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08-28 15:46
Zhipu's stock tanked this afternoon — is this a classic 'buy the rumor, sell the news' bloodbath?
Today, Zhipu (02513) saw its share price fall more than 7.5% in the afternoon session, hitting an intraday low of HK$1,066. Dragged down by the sector, MiniMax also dropped over 4%. On the news front, Zhipu today launched the GLM-5.3-Flash model, officially claiming the recently hyped "Niulai" model, confirming earlier market speculation. The model currently ranks 10th on the AAII leaderboard, surpassing DeepSeek V4 ProMax, and topped OpenRouter's usage charts last week. Zhipu claims the model was trained on 100,000 domestic chips, with the market speculating that Huawei's Ascend chips were used. The sell-off may be attributed to a "buy the rumor, sell the fact" dynamic. Right after the midday break, between 13:04 and 13:05, three large sell orders (10,600 shares, 4,700 shares, and 4,800 s
TOPCaesarHicks: 380% YoY revenue growth matters more than the raw 599x PS here. Tiny base, sure, but on a PEG lens this is less insane than people make it sound.
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08-28 15:04
Live Recap 4: Gold's Crowded Bull Case, Portfolio Construction, and Q&A Highlights
1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founder of Gongxing Academy and Partner at Morning Cloud Asset Management. Closing out the session, Ross turned to gold's positioning-driven rally and took audience questions on portfolio construction, institutional data, and where markets go from here. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion purposes and does not constitute financial advice. Catch up on the full recap ser
TOPNVDA's multiple has eased, but data center visibility still keeps the bar high. Feels like most of the easy optimism is already priced in
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08-28 15:02
Live Recap 3: Inside the Situational Awareness Unwind — And Why Nvidia's Multiple Just Got Cheaper
1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founder of Gongxing Academy and Partner at Morning Cloud Asset Management. Ross unpacked one of the most talked-about episodes of the summer — a forced hedge-fund liquidation that shook AI-adjacent stocks — and what it means for how AI semiconductor valuations look today. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion purposes and does not constitute financial advice. Catch up on
TOPForced selling usually cleans up the tape first, then the long-only money gets a cleaner shot. AVGO probably benefits too if AI infra gets repriced on earnings instead of panic
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08-28 15:01
Live Recap 2: US Equities Are Expensive — But Are They Priced for Perfection?
1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founder of Gongxing Academy and Partner at Morning Cloud Asset Management. With US markets at the highest forward valuations of any major region, Ross walked through whether that premium is justified by fundamentals — or getting ahead of itself. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion purposes and does not constitute financial advice. Catch up on the full recap series
TOPPriced for perfection feels too strong. Positioning in KLAC, SNDK and STX is still overweight versus the index, so big money clearly is not treating every expensive name the same
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08-28 15:01
Live Recap 1: A Less Transparent Fed, a Treasury "Twist," and a 30-Year Yield Last Seen in 2007
1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founder of Gongxing Academy and Partner at Morning Cloud Asset Management. Ross holds a B.S. in Applied Mathematics from Columbia University and spent his formative trading years at JP Morgan and KCG before moving to the buy side. His work spans US equities, Treasuries, macro policy and gold. This session opened Ross's six-part outlook on US stocks, semis, Treasuries and gold heading into late 2026, starting with the macro backdrop: a Fed entering a less transparent era under new leadership, and a Treasury Department that'
