One week ahead | 2024 Financial Street Holdings Forum opens! Taiwan Semiconductor, netflix performance will be announced.
Chairman Wu Qing of the China Securities Regulatory Commission will speak at the Financial Street Forum; Li Jiachao will present the 'Government Work Report 2024'; China's GDP, 'terrifying data' from the United States are coming; ASML Holding, Goldman Sachs, Morgan Stanley and others will announce their performance.
Goldman Sachs reiterates the "AI Trading Four Stages": the second stage of "AI Infrastructure" is already mature, don't overlook the application of the third stage.
As the most clear beneficiaries of AI, nvidia belongs to the "first stage", the "second stage" includes companies focusing on AI infrastructure, the "third stage" focuses on companies with the potential to monetize AI through incremental revenue generation, and the "fourth stage" is mainly for companies with the greatest profit potential in the widespread adoption and productivity improvement of AI.
Soft landing or hard landing? Bank of America's financial report suggests: no landing!
Consumer spending remains robust, moderate crediting conditions eased, coupled with anticipated inflation relief and declining interest rates, all provide support for the usa economy to avoid a hard landing.
Institutions: It is still highly probable that the Federal Reserve will cut interest rates in November.
The US economic and CPI data for August and September have debunked the previous recession trade and excessive rate cut trades. Will there be any changes in the pace of rate cuts by the Federal Reserve in the future? We believe that two 25 basis point cuts within the year are still the baseline assumption, but we need to pay attention to the possibility that rate cuts next year may not meet expectations.
Trending Stocks in Another Record Week for Wall Street
The s&p 500 index hit a new high for the 45th time this year, but there is a force betting on a sharp drop.
The stock market continues to hit new records, the risk premium remains tight, while cross-asset volatility indicators hover near the high point from the beginning of the year to date.