没有咖啡的吃茶店
commented on
Snap & Share at Moomoo Store for Point rewards!
The grand opening is here! 🙌
Bring your friends and family to the Moomoo Store, and snap photos of your visit to capture your exclusive offline moments! 📸
✨ Need some ideas? You could share:
-A selfie with the Moomoo Experience Store
-The lively opening-day atmosphere
-Your favorite activity or surprise inside
![]()
And don’t worry—any photo taken at the store counts!
🎁 Drop your comments, share any m...
The grand opening is here! 🙌
Bring your friends and family to the Moomoo Store, and snap photos of your visit to capture your exclusive offline moments! 📸
✨ Need some ideas? You could share:
-A selfie with the Moomoo Experience Store
-The lively opening-day atmosphere
-Your favorite activity or surprise inside
🎁 Drop your comments, share any m...
51
61
10
没有咖啡的吃茶店
liked
Dear mooers!👋
The countdown continues! In just 2 DAYS, we're making history with the Grand Opening of Australia's first-ever moomoo store.🎉
![]()
Here’s what you can experience on Grand Opening Day:
1. Free drink on us
Visit the store, take pictures and share them on social media to enjoy a drink (limited to 500 cups). First come and first serve.
2. Lucky Fortune Draw
Draw a lucky fortune note for a chance to win exciting prizes*!
3. 1 o...
The countdown continues! In just 2 DAYS, we're making history with the Grand Opening of Australia's first-ever moomoo store.🎉
1. Free drink on us
Visit the store, take pictures and share them on social media to enjoy a drink (limited to 500 cups). First come and first serve.
2. Lucky Fortune Draw
Draw a lucky fortune note for a chance to win exciting prizes*!
3. 1 o...
18
49
3
Last night, the S&P 500 plummeted by 2.7%, while the Nasdaq Composite fell by 3.6%, marking the largest single-day drop since April. The tech sector suffered heavy losses as NVIDIA, Tesla, and AMD collectively plunged.
It is important to note that these companies have been the key drivers of the U.S. stock market rally over the past year. Once they falter, it’s no surprise that they could pull the entire train off the tracks.
To put it bluntly, this rout was triggered by Trump’s statement about imposing a '100% tariff on Chinese goods,' which ignited a fuse that had long been planted.
On the surface, Trump appears to be 'retaliating' against China’s rare earth export restrictions. However, upon closer inspection, it is clear that underlying U.S. anxieties are at play.
Rare earths, though unassuming, are vital to the U.S. technology and defense industries. From missiles and radar systems to F-35 fighter jets, more than 80,000 components across 1,900 weapon systems rely on rare earth elements. More critically, 90% of these materials depend on China. Even if mining occurs in other countries, the processing still ultimately takes place in China.
The recent plunge in the U.S. stock market has hit the technology sector particularly hard. The Nasdaq's decline far exceeded that of the Dow Jones and the S&P 500, indicating that high-valuation tech stocks were the primary target of the sell-off.
The valuations of these tech giants have never been supported by profits; instead, they rely on narratives about AI concepts, autonomous driving, data centers, and other grandiose stories.
China is both their largest market and the base of their supply chains. Now, with tariff barriers on one side and export controls on the other, companies are caught in a vise. With profit expectations declining, how can stock prices not plummet?
Beautiful...
It is important to note that these companies have been the key drivers of the U.S. stock market rally over the past year. Once they falter, it’s no surprise that they could pull the entire train off the tracks.
To put it bluntly, this rout was triggered by Trump’s statement about imposing a '100% tariff on Chinese goods,' which ignited a fuse that had long been planted.
On the surface, Trump appears to be 'retaliating' against China’s rare earth export restrictions. However, upon closer inspection, it is clear that underlying U.S. anxieties are at play.
Rare earths, though unassuming, are vital to the U.S. technology and defense industries. From missiles and radar systems to F-35 fighter jets, more than 80,000 components across 1,900 weapon systems rely on rare earth elements. More critically, 90% of these materials depend on China. Even if mining occurs in other countries, the processing still ultimately takes place in China.
The recent plunge in the U.S. stock market has hit the technology sector particularly hard. The Nasdaq's decline far exceeded that of the Dow Jones and the S&P 500, indicating that high-valuation tech stocks were the primary target of the sell-off.
The valuations of these tech giants have never been supported by profits; instead, they rely on narratives about AI concepts, autonomous driving, data centers, and other grandiose stories.
China is both their largest market and the base of their supply chains. Now, with tariff barriers on one side and export controls on the other, companies are caught in a vise. With profit expectations declining, how can stock prices not plummet?
Beautiful...
Translated
10
1
Last night, the three major US stock indices closed slightly lower, while gold prices underwent a significant adjustment.
