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Annual Outlook | 7100 points! Wall Street refreshes the Target Price for the S&P, is a bull market in US stocks continuing in 2025?
Overall, major banks are optimistic, with the highest target for the S&P reaching 7,100 points, while the average target point according to Bloomberg Statistics is 6,496.17 points, indicating more than a 7% upside potential from the current latest closing price; many bears have flipped their positions, and only two Institutions remain cautious about the direction of the U.S. stock market.
Broadcom surged 24% last Friday, with a market cap exceeding one trillion! Which company will become the next member of the "one trillion market cap club"?
After Broadcom's market cap exceeded one trillion dollars, there are currently nine companies in the "trillion-dollar market cap club" in the U.S. stock market, namely Apple, Microsoft, NVIDIA, Amazon, Google, Meta, Tesla, Broadcom, and Taiwan Semiconductor.
Wall Street tycoons shout: The FED's "triple cut" this week is not unexpected, but the easing cycle will pause here!
①This Thursday morning, the Federal Reserve will announce its interest rate decision, and Wall Street widely expects a 25 basis point rate cut, achieving a "three consecutive reductions." ②Krishna Guha, Vice Director of Evercore ISI, stated, "The December FOMC meeting will mark the end of the first phase of the Federal Reserve's rate cut cycle."
There are significant differences in policy viewpoints within Trump's cabinet. Will market pricing undergo major changes?
Investors should pay attention to the policy risks of Trump 2.0.
Goldman Sachs: It is unlikely that the Federal Reserve will lower interest rates in January next year!
Goldman Sachs expects to hear both types of news in this week's policy statement and Powell's press conference.
Value stocks have seen a record long-term decline; will a turnaround be possible in 2025?
Value stocks in the USA have fallen for 10 consecutive days, setting the longest losing streak since 2000, as market sentiment continues to remain low.