Behind the huge earthquake in the US technology stocks, the seven giants burned through 100 billion US dollars in one year.
As the results of the financial reporting season are revealed, these overly high growth expectations begin to swing significantly.
Global panic spreads, and the storm of interest rate cuts is about to break out! Wall Street's major banks are quickly adjusting their interest rate cut scripts.
After data showed a slower-than-expected job growth and an unexpected rise in unemployment rate triggering the SAM rule, the market's expectation of a rate cut quickly heated up. According to CME's Fed watch tool, the probability of a 50 basis points rate cut by the Federal Reserve in September is over 97.5%.
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The current implied volatility of Alibaba is ±6.5%, which is roughly equal to the change in its share price after the past four earnings releases. Among the past 12 earning days of Alibaba, there is a relatively high probability of falling, about 67%. In the past four earning days, three of them recorded falls, with changes of +4.6%, -9.1%, -5.9%, and -6%, respectively.
Global rate-cut bets are rapidly increasing, with the market even pricing in an emergency rate cut by the Federal Reserve to "save the market".
Some radical analysis believes that there is reason for the Federal Reserve to take action before the September meeting, with a 60% likelihood of a 25 basis point rate cut within a week.
Buffett's sale of Apple raises concerns! Wall Street still supports and will continue to hit historic highs.
On August 3rd Eastern Time, Berkshire Hathaway released its Q2 2024 financial report, showing that the company's cash reserve surged to a record $276.9 billion after significantly reducing its shareholding in Apple. This move not only shocked Apple's fervent fans, but also sparked speculation about Apple's growth prospects in the market.
How are institutions responding to the global stock market crash?
Plunge, liquidation, hit hard, and emotions boil over! How do institutions interpret "Black Monday"?