$AAPL.US$ Focus: Why did the NASDAQ fall 300 points after the joint publication of the bitmap? The final rate increase in September or November 2023, and interest rate cuts in the first half of 2024 are well-established plans. The current NASDAQ did not anticipate interest rate increases for a long time; it is doing business valuation and pricing transactions. Instead, with regard to interest rate cuts and changes in the quality of the economic environment, they are making an expected choice — rise or fall. So, what's the difference between raising interest rates in September, starting discussions on interest rate cuts in April next year, and starting discussions on interest rate cuts in November, which was made clear yesterday, and starting discussions on interest rate cuts in June next year? Obviously, the difference is that within 2024, there is a big difference in the degree of implementation of interest rate cuts. From the possibility of cutting interest rates 4 times, it has gone from cutting interest rates at most 2 times. Although it is still within expectations, all companies will bear a higher average interest rate in 2024, so growing and expandable enterprises that require a large investment of capital may adjust their pace, slow down, and wait for interest rates to decline further before increasing their investment. This is the main reason why the NASDAQ quickly pulled back 300 points — the market gave a discount considering the expected risk. Thankfully, among the seven major weights of the NASDAQ, with the exception of Tesla and Nvidia, which need to deal with fierce market competition and must increase investment next year, Apple, Microsoft, etc. are all Big Macs with extremely rich cash flow, are rich in technical reserves, and their leading position is difficult to shake. They still have unique advantages in the face of a high interest rate environment. In the Q3 quarterly report...
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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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