Futu Morning Post | Morgan Stanley famous bear Wilson turns bullish! s&p 500 may rise another 11% next year; super micro computer submits compliance plan to nasdaq, surging nearly 40% after hours at one point.
USA Treasury Secretary candidate internal strife intensified, former Federal Reserve Board member Wash unexpectedly entered the Treasury Secretary candidate; Bank of America Merrill Lynch pointed out that Nvidia's financial report may determine the success or failure of the stock market rebound.
Famous short seller Wilson from Morgan Stanley turns bullish: no need to worry about high valuations, interest rate cuts, and profit growth, the s&p 500 will rise another 11% next year!
In recent years, morgan stanley strategist Michael Wilson, known for his bearish stance on the usa stock market, has unusually expressed a completely bullish outlook for the usa stock market in 2025, believing that the s&p 500 index will reach around 6,500 points by the end of next year. Since the beginning of 2023, the s&p 500 index has surged more than 50%.
U.S. stock market morning session | Tesla surged more than 8%, with a market cap exceeding $1.1 trillion; Xiaomi ADR soared 5% after earnings, with Q3 revenue reaching a record high of $92.5 billion.
On the evening of October 18th, Beijing time, the market this week is focused on the earnings reports of several important companies including nvidia, as well as the Federal Reserve's interest rate cut policy and the outlook for the US stock market after the elections.
U.S. Stock Market Outlook | Expectations of interest rate cuts sharply cooling! Nomura: It is expected that the Federal Reserve will hit the pause button on interest rate cuts in December; Tesla pre-market trading surges nearly 7%! The Trump administratio
nvidia fell more than 2% in pre-market, as the Blackwell chip has a 'heating issue'; super micro computer rose over 10% in pre-market, as the company plans to submit a compliance plan to avoid (delisted) risk.
Daily options tracking | Trump's assistance? Tesla rose more than 8% in pre-market trading, with a large single l bet on the rise last Friday; Palantir hit a new all-time high! Multiple call options made over 9 times profit.
Super micro computer surged over 17% in pre-market today, following reports that the company will submit a compliance plan to avoid (delisted) risk. The stock rose over 3% last Friday, with implied volatility soaring to 219.62%, reaching its highest level of the year, and call options saw a surge in demand, accounting for 44% of the total. On the options chain, among the expiring contracts this Friday, the call with a strike price of $23 had the highest volume, reaching 6,000 contracts.
What signal? Buffett's cash position has been increasing year after year, surprisingly coinciding with the trend of the Dow Jones Industrial Average.
Recently, the 'Stock God' Buffett once again 'cleaned out' stocks, which has attracted high market attention. The latest quarterly report shows that Berkshire continues to reduce its stock holdings, with the company's cash reserves reaching a historical high of $325.2 billion, an increase of 17.4% from $276.9 billion at the end of the second quarter.