Daily Summary of Digital Currency Updates (2025-01-10)
In a report on Monday, a Citigroup Analyst stated that given Ethereum is the only major crypto (besides Bitcoin) approved as the basis for a spot ETF, it could be a target for rotation.
Be careful of a significant pullback in the U.S. stock market! Goldman Sachs sounds the alarm for 2025: three major risks loom.
Goldman Sachs warned on Thursday that U.S. stocks will face a series of risks in 2025, which increase the likelihood of a significant market correction at some point this year; The three main risks are: a sharp rise in U.S. stocks in 2024, overly high U.S. stock valuations, and high or increased market concentration risk within the investment portfolio.
Musk: The AI training data was exhausted last year, and synthetic data is the only supplementary method.
Technology giants including Microsoft, Meta, OpenAI, and Anthropic have begun using synthetic data to train AI models. According to estimates by the information technology research and advisory company Gartner, 60% of the data used for AI training and analysis projects will be synthetic by 2024.
Tesla Bull Gary Black Warns Against Inflated Optimus Robot Assumptions: Get Pounded Each Time 'I Try To Right-Size Expectations'
Express News | The new Tesla Model Y has been released, starting at 263,500 yuan.
Google And Boeing Contribute $1M Each To Trump's Inauguration Fund: YouTube To Livestream Event
Musk is becoming bolder: live-streaming with the leader of the German right-wing party to vigorously campaign for him.
① Musk co-hosted a program with Alice Weidel, the leader of the German Alternative for Germany party, on the X platform, urging Germans to vote for the party in the national election; ② Musk complained about the severe bureaucracy of the current German government and described the energy policy as "mad"; ③ European leaders expressed concern over Musk's interference in European politics.
Jack Ma Once Said Amazon Is More Like An Empire While Alibaba Empowers Others: How These Two Retail Giants Charted Very Different Paths
In-vehicle chips are in a "mixed battle", with NVIDIA, Intel, and domestic manufacturers competing in the Asia Vets track.
① NVIDIA's Thor autonomous driving chip is delayed, leading domestic car manufacturers to choose in-house development. ② Intel has launched an integrated vehicle technology platform, aiming to demonstrate its determination to transform.
Futu Morning Brief | Is there a signal to "pause interest rate cuts"? Federal Reserve officials speak out collectively; Elon Musk live streams at CES, discussing ambitious plans, Tesla's robots are set to expand production by a hundredfold.
HSBC expects the Hang Seng China Enterprises Index to rise by 21% this year and has raised its year-end target; Tencent has continuously reduced its shareholding in WEIMOB INC and UBTECH, cashing out 1.67 billion Hong Kong dollars, with WEIMOB INC responding.
Goldman Sachs strategists warn: The pricing of U.S. stocks is at a "perfect level" and is likely to experience a pullback.
Goldman Sachs' Chief Global Equity Strategist Peter Oppenheimer warned that as investors digest the uncertainty surrounding rising Bond yields, overvaluations, and further interest rate cuts, the current "perfect" earnings market environment may be difficult to sustain.
Tonight's non-farm payroll report is coming! Signals of a slowdown in employment growth have emerged, and the health status of the labor market will soon be revealed.
With the recent continuous rise in the US dollar and US Treasury bond yields, the market is highly focused on the upcoming US non-farm employment data for December, which will be announced at 20:30 Beijing time on Friday.
Quietly, the Federal Reserve has given more attention to this "new" inflation Indicators.
Including Federal Reserve Chairman Powell, senior officials of the Federal Reserve are increasingly focusing on a lesser-known inflation Index—the market-based version of the Personal Consumer Expenditure Price Index, which excludes a range of service industry data that its collectors cannot measure directly and must estimate. Currently, this Index is closer to the Federal Reserve's 2% inflation target, potentially indicating that the threshold for further interest rate cuts is lower than the market anticipates.
$100 Invested In Broadcom 5 Years Ago Would Be Worth This Much Today
Control over OpenAI's new recruitment? Musk calls on the heads of the California and Delaware judiciary to forcibly auction OpenAI shares.
If state law enforcement agencies truly force the auction of shares, external investors may obtain a significant amount of shares in the newly profitable PBC after OpenAI's transformation through public bidding, thereby gaining control over OpenAI's Business. The media reports that OpenAI has no auction plans, and Musk is just looking to create more chaos.
Major companies are clustering to develop "micro reactors", is the spring of the nuclear energy Industry coming?
The goal of micro-reactors is to replace diesel and Henry Hub Natural Gas generators, which are widely used in Datacenters, remote Communities, and offshore Oil & Gas platforms. The output power of micro-reactors is typically around 20 megawatts, sufficient to power approximately 20,000 households.
The price of Bitcoin has been under pressure for several consecutive days, with bearish factors involving the USA Department of Justice and Musk.
① Concerns regarding the USA government's handling of the involved Bitcoin have once again triggered short-term price fluctuations; ② Musk commented this week that if the dollar inflation problem is resolved, then the dollar price of Cryptos should fall. ③ The ongoing expectation of tightening dollar liquidity is also putting pressure on alternative Assets.
The outlook for Trump's policies is uncertain, the Federal Reserve is cautious, and this year the voting committee unanimously supports gradual interest rate cuts.
This year, the voting member and President of the Boston Federal Reserve, Collins, stated that the economic outlook is very uncertain, and requires a gradual and patient approach to interest rate cuts, expecting the number of cuts this year to be reduced to two from previous expectations; another voting member this year, President of the Kansas City Federal Reserve, Schmidt, stated that if economic data improves, it supports gradual rate cuts; the Federal Reserve is close to the neutral interest rate, nearly achieving the dual mandate of inflation and employment, and further balance sheet reduction is needed; the 2026 voting member, President of the Philadelphia Federal Reserve, Harker, stated support for further rate cuts this year, but the timing depends on the data, and action should be paused for now; the 2027 voting member, President of the Richmond Federal Reserve, Barkin, stated that it is the term premium, not inflation, that drives up long-term interest rates.
Express News | Raymondo stated that the USA will finalize rules next week to combat Chinese Autos.
Stock Futures Slip as Wall Street Braces for Friday's Jobs Report