TSLA
Tesla
-- 410.440 NVDA
NVIDIA
-- 144.470 CRNC
Cerence
-- 19.330 PLTR
Palantir
-- 79.890 MSTR
MicroStrategy
-- 339.660 Outlook for the US market: Buy Bank of America and NVIDIA, while Tesla plunges below Q4's passenger delivery estimates.
Hello MOOMOO users!![]()
Here is tonight's analysis of NY stocks.
Market Overview
The US market started with the Dow Jones Industrial Average, composed of high-quality stocks, up $115.87 at $42,660.09. The tech-heavy Nasdaq Composite Index started 93.11 points higher at 19,403.90. The S&P 500 Index, made up of 500 large-cap US stocks, was up 21.63 points at 5,903.26.
The US market started with the Dow Jones Industrial Average, composed of high-quality stocks, up $115.87 at $42,660.09. The tech-heavy Nasdaq Composite Index started 93.11 points higher at 19,403.90. The S&P 500 Index, made up of 500 large-cap US stocks, was up 21.63 points at 5,903.26.
Top News
Tonight's outlook
The US stock futures are rising, indicating a recovery after a 4-day decline. $Tesla (TSLA.US)$ Reed's Inc is on track to report vehicle deliveries and is up 1% in pre-market trading.
The Chinese stock market plummeted, with the CSI 300 Index falling by 2.9% at the close of trading. This marks the largest drop on the first trading day of the year since 2016, as investors face lower-than-expected manufacturing data and the prospect of increased tariffs.
European gas prices have risen to their highest levels since October 2023. The region is preparing for severe winter cold, as supplies from Russia via Ukraine have been halted since the expiration of transport contracts at the beginning of the year.
Citigroup and Bank of America have decided to withdraw from the global climate-related banking alliance. This is the latest move where Wall Street lenders have been leaving the alliance in the past month.
Tonight's outlook
The US stock futures are rising, indicating a recovery after a 4-day decline. $Tesla (TSLA.US)$ Reed's Inc is on track to report vehicle deliveries and is up 1% in pre-market trading.
The Chinese stock market plummeted, with the CSI 300 Index falling by 2.9% at the close of trading. This marks the largest drop on the first trading day of the year since 2016, as investors face lower-than-expected manufacturing data and the prospect of increased tariffs.
European gas prices have risen to their highest levels since October 2023. The region is preparing for severe winter cold, as supplies from Russia via Ukraine have been halted since the expiration of transport contracts at the beginning of the year.
Citigroup and Bank of America have decided to withdraw from the global climate-related banking alliance. This is the latest move where Wall Street lenders have been leaving the alliance in the past month.
Wall Street's 2025 forecast
From Donald Trump's return to the White House to the surge in US assets, and the caution in the bond market, experts in the financial industry are providing insights for the coming year. Bloomberg's 'Big Take' introduces over 700 important forecasts from more than 50 major financial institutions. The key points are as follows.
On Wall Street, Trump's business-friendly policies are strengthening optimistic views towards corporations.
The US economy is gaining new momentum due to Trump's influence, emphasizing the US's advantage while other major markets are affected by tariffs.
While overall containment of inflation is expected, it is predicted to be challenging to decrease towards the target level due to trade barriers and immigration policies.
Many financial institutions warn that replicating the over 20% stock returns from the previous year is not expected, but there are few voices predicting the end of the AI-led stock boom.
Bond yields are robust in terms of interest rates and credit, and Schroders points out that 'income generation for classic reasons of holding bonds has returned'.
On Wall Street, diversification investments into alternative assets such as private markets and hedge funds are being recommended.
From Donald Trump's return to the White House to the surge in US assets, and the caution in the bond market, experts in the financial industry are providing insights for the coming year. Bloomberg's 'Big Take' introduces over 700 important forecasts from more than 50 major financial institutions. The key points are as follows.
On Wall Street, Trump's business-friendly policies are strengthening optimistic views towards corporations.
The US economy is gaining new momentum due to Trump's influence, emphasizing the US's advantage while other major markets are affected by tariffs.
While overall containment of inflation is expected, it is predicted to be challenging to decrease towards the target level due to trade barriers and immigration policies.
Many financial institutions warn that replicating the over 20% stock returns from the previous year is not expected, but there are few voices predicting the end of the AI-led stock boom.
Bond yields are robust in terms of interest rates and credit, and Schroders points out that 'income generation for classic reasons of holding bonds has returned'.
On Wall Street, diversification investments into alternative assets such as private markets and hedge funds are being recommended.
Bank of America and NVIDIA are recommended buys by Merrill Lynch.
