Is there still a Santa Claus rally? Understand in one article why the US stock market suddenly dropped on Friday.
Large Technology stocks are leading the decline, with Tesla once dropping over 6%, and the sell-off in QITABANKUAI is also accelerating. Aside from technical factors like profit-taking, the 10-year US Treasury yield is hovering at a seven-month high, intensifying the downward pressure on the stock market. Goldman Sachs states that by the end of the year, USA pensions will sell $21 billion in US stocks, and CTAs will sell an additional $4 billion, resulting in significant selling pressure.
Weekend Read | In the new era of AI, will NVIDIA be challenged?
Excluding Google, 98% of the Global AI workloads are running on NVIDIA chips; Google and Amazon's chips currently face their own issues and pose no challenge in the short term; the shortage of data is a false proposition, as data can be synthesized for continued training; there are no issues with AI capital expenditures next year, but there is uncertainty in 2026, which could be a turning point for the Industry.
Weekend Reading | 2025 Computing Mainstream: ASIC VS GPU
Morgan Stanley stated that the rise of ASIC does not mean the decline of GPUs. On the contrary, these two technologies will coexist for a long time, providing optimal solutions for different demand scenarios.
NVIDIA will launch the Jetson Thor computer for humanoid robots in the first half of 2025.
Gelonghui, December 29 | According to the Financial Times from the United Kingdom, NVIDIA, the world's highest market cap semiconductor company, is facing increasingly fierce competition in its core AI chip manufacturing business. The company is betting on robotics, positioning it as the next important driver of growth. This American technology giant plans to launch its latest generation of compact computers for humanoid robots, named Jetson Thor, in the first half of 2025. NVIDIA is positioning itself as the leading platform for the upcoming robotics revolution. They sell a "full suite" of solutions that cover everything from AI training.
Express News | NVIDIA bets on robotics technology to drive future growth; the company is set to launch its latest generation of humanoid compact computers in the first half of 2025.
Express News | Nvidia Bets on Robotics to Drive Future Growth ; Set to Launch Its Latest Generation of Compact Computers for Humanoid in First Half of 2025 - FT
Year-end review of the US stock market: The seven giants continue to surge, and investors prepare for Trump 2.0.
In 2024, the US stock market is driven by the AI boom, the Federal Reserve's interest rate cuts, and strong economic growth, with the three major indices reaching new highs: the S&P 500 Index up 25% for the year, the Nasdaq Composite Index up 31% for the year, and the Dow Jones up 14% for the year; following Trump's return, a series of policies are expected to create huge waves, and the Federal Reserve's comments indicating a slowdown in interest rate cuts have already disturbed the market.
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Daily short sale tracking: NVIDIA's short volume increased by 5 million, with a short sale ratio of 10%
NVIDIA(NVDA.US) ranked top of the list had the largest change in short volume (5.58 million shares), and the short volume ratio of ArcelorMittal SA(MT.US) reached 44.13%. See more about the top 10 list of short selling volume changes in the latest trading day of the US stock market.
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U.S. stocks are surging! "The NVIDIA of quantum computing" skyrocketed 20 times in three months, a quick overview of domestic Concept stocks.
The market potential is enormous.
Transaction volume TOP 20 | Several domestic car companies have started price reduction promotions, Tesla dropped nearly 5%; "Quantum NVIDIA" RGTI continues to rise over 10%, increasing 16 times this year.
On Friday, the top stock by transaction volume was Tesla, which fell by 4.95%, with a transaction volume of 35.957 billion USD; the second was NVIDIA, which fell by 2.09%, with a transaction volume of 23.274 billion USD; the third was Apple, which fell by 1.32%, with a transaction volume of 10.811 billion USD.
Apple's Been on an Uncommonly Strong Run. So a Tough January Could Now Be in the Cards.
Santa Claus Deserted the Market. It's Still Been a Good Year for Stocks. -- Barrons.com