Futu Morning Report | Optimistic sentiment is rising again! The three major U.S. stock indexes have all reached new highs; bullish financial reports for AI applications and chip stocks are driving an investment boom, with marvell technology soaring over 2
Powell: The economy is stronger than expected, the Federal Reserve can lower interest rates "more cautiously", and the Trump administration cannot appoint a shadow Fed chair; Trump nominates crypto-friendly Paul Atkins to be the SEC chair.
The annual "big reshuffling" of the Nasdaq 100 is about to begin! Who is expected to join, and who will be eliminated?
This year's potential high-flying stocks like palantir, MSTR and more are expected to be included.
Next year, the ticket committee and the St. Louis Federal Reserve Chair: the rate cut might be paused as early as this month.
Musalem indicated that in the context of inflation being higher than expected and concerns about the labor market easing, it may be time for policymakers to slow down the pace of interest rate cuts, with a possible pause in cuts as early as this month, ultimately depending on economic data.
U.S. stocks in early trading | The three major indexes rose collectively! High-performing stocks surged, salesforce rose over 10%, marvell technology increased by about 20% to reach a new high.
On the evening of October 4, 2023, US stocks opened higher on Wednesday. Investors are waiting for the upcoming speech by Federal Reserve Chairman Powell. In the USA, the ADP employment numbers for November increased by 0.146 million, which is below expectations. The market is paying attention to the political turmoil in South Korea and France.
US Stock Preview | Financial reports of technology stocks such as Safetech and Mewell boost confidence! The three major periods showed a collective rise before the market
Okta surged 14% in the premarket! Q3 performance exceeded expectations, and AI applications continued to explode; Apple “stood by” Amazon and said it was considering pre-training large models using its AI chips.
US stock gold rush | AI technology stocks have surged, with stock prices hitting new all-time highs! Data connector Credo skyrocketed nearly 50% overnight, and the intelligent connectivity platform Astera followed with an increase of over 12%.
"Chopping hands" doesn't stop! Retail stocks walmart and costco hit new highs again, consumer shopping data continues to exceed expectations.
Daily options tracking | Meta options earned 10 times overnight! Seeking commercial nuclear power for AI, stock price hits a historical high; "AI star stock" palantir rises nearly 7% again, multiple call options expiring this Friday earn over 5 times.
After intel's CEO retired, the board of directors is searching for a replacement, while a major shareholder sold $2 million in put options to bet on a rise in price.
The Fed's expected rate cut next year has drastically shrunk, and Powell may temporarily choose to "settle things peacefully"!
The market has spent two months reducing bets on the Federal Reserve's interest rate cuts next year, and the short-term adjustment may have been completed. Powell's dovish remarks could boost bonds and weigh down the dollar.
As the end of the year approaches, will the "Christmas market" in the US stock market arrive as scheduled?
As the year-end approaches, investors are beginning to anticipate the Santa Claus Rally in the US stock market in December.
The new round of "trade war", Trump is unlikely to win.
Since 2017, some significant changes have occurred, one of which is that china no longer relies on the usa market as it did in the past, which means china has multiple countermeasures to choose from.
Short positions are about to vanish! The s&p 500 index hold positions are "completely one-sided".
Citigroup pointed out that the position of the Standard 500 index has reached a new high for the fourth consecutive week, and more and more short sellers are surrendering. In contrast, the european stock index has been in a net short position for several weeks, with 100% of the bulls in a losing state.
Wall Street's highest target price released! Wells Fargo & Co: s&p 500 expected to reach 7007 points by the end of next year.
On Tuesday, wells fargo & co stock strategist Christopher Harvey and his team released the target level of 7007 points for the s&p 500 index by the end of 2025; This is the highest target price given by mainstream Wall Street investment banks, indicating that the s&p 500 index is expected to rise by about 16% by the end of next year.
Has the market made a choice? Bank of America: Trump may be more important than non-farm payrolls!
