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Broadcom (AVGO.O) opened 4.2% higher, and AMD (AMD.O) rose 3%.

2026-11-12

Broadcom (AVGO.O) opened 4.2% higher, and AMD (AMD.O) rose 3%.

Other News
2026-11-12

German Chancellor Merz said he expects Russian President Putin will agree that Europeans should have a seat at the table in negotiations over Ukraine.

German Chancellor Merz said he expects Russian President Putin will agree that Europeans should have a seat at the table in negotiations over Ukraine.
2026-11-12

Internationally 1. Nomura: Expects the Fed to raise rates once this December and once next March due to higher-than-expected inflation. 2. Macquarie: There is still some time before the next Fed meeting, and many variables could hinder rate hikes.

Internationally 1. Nomura: Expects the Fed to raise rates once this December and once next March due to higher-than-expected inflation. 2. Macquarie: There is still some time before the next Fed meeting, and many variables could hinder rate hikes. 3. Societe Generale: The resilience of the US economy supports further dollar appreciation. 4. Barclays: Inflationary pressures from high energy costs in Japan are expected to continue. 5. Prudential: A split in the US government after the midterm elections could push tariffs up to around 15%. 6. Societe Generale predicts: The S&P 500 is poised for a significant rally in the final weeks of 2026. 7. Rosenberg Research: Expects a hawkish Fed rate hike in December. 8. Renaissance Macro Research: While combating inflation is imperative, the Fed may overreact. 9. ANZ CEO: Without AI regulation, a global employment crisis could be triggered. Domestically: 1. CITIC Securities: Domestic computing power demand is marginally increasing; focus on core components such as IDC, connectors, and switches. 2. CITIC Securities: Pay attention to Hong Kong stock opportunities driven by a weak dollar in 2027. 3. CITIC Securities: Driven by three factors, the prices of related strategic metal commodities are expected to continue to benefit. 4. CITIC Securities: Focus on solid oxide electrolysis technology, with applications extending from green hydrogen to aerospace oxygen production. 5. Huatai Securities: The certainty of the recovery growth in the performance of listed banks is increasing; the allocation value of state-owned banks is becoming more prominent. 6. Western Securities: Analyzes the overseas expansion paths of five leading securities firms; cross-border investment banking and global wealth management have become growth drivers.
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