NVDA
NVIDIA
-- 144.470 TSLA
Tesla
-- 410.440 PLTR
Palantir
-- 79.890 CRNC
Cerence
-- 19.330 MSTR
MicroStrategy
-- 339.660 Outlook for the US market: Strong US employment, cautious sentiment in the stock market due to high dollar, Dow Jones starts 103 points higher.
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This is an insight into NY stocks.
Market Overview
The US market started with the Dow Jones Industrial Average, composed of high-quality stocks, rising by 103.49 points to 42,495.76. The Nasdaq Composite Index, with a high proportion of technology stocks, started 114.72 points higher at 19,395.51. The S&P 500 Index, which consists of 500 large-cap stocks in the USA, rose by 22.52 points to 5,891.07.
The US market started with the Dow Jones Industrial Average, composed of high-quality stocks, rising by 103.49 points to 42,495.76. The Nasdaq Composite Index, with a high proportion of technology stocks, started 114.72 points higher at 19,395.51. The S&P 500 Index, which consists of 500 large-cap stocks in the USA, rose by 22.52 points to 5,891.07.
Top News
Tonight's outlook
US stock futures continue to rise, suggesting a recovery from the 5-day decline.
Chinese stock market continued to sharply decline, with the CSI 300 Index falling by 1.18% at the close of trading.
US iron and steel giants $United States Steel (X.US)$plunged by about 8% in the morning session. The decline followed President Biden's decision to block the acquisition plan by $Nippon Steel (ADR) (NPSCY.US)$ .
●米自動車向け音声AI大手 $Cerence (CRNC.US)$ 、プレマーケットで27％近く急伸。米半導体大手 $NVIDIA (NVDA.US)$Positive response to the expansion of partnership with MOOMOO.
Strong US employment, high dollar, and rising interest rates are causing caution in the stock market.
- US initial jobless claims hit an 8-month low, highlighting the resilience of the labor market. Last week, initial jobless claims dropped to 0.211 million, settling at nearly pre-pandemic levels.
- A sharp decrease in the US reserve deposit balance, affected by year-end factors and Quantitative Tightening (QT). The balance of US bank reserve deposits fell below the $3 trillion (about 470 trillion yen) mark, marking a significant decline since October 2020.
- The dollar index is also trading near a 2-year high. In light of these movements, Wall Street analysts are showing a cautious outlook on the US stock market.
- HSBC pointed out the recent rise in US bond yields as an important market trend. Mitsubishi UFJ analysts predict a strengthening dollar in the first half of 2025. Additionally, Morgan Stanley indicated a possibility of a crisis facing major US tech companies by 2025.
- Ben Bennet, a strategist at LGIM, the world's largest asset management company, mentioned abnormal volatility in the US stock market due to liquidity shortages at the end of the year. He also stated that the recent high dollar and rising bond yields would put pressure on future market sentiment.
- OCBC's Investment Strategy Director, Vas Menon, shared insights that while Trump's economic policies may lead to a potential reacceleration of the US economy, other countries face potential tariff risks and issues related to a strong dollar. As a result, after two years of strong performance, the market is showing both caution and anticipation.
The US Department of Commerce is considering implementing regulations on Chinese-made drones.
The Biden administration in the USA is considering restrictions or bans on the use of Chinese-made drones (unmanned aerial vehicles) in the USA. This would be a new response to security concerns related to China.
On the 2nd, the US Department of Commerce announced that it will be seeking opinions from companies on the impact of implementing regulations until March 4. The final decision will be left to the upcoming Trump administration, which will take office on January 20.
On the same day, Secretary of Commerce Lemon emphasized in a statement that securing the supply chain of unmanned aerial system technology is extremely important for national security. He positioned the regulatory proposal as an essential step for US defense.
These developments have significantly boosted US unmanned aerial system-related stocks. In pre-market trading, $SES AI Corp (SES.US)$ 、 $Ondas Holdings (ONDS.US)$ 、 $Red Cat Holdings (RCAT.US)$have temporarily risen by 20%, over 28%, and over 7% respectively.
In the market, US drone-related stocks are expected to explode in growth in the era of Trump 2.0. Donald Trump Jr., the son of President Trump, has agreed to become an advisor. $Unusual Machines (UMAC.US)$I have agreed to serve as an advisor. In a statement, he said, "The demand for drones is evident."
Tonight's outlook
US stock futures continue to rise, suggesting a recovery from the 5-day decline.
Chinese stock market continued to sharply decline, with the CSI 300 Index falling by 1.18% at the close of trading.
US iron and steel giants $United States Steel (X.US)$plunged by about 8% in the morning session. The decline followed President Biden's decision to block the acquisition plan by $Nippon Steel (ADR) (NPSCY.US)$ .