Bank of America's latest report advises investors: Don't place too much emphasis on Friday's non-farm payroll data...
Trump has finally compromised! The transition team has signed the official background check agreement with the Department of Justice in the USA.
① The team of USA's incoming president Trump has reached an agreement with the Department of Justice, allowing the FBI to conduct background checks on the nominee and members of the transition team, to support the government transition; ② This agreement was originally planned to be signed on October 1, but the Trump team was reluctant to sign it, slowing down the entire process; ③ Trump's nominee for Secretary of Defense, Pete Hegseth, may become the focus of the background check as he has been accused of sexual assault and alcohol abuse.
Futu Morning Post | South Korea's president announced 'emergency martial law' late at night, stirring up the market; high-performance stocks collectively celebrate after hours! Marvell Technology, salesforce surged more than 10%.
Will the interest rate be cut in December? The Fed's voting members this year are "doing Tai Chi": regardless of cutting or not, interest rates should continue to decline; Nasdaq and S&P hit new highs again! Apple has risen for seven consecutive days to create a new historical high; Palantir rose nearly 7% to create a new historical high again, with the company's cloud computing service receiving a "highly authorized" certification.
The Nasdaq index reached a new high, French stocks rose, the south korea etf narrowed after a 7% drop, and the offshore yuan briefly fell below 7.31 yuan.
South Korean President Yoon Suk-yeol abruptly declared a state of emergency, boosting safe-haven assets such as U.S. Treasury bonds, Japanese yen, and gold, while cryptos on the South Korean exchange plunged. The South Korean parliament quickly passed a resolution to lift the state of emergency, with the Ministry of Finance and the central bank actively working on market rescue measures. After a 2.7% drop to a two-year low, the won’s decline was cut in half, South Korean etfs fell by 1.6%, and the yield on 10-year U.S. Treasury bonds turned to increase after hitting a new low in over a month. France is set to vote on dissolving the government as early as Wednesday, with French stocks following European markets upward, although they had previously declined during the day. The Dow Jones, small cap stocks, and semiconductor indices fell, while the China concept index once rose by 1.9%. The yuan hit a new low in a year during the day, and U.S. oil rose nearly 3% testing the $70 mark.
U.S. stocks in the early market | The three major indexes showed mixed results, with the Nasdaq rising slightly, most AI concept stocks increasing, palantir up over 5%, and super micro computer up over 8%.
peking time on the evening of the 3rd, the US stock market opened with mixed gains and losses on Tuesday. US stock trade enters the end of the year, with both the s&p 500 index and the Nasdaq hitting record highs yesterday. This week, the market is focusing on the US November non-farm employment data and the Federal Reserve's interest rate path issue.
US stock market outlook | Can it rise 4% more this year? JPMorgan expects the S&P index to reach a maximum of 6,300 points by the end of the year; the donald trump concept is back again! PSQ Holdings surged by 130% in pre-market trading.
Tesla's year-end target is approaching, with a further decline in deliveries in China; Has the US stock market rally peaked? The 'fear indicator' suggests there is still room for growth; Renowned valuation experts recommend buying the 'magnificent 7' technology giants during market adjustments.
US Stock Gold Mining | Black Friday trade continues to explode! Demand for upgrades stimulates apple to regain the global market cap top spot; retail stocks walmart and costco reach new highs collectively.
The 'audit scandal' ends? Super Micro Computer soared nearly 29% overnight! After external review found no improper behavior, the company replaced its CFO; Advertising agencies The Trade Desk may merge with streaming platform Roku, with the former's stock price reaching a new high, while the latter surged 11% in one day.
Every day options tracking | China assets etf call options heavily bought; super micro computer stock price skyrocketed, call orders earned 4 times more
Apple rose nearly 1% yesterday, with its stock price surpassing its historical high, reclaiming the top position in global market cap, as a major investor bought 4,000 call options expiring on September 19, 2025, involving an investment of 4.38 million dollars.