Outlook for the USA market: Market demand for nvidia's AI semiconductor Blackwell is 'crazy' according to Foxconn's chairman. nvidia continues to rise for the 5th day in a row at the start.
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This is the financial market trend for tonight's New York Stock Exchange.![]()
Market Overview
The U.S. market started with the Dow Jones Industrial Average, which consists of high-quality stocks, up $68.41 to 42,022.65, while the tech-heavy Nasdaq Composite Index, with a high tech stock ratio, started up 94.03 points at 18,017.93. The S&P 500, composed of 500 large cap stocks in the U.S., rose 23.20 points to 5,719.14.
The U.S. market started with the Dow Jones Industrial Average, which consists of high-quality stocks, up $68.41 to 42,022.65, while the tech-heavy Nasdaq Composite Index, with a high tech stock ratio, started up 94.03 points at 18,017.93. The S&P 500, composed of 500 large cap stocks in the U.S., rose 23.20 points to 5,719.14.
Top news of individual stocks
Risk-off
The European stock market experienced a risk-off sentiment as sectors most affected by China, especially mining and luxury goods sectors, declined, leading to a decrease in stock price indices.
On the other hand, US futures have managed to avoid a decline, with the S&P500 and Nasdaq 100 turning slightly positive despite Monday's decline.
U.S. bonds rose after selling off the previous day, while the dollar remained largely unchanged.
Risk-off
The European stock market experienced a risk-off sentiment as sectors most affected by China, especially mining and luxury goods sectors, declined, leading to a decrease in stock price indices.
On the other hand, US futures have managed to avoid a decline, with the S&P500 and Nasdaq 100 turning slightly positive despite Monday's decline.
U.S. bonds rose after selling off the previous day, while the dollar remained largely unchanged.
Balanced FRB
The previous day's sell-off in U.S. stocks and bonds has somewhat reversed. This can be attributed in part to the reduced speculation about the speed and depth of rate cuts by the Federal Reserve Board (FRB).
FRB's Adriana Kugler called for a "balanced approach" to future rate cuts, while Alberto Musalem expressed support for last month's 50 basis point rate cut but stated that a gradual path is desirable from here.
Raphael Bostic and Susan Collins are scheduled to speak in the latter half of today.
The previous day's sell-off in U.S. stocks and bonds has somewhat reversed. This can be attributed in part to the reduced speculation about the speed and depth of rate cuts by the Federal Reserve Board (FRB).
FRB's Adriana Kugler called for a "balanced approach" to future rate cuts, while Alberto Musalem expressed support for last month's 50 basis point rate cut but stated that a gradual path is desirable from here.
Raphael Bostic and Susan Collins are scheduled to speak in the latter half of today.
Demand for NVIDIA's AI semiconductor Blackwell under construction at the world's largest GB200 factory is "crazy" – Foxconn chairman, with shipments planned for the 4th quarter.
●Hon Hai Precision Industry in Taiwan, $NVIDIA (NVDA.US)$To meet the strong demand for AI semiconductors from Blackwell, the world's largest NVIDIA GB200 chip manufacturing plant is currently being constructed in Mexico.
●Foxconn 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 out of the ordinary."
Related articles:nvidia rose for the fifth consecutive day after hours = US stocks individual
●Hon Hai Precision Industry in Taiwan, $NVIDIA (NVDA.US)$To meet the strong demand for AI semiconductors from Blackwell, the world's largest NVIDIA GB200 chip manufacturing plant is currently being constructed in Mexico.
●Foxconn 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 out of the ordinary."
Related articles:nvidia rose for the fifth consecutive day after hours = US stocks individual
Disappointment with China's economic stimulus measures.
● The Chinese market returned from a week-long holiday, and while the Chinese government expressed confidence in achieving this year's economic targets, it did not introduce further stimulus measures that have been the driving force behind the domestic stock market's rise in recent weeks.
● However, the failure to introduce further stimulus measures that have been the driving force behind the recent domestic stock market rise has disappointed investors. Despite a strong start for Chinese stocks, the Hong Kong China Connect Index plummeted, cooling off the gains.
● The Chinese market returned from a week-long holiday, and while the Chinese government expressed confidence in achieving this year's economic targets, it did not introduce further stimulus measures that have been the driving force behind the domestic stock market's rise in recent weeks.
● However, the failure to introduce further stimulus measures that have been the driving force behind the recent domestic stock market rise has disappointed investors. Despite a strong start for Chinese stocks, the Hong Kong China Connect Index plummeted, cooling off the gains.
Metals and crude oil
●中国の追加刺激策が見送られたことへの失望は、商品市場にも波及している。
●鉄鉱石は、中国の需要拡大に対する熱意が薄れ、5年ぶりの高値から下落し、銅は2週間ぶりの安値をつけた。
●中東の地政学的懸念によって先週大幅に上昇した原油価格も下落し、5日間の上昇を止めた。
●中国の追加刺激策が見送られたことへの失望は、商品市場にも波及している。
●鉄鉱石は、中国の需要拡大に対する熱意が薄れ、5年ぶりの高値から下落し、銅は2週間ぶりの安値をつけた。
●中東の地政学的懸念によって先週大幅に上昇した原油価格も下落し、5日間の上昇を止めた。
サムスン謝罪
●サムスン電子は、潜在的な危機に直面していることを認め、期待はずれの決算について投資家に謝罪した。
●利益と収益が予想を下回ったため、韓国の大手企業の中核である半導体事業のトップは、異例の率直な声明で、オーバーホールを約束した。
●同グループはまた、 $NVIDIA (NVDA.US)$Acknowledging that the delivery of important types of chips used in the processor was delayed, allowing rival SK Hynix to make advancements.
●サムスン電子は、潜在的な危機に直面していることを認め、期待はずれの決算について投資家に謝罪した。
●利益と収益が予想を下回ったため、韓国の大手企業の中核である半導体事業のトップは、異例の率直な声明で、オーバーホールを約束した。
●同グループはまた、 $NVIDIA (NVDA.US)$Acknowledging that the delivery of important types of chips used in the processor was delayed, allowing rival SK Hynix to make advancements.
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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183466932 : I don't care, tell me more about large investors' information!
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