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Tesla humanoid robot debut, AI becomes the brain of the distribution cabinet, fast charging technology attracts attention......|Direct hit on Chain Expo
① The internationalization level of this Chain Expo is higher, with more than 620 enterprises, institutions, and international organizations participating, an increase of 20% compared to the first edition. ② This Chain Expo has set up six major chains: Advanced Manufacturing Chain, Clean Energy Chain, Smart Automobile Chain, Digital Technology Chain, Healthy Living Chain, Green Agriculture Chain, and one Supply Chain Service Zone.
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Another winner in nvidia's supply chain: resistor leader weishi's orders exceeded expectations, with two major product categories in high demand.
① Well-known analyst Guo Mingzhu stated today that the order situation for Vishay's MOSFETs and polymer tantalum capacitors has exceeded expectations. ② Due to being included in the GB200 supply chain, MOSFET production capacity is already fully loaded by 2025, and there is a supply-demand imbalance for polymer tantalum capacitors. ③ Various opinions suggest that the competition among power device manufacturers surrounding AI servers has already begun, and passive components are also expected to continue thriving.
Beware of inflation rising again! Goldman Sachs outlook for global investment in 2025: US stocks are too expensive and under-allocated, gold remains the best hedge option
Considering the prospects of upside risks such as Trump's tariffs, geopolitical tensions, etc., Goldman Sachs recommends investors to maintain a moderate pro-risk stance in asset allocation, while balancing in a multi-asset investment portfolio: reducing the allocation of highly concentrated and overvalued US stocks, focusing on Asian stocks such as Japan, short-term government bonds, US dollars, and gold which remains the best hedging tool.
Is there a shift in funds towards the hedging market to hedge against the downside risks? Will the continuously hitting new highs of the US stock market be able to avoid a pullback?
Despite the soaring trend of the US stock market, some investors still insist on taking measures to prevent a market crash.
Trading reminder: U.S. stocks will be closed on Thursday for Thanksgiving and will close three hours early on Friday.
November 28 (Thursday) is the Thanksgiving holiday in the usa, and the US stock market will be closed for one day. November 29 (Friday) is the day after Thanksgiving, and the US stock market will close three hours early.
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The bull market continues! Morgan Stanley projects that the US stock market will reach 6,500 points by the end of 2025, with a focus on quality cyclical stocks.
Daiwa believes that the s&p 500, represented by high-quality stocks, will benefit from the Fed's rate cut cycle, stabilization of business indicators, policy mix, and uncertainty in economic data. However, considering that specific policies have not yet been introduced, U.S. stocks have been severely overbought, and next year's market is unlikely to "rise in a straight line," the key will be to see the Trump administration's measures in cutting fiscal spending.