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Hello to all Moomoo users!![]()
This is the financial market trend for tonight's New York Stock Exchange.![]()
Market Overview
The U.S. market started with the Dow Jones Industrial Average, which consists of excellent stocks, down 0.63 dollars at 42511.37 dollars, and the technology-heavy Nasdaq Composite Index down 91.00 points at 18200.62. The S&P500 Average, consisting of 500 large-cap stocks in the USA, was down 13.68 points at 5778.36.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
USA September CPI, the rate of increase generally exceeds expectations. Expectations of the Fed's rate cut are fading.
USA September Consumer Price Index (CPI)isDecreased by 2.4% compared to the previous year.fell below 2.5% in August, but exceeded the market expectation of 2.3%.Exceeded the market expectation of 2.3%.。Rose 0.2% from the previous month.、Exceeded the market expectation of 0.1% increase.The previous period rose by 0.2%.
Reaction to interest rate cuts
● According to the latest meeting minutes of the Federal Reserve Board (FRB),...
Market Overview
The U.S. market started with the Dow Jones Industrial Average, which consists of excellent stocks, down 0.63 dollars at 42511.37 dollars, and the technology-heavy Nasdaq Composite Index down 91.00 points at 18200.62. The S&P500 Average, consisting of 500 large-cap stocks in the USA, was down 13.68 points at 5778.36.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
USA September CPI, the rate of increase generally exceeds expectations. Expectations of the Fed's rate cut are fading.
USA September Consumer Price Index (CPI)isDecreased by 2.4% compared to the previous year.fell below 2.5% in August, but exceeded the market expectation of 2.3%.Exceeded the market expectation of 2.3%.。Rose 0.2% from the previous month.、Exceeded the market expectation of 0.1% increase.The previous period rose by 0.2%.
Reaction to interest rate cuts
● According to the latest meeting minutes of the Federal Reserve Board (FRB),...
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90% of the S&P 500 index constituents have announced their earnings.Looking at the performance surprise rate and stock price movement after earnings announcements.we can see thatindustries that are performing better than tech stockshave emerged.
SpecificallyNet profit surprise(Compared to market expectations) andStock price volatility in the 5 days after the earnings announcementIf we look at the matrixIn the positive territory (top right of the graph)EnteredPublic welfare、Financial、Real estate、Industry、Energy、TechnologyOf the six sectors, five sectors other than technology outperformed technology in terms of their respective ratios. Most tech stocks performed within market expectations, but some tech stocks had weak performance due to underperforming earnings.
Looking at the graph above, let's check the top 3 sectors in terms of stock price volatility for the 5 days after earnings announcements.Public welfare.、Real estate、FinancialThese three industries are also in the top three in terms of the rate of rise and fall since the first half of the year (August 19) (on the right side of the graph below).
Comparing with the first half of the year (on the left side of the graph above).First half of the yearIsTechnologyandCommunicationOverwhelmingly puffed...
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![3 sectors that are performing better than tech stocks! 3 recommended ETFs with potential for reevaluation due to their better-than-expected performance. [Summary of US stock earnings by industry].](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240820/1724140754740-6a5a34e674.png/thumb?area=105&is_public=true)
![3 sectors that are performing better than tech stocks! 3 recommended ETFs with potential for reevaluation due to their better-than-expected performance. [Summary of US stock earnings by industry].](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240820/1724140754759-187fa0a2ed.png/thumb?area=105&is_public=true)
![3 sectors that are performing better than tech stocks! 3 recommended ETFs with potential for reevaluation due to their better-than-expected performance. [Summary of US stock earnings by industry].](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240820/1724140754706-92586d447f.jpeg/thumb?area=105&is_public=true)
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$NVIDIA (NVDA.US)$
The American market, where such large stocks can fluctuate by 20 percent in a single day, is thrilling and exciting. I love Nvidia's business model and fan CEO, and I have bet most of the money I saved during my salaryman life. I have Mitsubishi Corporation and Mitsubishi UFJ Financial Group in Japan, but they are too plain and lack excitement. I pray for prosperity with all the comrades who happened to read this bulletin board.
The American market, where such large stocks can fluctuate by 20 percent in a single day, is thrilling and exciting. I love Nvidia's business model and fan CEO, and I have bet most of the money I saved during my salaryman life. I have Mitsubishi Corporation and Mitsubishi UFJ Financial Group in Japan, but they are too plain and lack excitement. I pray for prosperity with all the comrades who happened to read this bulletin board.
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MSFT👍Nice, quietly rising. ![]()
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1. Nvidia's total revenue for the first quarter of April is expected to be $24 billion, with datacenter (DC) revenue expected to be $21 billion.
2. Citi expects total revenue to be around $26 billion, with DC revenue at around $23 billion.
3. For the July sales, Citi expects $27.5 billion, compared to the market estimate of $26.5 billion and the buyer's estimate of about $28 billion.
4. Citi expects sales to increase slightly compared to the previous quarter before the sales of GB200 increase in the first half of 2025, with an increase in sales volume, a shortening of H100 lead time, and normalization of gross profit margin.
$NVIDIA (NVDA.US)$
2. Citi expects total revenue to be around $26 billion, with DC revenue at around $23 billion.
3. For the July sales, Citi expects $27.5 billion, compared to the market estimate of $26.5 billion and the buyer's estimate of about $28 billion.
4. Citi expects sales to increase slightly compared to the previous quarter before the sales of GB200 increase in the first half of 2025, with an increase in sales volume, a shortening of H100 lead time, and normalization of gross profit margin.
$NVIDIA (NVDA.US)$
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$NVIDIA (NVDA.US)$It has split its stock multiple times in the early 2000s, and most recently split one share into four in July 2021.
Of course, it wouldn't be an exaggeration to think that the company may choose to undergo another stock split, considering that the stock price has increased fivefold since the previous split three years ago and is currently at $947.8 at the time of writing.
Nvidia has predicted the AI revolution much earlier than other competitors and has established a long lead over the years. In fact, Nvidia has been investing in the CUDA software ecosystem since 2006. CUDA enables developers to program Nvidia's graphics processors for data processing, making AI possible. ChatGPT is expected to be introduced in the second half of 2022, and its foresight seems like a genius move. With a lead of 17 years over competing companies, AI developers build most applications with CUDA, making it difficult for competitors to enter the market.
In October of last year, the management announced a plan to increase the speed of introducing new chip architectures from once every two years to once a year...
Of course, it wouldn't be an exaggeration to think that the company may choose to undergo another stock split, considering that the stock price has increased fivefold since the previous split three years ago and is currently at $947.8 at the time of writing.
Nvidia has predicted the AI revolution much earlier than other competitors and has established a long lead over the years. In fact, Nvidia has been investing in the CUDA software ecosystem since 2006. CUDA enables developers to program Nvidia's graphics processors for data processing, making AI possible. ChatGPT is expected to be introduced in the second half of 2022, and its foresight seems like a genius move. With a lead of 17 years over competing companies, AI developers build most applications with CUDA, making it difficult for competitors to enter the market.
In October of last year, the management announced a plan to increase the speed of introducing new chip architectures from once every two years to once a year...
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