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Will the chip factory brought in by Biden be 'sabotaged' by Trump? The US manufacturing industry is very worried.
①Whether it's Biden, Harris, or Trump, they are all eager to see the reshoring of the manufacturing industry in the usa; ②However, under the same goal, the two parties seem to be taking vastly different paths; ③Behind this significant difference, many industry professionals in the usa are worried that the wave of factory construction sparked by subsidies during the Biden administration may come to a halt abruptly after Trump takes office...
Is ASML Holding N.V. (ASML) Set to Explode in 2025?
"Treading on Air" Two major chip giants unexpectedly warming up in the AI wave, but difficult to shake the logic of chip stocks: fundamental reversal must rely on AI.
Maybank analyst stated that intel and Samsung's gap in ai is "difficult to narrow in the short term"; Allspring analyst stated that Samsung needs to make "difficult decisions".
US stocks closed: All 'Seven Giants' suffered heavy losses, with the S&P and Nasdaq posting their largest declines in nearly two months.
1. PHLX Semiconductor Index fell more than 4%; 2. The China concept stock Jinlong Index fell by 1.3%; 3. Apple's Greater China revenue fell short of expectations; 4. Guo Mingchi: the possibility of Super Micro Computer being suspended or delisted is increasing.
Here's What Overshadowed ASML Holding N.V.'s (ASML) Strong Performance
Futu Morning Post | Citigroup strategist talks about the 'Trump winning trade', a good opportunity to profit from the surge in US stocks; AI capital spending continues to expand! Microsoft, Meta both fell after hours.
USA Treasury Department's heavyweight quarterly refinancing announcement: Maintain long-term bond auction scale and guidance unchanged; the U.S. presidential election is undecided, the dollar hedging cost has risen to the highest since 2022; it will impact 3000 dollars next year! Goldman Sachs raises gold price expectations, stating that central bank demand expectations have quadrupled.