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On the eve of Nvidia's earnings report, options traders are preparing for a deeper pullback.

On the eve of Nvidia's earnings report, options traders are preparing for a deeper pullback.

``` Market expectations for Nvidia's earnings are shifting into caution over downside risks. The latest signals from the options market indicate that while investors chase gains, they are also heavily buying protective positions. This rare parallel pattern suggests market volatility may significantly increase. Nvidia will release its earnings after

Bank of America fund manager survey: If U.S. Treasuries experience significant volatility, the 30-year yield may rise above 6%; "second wave inflation" becomes the biggest tail risk.

Bank of America fund manager survey: If U.S. Treasuries experience significant volatility, the 30-year yield may rise above 6%; "second wave inflation" becomes the biggest tail risk.

``` The Bank of America Global Fund Manager Survey for May shows that the proportion of investors overweighting U.S. equities has soared to a record high, and more than 60% of respondents bet that the yield on 30-year U.S. Treasury bonds will break above 6%. This reveals a situation

50-year strongest bull market! Citi: Aluminum prices to reach 4,000 within 3 months, over 5,000 dollars next year

50-year strongest bull market! Citi: Aluminum prices to reach 4,000 within 3 months, over 5,000 dollars next year

``` The global aluminum market is experiencing the most intense supply shock in half a century, with top Wall Street investment banks issuing clear bullish signals one after another. According to a report released by Citi on May 18, supply disruptions caused by Middle East conflicts, combined with a structural production

After the key 5% threshold for the 30-year US Treasury yield was breached, Wall Street is divided: enter the market or wait and see?

After the key 5% threshold for the 30-year US Treasury yield was breached, Wall Street is divided: enter the market or wait and see?

U.S. long-term Treasuries are experiencing another round of aggressive sell-offs, with the 30-year yield climbing past 5% and reaching 5.14%, approaching the highest level since 2007. Global bond investors are now facing an unusual public disagreement: Should they lock in high yields now, or continue to wait for

From "Data Fees" to "Token Fees": Which of the Three Major Telecom Operators Is the Biggest AI Winner?

From "Data Fees" to "Token Fees": Which of the Three Major Telecom Operators Is the Biggest AI Winner?

``` The stock prices of the three major telecom operators have collectively surged for two consecutive days. The intensive rollout of Token packages is reshaping the valuation logic of this sector—narratives of the telecom industry transitioning from a traffic economy to a Token economy are being rapidly priced in by

U.S. Treasury bulls collectively surrender: CTAs, asset managers, and Japanese funds withdraw simultaneously, an even bigger storm is brewing!

U.S. Treasury bulls collectively surrender: CTAs, asset managers, and Japanese funds withdraw simultaneously, an even bigger storm is brewing!

``` The U.S. Treasury market is experiencing a rare rout among bullish positions. On May 19, according to Chasewind Trading Desk, BofA's latest research report stated that bullish positions on the U.S. Treasury yield curve have completely capitulated, leaving only a small amount of out-of-the-money (OTM) residual

Lisa Su gives a speech in Shanghai: Predicts 5 billion people will use AI daily within 5 years, Chinese developers are indispensable

Lisa Su gives a speech in Shanghai: Predicts 5 billion people will use AI daily within 5 years, Chinese developers are indispensable

AMD chip giant CEO Lisa Su has been intensively sending positive signals this week in both Beijing and Shanghai. On May 19, Lisa Su delivered the keynote speech at the AMD AI Developer Day held in Shanghai. She pointed out that China possesses "the world's most dynamic