Federal Reserve

Semiconductor Game, Divergence in US Stocks, and Adjustments in A-shares! Global Markets in a Turbulent Autumn, Key Risk Points Not to Be Ignored

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Semiconductor Game, Divergence in US Stocks, and Adjustments in A-shares! Global Markets in a Turbulent Autumn, Key Risk Points Not to Be Ignored

In mid to late November, global markets are experiencing a complex moment intertwined with multiple events: there has been phased progress in the negotiations between China and the Netherlands regarding Nexperia, NVIDIA’s earnings report is impressive but cannot hide the divergence in tech stocks, A-shares are facing a broad decline, and the divergence in the … Read more

Analysis of the Main Reasons for the Decline in Technology Sectors such as Storage Chips and CPO (Optical Modules)

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Observation Dimension Core Situation Main Reason Analysis 📊 Overall Market Performance All three major stock indices fell collectively, with the Shanghai Composite Index falling below 4000 points, and the ChiNext and STAR Market indices experiencing significant declines. Due to the sharp decline in US tech stocks and the reduction in expectations for Federal Reserve interest … Read more

On the Eve of the Federal Reserve’s Rate Cut, Major Players Frenziedly Buy Semiconductors and Sell Computers! Structural Market Trends Intensify in A-shares

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On the Eve of the Federal Reserve's Rate Cut, Major Players Frenziedly Buy Semiconductors and Sell Computers! Structural Market Trends Intensify in A-shares

The ChiNext Index surged by 1.95%, reaching a new high for the period, with the total trading volume in the two markets exceeding 2.4 trillion yuan, indicating a significant adjustment in the allocation of major funds.At 2 AM Beijing time on September 18, the Federal Reserve will announce its interest rate decision, with the market … Read more

Comparison of the Federal Reserve’s Rate Cuts and Gold Prices Over the Last 30 Years

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Comparison of the Federal Reserve's Rate Cuts and Gold Prices Over the Last 30 Years

This week, with a series of economic data released in the U.S., the non-farm payroll data has been significantly revised downwards, and discussions about economic recession have become increasingly prominent. The CME FedWatch tool shows that for the Federal Reserve’s meeting on September 18, 2025, the probability of a 25 basis point rate cut has … Read more