Futu Morning Post | Heavy financial report night! Options market pricing may lead to a $300 billion fluctuation in Nvidia's market cap; Trump nominates a hawkish individual to serve as Secretary of Commerce.
Goldman Sachs presents a significant outlook for the 2025 global stock market: valuations are too high, seeking Alpha opportunities; the USA is more closely embracing cryptos, with bitcoin reaching new historical highs; if the judge rules that Google sells Chrome, that business could be worth up to 20 billion dollars.
Goldman Sachs still expects the Federal Reserve to continue lowering interest rates, and small cap stocks deserve more attention.
Goldman Sachs stated: "Although the results of the usa election have increased the uncertainty in economic trends, we still expect the Federal Reserve to continue lowering interest rates in December and early 2025."
Federal Reserve officials: It is currently uncertain to what extent interest rates can be lowered.
①Kansas Federal Reserve Chair Schmiede stated that although the initial rate cut by the Federal Reserve reflects confidence in calming inflation, it is still uncertain how far the interest rates will be lowered; ②Within the Federal Open Market Committee (FOMC), Schmiede's stance leans towards being hawkish, but he will not have voting rights on monetary policy until next year.
U.S. stock market in the early session | The Nasdaq has risen and turned positive, cryptos concept stocks and golden industrial concept stocks have strengthened, MSTR has increased nearly 5%, and barrick gold has risen over 2%.
This week, investors are focusing on important financial reports from nvidia and the cabinet nominations of the Trump administration.
U.S. Stock Market Outlook: Wall Street sees S&P rise to 6500 points! Goldman Sachs: Magnificent 7 in technology continue to lead the way; Pre-market surges nearly 28%! Super micro computer delisted crisis gets a "breather"
Pre-market rose more than 3%! Walmart's Q3 revenue of $169.6 billion exceeded expectations, further raising revenue guidance; Ctrip rose more than 5% pre-market, with a 47% year-on-year increase in Q3 profit; Xiaopeng Motors rose nearly 6% pre-market, with Q3 net loss narrowing by 53.5%, and Q4 delivery guidance set a record high.
Daily options tracking | New auditors have come on board! The super micro computer surged over 30% before trading, with yesterday's call ratio skyrocketing to 65%; DJT is reported to be in talks to acquire the trading platform Bakkt, with multiple call op
Microstrategy, known as a "bitcoin hold positions whale," rose nearly 13% yesterday, with options volume reaching 0.43 million contracts, and the call ratio increasing to 58.4%; the highest volume for calls expiring this Friday with a strike price of $400 was 0.017 million contracts, an increase of over 80%.