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Bank of America: Trump's Trade will protect the US stock market from a sharp decline but will not lead to significant increases.
Bank of America strategists indicated that as investors focus on Trump's protectionist economic agenda and proposals to lower corporate taxes, his return to the White House could protect the U.S. stock market from massive sell-offs.
The "Understand King" is about to arrive at his loyal White House. Are USA business circles all bowing to reality?
① Nowadays, many business people in the USA are comparing the excessive flattery and adoration that Trump received upon his return to the White House with this segment of French history from over 200 years ago; ② Because today, "the supreme understanding king will soon arrive at his loyal White House"…
On his first day in office, Trump may sign over 100 executive orders. How will this shake up the financial markets?
① On the day Trump takes office, USA policy will undergo a major transformation, which may have widespread and profound effects on subsequent financial markets; ② The outside world expects him to sign at least 100 executive orders involving multiple areas of market concern.
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In the era of light, will CPO be NVIDIA's next "grand narrative"?
① Issues such as heat dissipation and signal interference of NVIDIA GPUs and cabinets have gradually emerged, even affecting top customer Orders, requiring the company to urgently find solutions. ② Morgan Stanley's latest report estimates that from 2023 to 2030, the CPO market size will soar from 8 million dollars to 9.3 billion dollars—tenfold growth potential over seven years, with a compound annual growth rate as high as 172%.