TOPTwist variant is probably the missing piece here. Selling short and leaning on the long end worked in 2009 only with real policy backup; without that, 30Y easing sounds early
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08-28 15:10
$CITY DEVELOPMENTS (C09.SI) -0.71%: Singapore Property Giant Consolidates Near Support, Range-Bound
$CityDev(C09.SI)$ -0.71%: Singapore Property Giant Consolidates Near Support, Range-Bound Setup Holds Latest Close: S$8.35 (-0.71%), just 14.2% below its 52-week high of S$9.72. Intraday range was tight at S$8.31–S$8.45. Core Market Drivers: City Developments Limited traded quietly amid a muted Singapore property sector session. No major company-specific catalysts emerged today; price action reflects ongoing consolidation near the lower bound of its recent range as investors weigh elevated interest rates against CDL's diversified development pipeline. Technical Analysis: Volume ratio came in at 0.91, indicating slightly below-average participation. MACD and RSI data were unavailable for this session, limiting momentum confirmatio
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08-28 15:13
$GENTING SINGAPORE (G13.SI) Flat at S$0.63: High Dividend Yield 6.35% Meets 24x P/E, Consolidation N
$Genting Sing(G13.SI)$ Flat at S$0.63: High Dividend Yield 6.35% Meets 24x P/E, Consolidation Narrows Toward S$0.62–0.64 Band Latest Close Data: Closed at S$0.63 (0.00%) on Aug 28, 2026, near session low S$0.62 and high S$0.63. Price sits 17.1% below 52-week high of S$0.76 and 12.5% above 52-week low of S$0.56. Core Market Drivers: Casino-resort operator faces muted catalysts amid weak capital flows—5-day net outflow of -1,396.54万 SGD. Volume ratio at 0.30 signals sharply below-average participation. No fresh company-specific news was available. Technical Analysis: MACD and RSI data are unavailable for the period, limiting momentum confirmation. Volume of 758.92万 shares with amplitude of only 1.59% suggests consolidation. Price-t
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08-28 15:14
$HORACE MANN EDUCATORS CO. (HMN) -0.53%: Insurance Value Play Holds $51 Pivot, $52.27 Resistance Cap
$Horace Mann Educators(HMN)$ -0.53%: Insurance Value Play Holds $51 Pivot, $52.27 Resistance Caps Upside Latest Close: $51.15 (-0.53%), intraday range $50.30–$51.17. Trading just 7.9% below 52-week high of $55.56, with near-term support at $45.45. Core Drivers: HMN remains a defensive, dividend-yielding educator insurance franchise (2.78% yield). BlackRock, Vanguard, and T. Rowe Price hold top institutional positions; low turnover (0.35%) signals long-term accumulation. No major news catalyst; price consolidates under technical resistance. Technical Analysis: Volume at 14.26万 with ratio 0.78 reflects declining participation. MACD (12,26,9): DIF -0.179, DEA -0.066, histogram still negative but narrowing—early momentum repair. RSI(6)
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08-28 15:16
$SEMBCORP INDUSTRIES (U96.SI) Retreats -1.31% to S$6.01: Key S$6.00 Support Holds, Consolidation Nea
$Sembcorp Ind(U96.SI)$ Retreats -1.31% to S$6.01: Key S$6.00 Support Holds, Consolidation Near S$6.90 High Latest Close Data: Sembcorp Industries closed at S$6.01 on 2026-08-28, down -1.31% (-S$0.08). Price sits 12.9% below its 52-week high of S$6.90 and 17.2% above its 52-week low of S$5.13. Intraday range: S$6.00–S$6.11, amplitude 1.81%. Core Market Drivers: Temasek remains anchor shareholder with 50.04% stake (no change). BlackRock increased holdings by 961,368 shares (+2.34% stake), while Vanguard added 47,100 shares — institutional accumulation continues despite the pullback. Capital flow data shows net outflows on 08-27 (-517.99万) and today's large-order selling (大单卖出 220.28万 vs 大单买入 29.16万), suggesting short-term profit-ta
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08-28 15:18
$CAPITALAND INVESTMENT (9CI.SI) -1.12% at S$2.65: Support Test at S$2.63
