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
218
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!
-
【英偉達の需要が高すぎる?SKハイニックス:黄仁勲がHBM 4チップの6カ月前納入を要求!】SKハイニックスの崔泰源(チェ・テウォン)会長は月曜日、インビダーの黄仁勲(ファン・インフン)CEOが同社の次世代高帯域 ...
- 琳271
- 昨天 17:54
- 支持
- 反对
- 回复
- 收藏
-
ファイザーが前立腺がんを治療する革新薬テゼナ& ;reg;(TALZENNA®,一般名:トルエンスルホン酸タラゾールパーリカプセル)は2024年10月29日に国家薬品監督管理局(NMPA)の承認を得て、HRR遺伝子突然変異 ...
- 什么大师特
- 3 小时前
- 支持
- 反对
- 回复
- 收藏
-
南方財経は11月5日、中央テレビのニュースによると、現地時間11月5日、米ボーイング社のストライキ労働者が59%の投票結果で新たな賃金協定を受け入れ、7週間にわたるストライキを終えた。ストライキ労働者は11月12 ...
- Dubssgshbsbdhd
- 5 小时前
- 支持
- 反对
- 回复
- 收藏
-
【マスクはテスラが携帯電話を作ることに応えた:作れるが作らないアップルとグーグルが悪さをしない限り】現地時間11月5日、有名ポッドキャストのジョローガン氏のインタビューに応じ、「携帯電話を作るのは私たち ...
- 波大老师
- 6 小时前
- 支持
- 反对
- 回复
- 收藏