Entering the Christmas month! The Christmas market may continue to drive the U.S. stock market to new highs, with these sectors expected to become the "hottest opportunities"
Historically, in the seven trading days after Christmas, which include the last five trading days of the year and the first two trading days of the next year, investors tend to be more bullish, with a high probability of an uptrend in the U.S. stock market. This seven-day period is known as the 'Santa Claus rally.' Data shows that over the past 70 years, there has been an 80% chance of the S&P 500 index rising during these seven trading days.
Top 20 by transaction volume | Tesla rose by over 3%, with a transaction volume of nearly 27.6 billion USD; super micro computer surged by over 28%, with a transaction volume exceeding 10.5 billion USD.
On Monday, the top trading volume in the US stock market was Tesla, which rose by 3.46% with a trading volume of 27.591 billion dollars. The second was nvidia, which increased by 0.27% with a trading volume of 23.781 billion dollars. The third was super micro computer, which surged by 28.68% with a trading volume of 10.574 billion dollars.
Federal Reserve 'hot ticket commissioner' Waller: Inclined to continue cutting interest rates in December, but inflation may affect actions.
Federal Reserve Governor Waller stated that there is currently a tendency to continue lowering interest rates in December, but if inflation data unexpectedly rises and changes his forecast for inflation trends, he will consider pausing rate cuts. Regarding support for rate cuts in December, this year's voting member and President of the Atlanta Federal Reserve, Bostic, mentioned that he is open to options regarding the December decision; although the data has fluctuated, inflation is steadily moving towards the 2% target.
US stock market early trading | Nasdaq up nearly 1%! Growth tech and semiconductor stocks are generally rising, taiwan semiconductor, marvell technology up over 4%, super micro computer surged over 12%
On the evening of the 2nd Beijing time, the US stock market opened slightly higher on Monday. As the US stock market enters the last month of the year, the market this week is focused on the US November non-farm payrolls, Trump administration policies, and the Fed's interest rate path.
US Stock Preview | Most china concept stocks are rising in pre-market, miniso surges 16%; Bank of America announces 2025 investment strategy! Bullish on small cap stocks.
Tesla rose 1.8% in pre-market trading, starting to launch the latest version of FSD, V13.2; the small cap drone stock UMAC surged over 21% in pre-market, with Trump's eldest son joining the company's advisory board; the record rise in the US stock market lays the foundation for an increase in December, and market sentiment is optimistic.
BofA Merrill Lynch's Hartnett Outlook 2025: Q1 US Dollar, US stocks, Q2 non-US stocks, gold and commodities for the whole year, US bonds bottoming at 5%.
Hartnett advises to take a chance in 2025, buy 'usa prosperity' in Q1, especially small cap stocks; buy non-US stocks in Q2, betting on Europe/Asia moving towards easing; inflation may rise higher than expected, bullish on csi commodity equity index, US bond yields reaching 5% is a huge opportunity, buy chinese stocks to hedge the AI bubble.