No Data
U.S. stock market close: the three major indexes varied in performance; Huang Renxun's remarks caused a collapse in the Quantum Computing Sector.
① The Nasdaq China Golden Dragon Index fell by 0.67%, with most China Concept Stocks declining; ② Wildfires ravaged California, and Electrical Utilities provider Edison International fell by 10%; ③ Jensen Huang stated that a "very useful" quantum computer may take several decades to arrive; ④ Intel: will continue to focus on the independent graphics card market.
Oak Tree Capital's Marks: New things are prone to bubbles, currently private equity buying S&P 500, with a 10-year yield of only ±2%.
Max recently released a memorandum titled "Revisiting the Bubble," stating that investors are currently betting on the leading high-tech companies to maintain their dominance. However, he believes that it is not easy to stay ahead, as new technologies and competitors can surpass existing market leaders at any time. When people assume that "things can only get better" and Buy based on that, the impact of negative news can be particularly severe. He specifically pointed out the frenzy over AI and how this positive sentiment may spread to other Technology sectors.
December ADP US Private Payrolls Rise Less Than Expected Ahead of Friday's BLS Data
US Morning News Call | Nvidia CEO's Remarks Trigger Pre-Market Plunge in Quantum Stocks
Express News | Trump Considering National Economic Emergency
Wall Street's New Year interest rate "gamble": from several rate cuts, it has changed to whether rates will remain unchanged or not...
On Tuesday, the 10-year U.S. Treasury yield, known as the "anchor of Global asset pricing," further reached its highest level in eight months; the betting game surrounding the Federal Reserve's interest rate direction seems to have completely shifted from several rate cuts this year to whether further cuts will actually happen...
Shareville : from this fund?