$Apple (AAPL.US)$ Key point: Why did the NASDAQ drop 300 points after the announcement of the dot plot? In September or November 2023, there will be one more rate hike, and in the first half of 2024, the rate cut will begin. The current NASDAQ is not just about expectations of rate hikes, but about expectations of rate cuts and changes in economic conditions, and whether it will rise or fall. So, what's the difference between a rate hike in September and a rate cut discussion starting in April next year, compared to the rate hike announced yesterday and a rate cut discussion starting in June next year? Obviously, the difference lies in the degree of rate cuts in 2024, which can vary greatly. It goes from the possibility of four rate cuts to a maximum of two rate cuts. Although it is still within expectations, all companies will face higher average interest rates in 2024. Therefore, growth-oriented and expandable companies that require a large amount of investment may adjust their pace and delay their speed to wait for further interest rate declines before increasing investment. This is the main reason why the NASDAQ quickly fell 300 points - the market has discounted the expected risk. Fortunately, among the top 7 weighted stocks in the NASDAQ, apart from Tesla and NVIDIA, which need to respond to fierce market competition and increase investment next year, companies like Apple and Microsoft have extremely abundant cash flow, rich technical reserves, and unshakable leading positions. They still have unique advantages in the face of high-interest-rate environments. In the Q3 quarterly report...
Translated
5
The Federal Reserve once again keeps interest rates unchanged, but Powell leaves suspense for further rate hikes in his speech, and U.S. stocks subsequently decline.
On September 20th local time, the Federal Open Market Committee (FOMC) of the United States announced its latest interest rate decision, maintaining the target range for the federal funds rate between 5.25% and 5.5%, in line with expectations. This is the second time this year, after June, that they have not continued to raise interest rates following the previous meeting.
However, the dot plot shows that most FOMC members expect another rate hike this year, and the Fed has also raised its rate expectations for the next two years, signaling that higher rates will be maintained for longer.
Powell said at the press conference that, given the progress the Fed has made, the FOMC decided to keep rates unchanged this time. However, keeping rates unchanged does not mean that the Fed has reached the restrictive stance it seeks. The Fed has not made a decision on whether rates are sufficiently restrictive. The Fed is prepared to further hike rates when appropriate, until it can be confident that inflation is consistently falling towards its 2% target.
On September 20th local time, the Federal Open Market Committee (FOMC) of the United States announced its latest interest rate decision, maintaining the target range for the federal funds rate between 5.25% and 5.5%, in line with expectations. This is the second time this year, after June, that they have not continued to raise interest rates following the previous meeting.
However, the dot plot shows that most FOMC members expect another rate hike this year, and the Fed has also raised its rate expectations for the next two years, signaling that higher rates will be maintained for longer.
Powell said at the press conference that, given the progress the Fed has made, the FOMC decided to keep rates unchanged this time. However, keeping rates unchanged does not mean that the Fed has reached the restrictive stance it seeks. The Fed has not made a decision on whether rates are sufficiently restrictive. The Fed is prepared to further hike rates when appropriate, until it can be confident that inflation is consistently falling towards its 2% target.
Translated
1
$Apple (AAPL.US)$ 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.
Translated
2
3
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)