U.S. stock early market | The three major Indexes surged, with the Nasdaq up over 1%, Technology giants generally rose, Apple increased nearly 3% again, and Amazon and Meta both reached new highs.
US stocks opened higher on Tuesday, with the Nasdaq and S&P Index attempting a rebound after a sharp decline yesterday. The market continues to evaluate the potential impact of China's startup DeepSeek and its low-cost, high-performance AI large model on US stock AI Trading. Investors are also focusing on the Earnings Reports from Technology stocks such as Microsoft and Apple, as well as the Federal Reserve's monetary policy meeting.
Not just technology stocks! Deutsche Bank: DeepSeek will impact the Federal Reserve, the USA economy, and will be Bearish for the dollar in the long term.
Deutsche Bank believes that in the long run, DeepSeek technology is expected to drive Global economic growth while suppressing inflation, positively impacting Bonds and the stock market. However, if this technology becomes more globally widespread, weakening the USA's unique advantages in the technology sector, the dollar may face downward pressure. In the short to medium term, this technology is expected to trigger a series of policy adjustments from the Trump administration, such as fiscal easing.
Is the US stock market in trouble? DeepSeek and the US dollar are dismantling the 'Trump Trade'!
The head of JPMorgan's US stock strategy stated that the entire USA market is feeling pain as the "American exceptionalism fully takes effect."
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%.
The first interest rate meeting of the year is coming this week! At a time when the market is shaky, Powell's tone may become the key focus.
Analysts indicate that Powell's tone on inflation issues is crucial for Wall Street, and there is clearly a potential black swan.
Dalio warns: the AI "bubble" is reminiscent of the Internet Plus-Related bubble crisis!
Dalio stated, "A new significant technology will undoubtedly change the world and succeed, but some people confuse this with successful investment."
The Federal Reserve's interest rate meeting in January is approaching! Powell's first appearance of the new year aims: not to become Trump's target.
To avoid making headlines, Powell may not rule out the possibility of a rate cut in March and will strive to remain Neutral towards Trump's economic policies.
The lower the president's approval rating, the better the performance of the U.S. stock market.
There is an inverse correlation between the president's approval ratings and the performance of the US stock market. Currently, Trump's approval ratings are low, which puts him in the best position for a Bullish US stock market that can generate above-average ROI.
The invention of the steam engine reduced the use of Coal? Wall Street is hotly discussing the rise of DeepSeek, is now the time to buy in?
Some analysts suggest that the rise of DeepSeek may have an "extinction-level" impact on other startups building AI models, but Bernstein Analysts believe that the development of DeepSeek does not indicate the "end of AI infrastructure."
Tariffs are increasing month by month! The new treasury secretary of the USA promotes a 'gradual universal tariff', starting at 2.5%, increasing by 2.5% each month, with a maximum of 20%.
It has been reported that Besent plans to start a "universal tariff" at an initial rate of 2.5%, which will increase by 2.5% each month, allowing companies time to adjust, with the rate potentially reaching up to 20%.
The tariffs from Trump are about to strike Mexico; will the Earnings Reports of the tech giants bear the heavy pressure?
Trade organizations, scholars, and the WTO warn that tariffs may slow down Global commerce, increase Consumer prices, and reduce job opportunities.
What are the trends in US Treasury bonds and US stocks? Latest views from Blackrock, Fidelity, and Wellington.
Recently, foreign giants such as Blackrock, Fidelity, and Wellington have voiced their views on the future of U.S. Treasury bonds and U.S. stocks.
The U.S. Senate has confirmed Becerra as Secretary of the Treasury; what challenges will he face?
Besant is a strong advocate of Trump's economic agenda, which focuses on tax cuts and imposing high tariffs.
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.
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
U.S. stocks closed | DeepSeek impacts Global computing power! The Dow Jones stood out, while the Nasdaq fell more than 3%, and NVIDIA plunged nearly 17%.
The Chip Index plummeted over 9%, Broadcom fell over 17%, Taiwan Semiconductor dropped over 13%, AMD and ASML Holding decreased by about 6%, and Oklo, a nuclear power stock that Altman bet on, fell nearly 26%.
Express News | The probability of the Federal Reserve maintaining the interest rate unchanged this week is 97.3%.
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.
Has DeepSeek really put overseas Technology stocks in trouble, or is it just a temporary decline?
Analysis indicates that the recent trend of the Nasdaq Index is similar to the trend during the 2000 Technology bubble, and the rise of DeepSeek may trigger a collapse of the Technology bubble in the USA. However, if USA technology giants can succeed with less capital expenditure, they will win the favor of the market.