'The Critical Issue Is Reflexivity': Goldman's 1-Delta Desk On META, Momo, Metals, & Memory
ZeroHedge·- Leadership in the market is shifting, with India showing strong performance overnight. - Meanwhile, Japan and Korea experienced declines, particularly in AI infrastructure, which triggered circuit breakers in Korea. - Memory stocks are still adjusting following the sharp reversal that occurred after Meta's announcement.UBS Ratings, TPs on Dotcoms (Table)
AASTOCKS News·- UBS has listed investment ratings and target prices for various dotcom stocks, primarily recommending "Buy" for most. - Notable stocks include Tencent, Meituan, and Alibaba, each with target prices of HKD 780, HKD 128, and USD 184, respectively. - The article adds that short selling data reflects varying activity and ratios, with a warning about delays in stock quotes.