The Fed's March FOMC focus:First, the economic forecast and dot plot.The market wants to know if officials are revising growth, inflation and unemployment up or down, and what changes in the number of rate cuts this year, which can judge the committee's stance preference.Currently, the market is pricing in the expectation of two rate cuts by the end of 2025, and it would be best for the market if it remained unchanged.The problem, however, is that the market's interpretation could be "negative" - an increase in the number of cuts could be perceived as heightening concerns about the economy; a decrease in the number of cuts could be seen as "hawkish", with fears of making theThe future of the economy worse, how to look at it is not favorable.The second is Powell's press conference.Investors

$Intel(INTC)$ announced Lip-Bu Tan to take over as the new CEO, the entire Chinese circle can not restrain the excitement, after all, $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Broadcom(AVGO)$ are now Chinese CEOs. Lip-Bu Tans background, qualifications, but also fully worthy of the current position, because he was previously a director of Intel, but because of the concept of different in August 24 resigned from the post.Why the market for think Lip-Bu Tan really can change Intel?The main reason for the board's resignation was dissatisfaction with the organization's structure and "conservative and outdated" corporate c

Core EventsFor the third day in a row, Musk blasted the "consortium's manipulation of the anti-Tesla movement," naming ActBlue, the fundraising platform behind Soros, LinkedIn founder Hoffman and others, and accusing it of funding recent violent protests such as arson at Tesla stores around the world and vandalism of charging piles through five organizations. $Tesla Motors(TSLA)$ Hoffman, of course, was not to be outdone: "Instead of framing conspiracy theories, let's reflect on ourselves."Ex-Soros was a significant investor in Tesla, but liquidated his position at the end of 2022 after a fall in the share price caused him to lose a lot of money;Soros is an important Jewish supporter, very ←, while Musk is currently very →Musk slammed Soros as "Ma

The three charts below show fund flows in the U.S. equity markets:Mutual funds and ETFs raised in January 2025 are the weakest performers since August 2024Investor demand for equity funds has weakened significantly;Instead, actively managed ETFs have seen increased inflows and the trend is strengthening (monthly inflows into active ETFs are at an all-time high, occurring six times in 2024)Ultra-short-term bonds (cash substitutes) are performing very strongly.All of these indicators point to one thing: Investors feel that it is not cost-effective to hold long US stocks (beta trading) at the moment and are trying to find other sources of alpha.As a result, holding cash (money funds) have all become a source of market-leading alpha.The Hong Kong equity side has also just entered an awkward pe

$Palantir Technologies Inc.(PLTR)$ 24Q4 Institutional Investors’ position change.

$NVIDIA (NVDA)$ Chinese self-driving startup WeRide was featured in a recently filed 13F, owning roughly 1.7 million shares of WeRide, and for a time bringing High on the latter as well.But there are some details worth noting:This part of the investment has a 180-day lock-up period, and NVIDIA can't sell these shares before the end of the lock-up period;Not newly purchased shares, but previously held shares, and according to the 13F, this portion of the investment was not an investment decision made by NVIDIA itself, but by a trio of organizations;NVIDIA was an early investor in WeRide's Pre-A round of financing, having made the investment back in 2017 as part of a $52 million financing led through Qiming Venture Partners Qiming Venture Partners V, L

$Goldman Sachs (GS)$ has been publishing its views a bit more intensively lately, and it has also generated discussionBut to summarize, several big banks $ Bank of America (BAC)$ $ JPMorgan Chase (JPM)$ $ Morgan Stanley (MS)$ and others have similar views recently:Bullish on this wave of China asset revaluation brought about by Deepseek, with AI-related assets shifting from negative to positive valuationsMay encounter retracement resistance in the short term, but not a bad buying opportunity;Hong Kong and A are not progressing in the same way, A-share valuation is relatively a bit higher, and Hong Kong stocks and Chinese companies are mor

$AppLovin Corporation(APP)$ Q4 revenue & profit are STRONG BEAT: ad revenue of $1 billion (e-commerce may reach 10%), EBITDA margin of 61.8% exceeded expectations.Axon 2.0 technology moat, currently in the ad loading efficiency & accuracy crushed competitors, in the game advertising market is the absolute leader, customer acquisition market share of more than 30% (+10pct year-on-year);The e-commerce track became the second curve, a major factor is Chinese cross-border sellers wildly buying volume.The largest e-commerce customer's budget in 2025 skyrocketed 6 times, and the platform's e-commerce budget accounted for nearly 10%, crushing TikTok and pushing Google;Controversy point 1: Previously Lauren Balik short APP, the main point of conten