Why do some Analysts pour cold water on the "Trump 2.0" leading U.S. stocks to soar? Understand it in one article.
① After the USA election, the stock market continues to rise, but Analysts advise investors to remain cautious. ② BCA Research predicts that the USA stock market may enter a bear market in the first half of next year, with stock prices potentially dropping by as much as 35%.
Foreign media survey: 90% of economists predict that the Federal Reserve will announce a 25 basis point rate cut next week.
According to a survey by foreign media, 90% of economists predict that the Federal Reserve will announce a 25 basis point rate cut at the policy meeting on December 18, lowering the federal funds rate to 4.25%-4.50%.
Tonight! The last piece of potentially market-exploding data from the USA in 2024 is here.
① The USA's November CPI data, which will be released tonight at 21:30 Beijing time, can be metaphorically described as "the last heavyweight economic Indicator of the USA for 2024", which does not seem exaggerated. ② With the Federal Reserve's December monetary policy meeting scheduled for next week, tonight's CPI is expected to serve as an important basis for the Fed's critical decision on whether or not to cut interest rates...
Google has complained to regulators: Microsoft and OpenAI are suspected of monopolistic practices and must terminate their exclusive Cloud Computing Service.
The exclusive agreement makes Microsoft the only Cloud Computing Service provider for OpenAI technology, which places other competitors, such as Google and Amazon, at a significant disadvantage. These companies hope to host OpenAI's AI models so that their cloud customers can access OpenAI's technology without the need to use Microsoft's Server.
Goldman Sachs predicts that the core CPI in the USA will increase by 0.28% month-on-month in November, which is below market expectations.
The USA Bureau of Labor Statistics will release the November CPI data on Wednesday, December 11. Goldman Sachs' Research Reports indicate that prices for used cars, airline tickets, and Autos are expected to continue rising in November. Looking ahead, Goldman Sachs expects inflation to further slow down over the next year, with monthly CPI inflation rates between 0.20% and 0.25% in the coming months, mainly influenced by Autos, housing rentals, and the rebalancing of the labor market, although upgraded tariff policies may have some offsetting effect.
Auto Disruption: Amazon Joins Costco as a Source for Consumers to Buy Cars
CICC: The market may迎遇 a key policy window period for trade, gradually increasing the allocation of stocks.
China International Capital Corporation strategy: Since the end of September, policy expectations have dominated the market's main line. The central economic work conference is about to be held in December, and the market trade may welcome a key policy window period. It is recommended to maintain a balance between stocks and bonds, gradually increasing the allocation of Stocks.
Futu Morning Report | Focus on tonight's CPI report! It may become a key factor affecting next week's interest rate decision; Google surged more than 5%! Its quantum chip drove all Concept stocks to soar, with RGTI rising over 45%.
How much computing power does the agent need? Barclays: over 70% of total computing demand, with expenditures amounting to 300 billion; stock prices surged nearly 18%! Reports suggest that USA pharmacy giant Walgreens is in talks with private equity firms for a sale; Bitcoin briefly fell below 95,000 USD! Microsoft Shareholders voted against the Bitcoin investment proposal, stating that returns cannot be guaranteed.
Google has released the quantum computing chip Willow, accelerating the Global research and application of quantum Technology.
① Google CEO Sundar Pichai stated that the newly released quantum computing chip Willow has practical applications in drug discovery, fusion energy, and Battery design. ② Minsheng Securities pointed out that quantum computing is expected to disrupt classical computing architecture, becoming a disruptive force in solving the bottleneck of AI computing power, or becoming an important lever for developing new productive forces.
Amazon Autos: Buy Your Next Car Online, It's Just A Click Away
Can Huang Renxun handle the antitrust review.
NVIDIA being investigated is a microcosm of where the USA-China 'trade war' is heading, and also a microcosm of a series of American companies that may be trapped in it.
US stocks closed lower | All three major indices fell, while Google rose over 5% against the trend; the Golden Dragon Index declined by more than 4%, and China Concept Stocks collectively retreated, with Bilibili dropping over 11% and NIO falling nearly 8
① The Nasdaq China Golden Dragon Index fell 4.34%, as China Concept Stocks collectively declined; ② Apple is reportedly planning to equip its smartwatches with satellite communication capabilities; ③ Google A rose 5.62%, as the company launched its latest quantum chip "Willow," achieving significant technological breakthroughs; ④ Microsoft shareholders voted against the Bitcoin investment proposal.
The satellite communication company Globalstar once surged nearly 30%! Following the iPhone, Apple wants to enable the Apple Watch to communicate via satellite for sending text messages.
If the news is true, the Apple Watch Ultra will become the first mainstream smart watch with satellite communication capabilities. The media also reported that the blood pressure monitoring feature of the Apple Watch will be available as early as next year; the Apple Watch will use a modem developed by MediaTek for the first time, reducing dependence on Intel products.
BofA Restarts Coverage of 11 Large-cap Biopharmas
Booking Holdings Estimates Restructuring Program To, Over Coming Three Years, Ultimately Reduce Annual Run Rate Expenses By $400M - $450M Versus 2024 Expense Base - Filing
$1000 Invested In Intuitive Surgical 15 Years Ago Would Be Worth This Much Today
Marvell Announces Breakthrough in Custom High-bandwidth Memory
Quantum Stocks Accelerate on Google's Willow Chip
Marvell Launches 1.6 Tbps LPO Chipset To Address Speed And Reach Limitations Of Copper Cables, Enabling Next-Gen Short-Reach Compute Fabric Interconnects For AI And Data Centers
If You Invested $1000 In This Stock 15 Years Ago, You Would Have This Much Today