Nvidia has been exposed to abandon the super micro computer, old orders have been transferred to other suppliers.
①Super micro computer fell into the delisting crisis last week due to the resignation of auditors, which has caused great concern in the semiconductor industry; ②Its largest customer, nvidia, reportedly has transferred its orders to other suppliers to control risk; ③The fate of super micro computer has become even more uncertain.
Citi: The market is most concerned not about the election, but rather the high likelihood of the US stock market hitting new highs.
Citigroup analysts believe that compared to previous years, the impact of the election on the stock market seems to be relatively small, and traders are more concerned about the strong economic situation in the usa.
USA election, who will win? The two main candidates are battling in the 'swing states', this guide for watching and trading is worth collecting!
This may determine the direction of the US economy for the next four years. This may determine the direction of the US economy for the next four years.
Taking history as a mirror: After the ultimate choice of the President of the usa, where will the US stock market go?
Taking a historical perspective, the stock market in the USA usually rises after a presidential election, but investors first need to prepare for some short-term fluctuations; This means that investors should not expect the US stock market to rise immediately on Wednesday or the days following.
The USA election day is approaching, the global market is holding its breath, Wall Street has entered a "state of alert"!
The next steps of the US stock market depend on who wins the White House.
Trump's spearhead directly points to Mexico: threatens to impose 100% tariffs on all its commodities!
①USA Republican presidential candidate Trump said on Monday that unless the Mexican government stops illegal immigrants from crossing the border, if he is elected, he will impose a 25% tariff on all products imported from Mexico; ②Trump claimed that this plan is '100% successful' and told his supporters that if the 25% tariff does not work, he will raise the tariff to 50%, 75%, and if necessary, even up to 100%.
Jealous of Meta? Renowned whistleblower: Apple has quietly launched the asia vets glasses project.
①Apple has initiated a plan internally with the codename "Atlas" to conduct research on existing asia vets glasses products in the market; ②The Apple AR glasses product with the codename N421 was leaked as early as 2019, designed for all-day wear, resembling high stock price sunglasses, but was later indefinitely postponed.
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Facing the impact of election day: the usa stock, bond, and currency markets are entering a 'battle state'!
①As the polls continue to show intense competition in the US presidential election, on the first trading day of the "super week" of the election and the Federal Reserve interest rate decision, US stocks, the US dollar, and US bond yields have all fallen; ②At the same time, traders in various cross-asset sectors have entered the final preparation mode before the election day...
Codename Atlas, focusing on Meta, apple is finally going to make asia vets glasses.
Apple is advancing its asia vets glasses development work, with a project named 'Atlas' launched last week. Although the actual product may take a few more years to come to market, analysts say that Apple's asia vets glasses may challenge Meta's Ray-Ban asia vets glasses position.
The results of the USA presidential election are about to be announced, how will the US stock market perform? These four scenarios are worth paying attention to!
Goldman Sachs believes the most likely outcome is Harris's election with a divided Congress (40% probability), long-term growth/nasdaq/wind power/china/global export themes will outperform large cap, defensive stocks are better than cyclical stocks.
Futu Morning Post | Countdown to the election! The panic index VIX is burning high and uncertainty is haunting the market nerves; Up nearly 13% after hours! Palantir raises full-year revenue guidance
Jpmorgan warns: If Trump wins on Wednesday, the Fed may pause the easing cycle as early as December; Will the US stock market hit new highs after the election? Jpmorgan: FOMO psychology boosts, S&P may hit 6100 points by the end of the year; US polls: Harris and Trump are neck and neck in key 'swing states'.
Top 20 turnover | Tesla fell more than 2%, with a turnover of nearly $16.8 billion; DJT surged over 12% before the election.
Nvidia, ranked first in trading volume in the US stock market on Monday, rose by 0.48%, with a turnover of $25.649 billion. Tesla, ranked second, fell by 2.47%, with a turnover of $16.768 billion. Apple, ranked third, fell by 0.40%, with a turnover of $6.662 billion.
No matter who becomes president, goldman sachs trading department: regardless of the outcome, CTA will sell stocks this week.
Last week, CTA has already sold $8 billion worth of global equities. Goldman Sachs trading department predicts that in a market downturn, the E-mini S&P 500 index will experience an outflow of $11.2 billion, and will see an outflow of $0.94 billion in an uptrend.
nvidia's inclusion in the Dow behind: nvidia was early prepared for inclusion, and the Dow also needs nvidia.
Nvidia surpasses Intel to become the chip manufacturer with the highest revenue, creating a clear one-to-one exchange opportunity. Since Intel is the only chip manufacturer in the Dow Jones Industrial Average, the industry's weight in the Dow is much lower than its position in the economy or market. It is important to note that the Dow is a price-weighted index, so stock prices and their volatility determine the weight in the Dow, analysis and estimation place Nvidia's impact on the Dow Jones Industrial Average in eighth place.
US stocks closed: Trump, Harris concept stocks rose together, Chinese concept stocks remained stable and rose.
1. The market is filled with a wait-and-see attitude, with all three major indexes collectively falling. 2. Trump's media technology group rebounded after hitting bottom. 3. Photovoltaic and clean energy concept stocks strengthened collectively. 4. Reports claim that Nvidia will distribute Super Micro Computer orders to other suppliers.
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