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12:05
Risk assets rebound as HSBC strategist Kettner advises investors to buy on dips
The team led by Max Kettner stated that this view is based on looser financial conditions, accelerating high-frequency consumer data in the United States, and an overall improvement in growth indicators. In their report, they wrote, "At least so far, crude oil futures prices have not converged upward towards Middle East grade crude and spot prices. In fact, they have moved in the opposite direction." The team continues to maintain its strongest bullish stance on equities while significantly overweighting emerging market rate assets. They are also overweight in high-yield credit bonds and gold, with a preference for European bond duration over U.S. bond duration. (Bloomberg)
12:02
Strategy spent $2.54 billion last week to buy a large amount of 34,164 bitcoins
BlockBeats News, April 20th. According to market reports, Strategy made a significant purchase last week, acquiring a total of 34,164 bitcoins at a cost of $2.54 billion.
11:54
From Miner Chip to AI Brain: GUC Joins Google, Microsoft CPU Core Design Partners, GUC Stock Price Surges 10% to Hit All-Time High
BlockBeats News, April 20th, VanEck's Director of Digital Asset Research (matthew_sigel) posted on social media that as Bitcoin miners increasingly expand into AI infrastructure, the world's largest fabless Bitcoin ASIC design partner GUC (successfully transformed into the largest design partner for AI-driven CPUs, with clients including Google, Microsoft, and the upcoming xAI) is at the forefront. Benefiting from the increase in AI intelligent agent adoption, the market continues to raise expectations for the CPU ecosystem: Morgan Stanley expects Google's CPU shipments to reach 1.5 million units in 2026, double the forecast from three months ago by HSBC Equities (700,000 units), mainly due to the market's accelerated transition from the traditional x86 architecture. Driven by this, GUC surged 10% last night, with its stock price hitting a new all-time high.
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