"Santa Claus market" is long overdue, Analyst: there will still be opportunities after the holiday!
The so-called "Santa Claus rally" may come later this year than in previous years, but late is better than never.
2024 financial events summary! The Federal Reserve's interest rate cut cycle has officially begun, with the U.S. stock market, Bitcoin, and Gold all reaching new highs, and NVIDIA's Market Cap even temporarily topping the Global rankings.
In 2024, with the Federal Reserve's first interest rate cut in four years, Global Assets flourish, with Japanese stocks, Gold, US stocks, Bitcoin, and others breaking historical highs one after another. Chinese Assets experienced an epic surge in October.
New products again? Apple's Market Cap has hit a new high, approaching the 4 trillion dollar mark.
Transition to Smart Home.
Consumer confidence in the USA has dropped for the first time in three months, as concerns about Trump's tariff increases grow.
① In December, the Consumer Confidence Index in the USA fell to 104.7, below the expected value of 113.2, marking the first decline in three months; ② An increasing number of consumers are mentioning politics and tariffs, with 46% of respondents expecting tariffs to raise the cost of living, while 21% expect tariffs to create more jobs in the USA.
Apple's Near Term Success Will Be Driven By Strong Holiday Season, iPhone 16, Says Dan Ives — Analyst Sees Stock Hitting $300, Cupertino Hitting $4 Trillion Marketcap
Chief Economist of Allianz: The Federal Reserve's repeated 'flip-flopping' will endanger the USA exceptionalism.
Erian believes that the Federal Reserve is being led by data, and its highly passive decision-making approach in recent years has amplified financial volatility.
Microsoft Invested Nearly $14 Billion In OpenAI But Now Its Reducing Its Dependence On The ChatGPT-Parent: Report
On January 6th, Jensen Huang will deliver a keynote speech at CES.
Analysts expect that Jensen Huang will announce a series of significant news at this event, with the RTX 5000 series GPUs being the main highlight of the keynote speech.
AI venture capital is booming! Musk's xAI has raised 6 billion dollars, with big names like NVIDIA joining in.
Elon Musk's AI company xAI has raised 6 billion dollars.
Wall Street 'agrees' with the Federal Reserve: predicts that the 2Y U.S. Treasury yield will drop by 50 basis points next year.
According to Zhitong Finance, Wall Street is forecasting that short-term USA Treasury yields will fall by 2025, despite the looming threats posed by the trade and tax policies of incoming President Trump on the Bonds market. Strategists' predictions are largely consistent, believing that the 2-year USA Treasury yield, which is more sensitive to Fed rate policy, will decline. They expect that 12 months from now, rates will fall at least 50 basis points from current levels. The JPMorgan Asset Management team, led by David Kelly, stated in the company's annual outlook: "While investors may be short-sightedly focusing on the speed of interest rate cuts next year and
Nikkei Flat as Bank Stocks Rise -- Market Talk
Apple's new Global Strategy revealed: abandoning car manufacturing to focus on Smart Home, is a market disruption waiting until next year?
① Well-known technology journalist Gurman revealed that Apple will focus on developing AI, Siasun Robot&Automation, and Smart Home in 2025; ② Apple plans to launch a Smart Home control center that integrates AI, including a smart doorbell with advanced facial recognition capabilities that can automatically open the door; ③ Despite risks such as home security vulnerabilities, Gurman believes that Apple's entry into the Smart Home market is more beneficial than harmful.
Futu Daily News | The Federal Reserve FOMC voting committee has a new lineup in the new year! The policy stance is expected to further polarize between dovish and hawkish factions; with the Christmas holiday approaching, Hong Kong stocks open half a day t
The NASDAQ 100 Index has been rebalanced, with the weights of Tesla, Meta, and Broadcom decreasing; competition in wearable devices is intensifying! Meta plans to add a display to its smart glasses; the "Santa Claus rally" is late this year, Analysts say there will still be opportunities after the holidays.
The collapse of Global interest rates may have just begun! Will the Federal Reserve be forced to cut interest rates four times next year?
Analysts pointed out that the decline in Global interest rates will lead to the Inflow of capital into U.S. Treasury bonds. Given that the Federal Reserve will not counter market interest rates, the Federal Reserve may cut interest rates four times in 2025.
Top 20 by transaction volume | Apple slightly rises, stock price hits a new historical high! Bitcoin temporarily fell below $0.093 million, and MSTR dropped nearly 9%.
On Monday, Tesla, the number one in terms of US stock turnover, closed 2.27% higher at $31.065 billion; the second-place Nvidia traded 3.69% higher at $24.242 billion.
US Stocks Get Boost From Tech at Start of Christmas Week
Goldman Sachs: Avoiding a government shutdown in the USA is useless, the future selling space for US stocks is even greater.
Goldman Sachs pointed out that last Friday, on "Triple Witching Day," the trading volume of U.S. stocks reached its highest level in history, and from Monday to Thursday of last week, the scale of short selling of U.S. stocks by hedge funds was the largest since early January.
U.S. stocks closed higher | The three major Indexes collectively rose, with the Nasdaq increasing by nearly 1%; chip stocks surged, with Broadcom and Taiwan Semiconductor rising over 5%, and NVIDIA increasing nearly 4%.
① The Nasdaq China Golden Dragon Index rose by 0.91%; ② The PHLX Semiconductor Index rose by over 3%; ③ MicroStrategy purchased 5,262 Bitcoins; ④ The suspect in the UnitedHealth executive's murder case pleaded not guilty.
Nasdaq 100 rebalancing shuffle: Tesla, Meta, and Broadcom weights decrease, while Apple and NVIDIA weights increase.
The Nasdaq 100 has made another rebalance adjustment after last July, reducing Tesla's weight from 4.9% last Friday to 3.9%, Broadcom's from 6.3% to 4.4%, and Meta's from 4.9% to 3.3%.
Express News | The probability of the Federal Reserve maintaining interest rates in January next year is 91.4%.