VXZ IPATH S&P 500 VIX MID-TRM (POST SPLIT)
- 12.780
- +0.280+2.24%
The AI wave is sweeping the globe, and the myth of getting rich quick is being played out one after another. Which companies are currently hot?
As one of the most notable presences in global capital markets in recent years, Nvidia continues to reshape investors' perceptions of high-growth stocks. It is also single-handedly supporting the entire AI ecosystem, creating amazing tales of wealth in various niche fields.
Where is the ceiling of the US stock market? A quick look at the latest forecasts from major banks.
Approaching the halfway point of 2024, but under the joint stimulation of slowing inflation, rising expectations of interest rate cuts, and the AI boom, investor optimism continues to be ignited, and the surge in the US stock market shows no sign of diminishing.
U.S. stock preview: Three major futures indices rose, Super Micro Computer rose more than 5%, Dell rose nearly 4%, and Nvidia rose more than 3%.
Bilibili rose more than 7% pre-market, with the mobile game "Three Kingdoms: Strategic Victory" performing better than expected; Accenture rose more than 7% pre-market, with third quarter sales of generative AI exceeding 900 million US dollars; The expectation of a Fed rate cut is increasing, and the "rise" of US bonds is gradually sounding.
Mid-year review | Top 10 surging ETFs in US stocks! Semiconductor-related ETFs surged the highest at 200%, s&p 500 and Bitcoin ETFs are the "money suckers".
In the first half of this year, with global funds racing to deploy AI and the technology sector unstoppable, it drove the US stock market to new highs time and time again. Among them, various US exchange-traded funds (ETFs) also have full potential.
Golden moment in US stocks | Historic moment! Nvidia's market cap rises to the top of the world, and the AI ecosystem is all excited.
Arm soared over 8%, creating a new high! It has surged more than 44% this month and will be included in the Nasdaq 100 Index starting from June 24th. Netflix has risen for 7 consecutive days and has increased nearly 25% since May while aggressively expanding its Southeast Asian market.
Daily options tracking | AI boom! Nvidia's multiple call options earned 150%, Taiwan Semiconductor and Micron options trading volume doubled.
Nvidia rose more than 3% overnight and became the "global stock king"; 6.02 million options were traded overnight, with a call ratio of 63.2%; options with a strike price of 135/140/136 USD expiring on Friday were the most active in trading, with option prices rising around 150%.
Futu Morning Post | S&P, Nasdaq continue to set new closing highs, Nvidia crowned as "world stock king"; US stock market closed today
Bank of America institutional clients continued to increase their holdings in technology stocks and social media concept stocks while reducing their shareholding in finance last week; Apple suspended the development of the next generation of high-end headsets, focusing on releasing a more affordable Vision Pro next year; Hewlett Packard Enterprise and Nvidia jointly launched a new generation of AI solutions.
US Stock Outlook | “Horror data” falls short of expectations. The three major periods indicate weak fluctuations; Goldman Sachs insists that the FED cut interest rates twice
Broadcom's market cap has risen to eighth in the USA, and Wall Street praises it as the best AI stock except for Nvidia. The only 'big bear' on Wall Street still insists that Morgan Stanley believes that the US stock market will fall back by 23% within the year. Max of Oaktree Capital: It benefits from economic stimulus policies and the return of manufacturing.
Daily options tracking | Apple is constantly making big moves! More than 70% of the options are call options; Micron Technology's stock price continues to hit new highs, and multiple call orders have surged by nearly 200%.
Gamestop traded nearly one million options last night, with the call ratio dropping from 72% on the previous trading day to 65%. Implied volatility fell sharply again by 47% to the 87th percentile level of the year.
Futu Morning Post | Favored by top ETF issuers, over $10 billion may flow into Nvidia from Apple; Huang Renxun once again reduced his Nvidia stock holdings
Fed's Harker: Expects Fed to cut interest rates once in 2024; Gamestop's CEO emphasized the need to avoid speculation, causing a 12% drop in stock price.
Preview of US stocks | Three major futures indices are mixed, chip stocks are up, Broadcom, Taiwan Semiconductor, and Micron are up about 3%.
Goldman Sachs: The continued rise of US stocks relies on technology stocks, but the market's risk lies in the consumer side; Bill Gates is investing billions of dollars in the new generation of nuclear power plant projects again; The degree of AI monetization is constantly increasing, and Wedbush raises the target price for Microsoft.
U.S. stocks diggold | Semiconductor rise is unstoppable! Nvidia weekly up 8 consecutive weeks, Broadcom continues to hit historical highs; stock price soared after the results! Adobe rose more than 14% in a day.
Netflix rose by over 2% last Friday, with the stock price hitting a new high since December 2021, up about 37.48% year-to-date; Costco has achieved eight consecutive weeks of gains on the weekly chart.
Daily options tracking | Nvidia and Broadcom both hit new highs, options volume soaring; Implied volatility of Gamestop drops by more than 47%, shareholder meeting is imminent.
Nvidia rose nearly 2% last Friday, hitting a new historical high for three consecutive days. Nearly 8 million options were traded, up 40% from the previous trading day, with a call-buying ratio of 61%. On the options chain, the last day call option with a strike price of $130 that expired last Friday was the most popular, with a transaction volume of 300,000 contracts and an open interest of 120,000 contracts.
Futu Morning News | Strong upward trend! The S&P 500 index is called by institutions to reach 6000 points; "Hawkish" still exists! Federal Reserve officials: Whether to reduce interest rates still depends on several more data.
Microsoft, Nvidia and Nasdaq continue to refresh their highs, while the S&P index's bullish trend takes a pause; Adobe soared over 14%, and its target price was raised by several major banks after its earnings report; The first batch of generative AI application companies went public, and the "medical diagnosis" Tempus AI rose nearly 9% on its first day of trading.
Preview of the Week: Several officials from the Federal Reserve will appear with “terrifying data”! US stock market closed on Wednesday for a day.
China's June LPR is about to be released; the National Bureau of Statistics will publish multiple economic data; the initial jobless claims in the United States for the week will be announced soon.
Weekend reading: The latest interview with the founder of Fundsmith, known as the 'British Buffett': Quality is more important than valuation, only excellent companies can continue to provide returns.
If you are not confused by what is happening, then you have not understood it.
U.S. Stock Market Preview | Wall Street "disbelieves" the Federal Reserve! Betting on two interest rate cuts this year; Q2 performance is impressive, adobe jumped more than 14% before the market.
Morgan Stanley predicts that the US stock market will continue to surge in the second half of the year. Elon Musk has conceived the most ambitious plan ever: Siasun Robot&Automation will bring huge profits, and it's market cap may reach ten apples.
Daily Options Tracking | High options volume for Nvidia! Multiple call options earn about double the option premium; Tesla call options are being snapped up.
In three days, Apple's market cap increased by more than 300 billion US dollars, surpassing Microsoft to regain the top spot in the world. The overnight options trading volume for the stock reached 2.41 million contracts, with a call option ratio of 64%. Yesterday, big players were competing to buy Apple's call options expiring on July 19th.
This week's US market bull stocks | Broadcom rose more than 19% this week, Arm rose nearly 16%; Arista has risen more than 40% this year.
Oracle has seen its biggest single-day surge since the beginning of 2021, jumping more than 13% overnight and accumulating over 11% gains throughout the week.
After CPI and PPI cooled down together, Wall Street is betting that PCE will also weaken. Cutting interest rates twice this year is becoming a consensus.
Unexpected drops in CPI and PPI data greatly boosted Wall Street's optimism. Some analysts suggest that the forecasts released by the Federal Reserve on Wednesday local time may already be outdated.