【Daily Investment Information】Last night, the U.S. stock market fluctuated slightly, and the three major indexes rose and fell. Today, the global fundamentals are slightly flat, and investors are waiting for the interest rate decisions of central banks on Wednesday. Yesterday, the Nikkei index rebounded after 8 consecutive declines. We also talked about the logic last Friday. Technically, the Nikkei index did fall to a suitable level, but the interest rate decision at the end of July is still pending. Therefore, I think the rise of the Nikkei index yesterday was an oversold rebound. Friends with technology can play T+0 hedging, but there is still uncertainty. Sources said that the Bank of Japan will discuss interest rate hikes on Wednesday. The money market is pricing in a 10 basis point r
[Morning must-read] There are a lot of news this weekend, and there are many major macro events this week. Let's take a look at what may affect the market. Last Friday, the three major U.S. stock indexes all rose by more than 1%. Trump announced at the Bitcoin 2024 Conference that if he could return to the White House, he would list Bitcoin as a U.S. strategic reserve asset. During his speech, the price of Bitcoin staged a V-shaped reversal and once stood above the $69,000 mark. The U.S. PCE price index for June was released, which was basically in line with expectations. The expectation of a rate cut in September remained unchanged. Let's talk about the important macro events this week. On August 1, the Federal Reserve will announce its interest rate decision. According to CME's "Fed Watc
Last night, European and American stock markets plummeted. U.S. stocks opened low and fell. The Nasdaq fell 3.64%, the S&P fell more than 2%, and the Dow fell 1.25%. There are two main reasons. The first reason is that it is the earnings season for U.S. stocks, and the performance of large technology stocks has not met expectations. For example, Tesla released its second-quarter earnings report after the market yesterday; the company's second-quarter revenue was higher than expected, but its profit was lower than expected, and it did not disclose details about autonomous driving. Last night, Tesla fell more than 12%, the largest single-day drop since September 2020; Alphabet's earnings report showed that capital expenditures were too high. The company's stock price fell by more than 5%
Last night, U.S. stocks rose after Biden withdrew from the election, with the Nasdaq and S&P up more than 1% and the Dow up 0.32%. In the history of the United States after the war, there have been two incumbent presidents who gave up re-election, Truman in 1952 and Johnson in 1968. Both Democrats announced their withdrawal earlier, leaving more time for the party to adjust. However, in those two elections, the "successors" eventually lost to Republican opponents. Last night, the U.S. chip, semiconductor, and marijuana sectors rose the most, with Nvidia, ASML, and Qualcomm rising more than 4%. From a long-term perspective this year, the semiconductor sector may be the most logical, which is supported by real performance and is still in an upward period. No one knows when it will reach
Last week, everyone paid attention to intc [Intel], which can be considered to be bought in the price range of 30-33 US dollars. At the current price of 33 US dollars, you can use 30% of the available funds to buy it first Operation style: medium-term band operation, or long-term buying, the target price within the year can reach 50-60 US dollars.
Last Friday, the three major U.S. stock indexes closed down collectively, with most large technology stocks falling, Tesla falling more than 4%, and Intel falling more than 5%. There is really not much to say about the U.S. stock market. There is no bad news in the news, and the expectation of interest rate cuts is also full. The decline may be because the previous rise was too much, and the bulls began to take profits. This morning I saw the news that Biden withdrew from the campaign and supported the nomination of Harris. I believe everyone is not surprised by this, because I have already talked about it in the circle on Friday. It may also be expected that the news has not reacted much to the news. Buffett reduced his holdings of Bank of America by $1.476 billion again after four years.
Last night, the three major U.S. stock indexes fell. With the expectation of interest rate cuts, U.S. stocks once soared, and it is normal to fall. The Russell 2000 index fell 1.9%, retreating from the rebound earlier this week. Due to the impact of TSMC's performance exceeding expectations, U.S. chip stocks rebounded slightly last night, and Nvidia rose more than 2%. The United States announced the number of first-time unemployment claims on Thursday, the largest increase since early May, showing signs of a cooling job market and supporting expectations of a rate cut by the Federal Reserve. According to people familiar with the matter, a group of heavyweight U.S. corporate executives will travel to Beijing next week, hoping to meet with Chinese officials to gain a deeper understanding of
Today will be a very important day, because the Third Plenary Session of the 18th CPC Central Committee is about to close, and there is a high probability that policy news will be released after the market closes, and the eyes of the world will be on China. Before that, let's take a look at the US stock market last night. Last night, the US stock market showed a very large differentiation, with the Dow Jones Industrial Average continuing to hit a new high, the Nasdaq falling 2.77%, and the S&P 500 falling 1.39%. Among them, large technology stocks plummeted, with Nvidia falling more than 6%, Meta falling more than 5%, ASML falling more than 12%, Qualcomm falling more than 8%, and TSMC falling nearly 8%. Technology stocks led by ASML led the semiconductor sector to fall sharply. I saw s