A positive trend in Asia; Hanging Sang jumps by 1.1%

Trade Review: Current reports, trends, metrics, stock gates, bonds, forex and goods and analysts’ recommendations

09:01

This morning in Asia, the main indices are traded in a positive trend. Hanging Sang rises by 1.1%, the Niki added 0.6%, a Shanghai stock exchange jumps by 1.3%and the phosphorus index increases by 1.1%.

The future contracts in the US are also traded in a positive trend.

Last night at Wall Street, trading is locked in a positive trend. NASDAC was locked in 0.2%, Dow Jens rose 0.7%and S&P 500 by 0.4%.

● Artificial intelligence is a panic of the modern gold of Wall Street. So are investors

dark It has been interested in a report last night that Bloomberg where the regulators in China are considering whether an official investigation of the fees and policy of the iPhone giant App Store.

According to the report, the Samr’s National Administration (Samr) in China examines the Apple policy, including the commission of up to 30% it charges purchases within apps, as well as the blockage of external payments and third -party app stores. However, the Chinese regulator has not yet made a final decision to open an official investigation against Apple.

A stock Alpine Explored 7% after Google’s parent company reported on Tuesday to lower than expected income in the cloud, while it increases investments in artificial intelligence. Investors are worried that the company will take longer than expected to realize its aspirations in the AI ​​field. The total quarter revenue was also lower than forecasts.

● Bad news for stocks? The worrying figure from January and the meaning of Wall Street

Also a stock AMD Dropped by about 6% after the company’s results were disappointed with investors, with slow income growth expected in the database division, which includes artificial intelligence chips. Meanwhile, at the Bank of America, the stock rating was lowered to “neutral”. “AMD presents impressive growth, especially in the Data Center and the processors, but it is still struggling with Anabiya in the AI ​​market. While the PC and gaming compensate for cloud weakness, beyond growth in these areas may affect the margin of profit.”

The bank recommends remained neutrals on the stock until AI strategy becomes clearer. Target price has been reduced from $ 155 to $ 135 (13% of the current price of $ 119.50). “AMD is still lagging about 12 months behind NVIDIA in the AI ​​chip market, which holds 80-85% market share,” the bank wrote.

In contrast to a trend Anabiya Jeked about 5%. Artificial intelligence chip giant enjoyed AMD’s disappointing report that reinforces its position on the market, in addition to the alphabet’s (Google) conference call, its managers announced continued and even increasing investment in artificial intelligence infrastructure – $ 75 billion, far over $ 57.9 billion spent spent spent the company spent In 2024.

bank Ji Morgan Indicates a number of shares that are at the highest risk from Trump’s cover struggles. The bank is noted by car manufacturers and car providers who are expected to be severely damaged by the new trade policy. At the same time, the Bank noted that the bulk of the injury will be in electric and autonomous car companies that exist businesses in China and rely on importing from foreign countries to meet the local demand of consumers. Bank noted the shares Tesla ; Car parts supplier A epic And the commercial and commercial retailer Panski Automo Group As the highest risk shares. Tesla and Agram are mainly exposed to the Chinese market, while the Pennsky Company’s business center is associated with Europe.

In their estimation, shares dark andAmazon Are at risk in light of Trump’s new trade policy. “Apple has the potential for injury to the technology aspect in light of the iPhone manufacturer produces most of its products in China,” they explained. At the same time, we noted that “Amazon’s advertising business enjoys the business environment in China and many of its third party sellers are there.” We also noted in Jay Morgan Gag a number of consumer giants and retail are expected to be damaged as well, including the manufacturer of dental ointments Colgate-Palmolib , EBay andEsti Lauder They are also at risk.

In the American debt market, the ten-year government bond yields fell on 10 pm on Wednesday and below 4.5% for the first time this year. This morning, the applause rises lightly.

Chicago Federal President Austin Golsby warned last night that ignoring the potential inflation of lids would be a mistake, indicating the experience from the period after the Corona epidemic, where disruptions in supply chain contributed to the increase in US inflation.

Later on Thursday, significant macro data is not expected to be published except in the United Kingdom, where the central bank is expected to hold its interest rate decision and lower the interest rate by 0.25% to 4.5%.

Ofin Klein, head of the Harel Insurance and Finance Economic and Research Division explains that in 2024 interest rates in most of the world was declining, but at the opening of 2025 the image is more complex and involved. “In the US, interest rates remained unchanged, and Trump’s lids raise the chance of lowering interest rates soon. In the Eurozone, the growth remains weak, and the central bank reduced interest rates with a quarter of a percentage. However, the interest rate reduction process is expected to be slower this year. On the other hand, Japan has raised interest rates to its highest level for almost two decades, while Brazil recorded another sharp increase in interest rates, against the backdrop of the currency and the broad budget deficit. In Israel, we expect interest reduction this year, but not in the coming months. ”