_name":"Market Watcher","id":"1027265475","head_image":"https://static.tigerbbs.com/b4070558872429328fe9f26a97b36c72"},"pubTimestamp":1738657757,"share":"https://ttm.financial/m/news/1151639866?lang=en_US&edition=fundamental","pubTime":"2025-02-04 16:29","market":"hk","language":"en","title":"The Hang Seng Tech Index Jumps 5%; XPeng up 12%; Kingsoft Cloud up 10%; Bilibili and Li Auto up 9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1151639866","media":"Market Watcher","summary":"Hong Kong stocks advanced on Tuesday as investors gained confidence that trade negotiations are taking place after US President Donald Trump said he would speak with China.The Hang Seng Index rose 3.1% at 10.25am local time, the biggest daily gain since October 2. The Hang Seng Tech Index jumped 4.9 per cent.Mainland stock exchanges remained shut for the Lunar New Year holiday and will resume trading on Wednesday.In terms of star stocks, Xpeng rose 10%; Bilibili and Li Auto rose 0%; SMIC, JD.com","content":"<html><head></head><body><p style=\"text-align: start;\">Hong Kong stocks advanced on Tuesday, with investors boosting artificial-intelligence (AI) firms amid optimism that trade negotiations will yet avert a trade war.</p><p style=\"text-align: start;\">The Hang Seng Index closed up 2.8%. The Hang Seng Tech Index jumped 5.1%.</p><p style=\"text-align: start;\">In terms of star stocks, XPeng rose 12%; Kingsoft Cloud rose 10%; Bilibili and Li Auto rose 9%; SMIC up 8%; JD.com up 7%; Meituan rose 6%; Xiaomi, Alibaba and Tencent rose 4%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a7c00ee2b6897a99af7b64daf89e63be\" tg-width=\"373\" tg-height=\"692\"/></p><p>Shortly after tariffs on China imposed by U.S. President Donald Trump took effect on Tuesday, China&#39;s Finance Ministry said it would impose levies of 15% on imports of U.S. coal and LNG and 10% for crude oil as well as on farm equipment and some autos, starting on Feb. 10.</p><p>“The market is increasingly looking forward to the development of the mainland’s AI models, high-end chips or breakthrough technologies, pushing up the Hong Kong stock market today,” said Jason Chan, senior investment strategist at Bank of East Asia.</p><p>Although US tariffs are widely expected to hit China’s already strained economy, investors are getting some encouragement from the fact that stocks remain cheap in the country, even after a rally last year. Stocks in the Hang Seng China Enterprises Index offer a forward 12 months price-to-earnings ratio of around 8.4, compared to around 14 for a broad gauge of shares in Asia.</p><p style=\"text-align: start;\">There is around 3% further upside in the HSCEI after today’s moves, according to Jason Chan, a senior investment strategist at Bank of East Asia in Hong Kong.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Hang Seng Tech Index Jumps 5%; XPeng up 12%; Kingsoft Cloud up 10%; Bilibili and Li Auto up 9%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Hang Seng Tech Index Jumps 5%; XPeng up 12%; Kingsoft Cloud up 10%; Bilibili and Li Auto up 9%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1027265475\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b4070558872429328fe9f26a97b36c72);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Market Watcher </p>\n<p class=\"h-time\">2025-02-04 16:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Hong Kong stocks advanced on Tuesday, with investors boosting artificial-intelligence (AI) firms amid optimism that trade negotiations will yet avert a trade war.</p><p style=\"text-align: start;\">The Hang Seng Index closed up 2.8%. The Hang Seng Tech Index jumped 5.1%.</p><p style=\"text-align: start;\">In terms of star stocks, XPeng rose 12%; Kingsoft Cloud rose 10%; Bilibili and Li Auto rose 9%; SMIC up 8%; JD.com up 7%; Meituan rose 6%; Xiaomi, Alibaba and Tencent rose 4%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a7c00ee2b6897a99af7b64daf89e63be\" tg-width=\"373\" tg-height=\"692\"/></p><p>Shortly after tariffs on China imposed by U.S. President Donald Trump took effect on Tuesday, China&#39;s Finance Ministry said it would impose levies of 15% on imports of U.S. coal and LNG and 10% for crude oil as well as on farm equipment and some autos, starting on Feb. 10.</p><p>“The market is increasingly looking forward to the development of the mainland’s AI models, high-end chips or breakthrough technologies, pushing up the Hong Kong stock market today,” said Jason Chan, senior investment strategist at Bank of East Asia.</p><p>Although US tariffs are widely expected to hit China’s already strained economy, investors are getting some encouragement from the fact that stocks remain cheap in the country, even after a rally last year. Stocks in the Hang Seng China Enterprises Index offer a forward 12 months price-to-earnings ratio of around 8.4, compared to around 14 for a broad gauge of shares in Asia.</p><p style=\"text-align: start;\">There is around 3% further upside in the HSCEI after today’s moves, according to Jason Chan, a senior investment strategist at Bank of East Asia in Hong Kong.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09618":"京东集团-SW","09866":"蔚来-SW","03690":"美团-W","09868":"小鹏集团-W","09626":"哔哩哔哩-W","09961":"携程集团—S","02202":"万科企业","00981":"中芯国际","01211":"比亚迪股份","09888":"百度集团-SW","HSCEI":"国企指数","02015":"理想汽车-W","03896":"金山云","HSI":"恒生指数","HSTECH":"恒生科技指数","00700":"腾讯控股","09999":"网易-S","09988":"阿里巴巴-W","01024":"快手-W","09898":"微博-SW","01810":"小米集团-W"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151639866","content_text":"Hong Kong stocks advanced on Tuesday, with investors boosting artificial-intelligence (AI) firms amid optimism that trade negotiations will yet avert a trade war.The Hang Seng Index closed up 2.8%. The Hang Seng Tech Index jumped 5.1%.In terms of star stocks, XPeng rose 12%; Kingsoft Cloud rose 10%; Bilibili and Li Auto rose 9%; SMIC up 8%; JD.com up 7%; Meituan rose 6%; Xiaomi, Alibaba and Tencent rose 4%.Shortly after tariffs on China imposed by U.S. President Donald Trump took effect on Tuesday, China's Finance Ministry said it would impose levies of 15% on imports of U.S. coal and LNG and 10% for crude oil as well as on farm equipment and some autos, starting on Feb. 10.“The market is increasingly looking forward to the development of the mainland’s AI models, high-end chips or breakthrough technologies, pushing up the Hong Kong stock market today,” said Jason Chan, senior investment strategist at Bank of East Asia.Although US tariffs are widely expected to hit China’s already strained economy, investors are getting some encouragement from the fact that stocks remain cheap in the country, even after a rally last year. Stocks in the Hang Seng China Enterprises Index offer a forward 12 months price-to-earnings ratio of around 8.4, compared to around 14 for a broad gauge of shares in Asia.There is around 3% further upside in the HSCEI after today’s moves, according to Jason Chan, a senior investment strategist at Bank of East Asia in Hong Kong.","news_type":1,"symbols_score_info":{"09868":1.1,"09961":1.1,"HSCEI":1,"02015":1.1,"09898":1.1,"03896":1.1,"00981":1.1,"HSTECH":1,"09888":1.1,"01810":1.1,"09618":1.1,"03690":1.1,"00700":1.1,"09999":1.1,"HSI":1,"01024":1.1,"09988":1.1,"01211":1.1,"09866":1.1,"02202":1.1,"09626":1.1}},"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}