On Thursday (August 29), the US stocks rose and fell, and the Dow reached a new high.Nvidia fell over 6%, suppressing the market performance.As the US stock financial report season is basically over, the market’s attention will turn to the Federal Reserve’s interest conference in September.
【US stock index】
Overnight markets were boosted by US economic data. In the second quarter, the actual GDP annualized quarterly season was repaired by 3%, and the initial value was 2.8%.In the second quarter of the United States, the core PCE price index was renovated slightly to 2.8%month -on -quarter, slightly lower than expected.The number of people applied for unemployment relief in the United States last week dropped to 231,000, which was lower than expected.
It can be seen from the above that the US economy is still tough, and it also alleviates the market’s concerns about economic recession.However, for a long time in the past, U.S. stocks have been promoted by science and technology giants and AI booms. Because Nvidia guidelines did not meet the highest expectations of Wall Street, the market began to worry about AI explosive growth and began to enter the bottleneck period.
Ryan Detrick, chief market strategist at Carson Group, said: "Death, tax, and Nvidia’s income is expected to be the three things you can believe. The problem is that Nvidia’s performance growth is much smaller than what we saw before. EvenThe future guidelines have also been raised, but it has not reached the level of the previous quarters."
Another analyst pointed out that this shows that Nvidia’s importance to a wider market is increasing.This chip manufacturer company has a market value of more than $ 3 trillion this year, and once briefly became the world’s largest market value.At present, Nvidia accounts for about 7%of the Standards Poor’s 500 index, which shows how important it is for US stocks.
The benchmark 10 -year US bond yield was closed at 3.869%; the two -year US debt yields that were more sensitive to monetary policy finally closed at 3.9020%.
【Popular US stocks】
Among the popular U.S. stocks, Apple rose 1.46%, Microsoft rose 0.61%, Nvidia fell 6.39%, Google C fell 0.67%, Google A fell 0.66%, Amazon rose 0.77%, Meta rose 0.28%, TSMC rose 0.08%, Tesla rose,0.26%, ultra -micro semiconductor fell 0.59%.
The Nvidia financial report after the previous day shows that management predicts that its operating income in the third quarter increased by 80%year -on -year to US $ 32.5 billion, which was higher than the average predicted value of previous analysts 31.9 billion US dollars, but the peak forecast value was 37.9 billion yuanDollar.It is less than three digits for the first time in 6 months.
In addition, Citi listed Apple as the preferred artificial intelligence stock in 2025, surpassing Nvidia and Arista Networks. Analysts believe that the new iPhone is expected to set off a wave of changes.
【Global Index】
In terms of European stock market, the British FTSE 100 index rose slightly by 0.43%to 8380 points.The French CAC40 index rose slightly by 0.84%to 7641 points.The German DAX index rose by 0.69%to 18913.
In the Asian stock market, the Hang Seng Index rose slightly by 0.53%to 17786 points.The state -owned enterprise index rose slightly by 0.34%to 6247 points.Guoabong Stock
【Indian Index】
The overnight Hang Seng Technology Index Futures rose 0.23%, the Nasdaq Indian Golden Dragon Index rose 2.63%, and FTSE India A50 index fell 0.77%.
In terms of popular China stocks, Tencent Holdings (Hong Kong stocks) rose 0.91%, Alibaba rose 1.75%, Pinduang increased by 4.77%, NetEase rose 0.20%, Ctrip rose 1.19%, Baidu rose 1.77%, ideal car rose 10.62%, WeilaiIt rose 6.35%, and Xiaopeng Automobile rose 8.04%.
【Foreign Exchange Products】
The picture is the latest market as of press time
Due to the annual growth rate of GDP in the second quarter of the United States than expected and the decline in the number of unemployed golds at the beginning, the US dollar index continued yesterday’s rise, closing up 0.25%to 101.343.
Gold "Deep V" rebounded, and COMEX closed up 0.66%to $ 2554.6/ounce.COMEX silver finally closed up 0.7%to $ 29.835/ounce.
Sources said that Iraq would reduce output and exports in September, and international oil prices rose sharply.WTI crude oil finally closed up 1.81%to $ 75.87/barrel; Brent crude oil finally closed up 1.52%to $ 78.76/barrel.
