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欢迎加入 【Macro Alpha Analytics】 ⚖️ 法律声明 : 📌 分享性质： 本群所有观点纯属个人意见分享，不构成买卖建议 (No Buy/Sell Recommendation)。 📌 专业咨询： 在做出任何投资决定前，请务必咨询专业持牌理财顾问或您的股票经纪。 📌 责任豁免： 阁下须对自身的财务决策负全责。本群不对任何投资亏损、交易风险或决策后果承担任何法律责任。 ⚠️ 风险提示： 市场波动无常，投资需根据自身财务承受能力审慎操作。
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🔹 Teradyne’s sh price -17% overnight on weaker outlook; Potentially negative read-through for UWC MK
Teradyne’s stock plummeted after the automated test equipment (ATE) manufacture revised its guidance lower. In a presentation ahead of its Investor Day, the company explained that it sees short-term volatility "mainly in SemiTest business," as well as new uncertainty around tariffs and trade restrictions. It added it doesn’t expect cancellations, "but some push outs and capital reviews." Link to news here. This could have a negative read-through to contract manufacturer UWC MK (OW, PT: RM3.55), with Teradyne being one of the group’s key customer. UWC will be reporting this week.
Link:
https://www.investopedia.com/teradyne-stock-plunges-as-firm-warns-about-tariffs-trade-restrictions-11694670
Wells Fargo Says Nvidia's Drop Is a 'Golden Opportunity'-Here's What to Watch at GTC
https://finance.yahoo.com/news/wells-fargo-says-nvidias-drop-203400294.html
股友们早安 ☺️
在平静的日子里做好准备和积累，才能在暴风雨来袭时拥有从容与安全 ✅
🌈心态平和，允许一切发生
亦舒曾说：“生活给我蜜糖，我就安享蜜糖； 生活给我苦难，我就披jia上阵。”
The group's board includes Apple CEO Tim Cook, JPMorgan Chase CEO Jamie Dimon, GM CEO Mary Barra and Walmart CEO Doug McMillon.
Trump's Business Roundtable meeting comes as stocks slide
https://www.cnbc.com/2025/03/11/trump-business-roundtable-ceos-stock-market.html
美国众议院批准临时开支草案，以避免政府“关门”，将移交给参议院表决
周二（3月11日），美国众议院共和党成员们批准（以217票赞成、213票反对）临时开支草案，希望能帮助避免特朗普政府在周六停摆，这份草案将被移交给参议院讨论和表决。根据这份草案，美国政府可以有资金持续运作至2025年9月30日，也就是当前财年的最后一天。
特朗普在Truth Social上发表的一篇文章中写道：“明天早上我将购买一辆全新的特斯拉，以表示对埃隆·马斯克（Elon Musk）的信心和支持，他是一位真正伟大的美国人。”
特斯拉周二收涨近 4% ，也是美股成交额第一名。
第2名英伟达收高1.66%，成交383.23亿美元。英伟达一年一度的GTC大会将于3月17日至21日召开，本届GTC将聚焦新一代AI芯片架构、多模态大模型优化、数字孪生与机器人技术三大主线，黄仁勋届时将发表主题演讲🔥
乌接受同俄停火30天提议 美国恢复对乌援助 - 8world
https://www.8world.com/world/us-resume-security-support-to-ukraine-as-kyiv-ready-to-accept-ceasefire-proposal-2729851
Ukraine Accepts US-Brokered Ceasefire Plan in Exchange for Aid
https://www.bloomberg.com/news/articles/2025-03-11/ukraine-ready-to-accept-us-proposal-for-30-day-truce
More from Trump on markets and the economy:
Trump on Selloff: Some People Will Make Great Deals
Trump on Market Concerns: Nope, Doesn’t Concern Me
Trump: I Don’t See A Recession at All
"Musk Says Tesla Is Going To Double Vehicle Output In The United States In The Next Two Years"
https://www.investing.com/news/pro/musk-says-tesla-is-going-to-double-vehicle-output-in-the-united-states-in-the-next-two-years-432SI-3921804
"Canada suspends 25% hike on electricity exports to US after 'productive' talks"
https://www.investing.com/news/economy/canada-suspends-25-hike-on-electricity-exports-to-us-after-productive-talks-3921819
Anwar receives courtesy call from US ambassador
https://theedgemalaysia.com/node/747610