●米自動車向け音声AI大手 $Cerence (CRNC.US)$ 、プレマーケットで27％近く急伸。米半導体大手 $NVIDIA (NVDA.US)$Positive response to the expansion of partnership with MOOMOO.
Strong US employment, high dollar, and rising interest rates are causing caution in the stock market.
- US initial jobless claims hit an 8-month low, highlighting the resilience of the labor market. Last week, initial jobless claims dropped to 0.211 million, settling at nearly pre-pandemic levels.
- A sharp decrease in the US reserve deposit balance, affected by year-end factors and Quantitative Tightening (QT). The balance of US bank reserve deposits fell below the $3 trillion (about 470 trillion yen) mark, marking a significant decline since October 2020.
- The dollar index is also trading near a 2-year high. In light of these movements, Wall Street analysts are showing a cautious outlook on the US stock market.
- HSBC pointed out the recent rise in US bond yields as an important market trend. Mitsubishi UFJ analysts predict a strengthening dollar in the first half of 2025. Additionally, Morgan Stanley indicated a possibility of a crisis facing major US tech companies by 2025.
- Ben Bennet, a strategist at LGIM, the world's largest asset management company, mentioned abnormal volatility in the US stock market due to liquidity shortages at the end of the year. He also stated that the recent high dollar and rising bond yields would put pressure on future market sentiment.
- OCBC's Investment Strategy Director, Vas Menon, shared insights that while Trump's economic policies may lead to a potential reacceleration of the US economy, other countries face potential tariff risks and issues related to a strong dollar. As a result, after two years of strong performance, the market is showing both caution and anticipation.
The US Department of Commerce is considering implementing regulations on Chinese-made drones.
The Biden administration in the USA is considering restrictions or bans on the use of Chinese-made drones (unmanned aerial vehicles) in the USA. This would be a new response to security concerns related to China.
On the 2nd, the US Department of Commerce announced that it will be seeking opinions from companies on the impact of implementing regulations until March 4. The final decision will be left to the upcoming Trump administration, which will take office on January 20.
On the same day, Secretary of Commerce Lemon emphasized in a statement that securing the supply chain of unmanned aerial system technology is extremely important for national security. He positioned the regulatory proposal as an essential step for US defense.
These developments have significantly boosted US unmanned aerial system-related stocks. In pre-market trading, $SES AI Corp (SES.US)$ 、 $Ondas Holdings (ONDS.US)$ 、 $Red Cat Holdings (RCAT.US)$have temporarily risen by 20%, over 28%, and over 7% respectively.
In the market, US drone-related stocks are expected to explode in growth in the era of Trump 2.0. Donald Trump Jr., the son of President Trump, has agreed to become an advisor. $Unusual Machines (UMAC.US)$I have agreed to serve as an advisor. In a statement, he said, "The demand for drones is evident."
Related Articles:Is it surging about 8 times in 2 months?! The endorsement of the strongest combo of 'Trump & Mask' is a tailwind, with the related ‘unmanned drone’ stocks also surging about 8 times in 2 months.
Tesla's passenger deliveries in 2024 decreased for the first time in about 10 years. What are the key points to watch for in the future?
The USA $Tesla (TSLA.US)$According to the production and customer delivery figures for the fourth quarter of 2024 announced by Tesla on January 2, customer deliveries in the fourth quarter increased by 2.3% compared to the same period last year.customer deliveriesNumbers495,500 unitsbecomes possible, While it set a record high on a quarterly basis, it fell below market expectations (analysts' average estimate was 512,300 units).。
● On the other hand,The annual production volume in 2024 is 1.7734 million units.becomes possible, The annual customer delivery volume is 1.7892 million units.and,It fell below the 1.8 million units of annual customer deliveries in 2023.Falling below analysts' forecast of 1.8 million units,Annual customer deliveries experienced the first decline in 10 years.Until October 2024, Tesla has shipped over 7 million electric vehicles (EVs). Following the announcement of fourth-quarter customer delivery numbers, Tesla's stock temporarily dropped by over 7%.
Mask CEO, facing market competition pressure, will determine at the October Earnings Call.積極的な対策を講じると明言していた。マスクCEOは、テスラが2025年までに手頃な価格の車と自動運転車を発売し、市場参入をさらに拡大する計画であることを明らかにした。同氏は、2024年に同社が「20～30％の成長」を達成することを期待している。
● Analysts at Morgan Stanley believe that the gap between Tesla's customer deliveries in the fourth quarter and market estimates is製品の相対的な老朽化と、2025年に安価な新型「ジュニパー（Juniper）」を発売する前に低価格の競合モデルが世界的に増加していることを反映していると指摘した。
個別銘柄
What investment opportunities should we aim for with the return of Trump and the evolution of AI in 2025?
