TSLA
Tesla
-- 355.840 NVDA
NVIDIA
-- 138.850 BABA
Alibaba
-- 124.730 INTC
Intel
-- 23.600 NBIS
NEBIUS
-- 44.490 Outlook for the U.S. market: Bitcoin temporarily surpasses $0.07 million! The Dow Jones starts up by $76.
Hello Moomoo users, good evening!![]()
Here's the NY stock market analysis for tonight.![]()
Market Summary
The US market started with the Dow Jones Industrial Average, which consists of high-quality stocks, up 76.37 dollars to 40,665.71 dollars, and the Nasdaq Composite Index, which has a high proportion of technology stocks, up 86.51 points to 17,444.39. The S&P 500 Index, which consists of 500 large-cap stocks in the US, was up 17.45 points to 5,476.55.
The US market started with the Dow Jones Industrial Average, which consists of high-quality stocks, up 76.37 dollars to 40,665.71 dollars, and the Nasdaq Composite Index, which has a high proportion of technology stocks, up 86.51 points to 17,444.39. The S&P 500 Index, which consists of 500 large-cap stocks in the US, was up 17.45 points to 5,476.55.
Top News
Big Tech is an important week
Single stock futures are on Friday $S&P 500 Index (.SPX.US)$ And $NASDAQ 100 Index (.NDX.US)$ In response to the recovery, it has turned to an upward trend.
- Government bonds are rising, and the dollar is strong. These two indices rebounded after the NASDAQ 100 was pushed into a near correction phase, following the intense crash led by the technology sector.
- This week, $Microsoft (MSFT.US)$ , $Meta Platforms (META.US)$ , $Apple (AAPL.US)$ , $Amazon (AMZN.US)$ 's earnings report is scheduled, and with a market capitalization of nearly 10 trillion dollars, investors will explore the details of whether the potential of AI has been realized.
Related articles:
【Earnings Preview】Meta, rapid growth in AI and advertising revenue? Capital expenditure is the "most important focus".
【Earnings Preview】Microsoft, attention to its growth momentum! Can it win in the competition to monetize AI?
【Earnings Preview】Will the robustness of the datacenter business be maintained? Goldman Sachs is also bullish on AMD, and plans to announce its Q2 earnings after the close on the 31st (Wednesday) Japan time.
Single stock futures are on Friday $S&P 500 Index (.SPX.US)$ And $NASDAQ 100 Index (.NDX.US)$ In response to the recovery, it has turned to an upward trend.
- Government bonds are rising, and the dollar is strong. These two indices rebounded after the NASDAQ 100 was pushed into a near correction phase, following the intense crash led by the technology sector.
- This week, $Microsoft (MSFT.US)$ , $Meta Platforms (META.US)$ , $Apple (AAPL.US)$ , $Amazon (AMZN.US)$ 's earnings report is scheduled, and with a market capitalization of nearly 10 trillion dollars, investors will explore the details of whether the potential of AI has been realized.
Related articles:
【Earnings Preview】Meta, rapid growth in AI and advertising revenue? Capital expenditure is the "most important focus".
【Earnings Preview】Microsoft, attention to its growth momentum! Can it win in the competition to monetize AI?
【Earnings Preview】Will the robustness of the datacenter business be maintained? Goldman Sachs is also bullish on AMD, and plans to announce its Q2 earnings after the close on the 31st (Wednesday) Japan time.
Central banks' successive policy decisions.
●Amid the shadow of high-tech companies' earnings, central bank policy decisions are happening one after another within a 32-hour period.
●Due to conflicting signals from major countries, investors are eager for answers regarding the direction of interest rates, first from the Bank of Japan, then the Federal Reserve Board (FRB), and finally the Bank of England.
Related articles:The policy meeting of the 3 central banks is the focus of this week=OCBC
●Amid the shadow of high-tech companies' earnings, central bank policy decisions are happening one after another within a 32-hour period.
●Due to conflicting signals from major countries, investors are eager for answers regarding the direction of interest rates, first from the Bank of Japan, then the Federal Reserve Board (FRB), and finally the Bank of England.