$CapitaLandInvest(9CI.SI)$-1.12%: Support Test at S$2.63, Dividend Yield 4.53% Anchors Defensive Base Latest Close Data: Closed at S$2.65, down 1.12% on 3.57M shares traded. Price sits 12.8% below 52-week high of S$3.04, but 8.2% above 52-week low of S$2.45. Intraday range: S$2.63–S$2.69. Core Market Drivers: Singapore property heavyweight remains in consolidation as Temasek holds 53.93% controlling stake. Net capital outflow of S$275K over past 5 sessions signals mild institutional distribution. Volume ratio at 0.56 confirms subdued participation. Technical Analysis: RSI and MACD indicator data unavailable for this Singapore-listed entity. However, volume-based signals show declining momentum with turnover rate of just 0.07%. Pr
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08-28 15:20
$UNITED OVERSEAS BANK (U11.SI) +0.30%: Sideways Consolidation Near 52-Week High
$UOB(U11.SI)$ +0.30%: Sideways Consolidation Near 52-Week High, Dividend Yield 3.90% Anchors Support Latest Close Data: UOB closed at S$40.76, up +0.12 (+0.30%) on August 28, 2026. Price sits just 7.8% below its 52-week high of S$44.20 and 27.7% above its 52-week low of S$31.92. Intraday range was exceptionally tight: S$40.55–S$40.89 (amplitude 0.84%). Core Market Drivers: Singapore banking heavyweight UOB traded in a narrow band amid quiet market conditions. Volume ratio of 0.31 signals significantly below-average participation. 5-day capital flow turned positive for three consecutive sessions (Aug 25–27), suggesting mild institutional accumulation after earlier outflows. Technical Analysis: Trading volume of 537.2K shares was s
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08-28 15:21
$OVERSEA-CHINESE BANKING CORP (O39.SI) +0.36%: Singapore Banking Giant Nears 52-Week High
$OCBC Bank(O39.SI)$ +0.36%: Singapore Banking Giant Nears 52-Week High, $31.73 Breakout Watch Latest Close Data: OCBC closed at S$31.01 on 2026-08-28, up +0.36% (+S$0.11) from S$30.90. The stock is now just 2.3% below its 52-week high of S$31.73, with an intraday range of S$30.85–S$31.14. Volume was 1.87M shares, with a low Volume Ratio of 0.57 indicating subdued participation. Core Market Drivers: OCBC's steady climb reflects Singapore banking resilience amid stable net interest margins and robust wealth-management flows. The 2.87% dividend yield continues to attract income-focused capital, while the S$1,392.35B market cap underscores its blue-chip status. No major company-specific catalyst emerged today; the move appears techni
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08-28 15:23
$DBS GROUP HOLDINGS (D05.SI) +0.42% at SGD 75.97: Approaching 52-Week High
$DBS(D05.SI)$ +0.42% at SGD 75.97: Approaching 52-Week High, Momentum Building Toward 77.14 Resistance Latest Close Data: DBS closed at SGD 75.97 (+0.42%) on Aug 28, just 1.5% below its 52-week high of SGD 77.14. Intraday range: 75.40–76.28, with amplitude only 1.16%, reflecting tight consolidation near the top. Core Market Drivers: Singapore banking bellwether DBS continues to ride steady net interest margin resilience and regional wealth-management inflows. Temasek remains the anchor shareholder at 28.06%, while BlackRock and Vanguard both added positions recently, signaling institutional confidence near record levels. Technical Analysis: Volume stood at 1.17 million shares with a volume ratio of just 0.54 — below-average parti
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08-28 15:25
$WILMAR INTERNATIONAL (F34.SI) +0.53%: Agri Giant Consolidates Below S$3.95 Resistance, Volume Dries
$Wilmar Intl(F34.SI)$ +0.53%: Agri Giant Consolidates Below S$3.95 Resistance, Volume Dries Up Latest Close Data: Closed at S$3.79 (+0.53%) on 28 Aug 2026. Range: S$3.74–3.79. Price sits 4.1% below 52-week high of S$3.95, and 41.9% above 52-week low of S$2.67. Core Market Drivers: Palm oil and sugar margins remain the key swing factors. Capital flow turned positive for three consecutive sessions (08-25 to 08-27), with 08-27 net inflow of +S$533.25万, suggesting quiet accumulation near range lows. Volume ratio of 0.39 indicates participation remains subdued. Technical Analysis: Daily MACD and RSI values are unavailable from the indicator feed, but price action shows a tight 1.33% amplitude day with volume contracting to 175.12万 sha
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08-28 15:26
$SINGAPORE EXCHANGE (S68.SI) +0.71%: Exchange Giant Nears 52-Week High, Volume Dries Up as Breakout
