O Günlük Haberler Yapay zeka blok zinciri girişimi Kite, 18 milyon dolarlık A serisi finansmanı tamamladığını açıkladı. PayPal ve General Catalyst öncülük etti, 8 VC, Samsung Next ve Alumni Ventures gibi katılımcılar da yer aldı. Kite'ın kurucu ortağı ve CEO'su, girişiminin değerlemesini açıklamayı reddetti ve bu finansmanın tamamen hisse senedi finansmanı mı yoksa token hisse senedi opsiyonu mu olduğunu da belirtmedi. (Fortune)

O Günlük Haberler According to a media survey special edition of the Federal Rezerv (FED), U.S. President Donald Trump is expected to nominate his chief economic advisor Kevin Hassett as the next chairman of the Federal Rezerv (FED).

21 Mart 2023 tarihinde, Reuters'in konuya vakıf kaynaklara dayandırdığı habere göre, ABD Savunma Bakanlığı'nın yerel saatle 21 Mart'ta hava kuvvetlerinin bir sonraki nesil savaş uçağı kazananını açıklaması bekleniyor. Bilgilere göre, Lockheed Martin ve Boeing, "Next Generation Air Dominance (NGAD)" projesi, yani ABD'nin altıncı nesil savaş uçağı projesi için ihale vermekte.

Brown Brothers Harriman Bank analyst pointed out that the Bank of Japan plans to reduce the size of government debt, but the Merkez Bankası President warned that the scale is too large. The threshold for raising interest rates is high, and the tightening policy will not exceed market expectations, which is unfavorable to the yen. The forward market predicts that the increase in the next 12 months will be less than 50 baz puan.

NVIDIA, GTC konferansında yeni nesil Vera Rubin AI süper çipi ve Blackwell Ultra'yı duyurdu. Vera Rubin, 2026 yılının ikinci yarısında, performansı önceki neslin iki katı olan 288 GB HBM4 ile piyasaya çıkacak; ve bir sonraki nesil Vera Rubin Ultra, 2027 yılında CPU ve GPU'yu birleştirerek dört GPU ile piyasaya çıkacak.

18 Mart'ta JPMorgan Chase, Japonya Merkez Bankası'nın Mart ayında Faiz Oranı kararını bu hafta açıklayacağını ve Faiz Oranı politikasının %0,50'de sabit kalacağının ve daha fazla faiz artırımı için önemli koşulların toplantıda ortaya çıkıp çıkmayacağının temelde kesin olduğunu söyledi. Japonya Merkez Bankası yetkililerinin enflasyon üzerindeki yukarı yönlü risklere ilişkin bilgi dağıtımındaki son artış göz önüne alındığında, gösterge senaryomuz Haziran ayında bir faiz artırımı yönünde olsa da, bir sonraki toplantıda (yani Mayıs toplantısında) bir faiz artırımına işaret edilebileceğini düşünüyoruz. Japonya Merkez Bankası'nın politikasını değiştirmemesiyle Japon yeni Döviz Kuru'nun tepkisinin sınırlı kalması muhtemel.

Goldman Sachs economists point out that Japan needs to achieve the inflation target of Merkez Bankası, and wages must rise by at least 3% in the next two years. The economist's report shows that to align with the inflation path envisioned by Merkez Bankası, nominal wages need to rise by 3%-3.1% in 2025, and by 3.3%-3.4% the following year. Strengthening wage growth helps establish a virtuous economic cycle, supporting further tightening of para politikası by Merkez Bankası. In 2024, Japan's nominal wage growth rate was 2.8%, and Merkez Bankası is expected to raise interest rates again in July. The timing of the next rate hike will depend on whether the wage data meets the inflation target.

Jinshi Data March 14th news, UK January GDP data fell short of expectations, the swap market expects that by December 2025, the UK Merkez Bankası will cumulatively cut interest rates by 56 baz points, previously expected to cut by 54 baz points. The UK Merkez Bankası will announce the interest rate decision next Thursday.

14 Mart tarihinde, Hanhwa Ajansı'nın bildirdiğine göre, yerel saatle 13 Mart akşamına kadar, Anayasa Mahkemesi hâlâ Cumhurbaşkanı Yoon Suk-yul'un azil davasının karar tarihini taraflara bildirmemiştir. Şu anda en erken azil davası kararının gelecek haftaya kadar gelmesi bekleniyor, muhtemelen gelecek haftanın ikinci yarısına kadar açıklanmayabilir. Ve eğer hakimler belirli tartışma odakları konusunda fikir ayrılığına sahiplerse, kararın tekrar ertelenme olasılığını da göz ardı etmiyoruz.