$Nasdaq Composite Index (.IXIC.US)$closed down 0.08%, $S&P 500 Index (.SPX.US)$Closing down 0.28%, $Dow Jones Industrial Average (.DJI.US)$Closing down 0.52%
$XAU/USD (XAUUSD.CFD)$Prices plunged late at night, breaking below the $4,000 mark.
1. U.S. technology stocks face bubble risks.
The Bank of England released a 'Record of the Financial Policy Committee Meeting' on October 8th, which drew widespread market attention. The record indicated that the risk of a tech stock bubble is growing and may resemble the dot-com bubble period of 2000.
This report serves as a risk warning to prevent potential shocks to the UK economy when risks occur. From the perspective of banking risk control, they consider the pessimistic impacts of various events and adopt a more cautious stance in their views on these matters.
Therefore, I personally believe there is no need to be overly concerned about a tech bubble due to this report, nor should one consider completely liquidating their U.S. stock positions.
Even during 1997-1998, when many institutions issued warnings about a potential bubble, it took another two to three years for the bubble to actually burst.
If we exit prematurely due to concerns about a potential bubble bursting in a few years, we will miss out on significant gains. Moreover, the U.S. stock market typically exhibits a pattern of slow rallies and rapid declines. If we fail to catch several key upward movements, our returns will be adversely impacted...
$Nasdaq Composite Index (.IXIC.US)$closed down 0.08%, $S&P 500 Index (.SPX.US)$Closing down 0.28%, $Dow Jones Industrial Average (.DJI.US)$Closing down 0.52%
$XAU/USD (XAUUSD.CFD)$Prices plunged late at night, breaking below the $4,000 mark.
1. U.S. technology stocks face bubble risks.
The Bank of England released a 'Record of the Financial Policy Committee Meeting' on October 8th, which drew widespread market attention. The record indicated that the risk of a tech stock bubble is growing and may resemble the dot-com bubble period of 2000.
This report serves as a risk warning to prevent potential shocks to the UK economy when risks occur. From the perspective of banking risk control, they consider the pessimistic impacts of various events and adopt a more cautious stance in their views on these matters.
Therefore, I personally believe there is no need to be overly concerned about a tech bubble due to this report, nor should one consider completely liquidating their U.S. stock positions.
Even during 1997-1998, when many institutions issued warnings about a potential bubble, it took another two to three years for the bubble to actually burst.
If we exit prematurely due to concerns about a potential bubble bursting in a few years, we will miss out on significant gains. Moreover, the U.S. stock market typically exhibits a pattern of slow rallies and rapid declines. If we fail to catch several key upward movements, our returns will be adversely impacted...
Translated
+2
7
2
没有咖啡的吃茶店
reacted to and voted
Hey Mooers!
We’re thrilled to announce the launch of our 2nd Global Paper Trading Challenge, starting on October 12(EST)/ October 13(SGT/MYT/AEST/HKT). Whether you’re in the US, Canada, Australia, New Zealand, Singapore, Malaysia, Japan, or Hong Kong, it’s your turn to shine and trade risk-free!
How it works?
Participants will practice trading U.S. stocks, ETFs, and options with a $100,000 virtual fund, aiming...
We’re thrilled to announce the launch of our 2nd Global Paper Trading Challenge, starting on October 12(EST)/ October 13(SGT/MYT/AEST/HKT). Whether you’re in the US, Canada, Australia, New Zealand, Singapore, Malaysia, Japan, or Hong Kong, it’s your turn to shine and trade risk-free!
How it works?
Participants will practice trading U.S. stocks, ETFs, and options with a $100,000 virtual fund, aiming...
1001
1160
79
When investors are willing to pay for $Dell Technologies (DELL.US)$ and $Oracle (ORCL.US)$, it is not because they are making money, but because they are spending it.
This is a typical characteristic of cycles: when an industry is considered strategically irreplaceable, capital first rewards spenders rather than producers. The resilience of AI investment cycles also stems from the temporary justification of this 'spending rationale'.
Over the past year, the flow of AI capital has taken a sharp turn.
The first phase was the software boom—large models, agents, and copilots emerged one after another, with capital focusing on models and applications.
The second phase involves hardware and cloud — NVIDIA’s H100 has sold out due to overwhelming demand. $Advanced Micro Devices (AMD.US)$ $Intel (INTC.US)$ Oracle reviving through AI cloud services.
Now we are entering the third phase: the capital loop closure—model demand → computing power investment → model performance improvement → further expansion of demand.
This is the prototype of what Altman referred to as the 'AI closed-loop economy.' The difference is that this cycle is heavier, more expensive, and faster.
