LB Premarket | The market value of HKD exceeds Alibaba! The probability of the Fed raising interest rates by 75BP in September raise

News

1、Uber sold its 7.8% stake in Indian food delivery company Zomato for $392 million, according to two people familiar with the matter.

2. Nintendo Quarter 1 net sales of 307.46 billion yen, down 4.7% year over year, with a market estimate of 332.09 billion yen; net profit of 118.98 billion yen, up 28% year over year, with a market estimate of 90.18 billion yen.

3, BMW second quarter sales 34.77 billion euros, the market estimate 32.07 billion euros; EBIT 3.43 billion euros, the market estimate 3.18 billion euros.

4. According to the CME "Fed Watch": the probability of the Fed raising interest rates by 50 basis points in September is 58.5%, and the probability of raising interest rates by 75 basis points is 41.5%.

5, Robinhood second quarter revenue of $318 million, net loss of $295 million. Monthly active users decreased 1.9 million to 14 million.

6. SOFI: Second-quarter revenue of $363 million, up 57% year over year; net loss of $95.835 million, down from $165 million in the same period last year; adjusted profit before interest, tax, depreciation and amortization of $20.304 million, up 81% year over year.

7. Gilead Sciences: Second-quarter adjusted earnings per share were $1.58, compared with market expectations of $1.52. Full-year revenue is expected to be between $24.5 billion and $25 billion, compared with previous expectations of $23.8 billion to $24.3 billion.

8. Occidental Petroleum's revenue in the second quarter was US $10.735 billion, and its net profit was US $3.555 billion.

9. AMD's second-quarter revenue was US $6.55 billion and net profit was US $447 million; it is expected that the full-year revenue will be about US $26 billion to US $26.6 billion, which was previously expected to be about US $26.3 billion.

10 . Starbucks' second-quarter revenue was $8.15 billion and net profit was $913 million.

11. Airbnb's second-quarter revenue was 2.1 billion US dollars, and its net profit was 379 million US dollars. It is expected that the third-quarter revenue will be 2.78 billion US dollars to 2.88 billion US dollars, and the market is expected to be 2.78 billion US dollars.

12. Regeneron Pharmaceutical's second-quarter revenue was US $2.857 billion, and its net profit was US $852 million.

13. Moderna's second quarter revenue was $4.749 billion and net profit was $2.197 billion. Announced a new $3 billion share repurchase program.

14. CATL will supply Tesla with M3P batteries in the fourth quarter of this year in Model Y models using 72-degree battery packs, which will be available early next year.

Movement

U.S. stocks premarket, Dow futures, Nasdaq futures, S & P 500 futures all rose more than 0.3%.

Tesla rose more than 1%, Li Auto fell more than 1%, and XPeng Motors fell more than 2%.

Airbnb fell more than 7%, and it is expected that the year-over-year growth rate of Q3 nightly and experience bookings will remain stable compared with the year-over-year growth rate of Q2, which is lower than market expectations.

AMD fell 5.5% and expects Q3 adjusted operating income to grow by about 55% year over year, a marked slowdown from at least 70% in Q1 and Q2.

Paypal rose nearly 12%, beating expectations for full-year adjusted earnings per share of $3.87 to $3.97 and announcing a new $15 billion share repurchase program.

Faraday Future rose nearly 11%, FF announced that its California factory body production line and other facilities are in place, and the robot arm has entered the final commissioning stage.

AMTD IDEA GROUP rose more than 12%, AMTD IDEA GROUP rose more than 30%, and AMTD IDEA Group held more than 90% of the shares of AMTD IDEA.

Options

Airbnb saw unusually large options trading activity on Tuesday. Stock investors acquired 59,117 call options on the company. This is an increase of 22% compared to the average volume of 48,311 call options.

Monolithic Power Systems：Option volume is relatively light with the August 19th 490.00 call being the highest volume contract (volume is 31).

Gartner：Calls are outnumbering puts nearly 4:1 with the September 16th 260.00 call seeing the most action from traders (volume is 105).

Nikola:Three of the top 10 highest volume option contracts in the market today are on this electric truck maker and they are all on the August 12th。

Some unusual put activity (~100:1 over calls) is being seen inWillScot Mobile Mini Holdings Corp. (WSC - $0.12 to $38.54)which is primarily being driven by some unusual block activity on the August 19thexpiration

Caterpillar：Calls are outnumbering puts ~2:1 with the October 21st220.00 call leading the way (volume is 4,295).

Waters Corp.：Option volume is relatively light with the August 19th370.00 call seeing the most action from traders (volume is 29).