RBA Chief Economist and Assistant Governor Hunter is expected to deliver a speech next Tuesday, which may be the first time RBA has commented on the recent global economic turmoil. Hunter, who comes from a market background, is likely to be asked about the potential impact of trade conflicts and stock market declines on the global growth prospects, which is crucial for Australia as a major commodity exporter. While tariffs have little direct impact on Australia, if the economic growth slows and investor confidence continues to decline, the Australian economy may suffer greatly.

Golden Data March 12th, according to the US bank analysts in a report, the Bank of England Merkez Bankası is unlikely to indicate that the pace of future rate cuts will be faster at the next decision on March 20th. The US bank said:"In a situation of increased uncertainty and high reliance on data, we expect a gradual and cautious guidance." LSEG's data shows that the market expects a 92% chance that the Bank of England Merkez Bankası will maintain the interest rate at 4.50% on March 20th. US bank analysts expect the Bank of England Merkez Bankası to cut interest rates three times in 2025, once in 2026, and eventually reduce the interest rate to 3.5%.

Kell Group announced that shareholder Xiong Wei and its concerted action plan to reduce the company's shares by no more than 1,288,000 shares, accounting for 2.00% of the total share capital, through the Blok Trade method within the next three months. The reason for the reduction is the personal fund needs of the shareholder, and the source of the shares is the shares that were already produced before the company's initial public offering, and the reduction price will be based on the İkincil Piyasa price.

BlockBeats haberine göre, MarketWatch'un 7 Mart tarihli raporuna göre, CoinFund'un Likidite yatırım müdürü Seth Ginns, şifreleme yatırım şirketi CoinFund'un Likidite yatırım müdürü Seth Ginns, although the executive order authorizing the establishment of the US Kripto Para reserve seems to be a positive signal, if the new government in power four years later holds a more critical attitude towards Kripto Para, the fate of this reserve will be worrisome. 'Over time, it would be a good thing to obtain congressional authorization to protect the Kripto Para reserve from the influence of the next government.'

Fed Governor Waller strongly opposes a rate cut this month, citing insufficient inflation data and uncertainty from Trump policies. The long-term outlook remains positive, with an expected rate cut this year and next. He places more emphasis on market indicators and believes Trump's policies will not have a significant impact on long-term inflation.

Goldman Sachs, 4 Mart'ta veri yayınladı ve raporunda, Brent petrol ve WTI petrolün 2025 ve 2026 yılları için fiyatlarının Brent petrol fiyat aralığı tahminine göre iki aşağı riskle karşı karşıya olduğunu belirtti. İlk risk, beklenenden yüksek arzdan kaynaklanırken, ikinci risk ABD ekonomik faaliyetlerinin zayıf olması ve gümrük vergilerinin artmasıyla ortaya çıkan petrol talebi aşağı riskidir. Goldman Sachs önceden 2025 ve 2026 için Brent petrol fiyatlarını sırasıyla 78 ve 73 dolar, WTI fiyatlarını ise sırasıyla 74 ve 68 dolar olarak tahmin etmişti ve Brent petrol aralığını 70-85 dolar olarak bekliyordu.

HSBC Research Report pointed out that the performance of the Hong Kong Stock Exchange last year met expectations, the management is optimistic about the outlook for new stocks in the future, and is expected to launch a RMB counter for southbound trades. The bank maintains a buy rating, with a target price raised to 411 Hong Kong dollars and an increase in this year's average hacim forecast. It is predicted that the profits of the Hong Kong Stock Exchange in the next two years will rise, with earnings per share expected to be 12.21 Hong Kong dollars in 2027. The expansion of new listed companies and the mutual market access scheme will help maintain the activity of the Hong Kong Stock Exchange.

Fed Cleveland Fed President Mester said that there are currently no clear constraints on the Faiz Oranı and that stability should be maintained, possibly approaching a neutral environment. Unlike Powell, she believes that the US economy will adapt to a higher Faiz Oranı. She emphasizes monitoring inflation expectations and financial conditions. The remarks have caused market volatility, with the Nasdaq closing down düşüş by more than 2.3%. Mester will be an FOMC voter next year.

LMAX Group's şifreleme strategist pointed out that the global trade tensions and the hawkish outlook of the Federal Reserve düşüşed the traditional market risk appetite. He believes that BTC is more suitable as a value store, meeting the demand for diversified investment assets. Analysts predict strong destek for BTC in the 70,000-75,000 US dollar range, which may become an attractive low point, laying the foundation for the next pump wave, pushing BTC to break through 110,000 US dollars to set a new historical high.