Let us first explain the core logic of this cycle.The current AI investment cycle is like a self-reinforcing gear system: it starts with the massive infrastructure CapEx of technology companies, buying chips, building data centers, and training models; then these investments are transformed into products and services, stimulating demand growth; demand, in turn, drives up revenue and profits, attracting more capital influx...
This is a typical characteristic of cycles: when an industry is considered strategically irreplaceable, capital first rewards spenders rather than producers. The resilience of AI investment cycles also stems from the temporary justification of this 'spending rationale'.
Over the past year, the flow of AI capital has taken a sharp turn.
The first phase was the software boom—large models, agents, and copilots emerged one after another, with capital focusing on models and applications.
The second phase involves hardware and cloud — NVIDIA’s H100 has sold out due to overwhelming demand. $Advanced Micro Devices (AMD.US)$ $Intel (INTC.US)$ Oracle reviving through AI cloud services.
Now we are entering the third phase: the capital loop closure—model demand → computing power investment → model performance improvement → further expansion of demand.
This is the prototype of what Altman referred to as the 'AI closed-loop economy.' The difference is that this cycle is heavier, more expensive, and faster.
Let us first explain the core logic of this cycle.The current AI investment cycle is like a self-reinforcing gear system: it starts with the massive infrastructure CapEx of technology companies, buying chips, building data centers, and training models; then these investments are transformed into products and services, stimulating demand growth; demand, in turn, drives up revenue and profits, attracting more capital influx...
Translated
+1
56
3
35
First, the conclusion: one factor isthe enormous 'imaginative potential' of AI/computing power and infrastructure(NVIDIA × OpenAI, Alibaba Cloud Conference, JD.com's billion-dollar AI investment, Xiaomi’s new product receiving massive orders), and the other factor isthe real-world impact of geopolitics/policy(Trump’s new tariffs, the Supreme Court to review tariff cases). In the short term, these two forces will push and pull against each other, resulting in sporadic spikes in market performance, but also the possibility of being instantly pulled back by policy-related news.
Event Overview
Trump announces a new round of high tariffs (9/25): Starting from October, high taxes will be imposed on imports such as heavy trucks, kitchen and bathroom materials, furniture, and certain patented pharmaceuticals, targeting multiple North American and European trading partners. The Supreme Court has already scheduled to hear a case regarding the legality of these tariffs on November 5, further magnifying policy uncertainty.
→ Key market reaction: The rise in trade barriers means that highly valued multinational supply chain companies, import-dependent retail, furniture, and pharmaceutical sectors will undergo revaluation. Short-term risk aversion sentiment may resurge.
NVIDIA—OpenAI’s mega-commitment (9/22) continues to evolve: NVIDIA announced substantial support for OpenAI, including providing data center chips (media widely reports a cooperation/commitment of up to USD 100 billion and 10GW deployment), bringing the narrative of “multi-year GPU demand” into sharp focus.
NVIDIA’s investment in Intel and joint R&D (previously announced): NVIDIA invested USD 5 billion in Intel and reached a co...
Event Overview
Trump announces a new round of high tariffs (9/25): Starting from October, high taxes will be imposed on imports such as heavy trucks, kitchen and bathroom materials, furniture, and certain patented pharmaceuticals, targeting multiple North American and European trading partners. The Supreme Court has already scheduled to hear a case regarding the legality of these tariffs on November 5, further magnifying policy uncertainty.
→ Key market reaction: The rise in trade barriers means that highly valued multinational supply chain companies, import-dependent retail, furniture, and pharmaceutical sectors will undergo revaluation. Short-term risk aversion sentiment may resurge.
NVIDIA—OpenAI’s mega-commitment (9/22) continues to evolve: NVIDIA announced substantial support for OpenAI, including providing data center chips (media widely reports a cooperation/commitment of up to USD 100 billion and 10GW deployment), bringing the narrative of “multi-year GPU demand” into sharp focus.
NVIDIA’s investment in Intel and joint R&D (previously announced): NVIDIA invested USD 5 billion in Intel and reached a co...
Translated
8
2
The media has repeatedly reported on Jack Ma's recent return to $BABA-W (09988.HK)$ , and has become more active in AI and instant retail strategies, which the market perceives as a symbol of confidence. At the same time, major companies like Alibaba and $BIDU-SW (09888.HK)$ have increasingly relied on self-developed chips for model training and inference, gradually reducing their dependence on $NVIDIA (NVDA.US)$ 's reliance. Alibaba's continuous actions in AI chips and models have been widely reported, earning it the label of 'Best AI Enabler' once again in the market.
My Interpretation of Market Trends
Both the narrative and fundamentals are gaining momentum simultaneously.
The 'sentiment boost' brought by Jack Ma's return, coupled with Alibaba's advancements in AI chips/large models, cloud services, and instant retail, equates to a dual thrust of 'narrative plus performance expectations.' Markets love this: there’s both an engaging story and tangible technology. Capital naturally flows in.