[The finishing touch]
RMB continuously wipes all the declines within last year
On Thursday afternoon, the offshore and the shore of the RMB rose to 7.10 against the US dollar, and the daily increase of more than 300 points, which set the highest level since December 29 last year.Recently, the RMB rise is mainly affected by factors such as domestic fundamentals, weakening the dollar, and enhancement of RMB assets.According to the analysis, considering that the Bank of India may take measures on the sharp fluctuations in RMB, it is expected that the pressure will be under pressure to the 7-7.05 range.
Federal Reserve Eagle Paper Committee: In September, interest rate cuts need more evidence
In a event, Bostek said that I don’t want us to fall into a situation where interest rates have to be raised after the interest rate cut, so if I want to make mistakes, I would rather wait for a longer time to ensure that we will not experience interest rates that we will not experience interest rates.Fluctuate up and down.
Data show that the US economy is still tough
Thanks to the surge in personal consumption expenditure, the annual annualized quarterly growth rate in the United States in the second quarter was repaired from 2.8%to 3%, which was higher than the expected growth rate of economists by 2.8%, showing that the US economy was more tough. Last week, the United States last week.The number of applicants for unemployed relief decreased slightly from the previous month, which relieved the market’s concerns about economic recession.The US property market’s leading indicators’ signing sales of houses is still downturn. In July, it fell to the lowest level since the record, because high housing prices and reducing the cost of lending at a high level continued to scare away buyers.
Nvidia fell nearly 6.4% of Wall Street for Thursday: The market in the second quarter is very good. The market expects to be too high
Nvidia Q2’s financial report is stable, but any (performance) guidelines below the expected maximum limit may cause some concerns and anxiety.The market is concerned about the slowdown of Nvidia’s growth, the latency of the BlackWell chip production, and whether the AI boom can continue.Dharma summarizes this financial report and market response as "the result of a bull market case, but the price action of the bear market", Bank of America Merrill Lynch has a unique growth opportunity and strong execution, and Goldman Sachs holds the constructive prospects of Nvidia Data Center.At the attitude, Barclays believes that the key long -term problems have been resolved.
Apple is allegedly negotiating to invest in OpenAI Nvidia and also intends to follow up
According to reports, the two major technology giants Apple and Nvidia both intend to invest in artificial intelligence (AI) research company OpenAI.It is reported on Wednesday that OPENAI is negotiating a new round of financing and plans to raise billions of dollars of funds with a valuation of more than $ 100 billionKanpur Investment. The Voltic Investment Corporation’s Thrive Capital general invested in this round of financing, with an investment of US $ 1 billion.In addition, as the largest shareholder of OpenAI, Microsoft will also participate in this round of financing.Apple is negotiating from investing in OpenAI, and Nvidia has also discussed the latest financing to join OpenAI.It is reported that Nvidia has invested 100 million US dollars in Openai’s new round of financing.
Apple becomes the new iPhone of Citi AI, which is expected to set off a wave of replacement
Citi lists Apple as its first choice for artificial intelligence -related stocks before 2025, leading in Nvidia and Arista Networks.The company analysts said that early developers’ feedback on the iOS 18 test version of AI function is positive, including the recently launched functions that use AI to remove unnecessary objects. This should provide consumers upgrade the iPhone to provide a "impressive personThe reason for conviction ".In addition, analysts added that KEVAN Parekh has recently served as the company’s new chief financial officer and the Ministry of Justice’s case against Google should not cause too much concern for investors.
AI server order greatly increases Dell’s financial report, surrendering exceeded results
Dell Technology Group announced an increased revenue than expected to handle the sales of servers for handling artificial intelligence workloads.The company stated in a statement on Thursday that the second quarter of the artificial intelligence optimization server order was US $ 3.2 billion, exceeding $ 2.6 billion in the previous season.Chief Operating Officer Jeff Clarke said the backlog of the equipment was $ 3.8 billion, and the potential transaction was the "several times" of this number.
Openai and Anthropic agreed to give the US government for security before launching a new model
The American AI Safety Research Institute will conduct a security assessment of the new AI models of Openai and Anthropic to ensure that technological progress will not bring social risks.Established in 2023, the research institute is the product of the administrative order of Biden Harris government, which aims to promote responsible AI innovation.The senior management of Openai and Anthropic expressed support for cooperation and emphasized the importance of security in the development of AI.
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