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Major risks in November are undergoing significant changes.
Less than a month away from the US election day on November 5th, the market is beginning to price in the risk of the election results. Currently, Trump has regained a leading advantage, adding uncertainty to the election. China International Capital Corporation believes that for future assets, the overall election is bullish for US stocks but tariffs are unfavorable for Chinese assets; the US dollar is relatively strong, gold is neutral, interest rates are rising; bulk commodities may benefit from expectations of Trump's stimulus.
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.
Attention, these countries! The USA is reportedly considering restricting the export of AI chips from companies such as nvidia.
Biden administration officials are reportedly discussing: restricting Nvidia and other American companies from selling advanced ai chips to 'certain countries'; Insiders said officials will focus on Persian Gulf countries.
Cathie Wood's Ark Invest Sells $5.7M Of Robinhood Shares As Bitcoin Surge Ignites Crypto Market — Buys Stock Of Nvidia Rival AMD
AI is leading the wave of nuclear energy! Google has signed a nuclear power purchase agreement to power the datacenter.
①Google has signed an agreement with nuclear energy startup Kairos Power to provide electrical utilities to Google's datacenter; ②The agreement will add approximately 500 megawatts of carbon-free power to Google, with the first small reactor in the agreement expected to be operational before 2030; ③Google executives stated that this agreement is a milestone in Google's 15-year clean energy journey.
Apple To Launch New MacBooks Pro, iPad Minis and IMacs? Analyst Says Inventory Dwindling For These Gizmos
