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note on sources: percentage moves for QQQ, SPY, Microsoft, Amazon, Apple, Micron, Sandisk, Nvidia, Marvell, Uber and Novo Nordisk use the 4 November US regular-session close. Earnings-reaction exception: Qualcomm, Arm and Coherent use extended trading after their results. Company figures come from the current disclosures of Qualcomm, Arm, Coherent, Uber and Novo Nordisk. Cloudflare and IREN timing comes from company investor-relations information; preview figures are market consensus expectations. Crude-oil and Hong Kong moves use prices available on the morning of 5 November in Beijing, with Hong Kong figures from the live session. Company guidance does not equal a signed order and does not allocate fixed revenue to suppliers. The interpretation of capital rotation, valuation and market expectations is analysis. This is personal analysi

# Payrolls Meet an AI Policy Shock — What Reprices First?

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CocoaGinger
·11-05 23:42
With Treasury yields, oil prices and interest rate expectations keeping markets uncertain this week, investors should carefully consider their investment strategies. Market conditions can change quickly, so it is important to balance risk and opportunity rather than focus on short-term gains.
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Hui ting
·11-06 01:31
就DJDJDJDJDJDJ小姐姐大家都記得記得
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DQS4288
·11-06 01:01
Thanks for sharing. Very informative
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GlennOngkk
·11-06 00:22
Thanks for sharing. [Like] [Like]
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Very informative","text":"Thanks for sharing. Very informative","html":"Thanks for sharing. Very informative","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":626147935527400,"commentId":"626147935527400","gmtCreate":1793895734347,"gmtModify":1793896045368,"authorId":3582700689406880,"author":{"id":3582700689406880,"idStr":"3582700689406880","authorId":3582700689406880,"name":"GlennOngkk","avatar":"https://static.tigerbbs.com/3bf70df1bc0ec21bcb5c4dc4c5eb7436","vip":1,"currentWearingBadge":{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.11","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectEnabled":0,"wearingSort":0},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[{"categoryType":1102,"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0}]},"repliedAuthorId":0,"objectId":626079225282984,"objectIdStr":"626079225282984","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Thanks for sharing. [Like] [Like]","text":"Thanks for sharing. [Like] [Like]","html":"Thanks for sharing. [Like] [Like]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}