US stocks closed: All 'Seven Giants' suffered heavy losses, with the S&P and Nasdaq posting their largest declines in nearly two months.
1. PHLX Semiconductor Index fell more than 4%; 2. The China concept stock Jinlong Index fell by 1.3%; 3. Apple's Greater China revenue fell short of expectations; 4. Guo Mingchi: the possibility of Super Micro Computer being suspended or delisted is increasing.
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Futu Morning Post | Citigroup strategist talks about the 'Trump winning trade', a good opportunity to profit from the surge in US stocks; AI capital spending continues to expand! Microsoft, Meta both fell after hours.
USA Treasury Department's heavyweight quarterly refinancing announcement: Maintain long-term bond auction scale and guidance unchanged; the U.S. presidential election is undecided, the dollar hedging cost has risen to the highest since 2022; it will impact 3000 dollars next year! Goldman Sachs raises gold price expectations, stating that central bank demand expectations have quadrupled.
US stocks closed: Nasdaq rose for the fourth consecutive time to a new high. The seven giants and chip stocks strengthened overall.
①Nasdaq China Golden Dragon Index fell by 1.44%; ②Google's quarterly revenue and EPS both exceeded expectations; ③Musk: It is expected that the number of robots will exceed humans by 2040; ④OpenAI reportedly plans to collaborate with Broadcom and Taiwan Semiconductor to jointly develop self-designed chips.
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