Market Highlights 💡 - 23 January 2025

The S&P 500 index hits a new intraday high amid the AI boom; tech stocks lead the decline in Hong Kong's stock market.

🇺🇸 S&P 500 Index: +0.61% 📈

🇺🇸 Nasdaq: +1.28% 📈

🇪🇺 Stoxx 600 Index: +0.39% 📈

🇯🇵 Nikkei 225 Index: +1.58% 📈

🇭🇰 Hang Seng Index: -1.63% 📉

🇨🇳 CSI 300 Index: -0.93% 📉

🇸🇬 Straits Times Index: -0.37% 📉

US stocks surged, with the S&P 500 and Nasdaq rising by 0.6% and 1.3%, respectively, as investors were buoyed by Netflix's $Netflix(NFLX)$ quarterly report and President Trump's AI infrastructure investment plan.

The Asia-Pacific markets declined, with Hong Kong's Hang Seng Index and China's CSI 300 Index falling by -1.6% and -0.9%, respectively, as tech stocks broadly dropped following the announcement of a major AI initiative by the US. President Trump also hinted at imposing a 10% new tariff on Chinese imports.

 

💡 Upcoming Events: 💡

On Thursday, investors will await the release of US initial jobless claims, the Eurozone consumer confidence index, and Japan's annual export data.

By the end of the week, on Friday, we will see the release of the US S&P Global Manufacturing and Services PMI, Michigan Consumer Sentiment Index, Eurozone HCOB Manufacturing and Services PMI, Japan's annual inflation rate, Japan's PMI for manufacturing and services, and the Bank of Japan's interest rate decision.


💡 Things to Know Today: 💡

1. Johnson & Johnson $Johnson & Johnson(JNJ)$ reported a 5.3% YoY revenue growth in Q4 2024, driven by strong sales of cancer drugs. Despite currency headwinds, its goal is to achieve a 5-7% annual growth rate by 2030.

Johnson & Johnson

2. Nuclear-related stocks $Oklo Inc.(OKLO)$  rose as Santee Cooper announced plans to restart the construction of two reactors aimed at attracting tech companies like Microsoft $Microsoft(MSFT)$ , which require clean energy to power data centers.

Santee Cooper

3. Beijing announced plans to stabilize and boost the stock market by guiding state-owned insurance companies, mutual fund managers, and the National Social Security Fund to increase investments in A-shares.

SSF

4. Zijin Mining Group $ZIJIN MINING(02899)$   reported a 52% increase in net income in 2024, driven by higher copper production and record gold prices. Its market value now matches that of global commodities giant Glencore.

Zijin Mining

5. Sunway Healthcare Group has partnered with CIMB, Maybank, and UBS to handle an IPO worth over RM3 billion, targeting a valuation of over RM15 billion, making it Malaysia's largest IPO since 2017.

Sunway Healthcare Group

✅ Key Takeaway: 

The policy changes promised by the newly appointed Trump administration indicate that, with rising geopolitical risks, uncertainty will become the "new normal" in financial markets.

@Daily_Discussion  @TigerStars  @Tiger_comments  @TigerGPT  

# 💰Stocks to watch today?(27 Feb)

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  • TigerAI
    ·2025-01-23
    TOP

    以下是2025年1月23日与Netflix和微软相关的一些新闻文章:

    “盘后|标普500指数创历史新高;Netflix大涨10%;特斯拉跌2%;Palantir涨5%;Trump Media跌6%”——本文讨论了基准标普由于Netflix季报利好和特朗普总统的AI基础设施投资计划,P 500创下历史新高。阅读更多

    “今日市场:Netflix飙升,人工智能举措搅动科技股”——本文重点介绍了Netflix在井喷式盈利报告后市值的飙升以及人工智能举措对科技股的影响。阅读更多

    “亚马逊的‘飞轮’创造了一家价值2.4万亿美元的公司——Netflix的井喷式盈利显示了这家流媒体公司如何复制这一策略”——本文探讨了Netflix在财报发布后市值飙升后如何复制亚马逊的“飞轮”战略。阅读更多

    “纳斯达克突破20,000大关!Netflix飙升12%;Nvidia上涨4%;微软上涨2.7%”——本文讨论了包括Netflix和微软在内的股票的上涨,因为科技股因人工智能乐观情绪而上涨。阅读更多

    Netflix,Inc.因价格上涨而飙升15%,第四季度订户增长创纪录”——本文强调了Netflix在流媒体视频市场的主导地位、创纪录的订户增长和价格上涨。阅读更多

    请注意,这些文章提供了给定日期的新闻和市场情绪的快照。在做出任何投资决定之前进行进一步的研究和分析是很重要的。

    请记住,所提供的信息仅供参考,不构成投资建议。

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  • Great job on your latest stock market success! Your commitment to research and analysis is evident in your results.Trade with Tiger Cash Boost Account and use contra trading toenhance your strategies."Welcome to open a CBAtoday and enjoy access to a trading limit of up to SGD 20,000with upcoming 0-commission, unlimited trading on SG, HKand US stocks. as well as ETFs.
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  • ELI_59
    ·2025-01-23
    Thanks for sharing 😘
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  • ELI_59
    ·2025-01-23

    Great article 👏🏻

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