（美国十年期国债收益率日线图，来源：TradingView）1. Trump is quite confused: six years ago he placed an order with Boeing for a new "Air Force One", which is set for delivery in 2029; 2. There are immense opportunities in the AI sector! Broadcom soared 17% in pre-market trading, teaming up with Taiwan Semiconductor to leap into the "trillion-dollar club"; 3. Bezos donated one million dollars to Trump's inauguration fund; 4. Goldman Sachs (China) has received approval for public fund sales qualifications.
On December 13, according to the Financial Associated Press (Editor Shi Zhengcheng), driven by a significant surge in Broadcom, a major semiconductor company in the USA, the US stock market collectively strengthened with companies related to AI and chips, and all three major futures indices rose collectively. The NASDAQ is likely to hit a new high after the opening, and the Dow Jones has the potential to stop its previous six-day decline.
As of the time of publication, Dow Jones Industrial Average futures (2412 contracts) rose by 0.12%, S&P 500 Index futures rose by 0.38%, and NASDAQ 100 Index futures increased by 0.86%. The yield on the USA ten-year treasury bond rose for the fifth consecutive day, bouncing back from Monday's low of 4.13% to 4.35%.
(The daily chart of the yield of the 10-year US Treasury bond, Source: TradingView)
Based on a 17% increase calculated before publication, Broadcom's market cap will exceed $990 billion at Friday's opening. Meanwhile, Taiwan Semiconductor, which was driven up by Broadcom's bullish news to rise 2% pre-market, has crossed the trillion-dollar market cap threshold. Additionally, with Berkshire Hathaway included, the regular members of the USA's "trillion-dollar club" are expected to quickly expand to ten.
Regarding the current state of the US stock market, Joe Terranova, the Chief Market Strategist of Virtus Investment Partners, stated that the US stock market is in an optimistic phase but does not reach "euphoria". However, he also expressed doubts about whether the market could rise as aggressively in the coming year as it did in the past two years, with one reason being that everyone is currently bullish.
There is also an overall atmosphere on Wall Street of "let's talk about next year's issues next year," especially since Trump will return to the White House in a month. The changes in the heads of American regulatory agencies and the implementation of policies all require time to assess their impact. There was also news yesterday that Trump's team is preparing to cut back the size of US financial regulatory agencies, even considering eliminating entities such as the Federal Deposit Insurance Corporation (FDIC) and the Office of the Comptroller of the Currency (OCC).
Other news
[Great opportunities in the AI field! Broadcom surged 17% in pre-market trading]
After the market closed on Thursday Eastern Time, Broadcom released better-than-expected fourth-quarter Earnings Reports, with earnings surpassing expectations and AI revenue growing more than twofold this year. Even more surprising, the company's CEO revealed that Broadcom is developing custom AI Chips with three major cloud customers. This unexpected news caused Broadcom's stock price to soar over 15% in after-hours trading. As of the time of writing, Broadcom has risen over 17% in pre-market trading on Friday.
[Trump's new 'Air Force One' order with Boeing is expected to be delivered in 2029]
During his first term, Trump personally participated in negotiations with Boeing and signed a fixed-price contract worth $3.9 billion for the new presidential aircraft 'Air Force One.' However, according to insiders, Boeing has informed the USAF that the delivery of the new 'Air Force One' is now postponed until after Trump's new term ends, which will be in 2029 or later.
Sources say that Trump expressed his confusion over Boeing's delivery schedule and questioned his aides: 'Boeing used to be a great American company. What happened to them?'
[Amazon founder donates one million dollars to Trump's inauguration fund]
Following in the footsteps of Zuckerberg's Meta, Amazon also plans to donate 1 million dollars to the inauguration fund of the elected president Trump, with its founder Jeff Bezos expected to meet him at Trump's Mar-a-Lago estate next week. Another insider indicated that Amazon will also livestream the presidential inauguration through its streaming service Prime Video, with this in-kind donation also valued at 1 million dollars.
[Intel's interim CEO: The 18A technology may lead to the divestiture of the foundry division if it fails]
During the investment banking conference held by Barclays on Thursday, Intel's interim co-CEO Michelle Johnston Holthaus and David Zinsner stated that if the new chip manufacturing technology 18A fails to achieve the expected success next year, Intel may be forced to sell its chip foundry division.
[Goldman Sachs (China) Securities public fund sales qualification approved]
The Peking Securities Regulatory Bureau has approved and authorized Goldman Sachs (China) Securities Co., Ltd. to sell publicly raised securities investment funds. According to the approval, the license for Goldman Sachs (China) Securities to sell publicly raised securities investment funds is valid for 3 years from the first issuance. Goldman Sachs (China) Securities must complete the business preparation work within 6 months according to the requirements of the 'Securities Investment Fund Law', 'Regulations on the Supervision and Administration of Publicly Raised Securities Investment Fund Sales Organizations' and other relevant laws and regulations.
Events to watch during the US stock market hours (Beijing time)
December 13
21:30 USA November Import Price Index
December 14
02:00 OpenAI new product launch live stream, total number of oil drilling rigs in the USA for the week ending December 13.
