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News

NewsNews Flash

News

JPMorgan Chase raised its price target for Estée Lauder from $94 to $112.

News Flash20-08 03:01From XTrend Speed
JPMorgan Chase raised its price target for Estée Lauder from $94 to $112.

GFZ (German Center for Geosciences): A 5.84-magnitude earthquake has struck the Flores region of Indonesia.

News Flash20-08 02:54From XTrend Speed
GFZ (German Center for Geosciences): A 5.84-magnitude earthquake has struck the Flores region of Indonesia.

JPMorgan's market intelligence team believes that as AI computing power demand continues to expand, the shipment capacity of AI chips such as NVIDIA GPUs and Google TPUs may become increasingly constrained by HBM and memory supply in the coming years. The material cites a recent statement from Micron, stating that even at current memory prices, customer demand significantly exceeds supply, with manufacturers often only able to meet less than half of the demand. This constraint will also strengthen long-term procurement relationships with large AI companies. SK Hynix, Samsung, and Micron control limited HBM capacity allocations; if customers like NVIDIA and Google prematurely withdraw from long-term procurement agreements, they may face lower supply priority during the next round of capacity shortages. For AI chip manufacturers, the amount of HBM quota they receive is directly impacting the final delivery volume of GPUs and TPUs.

News Flash20-08 02:52From XTrend Speed
JPMorgan's market intelligence team believes that as AI computing power demand continues to expand, the shipment capacity of AI chips such as NVIDIA GPUs and Google TPUs may become increasingly constrained by HBM and memory supply in the coming years. The material cites a recent statement from Micron, stating that even at current memory prices, customer demand significantly exceeds supply, with manufacturers often only able to meet less than half of the demand. This constraint will also strengthen long-term procurement relationships with large AI companies. SK Hynix, Samsung, and Micron control limited HBM capacity allocations; if customers like NVIDIA and Google prematurely withdraw from long-term procurement agreements, they may face lower supply priority during the next round of capacity shortages. For AI chip manufacturers, the amount of HBM quota they receive is directly impacting the final delivery volume of GPUs and TPUs.

Goldman Sachs' trading desk points out that the internal structure of the US stock momentum factor is undergoing significant changes. The report states that the overlap between 12-month winners and 3-month winners has fallen to a multi-year low, while the overlap between 12-month winners and 3-month losers is nearing a high level, causing the 3-month momentum portfolio to begin deviating significantly from the 12-month momentum portfolio. This change is already reflected in sector weighting. Software currently has the largest weighting on the 3-month momentum bullish side and also the largest weighting on the 12-month momentum bearish side. On the same trading day, semiconductors fell by about 6.5%, while software rose by about 1%, indicating that market sentiment regarding "who the new winners are" within the technology sector is changing.

News Flash20-08 02:34From XTrend Speed
Goldman Sachs' trading desk points out that the internal structure of the US stock momentum factor is undergoing significant changes. The report states that the overlap between 12-month winners and 3-month winners has fallen to a multi-year low, while the overlap between 12-month winners and 3-month losers is nearing a high level, causing the 3-month momentum portfolio to begin deviating significantly from the 12-month momentum portfolio. This change is already reflected in sector weighting. Software currently has the largest weighting on the 3-month momentum bullish side and also the largest weighting on the 12-month momentum bearish side. On the same trading day, semiconductors fell by about 6.5%, while software rose by about 1%, indicating that market sentiment regarding "who the new winners are" within the technology sector is changing.

The European-Mediterranean Seismological Centre reports a 4.2-magnitude earthquake in Chiapas, Mexico.

News Flash20-08 02:30From XTrend Speed
The European-Mediterranean Seismological Centre reports a 4.2-magnitude earthquake in Chiapas, Mexico.

According to Reuters, shipping data in the Strait of Hormuz shows that the geopolitical stalemate between the United States and Iran has not improved.

News Flash20-08 02:29From XTrend Speed
According to Reuters, shipping data in the Strait of Hormuz shows that the geopolitical stalemate between the United States and Iran has not improved.

Hong Kong-listed new energy vehicle stocks rose, with NIO-SW (09866.HK) and Li Auto (02015.HK) up more than 5%, XPeng Group (09868.HK) up 3.7%, Xiaomi Group (01810.HK) up 3.6%, and Leapmotor (09863.HK) up 3.2%.

News Flash20-08 01:46From XTrend Speed
Hong Kong-listed new energy vehicle stocks rose, with NIO-SW (09866.HK) and Li Auto (02015.HK) up more than 5%, XPeng Group (09868.HK) up 3.7%, Xiaomi Group (01810.HK) up 3.6%, and Leapmotor (09863.HK) up 3.2%.

The yield on Japan's 40-year government bonds fell 9.5 basis points to 4.055%.

News Flash20-08 01:40From XTrend Speed
The yield on Japan's 40-year government bonds fell 9.5 basis points to 4.055%.

