"Wall Street's most accurate strategist" boldly predicts: if non-farm payrolls meet expectations, risk assets will soar.
The Bank of America strategy team stated that the non-farm data supporting the "soft landing" of the US economy will keep US treasury yields fluctuating within a certain range, but a surge in data and the resulting spike in US bond yields will drive market risk aversion towards assets.
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This year, usa actively managed funds are still unable to outperform the index, simply because of underweighting Nvidia.
In 2024, it is not certain industries or even large cap stocks that dragged down actively managed funds from outperforming the market, the main culprit is only one: nvidia. Despite nvidia being the most held semiconductor stock in actively managed funds, with a holding rate of around 70%, its relative weight is still relatively 'low'.
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Nvidia soared, due to Blackwell and also due to OpenAI, while institutions are actually underweighted?
Huang Renxun stated in an interview with CNBC that the upcoming Blackwell AI 'super chip' has a 'crazy' demand. At the same time, nvidia invested 0.1 billion US dollars in the financing of OpenAI, the market sees this cooperation as a symbolic step, and it may enable nvidia to have a deeper understanding of OpenAI's chip procurement plan.
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Silicon Valley giants are showing their strengths in using electricity for AI: Microsoft is planning to restart abandoned nuclear power plants, and Google is also eyeing nuclear energy.
Last month, microsoft reached a 20-year agreement to purchase nuclear power, restarting the Three Mile Island nuclear power plant in the usa where a serious nuclear accident once occurred. Google's CEO stated this Thursday that Google is considering further investments in solar energy and evaluating technologies such as small modular nuclear reactors.
Is Tesla's largest battery project? Four new versions of the 4680 battery are planned to be launched in 2026, including a special Robotaxi version.
The media reported that Tesla plans to mass produce a new generation of 4680 batteries using dry electrode coating technology in the second quarter of next year. Among the four dry cathode 4680D versions to be launched in 2026, Musk intends to unveil the battery dedicated to Robotaxi when he announces the Robotaxi next week. The other two batteries are Tesla's first use of silicon-carbon material in the anode, one of which is for performance-oriented vehicles like the new generation Roadster, while the other is for the Cybertruck and a sedan.
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East Coast Port Strike Could Be Over by Monday, Analyst Says