Golden data on February 26th, the Financial Secretary of the Hong Kong Special Administrative Region Government, Paul Chan Mo-po, stated today (26th) that considering the relatively sufficient supply in the coming years, the government will not sell commercial land next year, allowing the market space to digest the existing supply. The SAR government will also consider reclassifying some commercial land for residential use and providing more flexibility in land use. To facilitate the related work, the SAR government will also postpone the deadline for the original site replacement of the city center commercial land in the Hung Shui Kiu / Ha Tsuen new development area.

Gold Finance reported that Nvidia will announce its fourth-quarter financial report after the close of the US stock market on Wednesday. As the world's second-largest company, Nvidia needs to prove to investors that the demand for its next-generation Blackwell chips remains strong and will not be affected by the DeepSeek AI model. Analysts expect Nvidia's revenue this quarter to yükseliş by 73%, reaching 382 billion US dollars, compared to about 20 billion US dollars in revenue in the same period last year. Aşağıda Wall Street'in Nvidia'nın yakında yayınlayacağı mali raporunu yorumlaması bulunmaktadır: Mizuho Securities analyst expects Nvidia to release a "better-than-expected" financial report, but there may be "growing pains", with data center revenue in the April quarter possibly stabilizing. Wade Bush Securities believes that Nvidia will once again perform strongly and "clearly exceed expectations and raise expectations", and its survey shows that the deployment of individual AI companies has not slowed down due to DeepSeek. güzel

24 Şubat'ta, Goldman Sachs, değerleme avantajı ve destek politikası beklentisiyle, A hisselerinin önümüzdeki üç ayda Hong Kong hisselerini geride bırakması bekleniyor ve %2 aşırı getiri olması tahmin ediliyor. Ayrıca, A hisselerinin H hisselerine göre değerleme primi, üç ay önceki %34'ten şu anki %14'e daraldı. Geçen yılın ortalamasına geri dönülürse, A hisselerinin değerlemesinin yaklaşık %10 yükselme potansiyeli olduğu anlamına gelir.

Odaily Planet Daily News According to the release of the US presidential election vote results in the evening, traders reduced their bets on the Fed's interest rate cuts next year. Faiz Oranı futures traders continue to bet that the Fed will cut rates by 25 basis points this week and in December, but now it is expected that the Fed may stop cutting rates after cutting rates twice by 25 basis points in the first half of 2025, and the target range for the federal funds rate will be lowered.

Goldman Sachs strategists predict that the US stock market is unlikely to enter the bear market in the next 12 months, and the economic recovery will continue to support the stock market. The probability of a stock market decline of more than 20% is only 18%. Despite the rise in bond yields this month, the evidence of the US economic recovery suggests that the uptrend can continue. Strategists believe that the stock market can absorb higher bond yields as long as they are driven by a better economic growth. Despite recent signs of weakness, the economic environment remains friendly.

Jinshi data news on November 4th, Nasdaq stated at the performance briefing on November 1 that in the future, Pentu will continue to show a relatively positive trend. In the next three years, Xinchuang is an important incremental market, and Pentu will always adhere to doing a good job in product, expanding competitive advantages, and fully understanding the requirements of localization in this process, while meeting information security and Arz Ağı security, continuously optimizing product experience, and striving to build industry ecology, progressing together with industry ecological manufacturers.

4 Kasım'da Samsung Electronics, bu ayın dördüncü haftasında "NRD-K" projesinde ekipman tanıtmaya başlamayı planlıyor ve bunun yeni nesil belleğin, özellikle de 1D'nin gelişimini hızlandırması bekleniyor

Apollo Global Management plans to double the number of employees in its Asia-Pacific private wealth division over the next two to three years and will strengthen recruitment in Japan, South Korea, and Australia while establishing teams in Singapore and Hong Kong. The company believes that approximately 50% of the $150 trillion global personal investment market comes from family offices, and 2% comes from high-net-worth individuals. Since establishing private wealth in Asia in 2022, the company has raised nearly $5 billion from wealthy investors in Asia.

Golden Ten Data 1 November News, Delay compensation fee payment direction: Au (T+D) - Long pay short, Ag (T+D) - Long pay short; Note: The table data is summarized from the trading period from 20:00 on 31 October to 2:30 the next day and from 9:00 to 15:30 on 1 November.

Tianfeng Fixed Income Analysis shows that the follow-up fiscal increment in the market mainly involves four dimensions: debt replacement, current year budget adjustment, capital supplementation, and next year's budget arrangement. The incremental fiscal scale is expected to be 7.9 trillion yuan in 2025. In terms of the supply of government bonds, it is expected that the net financing of government bonds will increase by 2.8189 trillion yuan in November and December, and the full-year net financing of government bonds in 2025 is expected to be 11.7936 trillion yuan, which is an increase of 2.2682 trillion yuan compared to the estimated number for 2024, and an increase of 2.0082 trillion yuan compared to 2023.