$SGX(S68.SI)$ +0.71%: Exchange Giant Nears 52-Week High, Volume Dries Up as Breakout Looms Latest Close Data: S68 closed at S$25.47 (+0.71%) on 2026-08-28, just 0.86% below its 52-week high of S$25.69. Daily range was extremely tight at S$25.26–S$25.51, with amplitude of only 0.99%. Core Market Drivers: Singapore Exchange continues to benefit from strong derivatives volumes and rising IPO activity in Southeast Asia. Institutional accumulation remains evident with BlackRock holding 5.01% and Vanguard increasing its stake by 160,600 shares. Dividend yield of 1.71% provides defensive appeal. Technical Analysis: Volume was only 668.7K shares with a Volume Ratio of 0.50, indicating participation is roughly half of normal levels. MACD
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08-28 11:34
MicroStrategy’s 11% Surge & Bitcoin’s $80K Rebound: Leveraged Treasury Dynamics, Regulatory Tailwinds, and Strategic Investor Playbooks
In this article we would like to share our analysis which reveals three primary pillars underpinning the rally: Leveraged Balance Sheet Convexity: $Strategy(MSTR)$ acts as a high-beta surrogate for Bitcoin due to its capital structure, low-coupon convertible debt, and market Net Asset Value (mNAV) premium dynamics, yielding an operational beta multiplier exceeding 5.0x during the session. Pivotal Regulatory Breakthrough: The U.S. SEC’s August 18, 2026 proposal of Regulation Crypto Assets introduced structured capital-raising exemptions ($5M startup and $75M fundraising tiers) and a clear "Investment Contract Safe Harbor," drastically reducing legal tail risk and validating corporate digital asset treasuries. Strategic USD Cash Reserve Pivot: In Au
TOPThat 1.1x to 2.2x mNAV band is the part I can't get comfy with. If BTC chops sideways, MSTR can still unwind way harder than people expect
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08-28 14:53
🎁 Writing Contest｜August Trading Recap: Plan for September
August is coming to an end, and September is just around the corner. Take a moment to look back at every buy, sell, and decision you made this month: What did you get right? What would you rethink? And if you could do it all over again, what would you do differently? Growth in trading doesn’t come from profits alone. It also comes from reflecting on every trade and learning from the experience. A successful trade is worth understanding—what made it work? An unsuccessful one is just as valuable—what could have been done differently? A meaningful review isn’t about judging your past self. It’s about helping your future self make better decisions and avoid the same mistakes. 📝 This Week’s Topic August Trading Recap: Reflect, Learn & Plan for September Share your August trading recap + Sep
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08-28 14:00
Beyond Hyperscalers: Why AI Compute Growth Won’t End Even If Big‑Tech Spending Slows
NVIDIA broke out its data‑center business into two buckets in the latest earnings report: hyperscaler customers, and ACIE, which encompasses industrial, enterprise and sovereign clients. ACIE is now where most of the company’s new‑found growth is coming from. Analysing AI computing capacity should never hinge entirely on whether big‑tech players keep ramping up outlays. AI extends far beyond a small group of large cloud firms, with embodied intelligence and many other real‑world applications opening up extensive demand avenues. The popular narrative that AI compute infrastructure would hit its ceiling once hyperscaler expenditure loses momentum does not hold water, and NVIDIA’s quarterly results have now laid that argument to rest. The brutal correction sweeping the AI compute supply chain
TOPACIE driving over half the incremental data-center growth is the part people are still sleeping on. Enterprise AI rollout is a much longer runway than the hyperscaler capex panic trade implies
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08-28 01:39
$Sarepta Therapeutics(SRPT)$ Will be holding this for some possible windfall.. :) nothing venture nothing gain
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08-28 07:42
$Palantir Technologies Inc.(PLTR)$