Trump or Harris? Analysts are hotly debating the impact of the election results on various sectors of the US stock market.

①Over the past 8 years, the Trump administration and the Biden-Harris administration have fully demonstrated their policy orientations; ②Overall, industries such as finance and technology that are under the focus of regulation by the Biden administration are more likely to benefit from the rollback policies of the Trump administration, while the bullish impact on other industries is relatively less pronounced.

cls.cnjust now

What to look for in taiwan semiconductor's financial report this week? HSBC: Narrative shifting to 2 nanometers.

HSBC recently released research reports stating that Taiwan Semiconductor's performance will continue to be at the high end of its performance guidance, indicating that the company's 2-nanometer technology mass production acceleration and pricing increase will drive profit margin expansion in the next two years, leading to profit growth. Nomura Securities, on the other hand, anticipates that Taiwan Semiconductor may indicate that the company's advanced packaging business will remain in short supply until 2026.

wallstreetcn8minutes ago

The CEO is bullish, but Wall Street is bearish? There is a significant divergence in earnings expectations for the US stock market this earnings season.

Analysts expect that the s&p 500 constituent companies will see a year-on-year profit growth of 4.2% in the third quarter, while these companies' own guidance predicts a growth of 16%. This difference implies that corporate performance is likely to exceed Wall Street expectations.

wallstreetcn17:42 ET

Arm Holdings Stock Climbs In A Week As Semiconductor Sector Strengthens

Benzinga17:10 ET

Nvidia All-Time High Right Before the Bell on Record Day | Wall Street Today

Kevin Travers16:15 ET

Historical new high in four months! nvidia rose more than 10% this month, reigniting investors' passion at Blackwell.

At the beginning of this month, Huang Renxun claimed that Blackwell chips have been fully put into production, and the demand is "crazy"; Morgan Stanley reported last week that Blackwell chips will be sold out in the next 12 months, bullish on the prospect of the chip's long-term demand boosted by the release of OpenAI's reasoning model o1; Nvidia's chip customer OpenAI completed a huge $6.6 billion financing at the beginning of the month, with the foundry partner Taiwan Semiconductor's sales exceeding expectations, all becoming good news for Nvidia; Last week, a wave of call options buying showed that investors are betting Nvidia's price in March next year could be up to 40% higher than the closing price last Friday.

wallstreetcn16:12 ET