Outlook for the US market: SMCI temporarily fell more than 10%, Hindenburg's short sell report was announced. It is more important to alleviate concerns about the Blackwell delay than to raise nvidia's earnings guidance.
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Here are tonight's market rumors on NY stocks.![]()
Market overview
The US market started with the Dow Jones Industrial Average, which is composed of excellent stocks, falling $54.24 to 41,186.28. The Nasdaq Composite Index, which has a high proportion of technology stocks, started at 17,655.52, down 70.25 points. The S&P 500 Index, which consists of 500 large-cap stocks in the US, closed down 13.95 points at 5,602.89.
The US market started with the Dow Jones Industrial Average, which is composed of excellent stocks, falling $54.24 to 41,186.28. The Nasdaq Composite Index, which has a high proportion of technology stocks, started at 17,655.52, down 70.25 points. The S&P 500 Index, which consists of 500 large-cap stocks in the US, closed down 13.95 points at 5,602.89.
Top news
●米国債とドルも堅調。
$Super Micro Computer (SMCI.US)$エヌビディア、収益ガイダンスの引き上げよりもブラックウェル遅延に対する懸念を和らげることの方が優先すべき＝モルガン・スタンレーTaiwan Business Timesによると、It was mentioned that the production capacity of CoWoS is still insufficient at the current stage.
$Super Micro Computer (SMCI.US)$エヌビディア、収益ガイダンスの引き上げよりもブラックウェル遅延に対する懸念を和らげることの方が優先すべき＝モルガン・スタンレーTaiwan Business Timesによると、It was mentioned that the production capacity of CoWoS is still insufficient at the current stage.
The market is taking a wait-and-see approach.
Thursday and Friday. $NVIDIA (NVDA.US)$需要不足！モルガン・スタンレー、ゴールドマン・サックスが相次いで原油価格見通し引き下げ
Thursday and Friday. $NVIDIA (NVDA.US)$需要不足！モルガン・スタンレー、ゴールドマン・サックスが相次いで原油価格見通し引き下げ
US stock futures rose slightly, while European and UK stocks rose, led by mining stocks.
US bonds and the dollar also remain strong.
US bonds and the dollar also remain strong.
Instead of focusing on the increase in revenue guidance for Nvidia, it is more important to alleviate concerns about the Blackwell delay, according to Morgan Stanley.
Morgan Stanley, in its research note dated the 25th, expressed an optimistic view that [the earnings] will be a strong quarter that surpasses expectations. $NVIDIA (NVDA.US)$ーmoomooニュースZeber
The bank pointed out that if Nvidia's earnings exceed expectations, the stock prices of AI-related stocks could rise by 3-15%. Conversely, if the earnings fall short of expectations, the entire AI-related stocks could decline by 5-10%, potentially reversing the priority of stock selection.
According to the bank, the market is currently anticipating that Nvidia's guidance for the next quarter's earnings will increase again. However, a more significant matter is that the company needs to alleviate investors' concerns regarding the delay caused by the tweaking of chip design in relation to Blackwell.
Related articles:Is it a good opportunity to buy on dips before the 29th earnings announcement for Nvidia, the AI emperor?!
Morgan Stanley, in its research note dated the 25th, expressed an optimistic view that [the earnings] will be a strong quarter that surpasses expectations. $NVIDIA (NVDA.US)$ーmoomooニュースZeber
The bank pointed out that if Nvidia's earnings exceed expectations, the stock prices of AI-related stocks could rise by 3-15%. Conversely, if the earnings fall short of expectations, the entire AI-related stocks could decline by 5-10%, potentially reversing the priority of stock selection.
According to the bank, the market is currently anticipating that Nvidia's guidance for the next quarter's earnings will increase again. However, a more significant matter is that the company needs to alleviate investors' concerns regarding the delay caused by the tweaking of chip design in relation to Blackwell.
Related articles:Is it a good opportunity to buy on dips before the 29th earnings announcement for Nvidia, the AI emperor?!
TSMC announces that the production capacity of CoWoS is still strained at the current stage.
-According to the Taiwan Business Times, $Taiwan Semiconductor (TSM.US)$
-The company is implementing production expansion while outsourcing each process to UMC, KYEC, and ASE, and all of these companies are benefiting from the ripple effect.
-According to the Taiwan Business Times, $Taiwan Semiconductor (TSM.US)$
-The company is implementing production expansion while outsourcing each process to UMC, KYEC, and ASE, and all of these companies are benefiting from the ripple effect.
Insufficient demand! Morgan Stanley and Goldman Sachs successively lower their outlook on oil prices
● Last Thursday, Morgan Stanley released a report lowering the expected price of Brent crude oil for the fourth quarter by $5 to $80 per barrel. According to the bank, the oil market is still in deficit, but it is expected to return to balance in the fourth quarter and turn a profit next year. Data from the report shows that global oil inventories have decreased at a pace of 1 million B/D over the past 4 weeks, but the petroleum refining market has not seen a corresponding increase in production, suggesting that refineries continue to cut production due to weak demand and low refining margins.
● In its latest report on Monday, Goldman Sachs lowered the expected range for Brent crude oil prices by $5 per barrel to $70-85, and lowered the 2025 average price forecast for Brent futures from $82 to $77. The report explains that in Asia, the growth in demand for oil has further slowed due to the proliferation of electric vehicles, while in the United States, oil supply is exceeding expectations due to improved efficiency.
● Last Thursday, Morgan Stanley released a report lowering the expected price of Brent crude oil for the fourth quarter by $5 to $80 per barrel. According to the bank, the oil market is still in deficit, but it is expected to return to balance in the fourth quarter and turn a profit next year. Data from the report shows that global oil inventories have decreased at a pace of 1 million B/D over the past 4 weeks, but the petroleum refining market has not seen a corresponding increase in production, suggesting that refineries continue to cut production due to weak demand and low refining margins.
● In its latest report on Monday, Goldman Sachs lowered the expected range for Brent crude oil prices by $5 per barrel to $70-85, and lowered the 2025 average price forecast for Brent futures from $82 to $77. The report explains that in Asia, the growth in demand for oil has further slowed due to the proliferation of electric vehicles, while in the United States, oil supply is exceeding expectations due to improved efficiency.
'US rate cut trade' begins! With the decision of the Federal Reserve, the biotech stock counteroffensive begins!?
The Federal Reserve is expected to implement a rate cut in September. As Wall Street looks for the sectors that will benefit the most from the rate cut, Morgan Stanley is focusing onbiotechnology.imminent rate cut in the US,attractive valuationand a series of positive catalysts make biotechnology stocksIn the coming quarters, we are aiming to achieve high performance.That's right.
The Federal Reserve is expected to implement a rate cut in September. As Wall Street looks for the sectors that will benefit the most from the rate cut, Morgan Stanley is focusing onbiotechnology.imminent rate cut in the US,attractive valuationand a series of positive catalysts make biotechnology stocksIn the coming quarters, we are aiming to achieve high performance.That's right.
- moomoo News Zeber
This article utilizes automatic translation in certain parts.
This article utilizes automatic translation in certain parts.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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