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      Outlook for the USA market: Day 3 of the DeepSeek shock, Microsoft CEO Satya Nadella made positive remarks, and Tesla's stock surged nearly 6% at one point.

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      moomooニュース米国株 wrote a column · Jan 30 14:32
      Outlook for the USA market: Day 3 of the DeepSeek shock, Microsoft CEO Satya Nadella made positive remarks, and Tesla's stock surged nearly 6% at one point.
      Hello MOOMOO users!ScowlThis is an insight into NY stocks.

      Market Overview
      The American market has started, with the Dow Inc, which is composed of high-quality stocks, down by $164.83 at $44,548.69. The Nasdaq, which has a high proportion of technology stocks, opened up 65.20 points at 19,697.52. The S&P 500, composed of 500 large-cap American stocks, rose by 11.44 points to 6,050.75.
      Outlook for the USA market: Day 3 of the DeepSeek shock, Microsoft CEO Satya Nadella made positive remarks, and Tesla's stock surged nearly 6% at one point.
      $Dow Jones Industrial Average (.DJI.US)$
      $Nasdaq Composite Index (.IXIC.US)$
      $S&P 500 Index (.SPX.US)$

      Top News
      Tonight's outlook
      The Federal Reserve Board (FRB) has clearly indicated its intention to keep interest rates unchanged for the time being. US stock futures rose while waiting for Apple's earnings report. US bond yields decreased slightly.
      $Microsoft (MSFT.US)$Stocks fell by 3.5%. The company's progress on constructing the datacenter to meet AI demand has been slow, affecting growth.
      $Meta Platforms (META.US)$The stock rose. Following remarks by Mark Zuckerberg that "2025 will be a significant year for AI assistants," the stock price increased.
      $Tesla (TSLA.US)$It has risen nearly 6%. In June, a plan will be launched to offer Tesla vehicles equipped with self-driving features as a paid service, requiring no monitoring from the driver's seat. Furthermore, a recovery in revenue is also anticipated this year.
      This morning, local time, a search operation is underway in the suburbs of Washington following an incident where an American Airlines regional flight collided with a military helicopter near National Airport.
      Caution is advised regarding the overreaction to the cost advantages of OpenAI, Anthropic, and DeepSeek.
      The training cost of DeepSeek has significantly decreased, attracting attention from the global AI industry. The two major American AI companies, Anthropic and OpenAI, are attempting to diminish the impact of the company's technological leadership.
      Mr. Amodei, CEO of Anthropic, believes that the decrease in DeepSeek's training costs aligns with industry trends and does not exceed technical limits. He states that the performance of DeepSeek-V3 still shows differences compared to the current models in the USA.
      Mr. Mark Chen, a senior researcher at OpenAI, while evaluating the achievements of DeepSeek, thinks that external interpretations of its cost advantage are excessive. He emphasizes that OpenAI also possesses sufficient capabilities in cost management and model optimization.
      The emergence of DeepSeek poses a threat to OpenAI. Professor Gary Marcus from New York University suggests that DeepSeek's free services could seriously impact OpenAI's business model, questioning OpenAI's high evaluation.
      Mr. Amodei states that DeepSeek is not a technical breakthrough but is progressing along the trend of normal cost reduction, pointing out its significant geopolitical implications. DeepSeek is the first to indicate this trend among Chinese companies.
      Microsoft and Meta emphasize strategic superiority in AI investments.
      $Microsoft (MSFT.US)$ and $Meta Platforms (META.US)$ As capital expenditures in the AI field surge, $NVIDIA (NVDA.US)$the stock prices are not rising, and investors are concerned that the massive AI investments are not yielding clear returns.
      ● Microsoft CEO Nadella and Meta CEO Zuckerberg advocate for large-scale AI investments, stating that these investments are meant to alleviate bottlenecks in production capacity and secure long-term strategic advantages.
