Weekly Outlook | The usa CPI may shake up the federal reserve's interest rate cut expectations! Oracle and broadcom will announce their earnings, which will impact the subsequent trends of AI concept stocks?
Adobe, gamestop, costco, and others will announce their performance; the annual "frozen capital king" of Hong Kong stock IPO, Mao Ge Ping, will be listed on the Hong Kong Stock Exchange on Tuesday.
Institutions: Why does seemingly strong non-farm employment make interest rate cuts "more stable"?
Both stocks and bonds in the usa have risen, and there are three major "mysteries" behind this.
Weekend reading | The secrets behind the AI application boom in North America: skyrocketing performance and industry news driving stock prices up.
Currently, AI is primarily deployed in the ToB sector, where performance support and industry news are the driving forces behind stock prices.
Weekend reading | The "Number One Cloud Factory" clearly elaborated on its global strategy: whether it is large models or chips, they will be options rather than the core.
AWS bets on "generative AI productization," making products and services the core of its development. It builds a more user-friendly and accessible platform to lower the barriers for users to utilize AI. In the future, the importance of large models will gradually decrease, as different models for various purposes will not significantly differ for users. Although it seems like a "laggard" in the AI competition, $amazon(AMZN.US)$ AWS has a clear global strategy. This Wednesday, amazon held its re:Invent annual conference, announcing a series of major products and plans, including the world's largest AI supercomputer, a new generation of ai chips and models, and training an apple AI...
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Bill Gross: Stay cautious of Wall Street's exuberant sentiment, and tend to invest more in defensive assets.
Grosz stated that while following the market trend, he also remains vigilant about factors that may end this frenzy.
TikTok is getting closer to the deadline of "no sale, no ban" in the usa. What will be the next steps?
1. The United States Federal Court of Appeals rejected TikTok's legal challenge, upheld the 'sell or ban' law, ruling that the law did not violate the constitution; 2. TikTok and its parent company ByteDance may appeal to the Supreme Court next; 3. Another uncertain factor going forward is President-elect Donald Trump, who may urge Congress to repeal the law or promote TikTok's acquisition trade.
Many high-ranking officials of the Federal Reserve support cautious rate cuts, with hawkish board members saying that inflation progress seems to have stalled.
Several senior officials of the Federal Reserve have indicated a tendency towards cautious interest rate cuts. Federal Reserve hawkish official, Governor Bauman, stated that inflation seems to have stagnated, still considering inflation more worrisome than the labor market. Next year's voting committee member and Chicago Fed President Goolsbee stated hopes that by the end of next year, the Fed could be close to the "endpoint" of interest rate policy. Cleveland Fed President mentioned nearing or reaching the point of slowing interest rate cuts. San Francisco Fed President emphasized the need for cautious decision-making in the face of uncertainty, advocating for a gradual approach to interest rate policy actions.
Goldman Sachs warns! Unprecedented phenomenon in the US derivatives market.
The demand for leverage in US stocks is soaring, while the cost of portfolio protection is at a historically low level that is difficult to come by in a generation.