●CES 2025が間近に迫る中、BofAは引き続き人工知能（AI）チップの巨人、 $NVIDIA (NVDA.US)$ を同行の「推奨銘柄」として位置付けている。同行はエヌビディアの株式に対して「買い」の評価を与え、目標株価を190ドルに設定している。
●同行のアナリスト、ヴィヴェック・アリヤ氏は、エヌビディアがCES 2025でBlackwellシリーズのGPUの最新進展や同社のロボット戦略に関する話題を取り上げる可能性があると予測している。その他の注目すべき話題として、エヌビディアのゲーム用グラフィックカードや次世代Rubinプラットフォームに関するさらなる情報が挙げられる。
●米国消費者電子機器ショー（CES）の公式ウェブサイトによると、エヌビディアのCEO、ジェン・スン・フアン氏は2025年1月7日午前11時30分（日本時間）にラスベガスで開幕講演を行い、最先端の技術革新のデモンストレーションを披露する予定だ。報道によると、エヌビディアは新しいGeForce RTX50シリーズのグラフィックカード（RTX5090、5080、5060など）を正式に発表する可能性があり、RTX5080は1月21日に正式に発売される予定とされている。業界関係者は、エヌビディアの提携ブランドがCES 2025で新製品を発表することを相次いで発表しており、RTX 40シリーズの在庫を消化した後、エヌビディアがGPU技術の新時代を切り開くことが期待されていると指摘している。
●CES 2025が間近に迫る中、BofAは引き続き人工知能（AI）チップの巨人、 $NVIDIA (NVDA.US)$ を同行の「推奨銘柄」として位置付けている。同行はエヌビディアの株式に対して「買い」の評価を与え、目標株価を190ドルに設定している。
●同行のアナリスト、ヴィヴェック・アリヤ氏は、エヌビディアがCES 2025でBlackwellシリーズのGPUの最新進展や同社のロボット戦略に関する話題を取り上げる可能性があると予測している。その他の注目すべき話題として、エヌビディアのゲーム用グラフィックカードや次世代Rubinプラットフォームに関するさらなる情報が挙げられる。
●米国消費者電子機器ショー（CES）の公式ウェブサイトによると、エヌビディアのCEO、ジェン・スン・フアン氏は2025年1月7日午前11時30分（日本時間）にラスベガスで開幕講演を行い、最先端の技術革新のデモンストレーションを披露する予定だ。報道によると、エヌビディアは新しいGeForce RTX50シリーズのグラフィックカード（RTX5090、5080、5060など）を正式に発表する可能性があり、RTX5080は1月21日に正式に発売される予定とされている。業界関係者は、エヌビディアの提携ブランドがCES 2025で新製品を発表することを相次いで発表しており、RTX 40シリーズの在庫を消化した後、エヌビディアがGPU技術の新時代を切り開くことが期待されていると指摘している。
テスラ、24年Q4納車台数は0.49 million5570台、時間外で一時5％急落
USA $Tesla (TSLA.US)$ 、2024年第4四半期の生産台数は0.45 million9445台。納車台数は0.49 million5570台、市場予想の0.49 million8000台を下回った。
USA $Tesla (TSLA.US)$ 、2024年第4四半期の生産台数は0.45 million9445台。納車台数は0.49 million5570台、市場予想の0.49 million8000台を下回った。
個別銘柄
On the first trading day of 2025 in the US stock market, the stock prices of major technology companies are rising. In pre-market trading, $NVIDIA (NVDA.US)$ 、 $Tesla (TSLA.US)$ 、 $Amazon (AMZN.US)$ each stock is up about 1%, indicating continued strong investor interest in large-cap high-tech shares.
Additionally, $Bitcoin (BTC.CC)$ has been rising for the third consecutive day, leading to a temporary 6% increase in the price of $MicroStrategy (MSTR.US)$ and a temporary 4.3% increase in the price of $Coinbase (COIN.US)$ .
On the first trading day of 2025 in the US stock market, the stock prices of major technology companies are rising. In pre-market trading, $NVIDIA (NVDA.US)$ 、 $Tesla (TSLA.US)$ 、 $Amazon (AMZN.US)$ each stock is up about 1%, indicating continued strong investor interest in large-cap high-tech shares.
Additionally, $Bitcoin (BTC.CC)$ has been rising for the third consecutive day, leading to a temporary 6% increase in the price of $MicroStrategy (MSTR.US)$ and a temporary 4.3% increase in the price of $Coinbase (COIN.US)$ .
Now is the time to focus! Can the "Space-Related Stocks" that carry dreams reach the sky with "Trump x Mask"? Some stocks have soared by an astonishing 1500%.
After the US presidential election, space-related stocks have been rising strongly in the US stock market, standing out as one of the winners post-election. As the inauguration ceremony of the next US President Trump (January 20 Eastern Time) approaches, investors around the world are eagerly anticipating.Some stocks have soared by an astonishing 1500%.Investors around the world are beginning to prepare for the "Trump 2.0 era".Attention is also focused on the impact on U.S. space policy.The market sees the possibility of a more proactive policy shift towards NASA's current policies by the new administration. Mr. Musk, an important partner of Mr. Trump, is expected to play a central role in leading this transformation.
After the US presidential election, space-related stocks have been rising strongly in the US stock market, standing out as one of the winners post-election. As the inauguration ceremony of the next US President Trump (January 20 Eastern Time) approaches, investors around the world are eagerly anticipating.Some stocks have soared by an astonishing 1500%.Investors around the world are beginning to prepare for the "Trump 2.0 era".Attention is also focused on the impact on U.S. space policy.The market sees the possibility of a more proactive policy shift towards NASA's current policies by the new administration. Mr. Musk, an important partner of Mr. Trump, is expected to play a central role in leading this transformation.
Financial Estimates for 2025: Major US High-Tech Companies Accelerate Entry Into Nuclear Power Business! Is Energy Becoming a New Battlefield for AI Competition?
Recently, against the backdrop of the rapid proliferation of AI, companies like Google, Microsoft, and AmazonMajor US high-tech companies are aiming to secure electricity for data centers, accelerating investments in clean energy such as nuclear power.。
Recently, against the backdrop of the rapid proliferation of AI, companies like Google, Microsoft, and AmazonMajor US high-tech companies are aiming to secure electricity for data centers, accelerating investments in clean energy such as nuclear power.。
ーmoomooニュースZeber
Source: Bloomberg, MOOMOO
This article utilizes auto-translation in some parts.
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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かぶかぶ2000 : I will Buy more on the 3rd.
のぶさんちゃん : The US economy is expected to be strong under Trump 20, with the stock and bond markets performing well over the next three years. However, starting from the fourth year, there will be a significant correction phase, leading to confusion in national assets and a shift from stock investment to physical investment.