Fed holds rates, AI reshapes markets. US risk-on with AMZN, GOOGL upgraded. China mixed; JD, PDD downgraded. HK 1810 upgraded. Japan 6758 upgraded, 6954 downgraded. Europe ALV, RWE, AIR upgraded. Crypto BTC, ETH upgraded to bullish. COIN, BAC, 600036, 0011, 8411, 7267, NVO, SHEL, BP, RWE, AIR, BNB, LINK added; XPEV, 601398, 688981, 1299, 0016, 0968, 4502, 9432, 6501, 6954, ASML, NOVO-B, SHEL, BP, ALV, RWE, AIR, SAN, TTE, BNB, ADA, AVAX, LINK, MATIC dropped.
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AI cloud demand surge
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Direction shift to bullish
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AI spending concerns
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Smartphone recovery play
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Direction shift to bullish
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Direction shift to neutral
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Direction shift to neutral
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Direction shift to neutral
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Direction shift to neutral
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Direction shift to neutral
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AI chip competition heats
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Rate hold benefits banks
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China bank value play
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HK property recovery
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Japan financials rally
EV demand slowdown
China bank rotation
Semiconductor volatility
Insurance sector weakness
Property sector risk