ASML Holding Options Trading: A Deep Dive Into Market Sentiment
ASML Holding N.V. (ASML): Among the Worst Performing AI Stocks of Previous Week
U.S. stocks closed | S&P 500 and Nasdaq both rose for the fifth consecutive week, with nvidia up nearly 16% for the week and broadcom up 22% for the week.
The rebound in US consumer confidence, the near four-year low in one-year inflation expectations, the support of the former "Fed's three hands" for a 50 basis point rate cut, and the significant increase in betting on substantial rate cuts by the "Fed's communication agency" and others, have returned to the "fifty-fifty" level. Small cap stocks rose by more than 2% on Friday, chip index rose by 10% over the week, NVIDIA rose by nearly 16% over the week, and Broadcom rose by 22% over the week. The two-year US Treasury yield returned to a two-year low, the yen rose above 141, the highest in nearly nine months, offshore renminbi rose above 7.10 yuan, and bitcoin rose to $0.06 million. Oil prices stopped the multi-week decline, and gold rose by over 3% for the best month in a month.
Unfazed by the volatility! The chip index has risen for four consecutive days. Nvidia and Broadcom have rebounded strongly this week. Is the optimistic sentiment quietly returning?
In the face of such intense turbulence, several major chip giants still have bullish forecasts from Wall Street, with a potential increase of around 20%-40%. How should investors view the investment prospects of chip stocks?
ASML Holding NV (0QB8): New Buy Recommendation for This Technology Giant
Bank of America's sharp commentary on the AI boom: Just getting started, equivalent to the "early days of the internet in 1996"!
① Bank of America Merrill Lynch said that the AI boom is still in its early stages, much like the development of the internet in the 1990s. ② The bank said that the impact of AI will be felt earlier than previous technology booms.
Huang Renxun, Altman and other American AI experts gathered at the White House to discuss AI infrastructure layout with the Biden team.
Attendees include NVIDIA CEO Huang Renxun, OpenAI CEO Sam Altman, Anthropic CEO Dario Amodei, Google President Ruth Porat, and Microsoft President Brad Smith. The conference focused on how to integrate the public and private sectors, discussing the energy usage of AI, datacenter capacity, semiconductor manufacturing, and power grid capacity.
US stocks closing | NASDAQ, S&P joined hands for four consecutive positives, US stocks' seven giants all rose, with Meta up nearly 3% and Nvidia up nearly 2%.
In August, the PPI in the United States showed a cooling down of inflation, and the market slightly raised its bets on the Fed's aggressive interest rate cuts. US stocks rose together, with Nvidia up nearly 2%, while NIO Inc and XPeng fell more than 5%. The European Central Bank cut interest rates for the second time this year, but maintained a restrictive policy. European bonds fell, and the euro rebounded from its four-week low. Commodities rose across the board, with US oil briefly rising by 3.7%, gold reaching a new high with a nearly 2% increase, palladium rising by over 4%, and copper experiencing its largest two-month increase.
Here's How Much $100 Invested In ASML Holding 15 Years Ago Would Be Worth Today
US stock market closing: US stocks staged a "V-shaped" big reversal, with Nvidia soaring more than 8%; solar concept stocks and lithium stocks rose across the board, with first solar rising more than 15% and Albemarle rising more than 13%
The core CPI in the US in August exceeded expectations, and the market believes that the Federal Reserve will not make a significant interest rate cut next week. The US stock market fell at the beginning of trading, with the Dow Jones Industrial Average falling more than 740 points at one point. Huang Renxun emphasized the high demand for AI chips, and Nvidia, which had the largest increase in six weeks, led the US stock market to rebound in a V-shape, with the Nasdaq rising more than 2% and chip stocks rising nearly 5%. The US presidential debate boosted solar stocks, while Trump media fell more than 10% to the lowest level since its backdoor listing in March. Brent oil climbed back above $70, breaking away from a three-year low.
Top 20 turnover | Nvidia surged more than 8% to close to 50 billion dollars. Huang Renxun says demand for next-generation Blackwell AI chips is strong
On Wednesday, Nvidia, the number one in US stock turnover, closed 8.15% higher, the biggest one-day increase since August, and traded 49.652 billion US dollars. The second-place Tesla closed 0.87% higher at $18.604 billion. Apple, which ranked 3rd, closed 1.16% higher and traded $9.867 billion.
Semiconductor Shares Are Trading Higher Amid Possible Sympathy With NVIDIA. At the ABC 2024 Presidential Debate, Vice President Harris Said She Wants to Invest in American-based Technology to Win the Race on AI and Quantum Computing.
US Equity Indexes Mixed as Likelihood of Supersized Fed Rate Cuts Subsides
Sector Update: Tech Stocks Lean Lower Premarket Wednesday
U.S. stock market outlook | CPI in August fell for the 5th consecutive month, with slight declines in the three major index futures; Is the "Trump trade" unraveling? Concept stocks fell before the market opens.
Apple has launched a new visual search function, and its partnership with Google is escalating; Buffett once again sells off silver! Cashing out $0.23 billion; Traders are betting that after the first 25 basis points cut by the Fed in September, there will be two more rate cuts of 50 basis points in the near future.
Market Chatter: ASML Must Obtain Export Licenses for Software Updates to China
ASML's Investor Day to Shift Market Focus to Longer Term -- Market Talk
UBS Remains a Hold on ASML Holding NV (0QB8)
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Dutch Government Says ASML Needs License To Service Some DUV Equipment In China