Tech giant financial reporting season is coming again, and this time the focus is still on: nvidia and capital expenditures
Analysts believe that considering the expensive stock price and the high base figure from the same period last year, nvidia's Q3 performance may face challenges, with investors closely monitoring its AI investments and the situation with the Blackwell chip. In terms of capital expenditures, Wall Street generally expects them to continue to surge, but still bullish on the potential of AI.
Express News | US September Retail Sales MoM +0.4% Vs +0.3% Forecast, Prior +0.1%
Powell questioned: Overemphasis on "data dependency" triggers market volatility.
In fact, Chairman Powell has detailed opinions on the mid-term views of policymakers, but always remains evasive in front of the public.
Cboe Global Markets and S&P Dow Jones Indices Plan to Launch New Cboe S&P 500 Constituent Volatility Index (VIXEQ)
Cleveland Fed's latest warning: Inflation may still be a 'big issue'!
The latest report from the Cleveland Fed points out that rent inflation may persist, making the Fed's "anti-inflation efforts" potentially more complex...
Bank of America survey: Global stock markets have seen the first sell signal, investors' cash allocation ratio has dropped from 4.2% to 3.9%.
①A survey by Bank of America shows that "going long on Chinese stocks" ranks in the top 3 of the survey conducted by Bank of America this time; ②In the survey, the net proportion of those who expect the Chinese economy to strengthen in the next 12 months reached 48%, the highest level since April 2023; ③ The report also states that since February 2021, global stock markets have seen a sell signal for the first time.