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Catalyst Watch: Bank Earnings, Oil Updates, Powerhouse Conferences in Retail and Healthcare
Shares of Semiconductor Stocks Are Trading Lower Amid a Push by US President Biden to Curb AI Chip Exports to China.
The non-farm data unexpectedly exceeded expectations! Will the Federal Reserve only cut interest rates once this year?
Interest rate cut expectations are rapidly being reduced! The market is beginning to bet that the Federal Reserve may only cut rates once this year...
4 Stocks to Watch on Friday: DAL, WBA and More
U.S. Stock Outlook | Non-farm payroll data exceeded expectations, leading to a short-term plunge in the three major futures indices; high-performing stocks surged, with pharmacy stock WBA rising over 13% in pre-market, and Delta Air Lines climbing over 9%
NVIDIA slightly fell before the market opened, and AMD dropped over 2% before the market opened, as the USA plans to tighten the export of AI Chips from NVIDIA and AMD; several Federal Reserve voting members have spoken out, hinting at a pause in interest rate cuts; sources say that the USA Treasury is expected to release a statement detailing new sanctions on Russian oil later on Friday.
Wall Street warns: If you don't want a big drop in U.S. stocks, tonight's non-farm payroll needs to be "just right."
Bank of America stated that only "Goldilocks" data can keep long-term interest rates below 5%, stabilize interest rate sensitivity, and prevent the Nasdaq's leadership from wavering. "Explosive" data could lead to a decline of about 4% in the S&P 500 Index to 5,666 points.
The "refinery" of the AI era? Technology giants are rushing to build Datacenters, and these investment opportunities are worth paying attention to in 2025!
The Datacenter is becoming the "refinery" of the AI era!
What are Wall Street investment banks' views on tonight's non-farm payroll report?
A graphic to understand Wall Street investment banks' predictions for tonight's non-farm payroll additions, unemployment rate, and wage data.
Express News | TENCENT has conducted large-scale repurchases for four consecutive days! Today it spent another 1.5 billion Hong Kong dollars to buy back shares.
Taiwan Semiconductor's revenue for the entire year of 2024 is set to surge by 34%, focusing on the upcoming fourth-quarter earnings call next week!
① Taiwan Semiconductor's consolidated revenue in December 2024 increased by 57.8% year-on-year, with total annual revenue increasing by 33.9% year-on-year. ② It is estimated that Taiwan Semiconductor's revenue in the fourth quarter is 868.42 billion New Taiwan dollars, exceeding market expectations; ③ Taiwan Semiconductor will hold a briefing on January 16, analysts believe there are four key areas worth paying attention to during the briefing.
Morgan Stanley's outlook for the top ten investment trends in 2025: the revival of nuclear energy, the AI revolution in the financial Industry, quantum computing, oral weight loss medications...
Morgan Stanley pointed out that historically, popular themes with strong profit momentum tend to have a strong sustainability, such as AI, defense spending, and obesity drugs; negative prices and quantum computing are expected to emerge as new investment hotspots.
In the night market, it rose over 2%! Taiwan Semiconductor's Q4 sales increased by 39% year-on-year, exceeding expectations, boosting the outlook for the AI Industry.
In December, Taiwan Semiconductor's sales amounted to 278.16 billion New Taiwan dollars, a month-on-month increase of 0.8% and a year-on-year increase of 57.8%. From January to December 2024, Taiwan Semiconductor's operating revenue was 2,894.31 billion New Taiwan dollars, a 33.9% increase compared to the same period in 2023.
Express News | Taiwan Semiconductor's U.S. stock night market rose over 3%, with December consolidated revenue growing 57.8% year-on-year.
Duan Yongping took action to Buy! Tencent's stock price adjusted, with the daily buyback increased to 1.5 billion HKD.
Famous investor Duan Yongping stated on January 9 on his account 'The Tao is shapeless, I have shape': 'Today, I bought Tencent and also bought Moutai.'
AI has triggered a wave of layoffs on Wall Street! The number of unemployed individuals in the next three years may exceed 200,000.
The report indicated that in the next 3 to 5 years, due to AI 'encroaching' on human jobs, Global Banks will lay off up to 200,000 people, with backend, mid-office, and Operation positions facing the highest risks. At the same time, 80% of respondents expect that generative AI will increase productivity and income by at least 5% during this period.
Express News | Alibaba: On January 8, approximately $39.985 million was spent to repurchase 3.8352 million shares.
Express News | On January 9, Tencent repurchased 4.01 million shares, at a cost of approximately 1.501 billion Hong Kong dollars.
What signal? Investment mogul Duan Yongping today made a move to Buy Tencent and Moutai.
An Analyst from Deutsche Bank stated in a research report that after being included in the military industry list by the U.S. Department of Defense, TENCENT's stock price may experience fluctuations in the near future; however, this should have no impact on TENCENT's Business Operation.
Chip giants are vying for dominance in the PC CPU battlefield!
Chip manufacturers acclaim the AI boom as the "biggest transformation" for PCs in nearly a decade and a moment of rebirth for the sluggish PC market.
Can 2-nanometer chips emerge as a dark horse from Japan? The emerging company Rapidus will test production in April.
① 2025 is a key year for advanced chip processing, Taiwan Semiconductor, Samsung, and Rapidus all plan to start trial production of 2-nanometer chips; ② According to Japanese media, the emerging company Rapidus plans to begin trial production of 2-nanometer chips in April, with shipments to Broadcom starting as early as June; ③ Rapidus has received significant funding from the Japanese government, and this trial production will determine its credibility in the market.