Related articles:The policy meeting of the 3 central banks is the focus of this week=OCBC
Hints from the FRB
●While the view that the FRB will keep interest rates unchanged is strong, traders are expecting clear hints of a potential rate cut, and investors are currently expecting a 25-basis-point rate cut in September.
●Bond traders who anticipate a gradual easing starting from September are also strengthening their side bets on the possibility of the FRB being forced to take more aggressive action than currently expected if the US economy deteriorates sharply, amidst the unexpected results of a year-long rise in interest rates.
●While the view that the FRB will keep interest rates unchanged is strong, traders are expecting clear hints of a potential rate cut, and investors are currently expecting a 25-basis-point rate cut in September.
●Bond traders who anticipate a gradual easing starting from September are also strengthening their side bets on the possibility of the FRB being forced to take more aggressive action than currently expected if the US economy deteriorates sharply, amidst the unexpected results of a year-long rise in interest rates.
Caution towards the Bank of Japan
●At the outset of the central bank choir on Wednesday, the Bank of Japan has put investors on high alert. Following years of large-scale easing, a plan for quantitative tightening is expected, with the possibility of further rate hikes.
●According to Bloomberg's survey, only 30% of Bank of Japan watchers are expecting a rate hike, but few are outright denying the possibility of a rate hike.
●In light of the recent strengthening of the yen ahead of the Bank of Japan meeting, hedge funds have scaled back their bets against the yen.
Related articles:【BOJ Meeting Preview】How will the Bank of Japan act with the rapid appreciation of the yen? If the pressure for a rate hike in July diminishes and is deferred, it will be positive for Japanese stocks!
●At the outset of the central bank choir on Wednesday, the Bank of Japan has put investors on high alert. Following years of large-scale easing, a plan for quantitative tightening is expected, with the possibility of further rate hikes.
●According to Bloomberg's survey, only 30% of Bank of Japan watchers are expecting a rate hike, but few are outright denying the possibility of a rate hike.
●In light of the recent strengthening of the yen ahead of the Bank of Japan meeting, hedge funds have scaled back their bets against the yen.
Related articles:【BOJ Meeting Preview】How will the Bank of Japan act with the rapid appreciation of the yen? If the pressure for a rate hike in July diminishes and is deferred, it will be positive for Japanese stocks!
The Dollar Debate
● In an interview with Bloomberg News, Treasury Secretary Janet Yellen denied former President Donald Trump's view that the strong dollar is hurting U.S. manufacturing, stating that it needs to be seen from a broader perspective.
● According to the latest Markets Live Pulse survey, gold is considered the best portfolio hedge against a Trump victory in the election. However, the most volatile move is seen in Bitcoin, which has risen to a 6-week high as Trump continues to shift from being a cryptoskeptic to a supporter.
Related articles:
Is it "Harris"? The emergence of "Harris trade" Mr. Harris is fiercely chasing Mr. Trump in the fundraising competition and support rate.
A buying opportunity in turbulent markets? Market funds reversed! Bitcoin surpasses the U.S. mega-cap stocks "M7"
● In an interview with Bloomberg News, Treasury Secretary Janet Yellen denied former President Donald Trump's view that the strong dollar is hurting U.S. manufacturing, stating that it needs to be seen from a broader perspective.
● According to the latest Markets Live Pulse survey, gold is considered the best portfolio hedge against a Trump victory in the election. However, the most volatile move is seen in Bitcoin, which has risen to a 6-week high as Trump continues to shift from being a cryptoskeptic to a supporter.
Related articles:
Is it "Harris"? The emergence of "Harris trade" Mr. Harris is fiercely chasing Mr. Trump in the fundraising competition and support rate.
A buying opportunity in turbulent markets? Market funds reversed! Bitcoin surpasses the U.S. mega-cap stocks "M7"
- Moomoo News Zeber
Source: moomoo, Bloomberg, Dow Jones
This article uses automatic translation in some parts.
Source: moomoo, Bloomberg, Dow Jones
This article uses automatic translation in some parts.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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