      ● While Microsoft's and Meta's AI investment budgets amount to 80 billion dollars and 65 billion dollars respectively, DeepSeek has developed AI models equivalent to those of major U.S. technology firms at a cost of about 6 million dollars, raising investor concerns about insufficient returns.
      ● Microsoft and Meta emphasize the importance of inference, but Nvidia's GPU is mainly used for training, while Meta proposes its self-developed ASIC 'MTIA' as an alternative to GPUs, suggesting a significant increase in inference loads.
      ● Despite being viewed as competitors, Microsoft and Meta recognize that the reduction of AI costs is a major trend, and ASML's CEO believes that low-cost AI models will further drive demand for AI Chips.
      U.S. Treasury yields stabilized after briefly rising following Chairman Powell's remarks.
      ● After the FOMC meeting, bond traders are uncertain about future interest rate movements, and former President Trump's policies are increasing economic uncertainty.
      After the FRB's statement, US bond yields rose temporarily. The statement indicated a view that inflation control measures are slowing, but Jerome Powell, the chair of the FRB, reassured the market that inflation will continue to ease, and yields returned to their original levels.
      Chair Powell's remarks did not provide clear direction for the bond market, leaving comments suggesting that current interest rates contribute to inflation reduction, while no signs of a shift towards interest rate hikes were indicated.
      Bob Michel of JP Morgan pointed out that the FRB is not seeking opportunities for rate cuts, suggesting that the central bank is still not inclined towards lowering interest rates.
      Traders in the bond market are cautious and predict that there will be only one interest rate cut this year, while awaiting the release of upcoming economic data for clarification of the situation.
      TLT iShares 20+ Year Treasury Bond ETF
      88.010
      -0.180
      -0.20%
      Pre-Market Trading
      Jan 30 09:15 ET
      IBM's stock price surged 7.7% due to an increase in AI-related orders.
      $IBM Corp (IBM.US)$The stock price rose 7.7% in pre-market trading as the company forecasted strong revenue growth and an increase in AI-related orders.
      IBM IBM Corp
      228.630
      +2.970
      +1.32%
      Pre-Market Trading
      Jan 30 08:28 ET
      Tonight is a day concentrated with fourth-quarter earnings reports. $Apple (AAPL.US)$ $Intel (INTC.US)$ $Visa (V.US)$Results are scheduled to be announced. In addition, $Caterpillar (CAT.US)$ $MasterCard (MA.US)$ $Cigna Group (CI.US)$ $Altria (MO.US)$ $United Parcel Service (UPS.US)$ $Southwest Airlines (LUV.US)$ $Comcast 2% Cnv Pref Sec15/10/2029 Usd71 (CCZ.US)$ $Northrop Grumman (NOC.US)$ $Blackstone (BX.US)$Earnings Reports will also be announced.
      ● Related Articles:【Earnings Reports】Will Apple's stock price decline stop? Double trouble with poor iPhone sales outlook and AI strategy.
      $ServiceNow (NOW.US)$It has declined by 9.4%. If the drop continues in Pre-Market Trading due to weaker than expected subscription revenue outlook, it is expected to be the largest drop since May 2024.
      NOW ServiceNow
      1143.630
      -26.760
      -2.29%
      Pre-Market Trading
      Jan 30 08:28 ET
      In the European Index, semiconductor manufacturer $STMicroelectronics (STM.US)$has plummeted by 8%. The slump in demand from the industrial and Automobiles sectors has led the company to forecast that its first-quarter revenue will fall short of expectations.
      STM STMicroelectronics
      24.740
      +0.160
      +0.65%
      Pre-Market Trading
      Jan 30 08:28 ET
      JP Morgan warns of a reduction in risk premium.
      ● Some skeptical investors on Wall Street are taking measures to protect their credit portfolios in an overly optimistic market.
      ● Investors are taking $10 billion in unwind positions against high-yield corporate bond ETFs, suggesting that concerns are spreading despite a strong rally at the beginning of the year.
      ● JP Morgan Chase warns that the risk premium is shrinking, and Andromeda Capital's Alberto Gallo points out the unprecedented complacency among credit investors, calling for caution.
      ーmoomooニュースZeber
      This article utilizes auto-translation in some parts.
      Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only. Read more
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