The soaring US Treasury yield has impacted the stock market; how should this be addressed? The following events deserve close attention!

This wave of decline is closely related to the rise in U.S. Treasury yields. Since Federal Reserve Chairman Powell clearly shifted focus to inflation at the December meeting last year, the increase in Treasury yields has put pressure on the U.S. stock market.

Futu News5minutes ago

Express News | U.S. semiconductor stocks fell before the market opened. ARM, ASML Holding, Super Micro Computer fell over 3%, while NVIDIA, Broadcom, Taiwan Semiconductor, and Advanced Micro Devices dropped over 2%.

Breakings5minutes ago

Why Broadcom Stock More Than Doubled in 2024

Yahoo Finance38minutes ago

Major firm rating丨Goldman Sachs: Earnings forecasts for the Semiconductors Industry will turn positive in the second half of the year, with ratings of "Buy" for NVIDIA, Micron, and others.

On January 13, Gelonghui reported that Goldman Sachs pointed out that the Semiconductors and Semiconductor Equipment Industry provided numerous opportunities to generate excess returns last year. Companies that performed exceptionally well (especially those supporting AI Infrastructure, such as Credo Technology which rose 2.45 times, NVIDIA which rose 1.71 times, Broadcom which rose 1.08 times, Marvell Technology which rose 83%, and Arm which rose 64%) significantly outperformed stocks in areas like Microcontrollers (MCUs) and Power, such as Microchip Technology which fell 36% last year, and Qorvo which fell 38%.

Gelonghui Finance15:30 · Ratings

AI Robot Trader Outperformed in 2024. Nvidia, Tesla, and Broadcom Are Some of Its Favorites. -- Barrons.com

Barron's14:00

Futu Daily Report | Jensen Huang announces NVIDIA's latest breakthroughs in physical AI, OpenAI officially enters the robotics field; December non-farm payrolls surge, US stocks "plummet back to pre-election levels overnight."

As the "Trump effect" fades, the market gains in US stocks after the election have been completely wiped out. After Friday's close, the S&P 500 Index has only increased by 0.8% since the election on November 5, which may mark the weakest performance from election day to inauguration since Obama took office in 2009.

Futu News08:28