Outlook for the USA market: Market demand for the NVIDIA-made AI semiconductor Blackwell is 'crazy' according to Hon Hai Chairman. NVIDIA starts the 5th consecutive day in the green.
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Tonight's analysis of NY stocks.![]()
Market Overview
The USA market started with the Dow Jones Industrial Average, which consists of high-quality stocks, up $68.41 at 42,022.65. The Nasdaq Composite Index, with a high percentage of technology stocks, started at 18,017.93, up 94.03 points. The S&P 500, consisting of 500 large-cap stocks in the USA, rose by 23.20 points to 5,719.14.
The USA market started with the Dow Jones Industrial Average, which consists of high-quality stocks, up $68.41 at 42,022.65. The Nasdaq Composite Index, with a high percentage of technology stocks, started at 18,017.93, up 94.03 points. The S&P 500, consisting of 500 large-cap stocks in the USA, rose by 23.20 points to 5,719.14.
Top News
Risk Off
●European stock markets experienced a risk-off sentiment as sectors most affected by China, particularly mining and luxury goods, declined, causing stock indices to fall.
●On the other hand, US futures managed to avoid declines, with the S&P 500 and Nasdaq 100 both turning slightly positive after Monday's declines.
●US bonds rose after selling the previous day, with the dollar remaining largely unchanged.
Risk Off
●European stock markets experienced a risk-off sentiment as sectors most affected by China, particularly mining and luxury goods, declined, causing stock indices to fall.
●On the other hand, US futures managed to avoid declines, with the S&P 500 and Nasdaq 100 both turning slightly positive after Monday's declines.
●US bonds rose after selling the previous day, with the dollar remaining largely unchanged.
Balanced FRB
●The previous day's drop in US stocks and bonds has been partially attributed to a continued reduction in bets on the speed and depth of rate cuts by the Federal Reserve Board (FRB).
●FRBのAdriana Kugler氏は、今後の利下げについて「バランスの取れたアプローチ」を呼びかけ、Alberto Musalem氏は、先月の50ベーシスポイントの利下げは支持するものの、ここからは緩やかな道筋が望ましいと述べた。●The previous day's drop in US stocks and bonds has been partially attributed to a continued reduction in bets on the speed and depth of rate cuts by the Federal Reserve Board (FRB).
●今日後半には、Raphael Bostic氏とSusan Collins氏の講演が予定されている。
エヌビディア製AI半導体Blackwellの需要は「クレージー」 世界最大のGB200工場の建設中、第4四半期に出荷予定＝鴻海会長
●台湾の鴻海精密工業、 $NVIDIA (NVDA.US)$Responding to the intense demand for AI semiconductors from Blackwell, NVIDIA announced that it is currently constructing the world's largest GB200 chip manufacturing plant in Mexico.
●台湾の鴻海精密工業、 $NVIDIA (NVDA.US)$Responding to the intense demand for AI semiconductors from Blackwell, NVIDIA announced that it is currently constructing the world's largest GB200 chip manufacturing plant in Mexico.
●Foxconn's Chairman Liu Yangwei told Bloomberg that the demand for NVIDIA's next-generation semiconductor "Blackwell" is "crazy".
●Nvidia's CEO Jensen Huang stated in an interview with CNBC last week, "The demand for Blackwell is extraordinary."
Related articles: nvidia rose for the fifth consecutive day after hours = US stocks individual
●Nvidia's CEO Jensen Huang stated in an interview with CNBC last week, "The demand for Blackwell is extraordinary."
Related articles: nvidia rose for the fifth consecutive day after hours = US stocks individual
Disappointment with China's economic stimulus measures.
● As the Chinese market returned from a week-long holiday, the Chinese government expressed confidence in achieving this year's economic targets, but did not implement further stimulus measures that had been the driving force behind the domestic stock market's rise in recent weeks.
● However, the failure to introduce further stimulus measures that had been the driving force behind the domestic stock market's rise in recent weeks led to investor disappointment. While Chinese stocks started off strong, the Hong Kong China Connect Index plummeted, causing the gains to fade.
● As the Chinese market returned from a week-long holiday, the Chinese government expressed confidence in achieving this year's economic targets, but did not implement further stimulus measures that had been the driving force behind the domestic stock market's rise in recent weeks.
● However, the failure to introduce further stimulus measures that had been the driving force behind the domestic stock market's rise in recent weeks led to investor disappointment. While Chinese stocks started off strong, the Hong Kong China Connect Index plummeted, causing the gains to fade.
Metal and crude oil
Disappointment over the postponement of additional stimulus measures in China is also spreading to the commodity market.
Iron ore fell from a 5-year high as enthusiasm for China's demand waned, while copper hit a 2-week low.
Crude oil prices, which surged last week due to geopolitical concerns in the Middle East, also fell, halting a 5-day rally.
Disappointment over the postponement of additional stimulus measures in China is also spreading to the commodity market.
Iron ore fell from a 5-year high as enthusiasm for China's demand waned, while copper hit a 2-week low.
Crude oil prices, which surged last week due to geopolitical concerns in the Middle East, also fell, halting a 5-day rally.
Samsung apology
Samsung Electronics admitted facing a potential crisis and apologized to investors for disappointing earnings.
Due to lower-than-expected profits and revenues, the head of South Korea's leading semiconductor business core promised an overhaul in an unusual candid statement.
The same group also $NVIDIA (NVDA.US)$Admitted that the delivery of important types of chips used in the processor was delayed, allowing the rise of rival SK Hynix.
Samsung Electronics admitted facing a potential crisis and apologized to investors for disappointing earnings.
Due to lower-than-expected profits and revenues, the head of South Korea's leading semiconductor business core promised an overhaul in an unusual candid statement.
The same group also $NVIDIA (NVDA.US)$Admitted that the delivery of important types of chips used in the processor was delayed, allowing the rise of rival SK Hynix.
- Moomoo News Zeber
Source: moomoo, Bloomberg
This article uses auto-translation in part.
Source: moomoo, Bloomberg
This article uses auto-translation in part.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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