Nvidia violently lifted the S&P 500 index, ending three consecutive declines! US stocks returning to fundamentals?
胡胡胡美丽_ss
发表于 2024-6-26 11:03:39
227
0
0
On June 25, 2024, Eastern Time, Nvidia's strong rebound and outstanding performance in technology stocks injected a new round of upward momentum into the US stock market; The Nasdaq index rose 1.26%, while the S&P 500 index rose 0.39%, both ending three consecutive days of decline. In terms of constituent stocks, Nvidia surged 6.76%, while TSMC, Google, Tesla, and Meta rose over 2%.
The violent rebound of technology giant Nvidia in this round once again confirms that the three-day consecutive pullback in the previous period was mainly due to fund adjustments, rather than reflecting a deterioration in the growth prospects of technology or AI. After ChatGPT was recognized by the market, the AI wave quickly swept the world. Internet giants spent tens of billions of dollars in the arms race of AI iteration in order to get a ticket to the AI era. The calculation behind the rapid AI iteration comes from the GPU of semiconductor giants. Looking ahead to the future, AI is expected to become the beginning of the fourth round of global technological revolution. With the commercialization of artificial intelligence and the shipment of important consumer electronics products in Q3, strong downstream demand may push semiconductor giants represented by Nvidia to exceed expectations in financial reports, and drive the US stock market to reach new highs in science and technology.
As for monetary policy, we will continue our previous view that although interest rate cuts may be delayed, they will arrive. For the current US stock market, what is important is not the specific timing of interest rate cuts, but rather the likelihood that interest rate cuts will begin within the year against the backdrop of declining inflation and a slowdown in the labor market. The market has gradually digested the expectation of only lowering interest rates once a year, and as long as the Federal Reserve does not restart the interest rate hike cycle, there will be no overreaction in the market. For markets like the US stock market, which has a long history of rising prices, the cost-effectiveness of timing is far from high compared to long-term holding. It is recommended that investors allocate assets along the direction of interest rate cuts.
Looking ahead to the future, Tianhong Fund believes that the US stock market is about to usher in another financial reporting season from July to August, and the stability of the main business of technology giants and the progress of AI will once again become the focus of market attention. In addition, the third quarter of 2024 is a crucial period for the US general election, and with the existence of the Federal Reserve's interest rate cut window, the US stock market will still be very exciting! Related products include Tianhong NASDAQ 100 Index (Class C: 018044) and Tianhong Global High end Manufacturing Hybrid (Class C: 016665). There are risks in the market, and investment should be cautious. The above stocks are only for objective display and not for individual stock recommendations.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
猜你喜欢
- Top 20 US stock trading volume: Nvidia rebounds significantly after three consecutive declines
- NVIDIA CEO Huang Renxun: The timing for automation in heavy industry is ripe
- US heavyweight data released: Will gold and silver plummet and cut interest rates this year?
- NVIDIA intraday diving! France's move to file antitrust lawsuit against Nvidia
- Nvidia, the "annoyance" of becoming a giant, will face antitrust charges in France
- The stock price has skyrocketed 35 times in 5 years, and the average millionaire among Nvidia's old employees has begun to "semi retire". New employees are experiencing an inner imbalance
- Nvidia's rating has been rare downgraded, with analysts warning of limited upside potential at present
- Can Nvidia's Nasdaq Technology QDII, the world's leading technology by market value, still be on board?
- The performance of foreign-funded hotels in China declined in the second quarter: last year's high base caused fluctuations, and the fundamentals remain strong
- Is the 'Robotaxi crash' just the beginning? Wall Street: Tesla hype outweighs fundamentals!
-
11月21日、2024世界インターネット大会烏鎮サミットで、創業者、CEOの周源氏が大会デジタル教育フォーラムとインターネット企業家フォーラムでそれぞれ講演、発言したことを知っている。周源氏によると、デジタル教 ...
- 不正经的工程师
- 昨天 16:36
- 支持
- 反对
- 回复
- 收藏
-
アリババは、26億5000万ドルのドル建て優先無担保手形と170億元の人民元建て優先無担保手形の定価を発表した。ドル債の発行は2024年11月26日に終了する予定です。人民元債券の発行は2024年11月28日に終了する予定だ ...
- SOGO
- 3 天前
- 支持
- 反对
- 回复
- 收藏
-
スターバックスが中国事業の株式売却の可能性を検討していることが明らかになった。 11月21日、外国メディアによると、スターバックスは中国事業の株式売却を検討している。関係者によると、スターバックスは中国事 ...
- 献世八宝掌
- 前天 16:29
- 支持
- 反对
- 回复
- 收藏
-
【意法半導体CEO:中国市場は非常に重要で華虹と協力を展開】北京時間11月21日、意法半導体(STM.N)は投資家活動の現場で、同社が中国ウェハー代工場の華虹公司(688347.SH)と協力していると発表した。伊仏半導体 ...
- 黄俊琼
- 前天 14:29
- 支持
- 反对
- 回复
- 收藏