Ziguang shares increased inventory by 4.8 billion yuan at the end of the third quarter, mainly due to the increase in IT product procurement and stocking demand brought by the intelligent computing business, as well as the increase in white-label server orders. It is expected that inventory will return to normal levels in the fourth quarter. The mainstream product of data center switches is 400G, which has been fully launched this year, and is expected to have good pump space next year, while 800G switches have also begun to ship in small quantities.

Altın finans tarafından bildirildiğine göre, Citigroup: önümüzdeki altı ay içinde altın fiyatlarının ons başına 3,000 dolar'a kadar daha fazla yükselme potansiyeli var.

Jin Shi Data, October 31 news, Barclays macro research stated in a report that if Trump wins next week's US presidential election, the US dollar against Asian currencies may have greater upward space. The report stated that the weakest may be the Korean won and the Thai baht, although their respective Merkez Bankası may "ease" this weakness. Therefore, Asian currencies and interest rates may be particularly sensitive to the results of the US election.

Microsoft CEO Satya Nadella says AI sales will surpass $10 billion next quarter; Azure Cloud gained market share in the first quarter; About 70% of companies in the Fortune 500 are using Office.

10月30日，Goldman Sachs: Altın fiyatlandırma çerçevemizi resmen oluşturduk ve Boğa tahminimizin itici faktörlerini detaylı bir şekilde açıkladık. Altın fiyatının 2025 Aralık ayına kadar yaklaşık %10 artarak 3000 dolar seviyesine ulaşmasını bekliyoruz. Modelimiz, finansal ve para otoritelerinden, yatırımcılardan ve spekülatörlerden gelen fiziki altın talebini bir araya getirerek her ayki fiyat değişimini iyi bir şekilde açıklayabilmektedir.

19 Ekim verisi, Ruijie Network son zamanlarda performans toplantısında, şu anda şirketin 800G anahtarlayıcı ürününün küçük partiler halinde tedarik edildiğini ve genellikle Tier1 internet müşterilerine yönelik olduğunu belirtti. AIGC'nin ürün iterasyonu hızlandırdıkça, önümüzdeki yıl başından itibaren 800G ürününün aşamalı olarak geniş çapta dağıtılmaya başlanacağını tahmin ediyoruz.

Golden data on October 28th, the direction of deferred compensation payment: Au (T+D)-short pay long, Ag (T+D)-long pay short; Note: The table data is summarized from the trading period from 20:00 on October 25th to 2:30 the next day and from 9:00 to 15:30 on October 28th.

Hong Kong plans to promote legislation to strengthen the supervision of financial technology, including the introduction of regulatory requirements for virtual asset trading platforms. It is expected that several more licenses will be issued by the end of this year. The important themes in the next two years are blockchain and artificial intelligence. The government embraces new technology while also paying attention to the potential risks it brings. Balancing and regulating are very important.

Odaily Planet Daily News Vadeli İşlemlerprotokol Rage Trade announced that the Airdrop query page has been launched on X, and starting from next month, Token will be available every two weeks on Hyperliquid.

Gate.io announced that it has received reports such as 'Sunshine Power plans to acquire Gate.io with a premium of 101%, what is the capital plan behind the shell acquisition'. After verifying with Sunshine Power, Sunshine Power confirmed that there is no plan to change the company's main business in the next 12 months, which would fundamentally change the company's main business.

Gold 10 data, October 23, according to a major opposition party Democratic Party officials revealed that South Korea's ruling party and the opposition party will discuss measures to support the chip industry next week. The two sides will discuss the difficulties encountered in the chip-related business. It is expected that the parties will discuss direct subsidies to chip companies.

JPMorgan Chase believes that the annual return rate of stocks of large American companies in the next 10 to 15 years will reach 6.7%, which is still an attractive investment tool. JPMorgan Chase agrees that the long-term average return rate of the S&P 500 index in the future will be lower than the average level of the past decades. Earlier, Goldman Sachs released a report stating that the long-term return rate of US stocks is only 3%.

Altın Veri 22 Ekim'de, ABD Hazine Bakanı Yellen: Başkan Biden ve Başkan Yardımcısı Harris'in gelecek 10 yıl için bütçe açığını 1 trilyon dolar azaltacak önlemleri aldıklarını, bunun bir kısmının kurumsal minimum vergiyi belirleyerek, bir kısmının aile ve hükümet reçete ilaç maliyetlerini düşürerek, ve bir kısmının da 7 trilyon doları bulacağı tahmin edilen vergi açığını kapatmak için Gelir İdaresi'ne gerekli kaynakları sağlayarak olduğunu belirtti.