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What to Expect in the Week Ahead (Tesla, Alphabet Earnings; Global Flash PMI Reports)
'Headline Risk' Lurks as TSM Shines Bright on AI Demand
Today's Analyst Rating | Evercore Upgrades Apple to Buy, Morgan Stanley Cuts Its Price Target Cut on Alphabet-C to $185
Amidst stock market turbulence, the "strongest alpha" emerges! Tariffs cannot suppress the explosive expansion of AI computing power.
Taiwan Semiconductor stated that no changes in customer behavior due to USA tariffs have been observed, and its optimistic expectations contrast sharply with the uncertainties in the global market.
Both Morgan Stanley and Goldman Sachs are bullish on Taiwan Semiconductor (TSM.US): Q2 revenue guidance exceeds expectations and the denial of the establishment of a joint venture is a major bullish.
JPMorgan and Morgan Stanley have successively released Research Reports stating that Taiwan Semiconductor's guidance for second-quarter revenue exceeds expectations, and the company's denial of forming joint ventures or engaging in technology transfers with any company is a significant Bullish signal.
TSMC's Revenue Growth Likely to Decelerate in 2H -- Market Talk
123456FEDCBA : do you still believe in anything they say?
BobiBobi888 OP 123456FEDCBA : 50/50
123456FEDCBA BobiBobi888 OP : its going to be another trap on monday
104254860 : China will negotiate with this low-level madman.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
搞经济 抄底 加仓 : I really hope it is true. cuz Dji, S&P both near the -20% mark. if touch down there will be no turning back.. even with interest rate cuts or tariffs back normal will not help anymore
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