RBC Capital Markets recently lowered the S&P 500 year-end target, mainly due to Slowdown in USA economic growth, weakening corporate earnings momentum, and the possibility of continued tightening of the Federal Reserve's monetary policy, raising concerns in the market. This adjustment has led investors to begin contemplating whether US stocks are about to enter a larger range of valuation correction. How should investment portfolios be adjusted to avoid potential risks? This article will delve into RBC's lowered forecast, economic data, corporate Earnings Reports trends, and market valuation changes.This helps investors seize market opportunities and avoid unnecessary losses in a high-volatility environment.For more analysis and investment strategies on the US stock market, please continue to follow "US Stocks 101" to stay updated with the latest market dynamics!
Why did RBC lower its S&P 500 symbol? Economic slowdown is the main reason.
RBC believes that the growth rate of the USA economy is clearly slowing down, with core factors affecting the market including decreased consumer spending, slowing corporate investment, high inflation remaining persistent, and the Federal Reserve maintaining high interest rates.According to the latest data from the USA GDP data, the economic growth rate has decreased from the previous quarter's 3.2% to 2.1%, indicating that the momentum of Consumer and investment is weakening. In addition, the USA ISM Manufacturing PMI remains below 50, indicating a continued contraction in the Manufacturing Industry, rising pressure on corporate profits, factors that led RBC to believe that US Stocks...

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Jefferies Equity Research The report released on March 17, 2025, provides an in-depth analysis. The growth prospects of AI capital expenditure and the Cloud Computing market in China.。
The report predicts that, despite chip supply being a long-term constraint., but with the promotion of open-source models like DeepSeek., China's AI Capital Expenditure and Cloud Income will grow significantly. The report also compared the differences in the Cloud Computing market between China and the USA., emphasizing the intense competition and profitability challenges in the Chinese market., and listed bullish related investment symbols.. Overall, the report is optimistic about the fields of AI and Cloud Computing in China. Opportunities and Challenges. A comprehensive assessment was conducted.
In-depth analysis of China's Cloud Computing and AI Capex.
Source: Jefferies Equity Research, March 17, 2025.
Core Themes:
This report provides an in-depth analysis of the current state of China's Cloud Computing market, growth drivers, and the impact of AI development on Cloud Computing capital expenditure (capex) and revenue.
The report emphasizes the immense potential of AI in China, particularly the accelerating effect brought by the emergence of open-source models like DeepSeek, but also points out the limitations in chip supply and the long-term profit uncertainty arising from the competitive landscape of China's Cloud Computing market.
At the same time, ...

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