After Powell's 'explosive' speech, the market entered 'nvidia time'.
Next Wednesday, we will welcome the second quarter financial report of the AI chip giant NVIDIA. This not only concerns NVIDIA itself, but also the global technology and even the financial industry chain. S&P Global Market Intelligence predicts that revenue growth is expected to slow to 113%, and revenue will rise to $28.7 billion.
Just next week! Nvidia will release the "most important technology financial report in recent years." Can it debunk the "AI bubble theory"?
① Analysts have generally given an optimistic outlook on Nvidia's financial report, expecting its revenue to double and its datacenter business to reach new highs. ② Nvidia's financial report could be a "real test" for the overall market, especially the technology sector. ③ It is estimated that Huang Renxun has already cashed out at least 0.578 billion US dollars from June to August. There are also reports mocking that the fate of the technology bull market may be in Huang Renxun's hands.
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Will the iPhone 16 be unveiled in two weeks? Apple may hold its most important new product launch event on September 10th.
According to reports, the iPhone 16 will be equipped with the A18 chip and will be enhanced by Apple Intelligence. It will introduce a new capture button similar to a shutter, and will be available for sale on September 20th. Apple will also release the Apple Watch Series 10 and update the entry-level and mid-range AirPods. Apple is currently testing four Mac models with the M4 chip.
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Microsoft will hold a cybersecurity event next month, and the initiator of the 'global blue screen' will participate.
① The press release stated that Microsoft and CrowdStrike will come together with key partners providing endpoint security technology to discuss how to improve recovery capabilities and protect the critical infrastructure of their mutual clients. ② In July, computers worldwide using Microsoft Windows crashed due to a security software update from CrowdStrike, causing a widespread blue screen crash failure.
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Full Text of Powell Jackson Hole Speech: It's Time for Policy Adjustments
① Powell clearly stated in his speech that it is time to adjust policies; ② The chairman of the Federal Reserve said that the timing and speed of interest rate cuts will depend on future data, changing outlooks, and balancing risks.
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Is $35 trillion of funds going to undergo a big reshuffle? U.S. stock indexes are "top-heavy", with Russell and S&P considering reducing the weight of technology giants.
The prosperity of technology giants has caused headaches for providers of major market cap indexes, and index providers plan to reduce the weight of large-cap companies in key indexes.
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"Nvidia" and other companies have seen a sharp increase in market cap, forcing the index company to consider weight restriction rules.
Facing the increasingly imbalanced US market, index fund companies such as FTSE Russell and S&P Dow Jones are considering countermeasures. The total value of funds tracking these indices has reached an astonishing $35 trillion, which has also led to a new round of criticism.