Can the Federal Reserve achieve a "third consecutive cut"? The first "big test" of the non-agricultural sector is here tonight!
In fact, due to the return of a large workforce after the hurricane and the strike, the non-farm data in November may appear even more "impressive" than usual.
The last non-farm night before the Federal Reserve's December decision! Is bad news good news?
Wall Street expects to add 0.22 million new jobs in November, much higher than the 0.012 million in October. Goldman Sachs stated that the negative impact of hurricanes and strikes has passed, as long as the non-farm employment data remains between 0.15 million and 0.2 million, the US stock market will react positively tonight, with the highest potential for the S&P 500 index to rise by 100 basis points.
Bull stocks of US stocks this week | Excellent stocks carnival! Chip maker marvell technology rose more than 22% during the week; Strong trend of AI application stocks, advertising company Applovin soared over 850% throughout the year.
This week, the dow jones industrial average has fallen by 0.32%, closing at 44,765.71 points; during the same period, the s&p 500 index has risen by 0.71%, closing at 6,075.11 points; the nasdaq index has increased by 2.51%, closing at 19,700.72 points.
The US stock market is crazy for Trump, with the inflow of funds in November reaching a new high since 2000.
Since the election day, the s&p 500 index has risen by 5.3%, bringing its increase to 28% for the year to date; the small cap e-mini russell 2000 index reached a historic high last week, the highest in three years. Analysis indicates that the growth agenda proposed by Trump is being fully accepted by the market. Trump's cabinet selections also align fairly well with market expectations.
The "Trump trade" is hot, with investors pouring 140 billion dollars into U.S. stock funds in the past month.
①Data provider EPFR's data shows that since Trump's victory on November 5th, American stocks funds have attracted an inflow of $139.5 billion; ②This buying frenzy has made November the busiest month for fund inflows since records began in 2000. The influx of new funds has driven major US stock indices to repeatedly hit all-time highs.
"AI+" is the goose that lays golden eggs, with the collective frenzy of US software companies, SoundHound AI continues to rise by 16% before the market opens.
① In the US stock market, there are more and more leading stocks in the "AI+" sector, with "AI+ Voice" concept stocks rising nearly 530% this year and "AI+ Defense" concept stocks increasing over 318%... ② Several concept stocks have demonstrated profitable avenues for ai through unexpected earnings reports. ③ "The era of ai software has arrived." With the rapid increase in usage scenarios, analysts expect companies to enter the large-scale ai application phase starting in 2025.