Jefferies Sees Mounting Risks for US Stock Market in 2025

Investing17:28

Are the seven giants of the U.S. stock market out of date? A new combination of "BATMMAAN" is born, and the strongest growth is expected to exceed 60% by 2025!

In short, "BATMMAAN" is the original seven giants plus Broadcom, namely Broadcom, Apple, Tesla, Microsoft, Meta, Amazon, Google, and NVIDIA.

Futu NewsJan 2 22:23

Daily Options Tracking | Tesla's total deliveries fell short of expectations for the year! It dropped 6% overnight, with multiple put options expiring on Friday making over 110% profit; NVIDIA rebounded by 3% leading the "Seven Sisters", with multiple doo

KBW has downgraded SoFi Technologies' rating from "in line with the market" to "underperforming the market", with the stock price plunging over 8%. A put option that expires this Friday has made a profit of 10 times.

Futu News17:04

Wall Street's most optimistic '2025 prediction': US stocks are expected to rise more than 20% for the third consecutive year!

① Capital Economics predicts that the US stock market is expected to achieve a gain of over 20% for the third consecutive year in 2025. If realized, this will be only the second time in history that the US stock market has had three consecutive years of gains exceeding 20%. ② Capital Economics believes that the driving forces for the bull market's continued rise in 2025 will be similar to last year: investors' enthusiasm for AI and the "American exceptionalism".

cls.cn16:16

Technology giants dominate the US stock market once again, but UBS Group is not worried: there is still room for growth!

UBS Group believes that while large Technology stocks continue to see earnings expansion, their valuation growth is slowing down, making them "cheaper" compared to the overall market, and this trend is expected to continue, hence there is still room for appreciation.

wallstreetcn16:51

Investors are betting that the USD will strengthen as the index hovers near a two-year high.

Gelonghui, January 3 | Supported by strong employment market data in the USA, the USD index DXY is hovering near a two-year high. The US Department of Labor announced on Thursday that initial jobless claims fell to 0.211 million, a decline that exceeded expectations. Danske Bank strategist Mohamad Al-Saraf stated in a report that this highlights the ongoing resilience of the labor market. He mentioned that due to signs of further divergence between the USA and the eurozone economies, as well as optimism surrounding Trump's inauguration as President of the USA on January 20, investors are increasingly betting on a stronger dollar.

Gelonghui Finance16:18