NVDA
NVIDIA
-- 138.850 TSLA
Tesla
-- 355.840 INTC
Intel
-- 23.600 BABA
Alibaba
-- 124.730 SMCI
Super Micro Computer
-- 47.910 Outlook for the US market: AI-related stocks such as NVIDIA and ASML plummeted, with the NASDAQ Composite Index opening 321 points lower.
Hello, Moomoo users!![]()
Here are tonight's insights into NY stocks.![]()
Market Overview
The US market started with the Dow Jones Industrial Average, which consists of high-quality stocks, down $91.91 at $40,862.57. The NASDAQ Composite Index, with a high ratio of technology stocks, started 321.15 points lower at 18,188.19. The S&P 500 Index, composed of 500 large-cap stocks in the US, opened down 57.13 points at 5610.07.
The US market started with the Dow Jones Industrial Average, which consists of high-quality stocks, down $91.91 at $40,862.57. The NASDAQ Composite Index, with a high ratio of technology stocks, started 321.15 points lower at 18,188.19. The S&P 500 Index, composed of 500 large-cap stocks in the US, opened down 57.13 points at 5610.07.
Top News
Technical Slump
- Due to concerns over the strengthening of US-China trade regulations, Nasdaq futures fell by more than 1%, and high-tech stocks are declining globally. $NVIDIA (NVDA.US)$ 、 $Intel (INTC.US)$ 、 $Apple (AAPL.US)$ Both fell in pre-market trading on US exchanges, and the stock price of a chip machinery maker in the Netherlands $ASML Holding (ASML.US)$ Despite an increase in orders in the previous quarter, the stock price of in Europe fell.
- On the other hand, the dollar sharply declined to its lowest level in about 2 months, and this movement was amplified by the rapid rise of the Japanese yen, affecting the global currency market. Former President Donald Trump also pointed out the weakness in exchange rates in an interview.
- Due to concerns over the strengthening of US-China trade regulations, Nasdaq futures fell by more than 1%, and high-tech stocks are declining globally. $NVIDIA (NVDA.US)$ 、 $Intel (INTC.US)$ 、 $Apple (AAPL.US)$ Both fell in pre-market trading on US exchanges, and the stock price of a chip machinery maker in the Netherlands $ASML Holding (ASML.US)$ Despite an increase in orders in the previous quarter, the stock price of in Europe fell.
- On the other hand, the dollar sharply declined to its lowest level in about 2 months, and this movement was amplified by the rapid rise of the Japanese yen, affecting the global currency market. Former President Donald Trump also pointed out the weakness in exchange rates in an interview.
Mr. Trump mentioned taxes.
At the Republican National Convention, Mr. Trump's former rivals lined up to praise him, saying he was a suitable person for the next president.
On the other hand, Bloomberg Business Week conducted an exclusive interview with Mr. Trump last month, where he discussed his tax plans and plans related to the FRB in case he wins the election.
Mr. Trumplowered the corporate tax rate to 15%and stated that he would let Federal Reserve Board (FRB) Chairman Powell complete his term and consider JP Morgan's Jamie Dimon for Treasury Secretary.
At the Republican National Convention, Mr. Trump's former rivals lined up to praise him, saying he was a suitable person for the next president.
On the other hand, Bloomberg Business Week conducted an exclusive interview with Mr. Trump last month, where he discussed his tax plans and plans related to the FRB in case he wins the election.
Mr. Trumplowered the corporate tax rate to 15%and stated that he would let Federal Reserve Board (FRB) Chairman Powell complete his term and consider JP Morgan's Jamie Dimon for Treasury Secretary.
Williams, President of the New York Federal Reserve, is getting closer to cutting interest rates, but is not yet prepared.
Further data leads to confidence in inflation.
●広範なインフレ率の低下がみられるFurther data leads to confidence in inflation.
●現在の金利スタンスは目標達成に適切
●利下げの決断が待たれる
●労働市場は弱くない
厳しい貿易交渉
中国に対するチップ取り締まりへの反発に直面しているバイデン政権は、 $Tokyo Electron (8035.JP)$ および $ASML Holding (ASML.US)$ のような企業が中国に先端半導体技術への接触を与え続けるならば、可能な限り厳しい貿易制限を用いることを検討している、と同盟国に語っている。
中国に対するチップ取り締まりへの反発に直面しているバイデン政権は、 $Tokyo Electron (8035.JP)$ および $ASML Holding (ASML.US)$ のような企業が中国に先端半導体技術への接触を与え続けるならば、可能な限り厳しい貿易制限を用いることを検討している、と同盟国に語っている。
Focus: Continued expansion of US bonds, reason why the market can absorb.
While the US fiscal outlook is deteriorating, Wall Street does not seem to be concerned.
While the US fiscal outlook is deteriorating, Wall Street does not seem to be concerned.
The US Congressional Budget Office (CBO) announced last month that the fiscal deficit for the 2024 fiscal year is expected to reach $1.9 trillion (approximately ¥300 trillion). This exceeds last year's $1.7 trillion and was raised from the previous estimate of $1.5 trillion. Despite a series of large-scale bond auctions to fill the deficit, the bond market rose on the day of the announcement. Despite efforts to fill the deficit, the bond market has maintained an upward trend, and bond yields have significantly decreased from last year's high levels.
Mr. Trump is unstoppable = Senator Scott of the US
Senator Rick Scott (Republican, Florida) spoke at the Republican National Convention on the 16th, stating that former President Donald Trump cannot be stopped.
Senator Scott, who is seeking reelection in the November Senate elections, stated, 'The Democrats, the media, liberal judges, and even bullets fired by madmen could not stop him.'
Senator Rick Scott (Republican, Florida) spoke at the Republican National Convention on the 16th, stating that former President Donald Trump cannot be stopped.
Senator Scott, who is seeking reelection in the November Senate elections, stated, 'The Democrats, the media, liberal judges, and even bullets fired by madmen could not stop him.'
Apple, currently at its all-time high, with analysts raising ratings one after another due to expectations for AI smartphones.
Analysts from Loop Capital and Morgan Stanley, $Apple (AAPL.US)$ Due to its strong position in AI, Apple's stock surged to an all-time high after raising its target stock price.
Analysts from Loop Capital and Morgan Stanley, $Apple (AAPL.US)$ Due to its strong position in AI, Apple's stock surged to an all-time high after raising its target stock price.
-moomoo News Zeber
Source: moomoo, Bloomberg, Min-Kabu, Dow Jones
This article uses auto-translation in some sections
Source: moomoo, Bloomberg, Min-Kabu, Dow Jones
This article uses auto-translation in some sections
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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Trump 2.0 Era: How will global markets evolve?
🎙️Discussion: 1. How will tariff policies affect the movement of key assets such as U.S. stocks, gold, and Bitcoin? 2. Given this context,
Moo Live
Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
徒然草子 : What's the cut today?
181298153 : I lowered it too much because of the condition![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
184154826 : Is it a hopeless decline?
Bull・Bear : Why are you lowering it so much?
サルタリー :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
ロベルトホンゴウ : Is it because there is a possibility that interest rate cuts by Trump will be postponed?
181593561 : it's going down so bad it's going down
半ライスギガ盛り : $Taiwan Semiconductor (TSM.US)$![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Minus 890000.
I do it when I do it
182718541 : The timing of Toshin Hayashi-sensei's commercial phrase is amazing.
よろぴこ : It may still go down, but the major semiconductor brands have arrived at an impressive opportunity!
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