️Macro Alpha Analytics🫆

阿里巴巴打造新AI芯片，助力中国填补英伟达空白 - WSJ https://cn.wsj.com/articles/%E9%98%BF%E9%87%8C%E5%B7%B4%E5%B7%B4%E6%89%93%E9%80%A0%E6%96%B0ai%E8%8A%AF%E7%89%87-%E5%8A%A9%E5%8A%9B%E4%B8%AD%E5%9B%BD%E5%A1%AB%E8%A1%A5%E8%8B%B1%E4%BC%9F%E8%BE%BE%E7%A9%BA%E7%99%BD-7c8515e5

S&P 500 ends lower as Dell and Nvidia drop | Reuters https://www.reuters.com/world/us/sp-500-ends-lower-dell-nvidia-drop-2025-08-29/

Sunway unveils proposal to list healthcare unit by early 2026 https://theedgemalaysia.com/node/768719

CIMB RE 🐙™️ flash update⚡️ Google DC 🏆 ⚽️: Gamuda 1 - 0 peers 🥅 🛠️ Gamuda has secured a RM2.1b contract to build 2 hyperscale DC’s at Eco Business Park V in Puncak Alam. Details: Contract value: RM2.1bn. Projected margins: 8% 🛠️ Scope of works: - Core & shell only (including a substation and reservoir). - ⁠Contract period : 3Q25– 3Q27 - ⁠M&E awards have not been announced yet. Our quick thoughts: - this latest DC win represents Gamuda’s second Google-related mandate; and puts the group in an even stronger position to clinch several more large-scale DC mandates of about RM2bn each, including additional bids from Google. - Latest win lifts Gamuda’s outstanding orderbook to RM39.8bn (excluding burn rate), at the doorstep of the lower band of its end-2025 orderbook target of RM40-45bn. https://www.klsescreener.com/v2/announcements/view/10224625

MOF: Income from crypto activities subject to Income Tax Act 1967 https://theedgemalaysia.com/node/768702

外资撤资额破160亿！　平均每月“提款”20.2亿 | 财经 | 東方網 馬來西亞東方日報 https://www.orientaldaily.com.my/news/business/2025/08/29/757813

#Tiger Trade# Broadcom Stock Rises After Nvidia Earnings. How the Results Impact the Chip Sector Nvidia earnings are a bellwether for the chip sector and peers were mixed following the company’s earnings. An upbeat forecast for artificial-intelligence spending was being balanced against slowing... https://tigr.link/s/80C6jUa

🚨公司在 2025 财年 Q4 出现多项显著的负面发展： 1. 核心业务已陷入亏损（Core Operation Loss） ▶️ 经营层面的持续性盈利能力出现问题。 2. 现金余额骤降 ▶️ 从 RM41m 急速下滑至 RM10m，显示资金紧张。 3. 短期投资消失 ▶️ 账面上的 RM89m short-term investment 已不复存在，去向成疑。 4. 应收账款飙升 ▶️ Trade receivables 增加 RM86m，或意味着回款风险正在累积。 更值得关注的是，市场已对该股失去信心：所有投行分析员已全面停止覆盖（Cease Coverage）⚠️。这不仅代表缺乏机构研究支持，也凸显市场对公司基本面和前景的担忧。

美联储理事沃勒：预计9月将降息25个基点，未来3-6个月将继续降息 https://wallstreetcn.com/articles/3754460#from=android

"S&P 500, Dow score record high closes as Nvidia results buttress AI rally" https://www.investing.com/news/economy-news/nasdaq-futures-flat-as-nvidia-slips-on-china-market-uncertainty-4214270

辉达净利创新高 黄仁勋预警AI晶片需求下降 - 财经 - 国际财经 https://www.sinchew.com.my/news/20250828/finance/6818636