HK, US stocks top stories
Institutions "most overweight" Sandisk, "least overweight" NVIDIA1 Reason Why Tesla Stock May Keep UnderperformingJapanese stocks opened higher and continued to rise, with the Nikkei 225 index up over 1%, and spot gold recovered to 4,900 USDLast year, investors outside the United States accelerated their purchase of U.S. financial assets, but holdings of U.S. Treasury bonds decreased in DecemberReminder: Please pay close attention to the following (all times are in Beijing time)The New York Fed's research indicates that tariffs heavily burden American companies and consumers, while Hassett criticizes: it's embarrassing, and relevant personnel should be punishedU.S. oil surges 5%! The U.S. and Israel may jointly attack Iran, the White House says negotiations have made progress, but key issues remain far apart2 Predictions for Ares Capital in 2026Federal Reserve Minutes: Several officials believe that if inflation declines as expected, interest rates will be cutThe Federal Reserve meeting minutes reveal significant divisions: some officials support further rate cuts, while others hint at possible rate hikesInstitution: Suggests betting that the Federal Reserve's interest rate cuts in the second half of the year will be less than expected