🌙 Uncle’s Late-Night Chat｜11.05
Day two of the blue wave: Hong Kong stocks celebrate, South Korea crashes—tech stocks are starting to reshuffle.
🇭🇰 Hong Kong stocks: Hang Seng Index +3.67%, Hang Seng TECH Index +5.55%, with platform stocks leading the gains.
🇰🇷 South Korea: KOSPI -5.28%, Samsung -7.57%, SK Hynix -9.46%; AI memory stocks came under pressure.
🇨🇳 A-shares: Trading volume around 2.12 trillion yuan; STAR 50 +1.68%. Solar stocks surged to their daily limits, optical modules weakened, and funds continued rotating into other sectors.
🪙 BTC: After climbing to $81,196, it returned to around $80,000. Liquidations reached about $960 million over 24 hours, with short covering clearly driving the move.
🇺🇸 U.S. stocks: Dow futures rose while Nasdaq futures fell. Qualcomm dropped nearly 10% in premarket trading after revenue from its handset business fell 26% year over year, prompting investors to reassess earnings quality.
🛢️ Oil prices rebounded and gold rose 1.9%, as markets weighed geopolitical risks alongside interest-rate expectations.
Uncle’s take: Money hasn’t left tech—it’s choosing winners anew. For platforms, watch cash flow; for memory, capital expenditure; for solar, whether policy can translate into orders.
Don’t just ask whether tech can keep rising. Ask what kind of tech the market is willing to pay for right now.
#A股 #港股 #BTC #美股超话
Day two of the blue wave: Hong Kong stocks celebrate, South Korea crashes—tech stocks are starting to reshuffle.
🇭🇰 Hong Kong stocks: Hang Seng Index +3.67%, Hang Seng TECH Index +5.55%, with platform stocks leading the gains.
🇰🇷 South Korea: KOSPI -5.28%, Samsung -7.57%, SK Hynix -9.46%; AI memory stocks came under pressure.
🇨🇳 A-shares: Trading volume around 2.12 trillion yuan; STAR 50 +1.68%. Solar stocks surged to their daily limits, optical modules weakened, and funds continued rotating into other sectors.
🪙 BTC: After climbing to $81,196, it returned to around $80,000. Liquidations reached about $960 million over 24 hours, with short covering clearly driving the move.
🇺🇸 U.S. stocks: Dow futures rose while Nasdaq futures fell. Qualcomm dropped nearly 10% in premarket trading after revenue from its handset business fell 26% year over year, prompting investors to reassess earnings quality.
🛢️ Oil prices rebounded and gold rose 1.9%, as markets weighed geopolitical risks alongside interest-rate expectations.
Uncle’s take: Money hasn’t left tech—it’s choosing winners anew. For platforms, watch cash flow; for memory, capital expenditure; for solar, whether policy can translate into orders.
Don’t just ask whether tech can keep rising. Ask what kind of tech the market is willing to pay for right now.
#A股 #港股 #BTC #美股超话
