Foxconn and nvidia are building the world's largest GB200 production plant in Mexico.
①Hon Hai Group executives revealed on Tuesday, October 8th, that the company is building the world's largest nvidia GB200 manufacturing plant; ②Hon Hai Cloud Enterprise Solutions Vice President Benjamin Ting pointed out that there is a huge demand from the market for the nvidia Blackwell platform.
Tesla's Former Head Of Vehicle Programs Who Left On The Heels Of Mass Layoff Joins Waymo
Expected to rise another 5% by the end of the year! Goldman Sachs has raised its s&p 500 index target price for the third time this year.
①Goldman Sachs' strategist has raised the year-end target price of the s&p 500 index for the third time this year; ②He expects the s&p 500 index to close at 6000 points this year, which is the second highest target price given by Wall Street strategists; ③This means that in the less than three months remaining this year, the potential roi of the s&p 500 index is about 5%.
Alibaba, Nvidia, Riot Platforms, Celsius Holdings, Tesla: Why These 5 Stocks Are On Investors' Radars Today
The market is refocusing on usa CPI! It is crucial whether the Federal Reserve will press the "pause button" on interest rate cuts.
If the September usa CPI data is very strong, the rate cut in November will become "uncertain".
Samsung Warns Of Q3 Profit Drop Amid Shipment Delays Of AI Chip Approved By Nvidia
Google Will Continue To Fight Epic Games In Court To Halt Epic-Requested Changes To Play Store: 'Undercut Android's Ability To Compete With Apple's iOS'
Options Market Statistics: XPEV Options Pop as US-Listed Chinese Stocks Keep Climbing
"Apple AI" did not have a good start? Stock rating downgraded, iPhone 16 demand flashing red light......
①Jefferies Financial believes that investors are overly optimistic about Apple's latest iPhone; ②The bank has downgraded Apple's rating from 'buy' to 'hold' and set a target price of $205.
"Hot non-farm payroll data suppresses the market's expectation of a rate cut by the Federal Reserve, and the 'global assets pricing anchor' returns to 4%."
The probability of the Fed cutting interest rates by 50 basis points has plummeted, leading to intensified selling of U.S. Treasury bonds, pushing the 10-year U.S. Treasury yield to break through the important 4% level; the market bets that the interest rate cut before the end of the year will be less than 50 basis points.
10/8 [Strength and Weakness Analysis]
[Bullish and Bearish Factors] Bullish factors: Nikkei Average is rising (39,332.74, +697.12), US crude oil futures are rising (77.14, +2.76), Expectation of easing inflation in the US, active share buybacks, request from the Tokyo Stock Exchange for enhancing corporate value. Bearish factors: NY Dow is falling (41,954.24, -398.51), Nasdaq Composite Index is falling (17,923.90, -213.94), $1 = 148.00-10 yen, Chicago Nikkei futures are falling (38,915, Osaka comparison -455).
The Fed May Not Cut Rates in November. What to Do With Treasury Bonds Now
Goldman Sachs released three heavyweight research reports over the weekend: downgrading the forecast for US recession, expecting the Chinese stock market to rise by another 15% to 20%.
Goldman Sachs' stock strategy team believes that the US large cap stocks can rise by another 4.3% to 6000 points by the end of the year, as the possibility of a US recession has decreased, allowing the Federal Reserve to only reduce interest rates by 25 basis points each time. Their AP strategic team has upgraded the rating of Chinese stocks to "shareholding" and is bullish on the potential boost to valuation from large-scale stimulus measures.
Google suffered a heavy blow in the antitrust case, and its dominant position in the Android app market may be overturned.
A U.S. judge has issued a permanent injunction forcing Google to provide an alternative to the Google Play Store for Android phones to download applications. Google will also be prohibited from paying fees to companies or sharing revenue in exchange for not competing with Google's app store. Alphabet, Google's parent company, saw its stock price drop by more than 2.4%, dragging down the U.S. large cap index significantly after midday. Analysts say the latest ruling may accelerate the weakening of Google and Apple's control over app store dominance.
US stocks collectively fell by about 1%, with Chinese concept stocks rebounding in a V-shape, US bond yields rising above 4%, and oil prices rising by nearly 4%.
USA stocks and bonds both fell, with the Dow down 400 points, Tesla down 3.7%, Nvidia up over 2%, Chinese concept stocks fell nearly 3% before closing higher, Alibaba and Tencent ADRs rose 2.6%, Li Auto Inc. rose over 4%. The two-year US treasury yield rose nearly 10 basis points, breaking above 4% for the first time since August for both the 2-year and 10-year treasury yields, with the US dollar hovering at a seven-week high since August 16. Brent crude oil closed above $80, reaching a six-week high along with WTI oil climbing above $77. Silver briefly fell more than 2.4%.
Biden Adviser Says Administration Working on Restarting Shuttered Nuclear Plants: Reuters
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Goldman Cuts U.S. Recession Risk to 15% as Jobless Rate Falls, Payrolls Sharply Expand
Global disparity in temperature: U.S. technology heavyweights come under repeated attack by investment banks, while chinese assets receive a series of bullish calls.
1. Apple, Amazon, and other USA technology giants have been downgraded by investment banks, leading to a collective weakness in the US stock market; 2. At the same time, Chinese assets continue to be the most eye-catching symbols in the entire market; 3. Under the enthusiastic gaze of global investors, Chinese concept stocks staged a strong V-shaped turnaround late at night.