️Macro Alpha Analytics🫆

China: Nvidia violated anti-monopoly law, will continue investigation https://www.cnbc.com/2025/09/15/china-nvidia-violated-anti-monopoly-law-will-continue-investigation.html

📈 新加坡股市创高点，推出新指数拓宽市场关注 💯 经历市场低迷后，新加坡股市重现活力 🔥海峡时报指数（STI）于9月12日收报 4,375 点，创下历史新高，过去五个月累计反弹 29% ♨️ 同日，金管局副主席兼国家发展部长徐芳达宣布，拟推出全新股票指数，以追踪不在 STI 成分股内的公司。该指数旨在反映这些企业在业务转型、公司治理与资本管理等方面的进展。 近年来，随着资金持续流入“避险”的新加坡，财富管理市场显著扩大。在利率预期下行的背景下，部分资金正转向股市寻求更高回报，这一举措有望为非银行及非大型财团的公司带来更多市场关注 ✅

"我想会有大幅下调” 特朗普周日在返回华盛顿途中对记者说:“现在降息时机完美。”

OV : $ 402.36

🔥美股狂飙进入历史级行情大牛市！ 自1975年以来，标普500在短短5个月飙升 30%以上 的情况仅出现过6次，2025年就是其中之一 🌈 历史数据告诉我们：100% 的概率 ： 在这种大涨后，标普500在接下来的6个月和12个月都会继续收高。 平均来看，未来12个月还能再涨 +18.1%！ 📈 更劲爆的是：美联储即将开启降息周期，正好撞上AI革命！ 本周，市场或将正式开启全新时代 ☄

South Korean shares hit record high as tax hike plan scrapped | The Star https://www.thestar.com.my/business/business-news/2025/09/15/south-korean-shares-hit-record-high-as-tax-hike-plan-scrapped

Investing.com-- Most Asian share markets were steady on Monday after strong gains last week, with South Korea touching fresh record highs and China holding near decade peaks Blue-chip Chinese stocks led gains amid choppy trades, as tech stocks extended their rally, tracking Wall Street’s renewed optimism around AI. The Shanghai Composite index inched up 0.1%, hovering just below 10-year highs, while the Shanghai Shenzhen CSI 300 jumped nearly 1%, remaining near an over-three-year high. Hong Kong’s Hang Seng Index rose 0.5%, staying close to a four-year peak. Meanwhile, China and the U.S. opened high-level trade talks in Madrid on Sunday, covering tariffs, export controls and digital economy disputes. The discussions followed a 90-day truce agreed in July. South Korea’s KOSPI rose as much as 0.6% to a fresh record peak of 3,420.23 points on Monday, led by semiconductor giants SK Hynix Inc (KS:000660) and Samsung Electronics (KS:005930). Investors also welcomed government signals of market reforms, including the postponement of proposed capital gains tax changes.

"UnitedHealth sought to meet with Trump, WSJ reports" https://www.investing.com/news/stock-market-news/unitedhealth-sought-to-meet-trump-wsj-reports-4237820

🚨 超级央行周来袭！ 美联储降息几成定局？日、英、加央行接力登场。全市场屏息以待！

英美下周将签署“突破性”科技协议，涵盖 AI 与量子计算 等前沿领域

🚨标普500指数首度突破6600点🔥 标普500首次站上 6600点，短短五个月劲升 36%，写下美股传奇纪录，最强劲的牛市 🚀

（来源：网易科技）美东时间12日周五，特斯拉股价高开高走，收...https://cj.sina.cn/article/normal_detail?u=https%3A%2F%2Ffinance.sina.com.cn%2Fstock%2Ft%2F2025-09-13%2Fdoc-infqhuet7031949.shtml