In its review of the previous day's tech stock pullback, JPMorgan Chase suggested that the market attempted to attribute the decline to rising long-term yields and AI funding pressures. However, the trading floor observed a low-volume, catalyst-lacking momentum reversal following earnings season. Stock traders described the day's fund flow activity as only "3/10," noting that while there was some localized risk mitigation in the semiconductor sector, the scale was limited. Furthermore, the team's overall positioning indicator remained at approximately the 40th percentile, indicating a neutral level. Even after the pullback, the Philadelphia Semiconductor ETF was still about 18% higher than its July low. Therefore, a tactical bullish outlook was maintained, with the view that there was room for further corporate buybacks, retail investors, and systemic funds to increase their positions or leverage.

News Flash20-08 01:37From XTrend Speed
In its review of the previous day's tech stock pullback, JPMorgan Chase suggested that the market attempted to attribute the decline to rising long-term yields and AI funding pressures. However, the trading floor observed a low-volume, catalyst-lacking momentum reversal following earnings season. Stock traders described the day's fund flow activity as only "3/10," noting that while there was some localized risk mitigation in the semiconductor sector, the scale was limited. Furthermore, the team's overall positioning indicator remained at approximately the 40th percentile, indicating a neutral level. Even after the pullback, the Philadelphia Semiconductor ETF was still about 18% higher than its July low. Therefore, a tactical bullish outlook was maintained, with the view that there was room for further corporate buybacks, retail investors, and systemic funds to increase their positions or leverage.

Australia's part-time employment fell by 32,200 in July, compared to 47,000 in the previous month.

News Flash20-08 01:30From XTrend Speed
Australia's part-time employment fell by 32,200 in July, compared to 47,000 in the previous month.

Australia's seasonally adjusted labor force participation rate in July was 66.9%, below the expected 66.90% and the previous reading of 67.00%.

News Flash20-08 01:30From XTrend Speed
Australia's seasonally adjusted labor force participation rate in July was 66.9%, below the expected 66.90% and the previous reading of 67.00%.

Australia's employment fell by 15,800 in July, compared to a forecast of 15,000 and a previous reading of 76,300.

News Flash20-08 01:30From XTrend Speed
Australia's employment fell by 15,800 in July, compared to a forecast of 15,000 and a previous reading of 76,300.

Australia's seasonally adjusted unemployment rate in July was 4.5%, compared to a forecast of 4.40% and a previous reading of 4.40%.

News Flash20-08 01:30From XTrend Speed
Australia's seasonally adjusted unemployment rate in July was 4.5%, compared to a forecast of 4.40% and a previous reading of 4.40%.

Australia's full-time employment increased by 16,300 in July, compared with 29,300 in the previous month.

News Flash20-08 01:30From XTrend Speed
Australia's full-time employment increased by 16,300 in July, compared with 29,300 in the previous month.

The Hang Seng China Enterprises Index (HSI) opened 284.01 points higher, or 1.11%, at 25779.08 on Thursday, August 20th. The Hang Seng Tech Index opened 79.12 points higher, or 1.69%, at 4761.17 on Thursday, August 20th. The Hang Seng China Enterprises Index (HSCEI) opened 107.87 points higher, or 1.27%, at 8579.08 on Thursday, August 20th. The Hang Seng Red Chip Index (HSC) opened 50.21 points higher, or 1.21%, at 4203.42 on Thursday, August 20th.

News Flash20-08 01:20From XTrend Speed
The Hang Seng China Enterprises Index (HSI) opened 284.01 points higher, or 1.11%, at 25779.08 on Thursday, August 20th. The Hang Seng Tech Index opened 79.12 points higher, or 1.69%, at 4761.17 on Thursday, August 20th. The Hang Seng China Enterprises Index (HSCEI) opened 107.87 points higher, or 1.27%, at 8579.08 on Thursday, August 20th. The Hang Seng Red Chip Index (HSC) opened 50.21 points higher, or 1.21%, at 4203.42 on Thursday, August 20th.

Hong Kong stocks opened higher, with the Hang Seng Index up 1.11% and the Tech Index up 1.69%. Biopharmaceutical and gold stocks opened higher, with WuXi Biologics (02269.HK) up 7.5%, Zijin Mining International (02259.HK) up 8.8%, and Laopu Gold (06181.HK) up 6.8%.

News Flash20-08 01:20From XTrend Speed
Hong Kong stocks opened higher, with the Hang Seng Index up 1.11% and the Tech Index up 1.69%. Biopharmaceutical and gold stocks opened higher, with WuXi Biologics (02269.HK) up 7.5%, Zijin Mining International (02259.HK) up 8.8%, and Laopu Gold (06181.HK) up 6.8%.

Australia's seasonally adjusted unemployment rate for July is due in ten minutes.

News Flash20-08 01:20From XTrend Speed
Australia's seasonally adjusted unemployment rate for July is due in ten minutes.

Polish military: In light of Russia's airstrikes on Ukraine, Poland has launched a preventative military air operation.

News Flash20-08 01:18From XTrend Speed
Polish military: In light of Russia's airstrikes on Ukraine, Poland has launched a preventative military air operation.

The yield on Japan's 5-year government bond fell 2.5 basis points to 2.095%.

News Flash20-08 01:10From XTrend Speed
The yield on Japan's 5-year government bond fell 2.5 basis points to 2.095%.

The yield on Japan's 30-year government bonds fell 9.5 basis points to 3.985%.

News Flash20-08 00:35From XTrend Speed
The yield on Japan's 30-year government bonds fell 9.5 basis points to 3.985%.