Schroders Investment: The low valuations of emerging markets have gained attention, and the technology cycle is expected to continue until 2025.
Schroeder stated that there are three key areas of uncertainty in the short term: the influence of the Trump administration, the development of ai, and the policy support from china's authorities.
Daily digital currency update summary (2024-12-06)
After bitcoin rose to a historical high of 0.104 million dollars on Thursday, it fell back and accelerated its decline during the U.S. trading session, approaching 0.09 million dollars, with a low of 90,700 dollars.
Trump officially announced: White House AI and cryptos affairs have been settled!
① The newly elected president of the usa, Donald Trump, appointed David Sachs as the director of white house ai and cryptos affairs. ② Sachs, former COO of Paypal, will be dedicated to making the usa a global leader in the ai and cryptos fields. ③ Trump has been active in the cryptos industry, planning to turn the usa into a global crypto hub and supporting the idea of establishing a strategic bitcoin reserve.
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"Minister Ma" makes his first appearance on Capitol Hill, "Government Efficiency Department" facing tricky challenges, with few answers.
Elon Musk talked extensively about cutting spending goals, but did not establish detailed plans to achieve these goals. With the weak majority in the House of Representatives and the existence of a "filibuster" procedure in the Senate, the commitment of the USA government to cut spending is being questioned.
The usa's first "AI and cryptos tsar"! Renowned venture capitalist and close friend of Musk, David Sacks, has been appointed.
On December 6, the president-elect of the usa, Trump, announced the appointment of David O. Sacks as the head of AI and cryptos affairs at the White House.
Former Treasury Secretary Larry Summers: There is no need to build a reserve of bitcoin, Musk's 'grand ambition' cannot be achieved!
① Former usa Treasury Secretary Summers dismissed the idea of the Trump administration establishing a bitcoin asset reserve, calling it "crazy" and questioning its necessity. ② He stated that Musk's goal of saving 2 trillion dollars in spending is difficult to achieve, as the government's main expenditures are on defense and support for the elderly, making spending cuts or tax increases politically challenging.
The usa stock, bond, and foreign exchange markets are all under pressure: no one dares to act rashly before the non-farm payrolls battle!
Before the key non-farm employment data from the usa is released this Friday, both the rise of US stocks and the dollar showed signs of stalling on Thursday, while the US bond market was also caught in a weak consolidation pattern; for a moment, it seemed that no one on Wall Street dared to take any rash actions.
The first batch of OpenAI's game changers has arrived, allowing unlimited use of its models under ChatGPT Pro, including the 'most asia vets' o1.
The ChatGPT Pro package is priced at $200 per month, including the Advanced Voice advanced voice mode and models such as GPT-4o, o1, as well as the exclusive o1 version o1 pro mode. In benchmark tests in mathematics, science, and coding, o1 pro mode scores higher than o1, with even greater advantages in tests with stricter reliability requirements. In addition, the ChatGPT Plus package includes o1, with a monthly fee of $20.
Nvidia strengthens its presence in Southeast Asia: the AI research and development center in Vietnam has been launched, and the state-owned enterprise Viettel has received technical support.
Nvidia is accelerating its布局 in Southeast Asia. On Thursday, Nvidia's CEO Jensen Huang announced that an AI research and development center will be established in vietnam to promote the development of the AI industry in vietnam by building AI infrastructure, training vietnamese AI experts, and supporting AI startups. In addition, Nvidia will acquire the AI division of vietnam's Vingroup.
Futu Morning Report | Non-farm data is arriving tonight! Goldman Sachs: This could determine whether there will be another rate cut in December; another major bank is optimistic! Wells Fargo raises its outlook for the S&P to 7007 points.
After hours, it surged over 8%! Lululemon's Q3 performance exceeded expectations; after accurately predicting that bitcoin would reach $100,000 this year, Standard Chartered's analyst is bullish again: predicting it will reach the significant milestone of $200,000 by the end of next year; OPEC+ has continued its three sets of production cut measures, extending the additional voluntary reduction of 2.2 million barrels per day for three months.
Elon Musk's xAI has completed a new round of financing, and the valuation is reportedly over 40 billion dollars.
① Elon Musk's ai startup xAI has completed a new financing round of $6 billion, with a valuation exceeding $40 billion. ② xAI was founded by Musk in 2023 and completed the $6 billion financing in May of this year, at that time the valuation was $24 billion.
Foreign media: The nvidia Blackwell plan will be completed in manufacturing in the usa.
According to reports, if Taiwan Semiconductor reaches a final agreement with Nvidia, this will bring another important customer to Taiwan Semiconductor's factory in Arizona, which is scheduled to start mass production next year. However, although Taiwan Semiconductor plans to carry out the front-end process production of Blackwell chips in Arizona, these chips still need to be packaged back in China Taiwan.
Top 20 by transaction amount | Received bullish reports from multiple brokerages, Tesla rose over 3%, reaching a new high since April 2022; microstrategy opened high and fell back, closing down nearly 5%.
On Thursday, Tesla topped the U.S. stock trading volume with a 3.23% increase, reaching the highest level since April 2022, with a transaction volume of 30.035 billion USD. nvidia ranked second with a slight decrease of 0.05%, with a transaction volume of 24.998 billion USD. microstrategy ranked third with a 4.83% decline, with a transaction volume of 18.583 billion USD.
After hours surged over 9%! Lululemon's Q3 performance exceeded expectations, raised earnings guidance, and announced an increase of the $1 billion buyback plan.
The results showed that Q3 revenue grew 9% to $2.4 billion, exceeding analyst expectations of $2.36 billion. However, the americas region remained weak, with revenue only growing by 2%, while international sales increased by 33%. Net income was $0.35 billion, a year-on-year increase of 41%.
Intensifying competition! Reports indicate that amazon is persuading cloud customers to avoid nvidia and switch to its own chips.
Analysis suggests that if amazon can shift customer spending to its self-developed server chips, as these chips are cheaper for cloud customers due to their significantly lower power consumption compared to nvidia chips, this will enhance amazon's profit margins. Moreover, it can also prevent nvidia from occupying more cloud market share by directly renting out its chip servers to enterprises.
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