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Nvidia has been exposed to abandon the super micro computer, old orders have been transferred to other suppliers.
①Super micro computer fell into the delisting crisis last week due to the resignation of auditors, which has caused great concern in the semiconductor industry; ②Its largest customer, nvidia, reportedly has transferred its orders to other suppliers to control risk; ③The fate of super micro computer has become even more uncertain.
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The results of the USA presidential election are about to be announced, how will the US stock market perform? These four scenarios are worth paying attention to!
Goldman Sachs believes the most likely outcome is Harris's election with a divided Congress (40% probability), long-term growth/nasdaq/wind power/china/global export themes will outperform large cap, defensive stocks are better than cyclical stocks.
Futu Morning Post | Countdown to the election! The panic index VIX is burning high and uncertainty is haunting the market nerves; Up nearly 13% after hours! Palantir raises full-year revenue guidance
Jpmorgan warns: If Trump wins on Wednesday, the Fed may pause the easing cycle as early as December; Will the US stock market hit new highs after the election? Jpmorgan: FOMO psychology boosts, S&P may hit 6100 points by the end of the year; US polls: Harris and Trump are neck and neck in key 'swing states'.
nvidia's inclusion in the Dow behind: nvidia was early prepared for inclusion, and the Dow also needs nvidia.
Nvidia surpasses Intel to become the chip manufacturer with the highest revenue, creating a clear one-to-one exchange opportunity. Since Intel is the only chip manufacturer in the Dow Jones Industrial Average, the industry's weight in the Dow is much lower than its position in the economy or market. It is important to note that the Dow is a price-weighted index, so stock prices and their volatility determine the weight in the Dow, analysis and estimation place Nvidia's impact on the Dow Jones Industrial Average in eighth place.
US stocks closed: Trump, Harris concept stocks rose together, Chinese concept stocks remained stable and rose.
1. The market is filled with a wait-and-see attitude, with all three major indexes collectively falling. 2. Trump's media technology group rebounded after hitting bottom. 3. Photovoltaic and clean energy concept stocks strengthened collectively. 4. Reports claim that Nvidia will distribute Super Micro Computer orders to other suppliers.