US stock market outlook | The three major futures are slightly rising before the market opens! Chip stocks and Nuclear Power stocks are rebounding collectively, Vistra up over 4%, NVIDIA up over 2%; USA President Trump: DeepSeek sounds the alarm for the U
The AI craze has helped software giant SAP's cloud business sales increase by 27%, with the CEO praising DeepSeek; tariffs are increasing monthly! The new treasury secretary of the USA is promoting a "gradual universal tariff" starting at 2.5%, increasing by 2.5% each month, up to a maximum of 20%.
Did DeepSeek sink the "Stargate"?
Investors have always been cautious about AI companies claiming to need huge amounts of funding to train models, especially in the absence of short-term profit plans. The sudden popularity of DeepSeek seems to confirm this concern.
Wall Street's bullish Analyst "stubbornly" states: DeepSeek's innovation is not a Bearish on computing power.
Some Wall Street Analysts insist that the improvement in model efficiency is more likely to trigger a surge in demand, leading to greater demand for computing power, rather than a reduction.
DeepSeek shakes Wall Street, how does Goldman Sachs view it? They cautiously take a Put position on USA Technology stocks, keeping a close eye on the giant Earnings Reports on Wednesday.
Goldman Sachs Analysts state that the current clear consensus is to cautiously Put USA Technology stocks until the earnings reports of the major USA Tech giants, Mag 7, are announced, with a focus on AI-related capital expenditures in the reports.
Futu Morning Report | DeepSeek has released an AI model late at night causing a stir! It experienced several outages during the day; Apple has reclaimed the title of "Global Stock King"! NVIDIA's Market Cap has fallen below 3 trillion USD, slipping to thi
Vanke: Xinjie elected as the chairman of the 20th Board of Directors, Shenzhen State-owned Assets: has enough "bullets" to support Vanke; Wall Street investment banks bet that Tesla's sales this year will not meet Musk's expectations.
R1 "bombing" is still not enough! DeepSeek released the new Boai NKY Medical AI model late at night, with image generation capabilities surpassing DALL-E 3.
JanusFlow adopts a minimalist architecture that combines autoregressive language models with correction flows, requiring no complex architectural modifications, and supports a resolution of 384x384 for raw images.
Transaction Amount TOP 20 | NVIDIA fell sharply by nearly 17%, with a Market Cap shrinking by nearly 600 billion USD; Apple rose more than 3%, regaining the title of the largest Global Market Cap company.
On Monday, NVIDIA ranked first in U.S. stock trading with a significant drop of 16.97%, trading at 97.17 billion USD. Today, the company's market cap shrank by nearly 600 billion USD (592.7 billion USD), setting a record for the highest single-day market cap loss for an individual stock in the U.S. A Chinese AI startup, DeepSeek, has released an open-source AI model. It is reported that the model outperforms OpenAI in multiple tests. The company launched an open-source large language model in December, claiming its investment was less than 6 million USD. Although Wall Street questions this figure, the emergence of this startup has made investors realize the potential for building a
A high-quality closed-door meeting about DeepSeek: Vision is more important than technology.
What is more important than technology is vision.
U.S. stock market early session | DeepSeek's technological breakthrough triggers market panic! Chip stocks collectively decline, with NVIDIA dropping over 12%; some Chinese concept stocks and AI application stocks rise against the trend, with Dada surging
DeepSeek's technological breakthrough has caused market panic, as investors realize that competitive AI models can be produced at extremely low costs, potentially leading to a burst of the AI Stocks bubble. Several large Technology companies will release their Earnings Reports this week.
Is it safer to take profits or to buy on dips? DeepSeek's "fear" dominates Silicon Valley; quickly read about Wall Street's latest perspectives.
In no time, the domestic AI dark horse DeepSeek has become the focal point of discussion in the global Technology circle.
US Stock Preview | Did DeepSeek become a "black swan" in the US stock market? Nasdaq Futures fell nearly 4%, and the fear index rose more than 50% at one point; China Concept Stocks rose against the trend before the market opened, with Kingsoft Cloud up m
DeepSeek impacts Global computing power! Chip stocks in the US markets fell collectively before the opening, with NVIDIA dropping over 11%; the first Federal Reserve decision of the year is coming! A "pause in interest rate cuts" seems to be a done deal.
Goodbye ChatGPT! Deepseek is on fire globally, topping the download charts of the App Store in the US.
① The domestic AI model Deepseek R1 caused a sensation in the AI community both at home and abroad upon its release; ② Currently, Deepseek has topped the free app download charts on Apple in both the Chinese and American regions, surpassing ChatGPT in the American region; ③ Deepseek has sparked heated discussions on overseas social media, with many technology enthusiasts stating that it has become a strong competitor to OpenAI and Meta.
Trump vs. Powell, who will dominate the global market this week?
Analysis suggests that if the Federal Reserve chooses to delay interest rate cuts this week, it may become a hindrance to the rebound of U.S. stocks and provide a temporary respite for the bond market. However, Trump can influence the Federal Reserve's decisions through fiscal policy. The market is now closely watching Trump's every speech, as "this marathon-like game has just begun."
Trump keeps calling for the Federal Reserve to cut interest rates, but Wall Street does not agree with his view.
① Trump hopes that the Federal Reserve will lower interest rates immediately, but Wall Street expects the rates to remain at 4.25%-4.5%, due to the strong USA economy, tariffs, tax cuts, and immigration restrictions pushing inflation higher. ② The Chief Investment Officer of ABP Invest predicts that the resilient USA economy and Trump's policies will increase inflation expectations, forcing the Federal Reserve to raise interest rates starting in September.
The interest rate cut cycle has experienced its first pause. Is the Federal Reserve preparing to act discreetly?
To avoid disrupting the market, the Federal Reserve may kick off "a boring start to a turbulent year" ...
Goldman Sachs: Economic optimistic expectations and "animal spirits" ignite a new "Trump Trade", these US stocks are worth paying attention to!
Goldman Sachs strategists believe that the optimistic attitude towards economic growth and the release of 'animal spirits' are two key 'Trump Trades'.
Wall Street hopes that Trump's immigration policies will be lenient, otherwise the economy will face destructive impacts.
Strategists and analysts believe that Trump's immigration policy is a costly gamble.
The USA has once again reached its debt ceiling, and the stock market is expected to soar.
Trump's Trade may drive the stock market up during the early days of the new president's administration, but the tailwind from the Bonds market might continue to boost the stock market in the coming months.
Futu Morning Report | The Federal Reserve's interest rate decision is set to make a major impact this week! The Global financial markets will welcome a 'Super Central Bank Week'; DeepSeek is generating heated discussions overseas! Its popularity surpasses
51 votes to 50, the U.S. Senate approved the appointment of new Defense Secretary Heger Sesth; Zuckerberg expects Meta's capital expenditure to reach up to 65 billion dollars in 2025, exceeding Analyst expectations; an emergency team is hastily assembled for AI! Apple Executive Vice President Kim Vorrath has started to take charge of AI and Siri work.
Seizing Greenland! Trump and the Danish Prime Minister had a heated argument on the phone.
According to informed officials, the call went very poorly. Although the Danish Prime Minister expressed a willingness to strengthen cooperation in military bases and mineral development, Trump became "aggressive" after she stated that the island was not for sale. Trump also threatened to take specific measures against Denmark, such as targeted tariffs.