Outlook for the USA market: Bitcoin surges, temporarily breaking through $92,000. Nasdaq Composite Index starts 37 points higher.
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Tonight's analysis of NY stocks.![]()
Market Overview
USA market started, with the Dow Jones Industrial Average, consisting of quality stocks, opening 13.10 points lower at 43,431.89. The Nasdaq Composite Index, with a high proportion of technology stocks, started 37.81 points higher at 18,717.93. The S&P 500, consisting of 500 large cap stocks, opened 3.55 points higher at 5,874.17.
USA market started, with the Dow Jones Industrial Average, consisting of quality stocks, opening 13.10 points lower at 43,431.89. The Nasdaq Composite Index, with a high proportion of technology stocks, started 37.81 points higher at 18,717.93. The S&P 500, consisting of 500 large cap stocks, opened 3.55 points higher at 5,874.17.
Top News
Tonight's outlook
- The search for Donald Trump's Treasury Secretary has been in turmoil over the weekend, as candidates vie for support. Elon Musk met with hedge fund manager Scott Bessent, whom Trump is considering as a candidate. Musk had previously recommended Howard Rattonic for the same position.
- Bitcoin has surged again, exceeding $92,000 at one point. The US stock index futures and bond market are stable. US bonds are up only 0.7% in 2024 after a two-month decline.
Tonight's outlook
- The search for Donald Trump's Treasury Secretary has been in turmoil over the weekend, as candidates vie for support. Elon Musk met with hedge fund manager Scott Bessent, whom Trump is considering as a candidate. Musk had previously recommended Howard Rattonic for the same position.
- Bitcoin has surged again, exceeding $92,000 at one point. The US stock index futures and bond market are stable. US bonds are up only 0.7% in 2024 after a two-month decline.
- Ukraine's allies are pressuring Volodymyr Zelensky to bring Vladimir Putin to the negotiating table. The US has decided on a policy to allow Ukraine to launch long-range missile attacks into Russian territory to strengthen Zelensky's position before Trump takes office.
- Wall Street market predictions for 2025 are taking shape. Morgan Stanley has set a bullish target for the S&P500, Goldman Sachs is recommending gold, and Barclays is proposing an underweight position on UK stocks.
- Wall Street market predictions for 2025 are taking shape. Morgan Stanley has set a bullish target for the S&P500, Goldman Sachs is recommending gold, and Barclays is proposing an underweight position on UK stocks.
- ETFs outperforming hedge funds, simple investment strategies performing well.
- Despite recent stock price adjustments, it has been an astonishing year for asset formation, with ETFs playing a leading role.
- About 96% of ETFs have recorded positive returns in the past year, far outperforming hedge funds struggling with more complex strategies.
Bloomberg Intelligence's Asanathios Pusarofagis points out that it was virtually impossible to lose money in investments using ETFs this year.
If these trends continue, simple US stock investments will continue to support asset formation, making it difficult for asset management managers to recommend diversified investments.
Despite high valuations and looming inflation risks, 401(k) investments are maintaining a strong performance.
Focus on earnings highlights of NVIDIA and major retailers this week
The world's largest company $NVIDIA (NVDA.US)$ is scheduled to announce earnings after Wednesday's close local time, becoming the biggest highlight event of the week.
● $Walmart (WMT.US)$ 、 $Target (TGT.US)$ 、 $TJX Companies (TJX.US)$ Major retail companies including は現在、年末商戦の見通しを発表し、消治者支出の勘造を提供す。
● 小売業の見通しは重要であり、特に年末商戦期には、消治者支出が米国経源の約。午天、さば天には、米国の住宿関連データ、金曜日にはミシガン大学の消治者態度指数が発表される。
● 経源指標の発表は少ないが、火曜日と木曜日には米国の住宿関連データ、金曜日にはミシガン大学の消治者態度指数が発表される。
The world's largest company $NVIDIA (NVDA.US)$ is scheduled to announce earnings after Wednesday's close local time, becoming the biggest highlight event of the week.
● $Walmart (WMT.US)$ 、 $Target (TGT.US)$ 、 $TJX Companies (TJX.US)$ Major retail companies including は現在、年末商戦の見通しを発表し、消治者支出の勘造を提供す。
● 小売業の見通しは重要であり、特に年末商戦期には、消治者支出が米国経源の約。午天、さば天には、米国の住宿関連データ、金曜日にはミシガン大学の消治者態度指数が発表される。
● 経源指標の発表は少ないが、火曜日と木曜日には米国の住宿関連データ、金曜日にはミシガン大学の消治者態度指数が発表される。
Outlook for 2025.
