The bull market in US stocks is accelerating! S&P hits a new high for the 49th time this year, how long will the 'Trump trade' last?
French Industrial Bank believes that 'Trump trades are at their peak', and U.S. cyclical trades should last at least until the inauguration day (January 20, 2025), while stocks dependent on Fed rate cuts, such as small-cap stocks, will need to be reassessed by then.
The era of "Trump 2.0" has begun, and the technology industry may face huge changes! Who will be the biggest winner in the "Mag7"?
After Trump took office, multiple new policies are expected to be implemented. In the field of AI, Trump advocates for promoting the development of AI and relatively relaxed regulations. Meanwhile, the "Mag7" have deep layouts in the AI field, and this policy clearly has a positive impact on the development of the seven giants.
US Stock Outlook | The enthusiasm for the 'Trump trade' cools down! The market questions the difficulty of policy implementation; nvidia continues to rise before the market opens, refreshing the historical market cap of the US stock market
Is the demand for ai chips slowing down? taiwan semiconductor's sales in October increased by 29.2% year-on-year, the lowest growth rate since February; upstart's Q3 revenue was $0.162 billion, a 20% increase year-on-year.
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Hong Kong semiconductor stocks outperformed with strong performance, stock prices remained resilient against the market trend. Global semiconductor sales hit a record high.
①Hong Kong-listed semiconductor stocks remain resilient in a bearish market, what bullish factors are boosting the market? ②Global semiconductor sales hit a record high, what are the key points?
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Is the demand for ai chips slowing down? Taiwan Semiconductor's sales in October increased by 29.2% year-on-year, the lowest growth rate since February.
taiwan semiconductor's sales in October were 314.24 billion new **** dollars, a year-on-year increase of 29.2%, significantly slower than the nearly 40% growth in September. Media reports point out that taiwan semiconductor's sales data in October sound the alarm for the resilience of demand for ai chips.