U.S. Stock Outlook | The three major futures are mixed, Citigroup predicts the S&P 500 could reach a high of 6900 points next year; Chinese concept stocks and ETFs are generally down in pre-market trading, with YINN falling over 11%.
NVIDIA responds to being investigated: happy to answer any questions regulators have for us; demand for AI Chips is driving growth! Taiwan Semiconductor's sales in November saw a year-on-year increase of 34%, but a quarter-on-quarter decline; deficits are concerning! Bond giant Pimco: cut positions in long-term US Bonds, shifting to medium-term bonds and overseas bonds.
What will drive the ROI of U.S. stocks in the next decade? Trillions in buybacks may become the main force.
If the stock market's gains in the next few years are disappointing, record buybacks may become an important buffer for total returns.
Applied Optoelectronics Cut by B. Riley on Elevated Valuation
Inflation may rise again next year! Will the Federal Reserve have to slow down the pace of interest rate cuts?
The market may have underestimated the possibility of inflation rising again, and the Federal Reserve may slow down its interest rate cuts in 2025, or even begin to raise interest rates...
The calm before the storm! The year 2025 may be the quietest year for Trump 2.0.
Trump won a second term in the White House because he promised to "burn down" the existing order.
CICC: How much room is left for U.S. stocks?
Against the backdrop of the USA elections concluding, the rise in Trump's Trade, and the US stock market reaching new highs repeatedly, the performance of the US stock market for the third quarter has also been fully disclosed.
Citi's outlook for 2025: The S&P 500 could reach a maximum of 6900, and the Federal Reserve's interest rate cut cycle will not be interrupted.
Although Citibank strategists are also bullish on the US stock market, they are concerned about the high valuation starting point.
Daily Options Tracking | NVIDIA is under antitrust investigation, large investors hedge against a decline with $60 million; Chinese concept stocks options trading surges! Multiple call options for Alibaba profit 7 times.
Palantir fell more than 5% overnight, with an intraday fluctuation of up to 10%. The Options Chain Volume and implied volatility both increased, and the Call ratio slightly decreased to 56%. On the Options Chain, the highest trading volume of call options expiring this Friday with a strike price of $80 approached 0.055 million contracts.
US stock digging for gold | Apple stocks hit a new high! Total market value reached 3.73 trillion USD; Morgan Stanley suddenly turned Call, and "USA forum" Reddit has cumulatively increased by over 390% since its listing.
Apple's stock rose by 1.61%, reaching a new all-time high, reclaiming the title of the largest company by Market Cap globally; "Reddit" rose by 2.71%, closing at $167.17. Since the stock debuted on the US stock market at $34 per share in March, it has increased by more than 390%.
2025 Investment Indicator: Why have mid-cap stocks become potential new stars?
Amid the high valuations of large-cap stocks and the high risks of small-cap stocks, mid-cap stocks are showing unique appeal.
How expensive are U.S. stocks exactly.
UBS Group believes that the valuation of the US stock market is indeed somewhat high, but not excessively so. There are four major supporting factors behind this: stock market valuations tend to rise during non-recession periods, the proportion of technology companies in the US stock market has increased significantly, the improvement of companies' cash flow, and the current decrease in capital costs.
Institutions warn: U.S. stocks may enter a bear market in the first half of next year!
Analysts warn that these three growing trends pose a significant threat to the bull market in the U.S. stock market over the past two years...
Are U.S. stock valuations excessively high and at risk of plummeting? The ubs group presents four major reasons to prove that current prices are very reasonable!
① UBS Group believes that the high valuation of US stocks is reasonable and may continue to rise next year; ② The dominance of technology stocks, improvement in cash flow, and lower discount rates explain the reasons for the high valuation of US stocks.
The latest report from the New York Federal Reserve: usa consumers expect inflation to be higher in the coming years!
Consumers in the usa are optimistic about the future of the usa economy, but they are also preparing for higher inflation levels.
Can the US stock market rise again before the end of the year? Bank of America: It depends on the upcoming November CPI.
① The bank of america report indicates that the CPI data for November, set to be published on Wednesday, will have an impact on the usa stock market beyond investors' expectations. ② The latest inflation data will affect the Federal Reserve's interest rate decision, and weak data may clear the way for a year-end rebound in the usa stock market.
China International Capital Corporation: Non-farm data supports the Federal Reserve to continue lowering interest rates.
Overall, the labor market is still in a state of "employment growth momentum weakening, but the job market itself is not weak," which will provide a reason for the Federal Reserve to lower interest rates again in December.
Morgan Stanley platform! The market is betting again: The Federal Reserve will cut interest rates in December and January of next year.
Morgan Stanley's recognition is further driving the market's bets on the Federal Reserve's easing.
When the US stock market has a fondness for Trump, the US debt has fallen in love with Bensent...
① The usa national debt market, which has reached a scale of 28 trillion dollars, seems to be becoming increasingly "politicized"; ② If the continuous record highs of the us stock market after the usa elections indicate that the bull market is "fond of" Trump, then the current bond market seems to have "fallen in love with" Bessent.
Citi has revised its forecast for the Federal Reserve to cut interest rates by 25 basis points this month.
Citigroup, the only firm on Wall Street to predict that the Federal Reserve would cut interest rates by 50 basis points this month, has now adjusted its forecast to a 25 basis point cut.
Futu Morning Post | “Moderate Easing” Attracts China Stock Exchange Group Carnival! Are Hong Kong stocks on the rise again today? The market is increasing expectations that the Federal Reserve will cut interest rates in December, and Damo expects another
c3.ai's stock surged by 17% after hours, with performance greatly exceeding expectations; Xiaomi launched a new payment SUV, officially announcing that the YU7 will be released next summer, and overnight ADR rose nearly 9%.