Here is a summary of the latest views from Wall Street.
●USA stocks:While Morgan Stanley strategist Michael Wilson is a well-known bearish, this time he clearly shows a bullish view. He expects the S&P 500 to rise by 11% from the current level to around 6,500 by the end of next year.
●Global stocks:Goldman Sachs expects a 10% stock return next year. The company's strategist points out that rate cuts parallel to economic growth tend to be a tailwind for stocks.
●Gold:Goldman positions gold as one of the most important commodity trades, aiming for $3,000 per ounce by December 2025.
●European Index:Barclays expects the Stoxx600 to rise by about 7% by the end of next year, reaching 545. The company is underweight on UK stocks, market weight on Japanese stocks, underweight on emerging market stocks, while overweight on US stocks due to the pro-business policies under the Trump administration.
●China Connect:Against the backdrop of deflationary pressures and geopolitical tensions, strategists are turning more pessimistic. Morgan Stanley's strategists have stated, "It is unlikely that the Chinese government will bring forward adequate fiscal stimulus measures targeting the consumption and housing markets by 2025."
Related articles:Gold prices rebound! Will they reverse significantly due to the uncertainty of the Trump administration?【Top 3 Gold ETFs】
Here is a summary of the latest views from Wall Street.
●USA stocks:While Morgan Stanley strategist Michael Wilson is a well-known bearish, this time he clearly shows a bullish view. He expects the S&P 500 to rise by 11% from the current level to around 6,500 by the end of next year.
●Global stocks:Goldman Sachs expects a 10% stock return next year. The company's strategist points out that rate cuts parallel to economic growth tend to be a tailwind for stocks.
●Gold:Goldman positions gold as one of the most important commodity trades, aiming for $3,000 per ounce by December 2025.
●European Index:Barclays expects the Stoxx600 to rise by about 7% by the end of next year, reaching 545. The company is underweight on UK stocks, market weight on Japanese stocks, underweight on emerging market stocks, while overweight on US stocks due to the pro-business policies under the Trump administration.
●China Connect:Against the backdrop of deflationary pressures and geopolitical tensions, strategists are turning more pessimistic. Morgan Stanley's strategists have stated, "It is unlikely that the Chinese government will bring forward adequate fiscal stimulus measures targeting the consumption and housing markets by 2025."
Related articles:Gold prices rebound! Will they reverse significantly due to the uncertainty of the Trump administration?【Top 3 Gold ETFs】
Individual Stocks
● $NVIDIA (NVDA.US)$ Falling after hours. The company is preparing for an earnings release this week, which is the most anticipated event in the US stock market. However, it has been reported that there have been requests to suppliers for several months to modify the design of server racks due to heat dissipation issues surrounding the next-generation GPU 'Blackwell'. Concerns have arisen about the delayed introduction of this GPU.
● $Tesla (TSLA.US)$ Stocks are up 7.8% in pre-market trading. According to Bloomberg, the transition team for the upcoming Trump administration is considering relaxing regulations on self-driving cars in the USA. The company's stock has surged 28% since election day.
● $Liberty Energy (LBRT.US)$ Rises by 14%. The reason for this increase is the nomination of the company's CEO, Chris Wright, as the Energy Secretary by President Trump.
Related articles:Tesla stock is high, it is rumored that the next US administration will prioritize regulations on self-driving cars.
● $NVIDIA (NVDA.US)$ Falling after hours. The company is preparing for an earnings release this week, which is the most anticipated event in the US stock market. However, it has been reported that there have been requests to suppliers for several months to modify the design of server racks due to heat dissipation issues surrounding the next-generation GPU 'Blackwell'. Concerns have arisen about the delayed introduction of this GPU.
● $Tesla (TSLA.US)$ Stocks are up 7.8% in pre-market trading. According to Bloomberg, the transition team for the upcoming Trump administration is considering relaxing regulations on self-driving cars in the USA. The company's stock has surged 28% since election day.
● $Liberty Energy (LBRT.US)$ Rises by 14%. The reason for this increase is the nomination of the company's CEO, Chris Wright, as the Energy Secretary by President Trump.
Related articles:Tesla stock is high, it is rumored that the next US administration will prioritize regulations on self-driving cars.
moomoo News Zeber
Source: moomoo, Bloomberg
This article utilizes auto-translation in some parts.
Source: moomoo, Bloomberg
This article utilizes auto-translation in some parts.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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