️Macro Alpha Analytics🫆

China tells tech firms to stop buying Nvidia's AI chips, FT reports | Reuters https://www.reuters.com/markets/emerging/china-tells-tech-firms-stop-buying-nvidias-ai-chips-ft-reports-2025-09-17/

🌎 恒生科技刷新近4年新高 #百度狂涨15%收盘！ 港股高开高走， #恒指涨1.78%。科技股全线领跑，#阿里 涨超5%，中芯涨超7%，宁德时代涨超5%，股价齐创新高📈

Alibaba Opens 2.7% Higher, Shares Hit Nearly 4-Year High; Market Cap Back Above HK$3 Trillion

UK and US agree $42 billion tech pact to mark Trump's visit https://finance.yahoo.com/news/uk-us-agree-42-billion-213452213.html

Trump extends TikTok deadline after reaching framework deal with China https://www.cnbc.com/2025/09/16/trump-extends-tiktok-deadline-framework-deal-china.html

Bloomberg: US in Talks to Set Up $5 Billion Fund for Critical Mineral Deals

UBS analysts upgraded NIO (NIO) from Neutral to Buy with a price target of $8.50 (from $6.20). The analysts comment "We upgrade Nio from Neutral to Buy, as the company’s latest products could further attract consumers after the US$1bn equity offerings strengthened visibility on its healthy operations. We expect Nio to hold net cash of Rmb21bn by end-2025 and achieve FCF breakeven in 2026. With upward consensus revisions to its revenue and bottom-line estimates, Nio’s valuation discount with its closest peer XPeng should also narrow, in our view. We raise our price target from US$6.20 to US$8.50, based on 1.0x 2026E P/S."

Jack Ma Returns to ‘Make Alibaba Great Again’ https://www.bloomberg.com/news/videos/2025-09-16/jack-ma-returns-to-make-alibaba-great-again-video

Oracle Stock Jumps as US and China Agree to Preliminary TikTok Deal | MarketScreener https://www.marketscreener.com/news/oracle-stock-jumps-as-us-and-china-agree-to-preliminary-tiktok-deal-ce7d58dad08cf625

Japan's benchmark Nikkei 225 breaches 45,000 mark to hit a fresh high https://www.cnbc.com/2025/09/16/asia-stocks-poised-to-climb-after-trump-says-us-china-trade-negotiations-progressing-well.html

SEC SAYS IT IS 'PRIORITIZING' TRUMP'S PROPOSAL TO END QUARTERLY EARNINGS REPORTS AFTER HIS REQUEST