Weekly outlook | The Federal Reserve's interest rate decision is here! Apple, Amazon, and AMD earnings reports will be released soon
US non-farm payrolls data for April, China's official manufacturing PMI and Caixin manufacturing PMI were announced one after another; Buffett's shareholders' meeting opened; and the Hong Kong stock market was closed on May 1.
KITU Macro: The US stock bull market will continue, but the bubble will burst in 2026
Well-known research firm Kaitou Macro believes that artificial intelligence will drive US stocks to continue to rise in the short term, but this bubble will eventually burst in 2026.
Nvidia revived with full blood, but Bin talks about Nvidia
Google and Nvidia surged. Google-A closed 10.22% to $171.95, a record high on Friday; Google-C closed up nearly 10% to $173.69, also a record high; Google's total market capitalization surpassed 2 trillion US dollars, ranking fourth in US stocks. Google's parent company's total revenue for the first quarter was US$80.54 billion, up 15% year on year, the fastest growth rate since the beginning of 2022, and net profit jumped 57% year over year to US$23.66 billion. Another driving force behind the sharp rise in Google's stock price was Google's decision to pay a quarterly dividend for the first time and authorized an additional 70 billion US dollars of shares to be repurchased. AI “shovel seller”
In the midst of bearishness, NASDAQ recorded its biggest increase since November
Tesla, Alphabet, and Microsoft reported strong earnings.
Apple Vision Pro is heavily discounted on second-hand platforms, and the earliest early adopters are outraged
① It has been less than 3 months since Vision Pro was launched in the US. Currently, the discount price on used platforms has reached 700-1,000 US dollars, and some high-spec versions are even more; ② Facing a sharp decline in demand in the US, Apple is also re-examining product expectations.
Express News | BYD executives: Most mobile phones such as Huawei and Xiaomi are produced by BYD, and the company is currently the largest electronics foundry in China