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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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The Trade Desk (TTD) Overnight 16% ‼️
✅ 因 S&P Dow Jones 宣布：
TTD 将于 7 月 18 日正式纳入 S&P 500 指数，取代即将被 Synopsys 收购的 ANSYS (ANSS)。
一旦纳入 S&P 500，大量指数基金将被动买入，形成强大买盘！
🗓️ 生效时间：7 月 18 日（周五开盘前）
💸 钱从哪来 ❓❓❓
🇺🇸 美国 2025 年至今关税收入高达 1130 亿美元 ‼️
▶️ 投资 MP Materials 稀土：约 4 亿美元
▶️ 冲 AI 和能源：重砸 90 亿美元（约 RM4230 亿）
美国还在疯狂开水喉中！风口来了就要冲！没人知道涨多久，但赚钱机会不等人。行情来了别犹豫 ♨️
"Nvidia to resume H20 chip sales in China, announces new processor"
https://www.investing.com/news/stock-market-news/nvidia-to-resume-h20-chip-sales-in-china-announces-new-processor-4134587
Among those slated to participate are BlackRock’s Larry Fink, Palantir Technologies’ Alex Karp, Anthropic’s Dario Amodei, Exxon Mobil’s Darren Woods and Chevron’s Mike Wirth, the official said.
Google, xAI, Anthropic, and OpenAI each receive $200 million contracts from Department of Defense - Sherwood News
https://sherwood.news/tech/google-xai-anthropic-and-openai-each-receive-usd200-million-contracts-from/
Trump to unveil $90 billion in US AI and energy investments | The Straits Times
https://www.straitstimes.com/world/united-states/trump-to-unveil-70-billion-in-ai-and-energy-investments-bloomberg-news-reports
The American Medical Manufacturers Association says there was no need for special treatment when domestic US manufacturers could meet the needs of the industry.
The association also raised concerns about Malaysia’s strengthening ties with BRICS, the grouping of emerging economies. Malaysia was accepted last year as one of the 13 BRICS partner countries.
