$AAPL.US$ 重点：为何在联署公布点阵图之后，纳指下跌300点？2023年9月或11月，最后加一次息，以及2024年上半年进入到降息，是早已经确立的方案。当前的纳指，早就不是对加息预期，在做企业估值、定价的交易。而是对于降息、经济环境质量变化，在做预期选择——上涨或是下跌。那么，如果9月加息，在明年4月，开始讨论降息的方案，与昨天明确的11月加息，明年6月开始讨论降息方案，两者之间，有什么区别？显然，差别就在于2024年内，降息的执行程度，存在很大的差异。由可能的4次降息，变成了最多完成2次降息。虽然仍然处于预期之内，但是：所有企业，在2024年，将承受更高的平均利率，那么，需要资金大量投入的成长性，扩展性的企业，就可能会调整节奏，延缓速度，来等待利率进一步下行之后，再进行增加投资。这就是纳指快速回调300点的最主要原因——市场给出了考量预期风险的折价。庆幸的是，在纳指7大权重中，除了特斯拉，英伟达，需要应对激烈市场竞争，在明年必须加大投资之外，苹果，微软等都是现金流极其丰富的巨无霸，技术储备丰富，领先地位难以撼动，在面对高利率环境，依旧有着独特的优势。在Q3季报...
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The Federal Reserve once again kept interest rates unchanged, but Powell left suspense in his speech about continuing to raise interest rates, and US stocks fell collectively thereafter.
On September 20, local time, the US Federal Open Market Committee (FOMC) announced the latest interest rate decision, keeping the federal funds rate target range unchanged between 5.25% and 5.5%, in line with expectations. This is the second time since June this year that interest rate hikes have not continued at the previous meeting.
However, the bitmap shows that most FOMC members expect another rate hike during the year, and the Federal Reserve also raised interest rate expectations for the next two years, sending a signal that high interest rates will remain high for longer.
Powell said at the press conference that in view of the progress made by the Federal Reserve, the FOMC decided to keep interest rates unchanged this time. However, keeping interest rates unchanged does not mean that the Federal Reserve has reached the restrictive position sought by the agency; the Federal Reserve has not made a decision on whether interest rates are sufficiently restrictive. The Federal Reserve is prepared to raise interest rates further if appropriate until it is certain that inflation is falling continuously towards the set target of 2%.
On September 20, local time, the US Federal Open Market Committee (FOMC) announced the latest interest rate decision, keeping the federal funds rate target range unchanged between 5.25% and 5.5%, in line with expectations. This is the second time since June this year that interest rate hikes have not continued at the previous meeting.
However, the bitmap shows that most FOMC members expect another rate hike during the year, and the Federal Reserve also raised interest rate expectations for the next two years, sending a signal that high interest rates will remain high for longer.
Powell said at the press conference that in view of the progress made by the Federal Reserve, the FOMC decided to keep interest rates unchanged this time. However, keeping interest rates unchanged does not mean that the Federal Reserve has reached the restrictive position sought by the agency; the Federal Reserve has not made a decision on whether interest rates are sufficiently restrictive. The Federal Reserve is prepared to raise interest rates further if appropriate until it is certain that inflation is falling continuously towards the set target of 2%.
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$AAPL.US$ Fifteen years ago, when Jobs announced “One Last Thing,” the moment he pulled out the iPhone 3G, he announced that the era of mobile internet has officially arrived.
Fifteen years later, Apple's new product launch was no longer able to trigger a frenzy in the market; on the contrary, it brought widespread disappointment.
The “Apple has become mediocre” sentiment reached its peak after the iPhone 15 was released; combined with the strong return of Huawei phones, the market's concerns became even heavier.
Fifteen years later, Apple's new product launch was no longer able to trigger a frenzy in the market; on the contrary, it brought widespread disappointment.
The “Apple has become mediocre” sentiment reached its peak after the iPhone 15 was released; combined with the strong return of Huawei phones, the market's concerns became even heavier.
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