Afraid that US stocks are overvalued and hesitant to chase? Wall Street: These safe havens may be worth investors' attention.
Analysts say, "Looking at the US stock market now is like watching a clown blow up a balloon. When this huge bubble bursts, the scene will be very spectacular."
Top economists warn of the risk of a sharp drop in US stocks and recommend investors to pay attention to these stocks...
①Top economists warn that the stock market in the usa is experiencing a bubble and there is a risk of a significant drop; ②He advises investors to pay attention to several key sectors and to add 'a dose of insurance' to their investment portfolios.
taiwan semiconductor's strong performance once again ignites the AI craze! Will the AI sector usher in a new round of uptrend?
Wedbush analyst believes that with the establishment of the next generation ai infrastructure, by 2027, the size of the entire ai infrastructure market dominated by nvidia's AI GPU may increase significantly by 10 times. It is estimated that capital expenditures in the field of ai will reach 1 trillion US dollars in the next three years.
More and more data support the usa economy not landing! Will the US stock market continue to play music and dance?
Bank of America and UBS Group and other institutions have recently pointed out that the possibility of the US economy not landing is increasing...
Will the volatility of US stocks intensify before and after the election? Wall Street analyst: US stocks may see a short-term pullback of 7%.
①With the gradual approach of the US general election, the market is paying more attention to the recent volatility risk of US stocks; ②Recently, according to technical analyst Mark Newton from Fundstrat, purely from a technical analysis perspective, it is expected that the US stock market may experience a 7% pullback by mid-November.
A millionaire a day! Musk will randomly give away 1 million dollars every day before the election.
①On Saturday, Musk announced that he will provide a chance to win $1 million daily to registered voters who sign a petition; ②Through the petition, more battleground state voters will register to vote for Trump, and this also provides a large amount of potential voter information for the Republican campaign organization.
Is the global stock market rising all over the place reassuring? Goldman Sachs' top traders say it's not time for All-in yet, save some ammunition for after the election.
Goldman Sachs hedge fund research director Pasquariello pointed out that the prospects for 9.5 trillion US dollars of money market assets entering the stock market, based on the experience of eight interest rate cut cycles since 1984, show that the Fed's loose monetary policy usually triggers capital inflows into the money market rather than outflows. However, US stock investors should not despair, as Goldman Sachs expects share buybacks for both this year and next year to reach $1 trillion; a steeper preference in the US interest rate curve will strengthen financial stocks.
E-mini Russell 2000 index has risen for four consecutive days! With the support of two major bullish factors, can small cap stocks continue to rise?
Wall Street is bullish on the future prospects of small cap stocks, mainly due to the bullish performance of banks, as well as the resurgence of the 'Trump trade'.
Bank of America: Fund managers are bullish on the Chinese economy and stocks overall, while the global stock market is showing a sell signal.
A global survey conducted by Bank of America in October showed that after China's package of stimulus measures was introduced, the net proportion of global fund managers expecting China's economy to strengthen over the next 12 months reached 48%, the highest since April 2023. However, it is necessary to be cautious as global stock markets have just triggered a sell signal from Bank of America for the first time since February 2021. Investors have shown optimism, anticipating a solid foundation for the global economy.
Goldman Sachs remains bullish on US stocks: overall environment favorable for risk assets by the end of the year!
①Goldman Sachs analyst said that due to the risk preference sentiment supported by the economy, investors should favor stocks over bonds; ②The analyst stated that as long as the economy avoids recession, Fed rate cuts often support risks.
Bull market under stable interest rates: Why has the stock market in the USA continued to rise over the past two years?
The s&p 500 index hit its 46th all-time high this Monday, with a year-to-date increase of 21.9%.
The bull market in the US stock market is entering its third year. What will happen next?
The usa stock market started the third year of the bull market off to a good start, with the s&p 500 index hitting a new historical record on Monday.
Top 20 turnover | Taiwan Semiconductor rose nearly 1%, reaching a new high in stock price; Chinese concept stocks declined, with pdd holdings falling over 6% and Alibaba falling over 2%.
Nvidia ranked first in trading volume on Monday in the US stock market, up 2.43%, reaching a new high stock price, with a trading volume of $32.097 billion; Coinbase, ranked ninth, rose by 11.32%, with a trading volume of $3.463 billion; Taiwan Semiconductor, ranked fifteenth, rose by 0.73%, reaching a new high stock price, with a market cap surpassing the $1 trillion mark at one point during the trading day.
Wall Street hotly debates the two-year bull market of US stocks: crossed the mountain, the road is not over yet
①The current bull market in the US stock market began after the market crash in October 2022, and it has been exactly two years since then; ②Currently, Wall Street strategists interviewed by the media generally believe that unless there is an unexpected impact, the bull market in the US stock market is still expected to continue to run wildly.
One week ahead | 2024 Financial Street Holdings Forum opens! Taiwan Semiconductor, netflix performance will be announced.
Chairman Wu Qing of the China Securities Regulatory Commission will speak at the Financial Street Forum; John Lee Ka-chiu will present the 'Government Work Report 2024'; China's GDP, 'terrifying data' from the United States are coming; ASML Holding, Goldman Sachs, Morgan Stanley and others will announce their performance.
Goldman Sachs reiterates the "AI Trading Four Stages": the second stage of "AI Infrastructure" is already mature, don't overlook the application of the third stage.
As the most clear beneficiaries of AI, nvidia belongs to the "first stage", the "second stage" includes companies focusing on AI infrastructure, the "third stage" focuses on companies with the potential to monetize AI through incremental revenue generation, and the "fourth stage" is mainly for companies with the greatest profit potential in the widespread adoption and productivity improvement of AI.
Soft landing or hard landing? Bank of America's financial report suggests: no landing!
Consumer spending remains robust, moderate crediting conditions eased, coupled with anticipated inflation relief and declining interest rates, all provide support for the usa economy to avoid a hard landing.
Institutions: It is still highly probable that the Federal Reserve will cut interest rates in November.
The US economic and CPI data for August and September have debunked the previous recession trade and excessive rate cut trades. Will there be any changes in the pace of rate cuts by the Federal Reserve in the future? We believe that two 25 basis point cuts within the year are still the baseline assumption, but we need to pay attention to the possibility that rate cuts next year may not meet expectations.
The 'miracle' of the US stock market hitting new highs continuously: Wall Street is in a panic but keeps buying non-stop.
①If people take a simple glance at the current market in the USA, what undoubtedly comes into view is a healthy picture; ②The s&p 500 index has just set the 45th new high of the year, csi enterprise bond index still shows no worrisome signs, csi commodity equity index continues to rise under the optimism of the global economy; ③However, upon closer inspection, the outlook will quickly appear slightly dimmer.
Stay vigilant, Goldman Sachs' top traders say that they will face a "whirlwind of the next month", the USA economy may not "land".
Goldman Sachs hedge fund research head Pasquariello mentioned some key market variables, stating that Goldman Sachs' baseline forecast is that the Federal Reserve will cut interest rates by 25 basis points at each of the remaining two meetings this year; hedge funds bought heavily last week after selling off US technology stocks for five consecutive months, and this week they bought even more rapidly, as technology stocks are about to enter earnings season; the tense situation will continue until the results of the US election in November are clear.