Some large institutional investors are shifting their sights from artificial intelligence chipmaker NVIDIA to the head cryptocurrency ETF, with data showing that Millennium Management's Israel Englander reduced its stake in NVIDIA by 12.5% in the third quarter of 2024. Capula Managment's Yan Huo decreased by 27.7% in the third quarter. Meanwhile, the two high-profile billionaire investors increased their holdings in bitcoin through BlackRock IBIT, where Englander increased its IBIT holdings by 1...
Spot gold is moving up away from the low-level chip dense area, and the momentum is strong above the long-short boundary. If it fails to follow the rules, it may return to the range to oscillate; silver oscillates upward, but it does not effectively stay away from the low-level chip accumulation area... > >
January 13 news, U.S. stocks opened, the Dow fell 0.13%, the S & P 500 index fell 0.83%, the Nasdaq fell 1.35%. AI chip stocks fell, NVIDIA (NVDA. O) fell more than 4%, TSMC (TSM. N) fell nearly 4%, Broadcom (AVGO. O) fell more than 2%, Qualcomm (QCOM. O) fell 1.4%.
The 1-hour level chart of the order flow shows that gold is close to the lower edge of the chip gap, and further upward needs... Click to view the latest changes in the order flow > >
Hong Kong chip stocks collectively fell, Huahong Semiconductor (01347.HK), Semiconductor (02878.HK) fell more than 5%, SMIC (00981.HK) fell more than 4%, Hongguang Semiconductor (06908.HK) fell more than 3%, ASMPT (00522.HK) fell more than 1%.
January 7 news, U.S. stocks closed on Monday, the Dow initially closed down 0.06%, the S & P 500 index rose 0.5%, the Nasdaq rose 1.2%. Technology event CES boosted chip stocks, Micron Technology (MU. O) rose 10%, Taiwan Semiconductor Manufacturing (TSM. N) rose more than 5%, NVIDIA (NVDA. O) rose 3.4%. Bitcoin major holdings MicroStrategy (MSTR. O) rose 11.6%. Nasdaq China Golden Dragon Index closed down 1.1%, Global Data Solutions (GDS. O) rose more than 5%, and Miniso (MNSO. N) fell more than...
The 15-minute chart of the order flow shows that the peak value of gold short-term chips and the focus of long-short competition are converging, which is acting as the recent support... Click to view the latest changes in the order flow > >
Gold daily chips are separated by this level. Can the start of the new year break this deadlock? Crude oil is about to face an important decision. If these two fail to break through, this strategy can continue.
Maintaining consolidation before the golden festival, chips are distributed at multiple peaks, and they are piled up downward. The short-term market is biased towards pressure here; the US oil market is falling rapidly. Can the bullish market continue? The key is to pay attention to the gains and losses of this long-term divide > >
On December 5th, local time on December 2nd, the Biden administration introduced new semiconductor export control measures to China. The final plan involves 136 Chinese entities and 4 overseas subsidiaries of Chinese entities. The scope of control is also relatively focused, mainly for chips used in advanced artificial intelligence, and the control targets are mainly manufacturers of such chips. At the same time, another trend is also worthy of our attention: from January to October this year, C...
Gold maintains range fluctuations, and the chips are piled up in multiple peaks, which can be sold high and sucked low in this range during the day; the US oil chips move up to hit the high point, and the defensive position that the bulls focus on is?
The 30-minute chart of the order flow shows that the distribution of COMEX gold futures chips below this place is relatively rare. If the short-term pullback risk intensifies... Click to view the latest changes in the order flow > >
Gold chips have signs of accumulation at high levels. First, pay attention to the possibility of continued high-level consolidation. The momentum above the long-short boundary is strong; crude oil needs to clearly break through the boundary of the range to have a smoother trend...
There are signs of low-level accumulation of spot gold chips, and the momentum is strong above the long-short divide, mainly to step back or enter the market; crude oil chips are distributed in multiple peaks, and there is a lack of clear direction in the short term...
The 15-minute chart of the order flow shows that COMEX gold futures chips are piled up in a narrow range, pay attention to the direction decision... Click to view the latest changes in the order flow > >