Beware of two things.
First, there is short-term capital speculation, particularly rapid in-and-out trading under the AI narrative; second, the uncertainty of technology implementation—can Alibaba’s chips and models continue to narrow the gap with overseas leaders? In plain terms: behind the excitement, there is both genuine capability and speculative behavior.
Macroeconomic/liquidity-driven momentum
The recent boom in Hong Kong stocks can also be attributed to policy support and an improved liquidity environment. Market expectations of ample liquidity and potential interest rate cuts are further amplifying the rally in technology stocks.
Would you firmly choose Alibaba? My position recommendations
Long term (3 years or more): Can serve as a core...
My Interpretation of Market Trends
Both the narrative and fundamentals are gaining momentum simultaneously.
The 'sentiment boost' brought by Jack Ma's return, coupled with Alibaba's advancements in AI chips/large models, cloud services, and instant retail, equates to a dual thrust of 'narrative plus performance expectations.' Markets love this: there’s both an engaging story and tangible technology. Capital naturally flows in.
Beware of two things.
First, there is short-term capital speculation, particularly rapid in-and-out trading under the AI narrative; second, the uncertainty of technology implementation—can Alibaba’s chips and models continue to narrow the gap with overseas leaders? In plain terms: behind the excitement, there is both genuine capability and speculative behavior.
Macroeconomic/liquidity-driven momentum
The recent boom in Hong Kong stocks can also be attributed to policy support and an improved liquidity environment. Market expectations of ample liquidity and potential interest rate cuts are further amplifying the rally in technology stocks.
Would you firmly choose Alibaba? My position recommendations
Long term (3 years or more): Can serve as a core...
Translated
5
Today’s focus in the US stock market, without a doubt, is entirely on the 'mega-merger' in the semiconductor industry. NVIDIA announced a deal worth USD 50 billionwith Intel, as the two giants join hands to develop customized data center and personal computing chips.
In simple terms, this is a collaboration between the 'dominant force in GPUs' and "The King of CPUs" have joined forces. In the past, one focused on GPU computing power, and the other on processor cores; now, their combined research and development efforts have significantly elevated the strategic landscape.
The market reaction has been intense:
$Intel (INTC.US)$ surged nearly 30% during trading, appearing to stage a full recovery.
$NVIDIA (NVDA.US)$ also surged by 3.5%, marking a solid double win of 'investment gains + rising market'.
More dramatically, reports previously revealed thatTrump acquired a 10% stake in Intel,adding another layer of political intrigue to the event. The market began speculating: Is Intel being positioned as the core of the 'U.S. national chip team' for the future?
Train of thought：
INTCThe short-term surge has been too steep, posing high risks for those chasing the uptrend. A more prudent strategy is to wait for a pullback to confirm support before considering buying at lower levels.
NVDAAs the AI leader, its position remains unshaken. Short-term fluctuations are not a concern; a pullback presents a good opportunity to accumulate shares.
In the long term, with the backing of NVIDIA, Intel, and political support, the semiconductor industry may enter a new phase of 'alliances,' potentially accelerating capital concentration in leading players.
Other popular stocks
$Tesla (TSLA.US)$ It surged in early trading but was pushed back by the close, ending down nearly...
In simple terms, this is a collaboration between the 'dominant force in GPUs' and "The King of CPUs" have joined forces. In the past, one focused on GPU computing power, and the other on processor cores; now, their combined research and development efforts have significantly elevated the strategic landscape.
The market reaction has been intense:
$Intel (INTC.US)$ surged nearly 30% during trading, appearing to stage a full recovery.
$NVIDIA (NVDA.US)$ also surged by 3.5%, marking a solid double win of 'investment gains + rising market'.
More dramatically, reports previously revealed thatTrump acquired a 10% stake in Intel,adding another layer of political intrigue to the event. The market began speculating: Is Intel being positioned as the core of the 'U.S. national chip team' for the future?
Train of thought：
INTCThe short-term surge has been too steep, posing high risks for those chasing the uptrend. A more prudent strategy is to wait for a pullback to confirm support before considering buying at lower levels.
NVDAAs the AI leader, its position remains unshaken. Short-term fluctuations are not a concern; a pullback presents a good opportunity to accumulate shares.
In the long term, with the backing of NVIDIA, Intel, and political support, the semiconductor industry may enter a new phase of 'alliances,' potentially accelerating capital concentration in leading players.
Other popular stocks
$Tesla (TSLA.US)$ It surged in early trading but was pushed back by the close, ending down nearly...
Translated
4
1
没有咖啡的吃茶店
commented on
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)
没有咖啡的吃茶店 : The opening day perks are awesome! Snagged a really cute free gift for being one of the first customers. So worth coming early!