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.
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.
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.
10-Q: Quarterly report
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.
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.
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.
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.
US Stock Outlook | The wave of US buybacks may save the trend of US stocks; Goldman Sachs says Nvidia can rise another 22%
Tesla dropped nearly 4% before the market, and prosecutors are investigating its fraud in autonomous driving; iPhone shipments soared 12% in March as the sales season began.
US Stock Nuggets | Plans to expand AWS cloud infrastructure! Amazon's stock price hits a new all-time high
One of the top four fragrance companies in the world, the international fragrance performance jumped more than 6% after that, rising more than 17% during the year; it increased by more than 13% on the 5th! CRBG, a subsidiary of insurance giant AIG, was well received by the public after its performance.
Daily rights tracking | Palantir was horribly “killed by performance”! The options market is betting on its rebound this week
Apple released the new iPad Pro, and the trading volume of some call orders and positions on the options chain were very high; after Disney's performance, it fell nearly 10%, and the premium for multiple put single options increased more than twice.
Futu Morning Post | Federal Reserve Officials Say Current Interest Rates Are Not Enough to Calm Inflation; New iPad Pro Has M4 Chip
Damo postponed expectations of when the Federal Reserve would cut interest rates for the first time until September; Tesla fell nearly 4%, and US regulatory investigations against Tesla were upgraded; Disney's core streaming business was profitable for the first time, but the stock price plummeted by more than 9%.
Early trading of US stocks | US stocks fluctuated slightly, Tesla and Nvidia fell about 3%; Chinese securities generally fell, and Bilibili fell nearly 6%
US stocks opened slightly higher on Tuesday after the Dow had risen for the fourth consecutive trading day. Investors continue to pay attention to the Federal Reserve's monetary policy outlook and the latest financial reports from Disney and others.
US stock outlook | Star technology stocks and Chinese securities generally fell before the market; BlackRock refuted the “May sale” strategy: the Fed's position and the stock repurchase boom will boost US stocks!
Damo: US inflation data will be the key to the stock market trend, and it is recommended to bet on the defensive sector; Citi: The Fed's downsizing will continue until 2025, unless the US falls into recession; Disney's pre-market decline widens to 5%, and revenue for the second fiscal quarter falls short of market expectations; and Apple's new product launches hit hard.
US Stock Nuggets | Is liquid cooling a must for AI? Nvidia's exclusive liquid cooling supplier Vertiv's stock price doubled during the year
Is electricity at the end of AI? US power engineering contractor Guangda Service has increased more than 6 times in 5 years; rushing ahead of performance? Neighboring countries rose more than 3% overnight, and their market capitalization was above 10 billion US dollars.
Early trading of US stocks | NASDAQ rose nearly 1%, Micron Technology rose more than 3%, Tesla rose more than 2%, and Ideal Auto rose nearly 7%
US stocks opened higher on Monday, and major stock indexes continued their strong gains from the previous trading day. The April non-farm payrolls data rekindled hopes that the Fed would cut interest rates. On Monday, the market paid attention to US stock earnings reports and Federal Reserve official speeches.