Top 20 turnover | Nvidia reaches over US$30 billion; Novavax Pharmaceuticals surges by nearly 99%
The second-place Tesla closed down 2.04% with a transaction of US$12.277 billion; the third-place Apple closed down 0.69% with a transaction of US$9.291 billion.
The most “eagle” statement! Federal Reserve Governor Bowman: There will be no interest rate cuts this year
After the Federal Reserve's period of silence ended, many officials delivered speeches this week, but so far, only Bowman has directly ruled out the possibility of cutting interest rates this year.
US stocks closed | The Federal Reserve hawked to suppress US stocks, the NASDAQ fell, the Dow still rose eight times in a row, and the Krypton debut soared more than 34%
S&P has declined in the short term several times. The Dow rose more than 2% this week, the biggest weekly gain in nearly five months. Tesla closed down 2% and fell four times in a row. Nvidia rebounded more than 1% after three consecutive declines, and TSMC's US stock, which saw a sharp increase in sales in April, rose 4.5%.
Consumer confidence in Michigan in the US unexpectedly plummeted in May, hitting a six-month low, and short-term inflation expectations rose
Consumer confidence at the University of Michigan in the US unexpectedly fell far short of expectations in May, falling sharply from April and hitting a six-month low. Consumer short-term inflation expectations in the country have risen sharply, from 3.2% last month to the latest 3.5%, and long-term inflation expectations have also risen.
First application jumped! Is US employment collapsing? Barclays: Don't panic
Barclays believes that this is mainly due to a one-time layoff in the transportation and storage industry in the New York region, and the overall labor market remains stable.
US stock outlook | The three major indices rose sharply, and Novavax Pharmaceuticals soared more than 110% before the market; Federal Reserve Bostic: The timing is uncertain, but interest rate cuts will still begin this year
Global funding preferences are changing! The popularity of tech giants subsided, and utility stocks were promoted to the “C position” of US stocks; demand for AI was strong, and TSMC's sales in April increased nearly 60% year over year.
Federal Reserve Bostic: Despite uncertain timing, interest rate cuts will begin this year
Atlanta Federal Reserve Chairman Bostic said in an interview that although the timing and extent of policy relaxation is uncertain, and the rate of further decline in inflation is slow, the Federal Reserve may still cut interest rates as planned this year.
US bullish stocks this week | Electric power stocks are popular! Vistra and Constellation both recorded double-digit gains
Good performance boosts stock prices! AppLovin, International Fragrances and Fragrances, and Emerson Electric increased by 12.81%, 12.03%, and 8.49% respectively during the week.
Daily rights tracking | Amazon's bullish ratio rose to 70%, and some large players spent 300 million US dollars to buy calls; Roblox's performance plummeted by more than 22% after that, making 9 times profit from a single PUT
Energy Transfer traded 2.45 million overnight options, up 15 times from the average daily volume, and the bullish ratio soared from 67% to 99%. The transaction volume was based on the top order and found that some large investors bought a forward call option when the stock price was 16.24 US dollars, and the turnover exceeded 30 million US dollars.
Futu Morning Post | Federal Reserve Voting Committee: Uncertainty about the inflation outlook is increasing; new news about Apple's AI strategy
Roblox, the “first stock in the metaverse,” plummeted by more than 22%, lowering full-year reservation expectations; Airbnb fell nearly 7%, and the Q2 revenue outlook fell short of expectations; the “Nvidia concept stock” SoundHound AI surged more than 15% after the market, and the Q1 earnings report exceeded expectations.
Early trading of US stocks | S&P and NASDAQ fell slightly, chip stocks weakened, ARM fell more than 6%, Nvidia fell more than 2%, and China's securities surged more than 110%
On the evening of the 9th Beijing time, US stocks opened with mixed ups and downs on Thursday. The market continues to pay attention to the latest US stock earnings report and the prospects for the Federal Reserve to cut interest rates. The number of jobless claims in the US at the beginning of last week hit a new high since August 2023.
Opinions are polarized! The Federal Reserve's communication style was well received by analysts, but it was frantically “criticized” by the public
According to a survey of academics and private sector analysts released on Thursday, although the Federal Reserve has been dealing with complex uncertainties, its communication on monetary policy received relatively high praise.
US stock outlook | Bank of America: S&P 500 surges in election year or summer; Arm falls nearly 9% before the market
Are US stocks bullish the more you “buy” them? The wave of US stock buybacks has soared to a six-year high; chip recovery is spreading, and Nomura judged that the global semiconductor industry will enter an upward cycle.
US Stock Nuggets | Power stocks are once again the focus of AI investment! Vistra and Constellation hit new highs
Nvidia's exclusive liquid cooling supplier Vertiv continued to strengthen, and the increase has doubled during the year; high-performing stocks have risen significantly! Toast and Teva Pharmaceuticals surged about 13% after the earnings report.
Daily rights tracking | Tesla's bearish ratio soared, and big players' bets fell; after Shopify's performance, it plummeted by more than 18%, making 6 times more profit from multiple PUT orders
Nvidia's overnight options traded at 930,000, and the bullish ratio rose to 62%. Calls due on Friday with an exercise price of $910/900 were the highest, with 63,000 and 60,000, respectively, and the number of unclosed positions was 7,400 and 8,400, respectively.
Be careful! The rebound in US bonds has not continued, and PIMCO is switching to non-US bonds
PIMCO said on Wednesday that the company is increasing its bond exposure in developed markets other than the US as sticky inflation may complicate the Federal Reserve's interest rate cut process.
For the first time in more than half a year, an authoritative official from the Federal Reserve made a big statement! Discuss in detail the considerations behind reducing QT
The New York Federal Reserve of the United States is the specific operator of the Federal Reserve's balance sheet policy. This is the first time since October 2023 that Perli has meticulously discussed the Federal Reserve's balance sheet issues.
Futu Morning Post | A landmark breakthrough! Google DeepMind launches next-generation drug development AI model AlphaFold 3
Federal Reserve Collins: It may take longer to reach the 2% inflation target; Arm fell more than 9% after the market, and the revenue outlook for FY2025 is weak.
US stocks closed | US stock gains subsided, S&P stopped four consecutive days, the Dow rose six times in a row, and Shopify dropped more than 18% after the results
China's stock index fell three times in a row. Xiaopeng Motors fell more than 6%, NIO fell more than 5%, and Xiaomi rose 7%.
Early trading of US stocks | US stocks fluctuated slightly, NEV companies fell sharply, Tesla fell nearly 3%, and NIO and Xiaopeng Motors fell about 6%
US stocks opened slightly lower on Wednesday after the Dow rose for five consecutive trading days, setting a record for the longest linked rise since December. The market continues to pay attention to earnings reports and the prospects for the Federal Reserve to cut interest rates. In addition, a number of Federal Reserve officials will deliver speeches today.