No Data
"The shadow of Trump" looms over the Global Q4 Earnings Reports season with the high-frequency term: tariffs!
① The impact of Trump's tariff policy is significant, becoming a hot topic in the Global Earnings Reports season for Q4, mentioned by 50% of S&P 500 constituents; ② Goldman Sachs predicts that a 5 percentage point increase in tariffs could lead to a 1%-2% decline in earnings per share for the S&P 500 Index; ③ European companies are also affected, with Siemens Energy, Ahold Delhaize Group, and others expecting tariffs to result in price increases.
Goldman Sachs traders: The Global stock market is welcoming the "next big rotation", from the Magnificent 7 to China Siasun Robot&Automation.
Goldman Sachs trader Mark Wilson stated that investment opportunities in AI are shifting from infrastructure to application level, and investment focus should diffuse from the overly centralized USA Technology giants to emerging fields with greater growth potential, such as the Siasun Robot&Automation Sector in China.
Consumer Cos Flat After Earnings, Inflation Data -- Consumer Roundup
U.S. stocks closed: CPI data reignites inflation concerns, with the three major Index showing mixed results.
① Only the Nasdaq slightly increased while both the Dow Jones and the S&P 500 Index declined; ② China Concept Stocks showed widespread gains, with the Nasdaq Golden Dragon China Index rising by 2.73%; ③ Intel rose over 7%, reaching a new closing high since December of last year; ④ Large Technology stocks had mixed results, with Apple increasing by 1.83%.
Wall Street Today: Give Jerome More Time, He Says He's Got This
SPY ETF Declines 0.3%