US market outlook: SMCI temporarily plummeted by more than 10% due to Hindenburg's short-selling report. Concerns about the Blackwell delay should take priority over Nvidia's upward revenue guidance.
Hello, Moomoo users!![]()
Tonight's read on NY stocks.![]()
Market Overview
The US market started, with the Dow Jones Industrial Average, which consists of high-quality stocks, opening at $41,186.28, down $54.24. The Nasdaq Composite Index, with a higher proportion of technology stocks, started at 17,655.52, down 70.25 points. The S&P 500, which consists of 500 large-cap stocks in the US, opened at 5,602.89, down 13.95 points.
The US market started, with the Dow Jones Industrial Average, which consists of high-quality stocks, opening at $41,186.28, down $54.24. The Nasdaq Composite Index, with a higher proportion of technology stocks, started at 17,655.52, down 70.25 points. The S&P 500, which consists of 500 large-cap stocks in the US, opened at 5,602.89, down 13.95 points.
Top news of individual stocks
●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 stated 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 stated that the production capacity of CoWoS is still insufficient at the current stage.
The market is cautious.
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 edged higher, while European and British stocks rose led by mining stocks.
US bonds and the dollar also remained strong.
US bonds and the dollar also remained strong.
Morgan Stanley: Concerns over Blackwell delay should take priority over Nvidia's earnings guidance increase.
Morgan Stanley expressed an optimistic view in its research note dated the 25th, stating that. $NVIDIA (NVDA.US)$ーmoomooニュースZeber
The bank pointed out that if NVIDIA's earnings exceed expectations, stock prices of AI-related stocks could rise by 3-15%. Conversely, if earnings fall below expectations, AI-related stocks as a whole could drop by 5-10%, potentially reversing the priority of stock selection.
According to the bank, the market is currently anticipating an increase in NVIDIA's revenue guidance for the next quarter. However, more importantly, the company needs to address investors' concerns about the delay in Blackwell due to chip design adjustments.
Related articles:Is it a good opportunity to buy on dips before the 29th earnings announcement for Nvidia, the AI emperor?!
Morgan Stanley expressed an optimistic view in its research note dated the 25th, stating that. $NVIDIA (NVDA.US)$ーmoomooニュースZeber
The bank pointed out that if NVIDIA's earnings exceed expectations, stock prices of AI-related stocks could rise by 3-15%. Conversely, if earnings fall below expectations, AI-related stocks as a whole could drop by 5-10%, potentially reversing the priority of stock selection.
According to the bank, the market is currently anticipating an increase in NVIDIA's revenue guidance for the next quarter. However, more importantly, the company needs to address investors' concerns about the delay in Blackwell due to chip design adjustments.
Related articles:Is it a good opportunity to buy on dips before the 29th earnings announcement for Nvidia, the AI emperor?!
TSMC announced that the production capacity of CoWoS is still tight at the moment.
●According to Taiwan Business Times, $Taiwan Semiconductor (TSM.US)$The production capacity of CoWoS is still insufficient at the current stage.
●The company is expanding production while outsourcing each process to UMC, KYEC, and ASE, with all these companies benefiting from the ripple effect.
●According to Taiwan Business Times, $Taiwan Semiconductor (TSM.US)$The production capacity of CoWoS is still insufficient at the current stage.
●The company is expanding production while outsourcing each process to UMC, KYEC, and ASE, with all these companies benefiting from the ripple effect.
Insufficient demand! Morgan Stanley and Goldman Sachs successively lower their crude oil price forecast.
● Last Thursday, Morgan Stanley announced a report lowering the Brent crude oil price forecast for the fourth quarter by 5 dollars to $80 per barrel. According to the bank, the oil market remains in deficit, but it is expected to return to balance in the fourth quarter and turn a profit next year. The data in the report shows that global oil inventories have been decreasing at a pace of 1 million barrels per day over the past four weeks, but the increase in production in the petroleum refining market has not equaled this, suggesting continued production cuts by refineries due to declining demand and refining margins.
● Furthermore, in a recent report on Monday, Goldman Sachs lowered the expected range of Brent crude oil prices by $5 per barrel to $70-85 and revised down the 2025 forecast average price for Brent futures from $82 to $77. The report explains that in Asia, the growth of electric vehicles is further dampening the growth in oil demand, while in the USA, oil supply is exceeding expectations due to improved efficiency.
● Last Thursday, Morgan Stanley announced a report lowering the Brent crude oil price forecast for the fourth quarter by 5 dollars to $80 per barrel. According to the bank, the oil market remains in deficit, but it is expected to return to balance in the fourth quarter and turn a profit next year. The data in the report shows that global oil inventories have been decreasing at a pace of 1 million barrels per day over the past four weeks, but the increase in production in the petroleum refining market has not equaled this, suggesting continued production cuts by refineries due to declining demand and refining margins.
● Furthermore, in a recent report on Monday, Goldman Sachs lowered the expected range of Brent crude oil prices by $5 per barrel to $70-85 and revised down the 2025 forecast average price for Brent futures from $82 to $77. The report explains that in Asia, the growth of electric vehicles is further dampening the growth in oil demand, while in the USA, oil supply is exceeding expectations due to improved efficiency.
"First round of US rate cut trade"! Is the counterattack of biotech stocks starting with the decision of the Fed?
The Federal Reserve is expected to cut interest rates in September. As Wall Street is searching for the sectors that will benefit the most from the rate cut, Morgan Stanley isfocusing on biotechnology.。The imminent interest rate cut in the USA、attractive valuation, and a series of positive factors areexpected to drive high performance in biotechnology stocks over the next few quarters.That.
The Federal Reserve is expected to cut interest rates in September. As Wall Street is searching for the sectors that will benefit the most from the rate cut, Morgan Stanley isfocusing on biotechnology.。The imminent interest rate cut in the USA、attractive valuation, and a series of positive factors areexpected to drive high performance in biotechnology stocks over the next few quarters.That.
moomoo News of Zeber
Source: moomoo, Bloomberg, Dow Jones
This article uses auto-translation in part.
Source: moomoo, Bloomberg, Dow Jones
This article uses auto-translation in part.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
Read more
Comment
Sign in to post a comment
