Hong Kong stock market morning report on December 2: Funds have inflowed into U.S. stock funds for four consecutive weeks; electric vehicle companies' sales for November have been released.
①President-elect Trump met with Canadian Prime Minister Trudeau. ②The USA plans to impose tariffs of up to 271% on imported cecep solar energy from four Southeast Asian countries. ③Last Friday, the three major stock indexes in the USA collectively rose, with most china concept stocks trending higher. ④USA stocks fund attracted 12.78 billion US dollars, receiving inflows for the fourth consecutive week. ⑤BYD, XPeng Motors, and NIO released their November sales figures.
Express News | The probability of the Federal Reserve cutting interest rates by 25 basis points in December is 66.0%.
Can the US Share Market Keep Delivering? Spotlight on the 'Magnificent Seven'
One week outlook | Powell and a group of Fed officials will speak intensively; Non-farm payrolls are coming! Will it reshape the market's rate cut expectations?
November's key employment data in the USA, as well as the ISM manufacturing and service activity surveys, will be closely watched as an economic indicator for the USA; ECB President Lagarde's recent statements may signal the pace of future interest rate cuts.
U.S. stocks have risen over 20% for two consecutive years, and Trump is "adding fuel to the fire," causing Wall Street to worry: everyone is bullish!
The s&p 500 index has continuously set new highs, with small cap stocks soaring. Analysts believe there are already signs showing that extreme call sentiment is emerging in the market. At the same time, the rising uncertainty about how Trump's plans will impact economic growth, inflation, and the central bank's interest rate path has also increased risks.
Wall Street continues to be optimistic, and usa assets are still expected to lead the global market next year.
From UBS Group to Fidelity International and other major institutions, all believe that the USA capital markets will continue to dominate the global stage in 2025.
Important data is coming next week! The Federal Reserve is expected to continue cutting interest rates, but at a slower pace.
The Federal Reserve will receive a series of employment market data next week, which will provide important support for its next decision.
US stocks closed | The three major indices rose together, the Dow and S&P continued to hit historical highs; most large technology stocks rose, nvidia rose more than 2%, Tesla soared more than 38% in the month, the best performance in nearly two years
US stocks posted weekly gains of over 1%, with the Dow rising by 7.5% in November and the S&P up 5.7%, both achieving the best performance of the year. The Nasdaq accumulated an increase of over 6%, small-cap indices rose by nearly 11%, the chip index rose by 1.5% on Friday but declined monthly, and Tesla saw a monthly increase of over 38%, its best performance in nearly two years.
Express News | All three major U.S. stock indices closed higher, with the Dow up 0.43%, the Nasdaq rising 0.83%, and the s&p 500 index increasing by 0.57%. Chip stocks generally rose, with nvidia and asml holding both gaining over 2%, and taiwan semiconductor and intel
US stock market morning session | S&P 500 index hits another all-time high! Semiconductor sector surges! ASML Holding, Applied Materials both rise more than 3%; appointing Trump's eldest son as advisor, drone concept stock UMAC soars 40%
Growth tech stocks are strong, with Tesla up nearly 2%, nvidia up 1.4%, AMD up 0.76%; uranium mining stocks collectively rise, UUUU up over 8%.
usa stocks fund crazy attracting 12.78 billion US dollars, continuously receiving inflow for the fourth week.
In the week ending November 27, investors in the usa invested a large amount of money into stocks funds, thanks to the appointment of new officials in Trump's administration and the decline in usa treasury yields, which alleviated concerns about the outlook for growth stocks.
After December, will the Federal Reserve change its interest rate cut pace?
Wall Street economists generally believe that the rapid pace of interest rate cuts by the Federal Reserve will not continue into 2025, and may instead become a rate cut at every other meeting.
US stock market preview | Technology giant microsoft, google facing 'trouble'? US FTC takes action against antitrust! Cryptocurrency concept stocks rise before the market! MSTR up more than 4%
There is hope that the USA will relax chip control, leading to pre-market gains for chip equipment stocks such as asml holding; UMAC, a small cap drone stock in the USA, rose 32% before the market, appointing Trump's son as an advisor.
Who could have predicted a year ago? The s&p 500 index is striving for the strongest annual gain since the millennium.
①The s&p 500 index has risen by 25.76% so far this year, with the potential to challenge the largest annual increase since the turn of the millennium; ②The Fed has started cutting interest rates, the economic performance is still good, driving US stocks to outperform expectations; ③Wall Street is optimistic about US stock profit expectations in 2025, but this unanimous optimism may not necessarily be a good thing.
Mexican President: Had a friendly conversation with Trump, confident in avoiding a tariff war with the usa.
① The President of Mexico, Sinbloom, stated that a "very friendly" conversation was held with the elected President of the usa, Trump, expressing confidence in avoiding a trade war; ② The two did not discuss tariff issues, but the conversation with Trump reassured her that a confrontational trade war will not be necessary in the future.
At this time last year, hardly anyone anticipated that the U.S. stock market would welcome a "big bull" this year.
After being contradicted by the "bull market" for two consecutive years, the current market sentiment tends to be optimistic, and no one on Wall Street expects a significant pullback in the US stock market.
This month's US stock hot stocks | Is the third wave of AI investment frenzy coming? Applovin soared 93.97% in the month, palantir surged 58.93%; AI electrical utilities demand surged + excellent performance, VST rose 23.66% this month
As of the close of the U.S. stock market on Wednesday, November 27, the three major U.S. indices continued to reach historical highs this month, with the dow jones industrial average rising 7.08%, marking the largest monthly increase of the year.
Essential for stock market investment! Look ahead at the major events in December, all the days that affect the ups and downs are marked out.
In the US stock market, December is usually one of the best-performing months of the year, with most of the gains often occurring in the second half of December. This is largely due to a seasonal magical phenomenon known as the "Santa Claus Rally" by Wall Street.
Bullish sentiment in the US stock market continues to expand, even stubborn bears are surrendering?
The key pillar of the US economy remains strong, serving as an important guarantee for the continued bullish trend of the US stock market. Even the long-time bearish JPMorgan has now turned bullish.
Barclays joins Wall Street in a bullish outlook, predicting that the s&p 500 will rise to 6600 points next year.
Barclays stated that as corporate earnings and the economy remain strong, the s&p 500 index will rise by 10% next year, reaching 6,600 points.