In 2025, the US stock market, facing many uncertainties ahead of Mr. Trump's inauguration, also holds unprecedented opportunities. The stable transition of the macro economy and the policy shift of the FRB provide a relatively stable environment in the market. Mr. Trump's tariff policy, tax cuts, and deregulation measures areTrump's tariff policy, tax cuts, and regulatory easing measures are bringing changes to the market and creating investment opportunities at the same time.The rapid growth of AI technology is providing a new growth engine for individual stocks.Wall Street widely expects strong performance of the US economy and assets in 2025, with the target price of individual stocks for that year.is in effect.
Top 10 'AI Revolution Winners' in 2025! Is the next promising AI stock in the software sector?!
Driven by the development and outlook of artificial intelligence, the bullish market for US high-tech stocks is expected to continue this year. Wedbush analyst Dan Ives expects major high-tech companies such as Apple, Tesla, Microsoft, under the upcoming Trump administration's anticipated regulatory easing and AI initiative strengthening, to maintain an upward trend in 2025 and is predicting a 25% increase.
In 2025, will Artificial Intelligence (AI) continue to perform well, and what investment opportunities should we pay attention to?
AI is one of the most important trading trends in 2024.
Looking ahead to 2025, the wave of AI is expected to accelerate the next phase of investment, revenue growth, and profit margin expansion in software.
- MOOMOO News Kingsley
Source: Bloomberg, MOOMOO
This article utilizes auto-translation in some parts.
Tesla's passenger deliveries in 2024 decreased for the first time in about 10 years. What are the key points to watch for in the future?
The USA $Tesla (TSLA.US)$According to the production and customer delivery figures for the fourth quarter of 2024 announced by Tesla on January 2, customer deliveries in the fourth quarter increased by 2.3% compared to the same period last year.customer deliveriesNumbers495,500 unitsbecomes possible, While it set a record high on a quarterly basis, it fell below market expectations (analysts' average estimate was 512,300 units).。
● On the other hand,The annual production volume in 2024 is 1.7734 million units.becomes possible, The annual customer delivery volume is 1.7892 million units.and,It fell below the 1.8 million units of annual customer deliveries in 2023.Falling below analysts' forecast of 1.8 million units,Annual customer deliveries experienced the first decline in 10 years.Until October 2024, Tesla has shipped over 7 million electric vehicles (EVs). Following the announcement of fourth-quarter customer delivery numbers, Tesla's stock temporarily dropped by over 7%.
Mask CEO, facing market competition pressure, will determine at the October Earnings Call.積極的な対策を講じると明言していた。マスクCEOは、テスラが2025年までに手頃な価格の車と自動運転車を発売し、市場参入をさらに拡大する計画であることを明らかにした。同氏は、2024年に同社が「20～30％の成長」を達成することを期待している。
● Analysts at Morgan Stanley believe that the gap between Tesla's customer deliveries in the fourth quarter and market estimates is製品の相対的な老朽化と、2025年に安価な新型「ジュニパー（Juniper）」を発売する前に低価格の競合モデルが世界的に増加していることを反映していると指摘した。
個別銘柄
What investment opportunities should we aim for with the return of Trump and the evolution of AI in 2025?
In 2025, the US stock market, facing many uncertainties ahead of Mr. Trump's inauguration, also holds unprecedented opportunities. The stable transition of the macro economy and the policy shift of the FRB provide a relatively stable environment in the market. Mr. Trump's tariff policy, tax cuts, and deregulation measures areTrump's tariff policy, tax cuts, and regulatory easing measures are bringing changes to the market and creating investment opportunities at the same time.The rapid growth of AI technology is providing a new growth engine for individual stocks.Wall Street widely expects strong performance of the US economy and assets in 2025, with the target price of individual stocks for that year.is in effect.
Top 10 'AI Revolution Winners' in 2025! Is the next promising AI stock in the software sector?!
Driven by the development and outlook of artificial intelligence, the bullish market for US high-tech stocks is expected to continue this year. Wedbush analyst Dan Ives expects major high-tech companies such as Apple, Tesla, Microsoft, under the upcoming Trump administration's anticipated regulatory easing and AI initiative strengthening, to maintain an upward trend in 2025 and is predicting a 25% increase.
In 2025, will Artificial Intelligence (AI) continue to perform well, and what investment opportunities should we pay attention to?
AI is one of the most important trading trends in 2024.
Looking ahead to 2025, the wave of AI is expected to accelerate the next phase of investment, revenue growth, and profit margin expansion in software.
- MOOMOO News Kingsley
Source: Bloomberg, MOOMOO
This article utilizes auto-translation in some parts.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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