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NASDAQ 100 Index Newsroom
Late night broadcasting! Powell: The economy is strong, the Federal Reserve does not need to rush to cut interest rates, there is time to understand the impact of Trump's policies.
Powell stated that labor market indicators are returning to more normal levels consistent with the Federal Reserve's full employment target; inflation will continue to decline towards the target of 2%, although there may be occasional fluctuations; the interest rate path is not preset and depends on data and economic outlook. If the data tells us to slow down rate cuts, slowing down is the wise choice; Congress generally believes that the Fed's independence is very important, concluding prematurely on the policies of the Trump administration. The Fed will act cautiously before policy is more certain; the impact of AI may be later and greater than we expect.
Desktop version of ChatGPT is open to Windows users, supporting photo recognition and voice communication.
① Files, photos/screenshots can be uploaded for chat Q&A without switching browsers multiple times, seamlessly integrating work with ChatGPT; ② The desktop version of ChatGPT can be used with multiple programming tools, simplifying developers' workflows; ③ Cross-platform access and management represent a new evolution in AI creation and collaboration tools.
The heat of the 'Trump trade' is still on, but how long can it last?
Stocks, bonds, and other assets are already expensive relative to historical levels. Trump's trade protectionism policy may lead to a resurgence of inflation and force the Federal Reserve to maintain interest rates at high levels for a longer period of time. In addition, the US economy is facing continuously expanding fiscal deficits and a labor market that is already showing signs of fatigue, which could put pressure on the economic growth outlook.
Trump's termination of electric car subsidies is actually a "big bullish" for Tesla!
In the usa, directly purchasing Tesla autos does not qualify for the full subsidy, and canceling the subsidy will bring greater losses to Tesla's competitors.
Third Point Hedge Fund Buys Tesla, Dumps Micron
Appaloosa Hedge Fund Buys Vistra, Sells Boeing
Elliott Investment Management Adds To Southwest, Western Digital, Etsy, Match Group; Trims BILL Holdings, Seadrill, BlackLine, NRG Energy In Q3
Futu Morning Post | Powell 'hawkish': Strong economic performance, no rush to cut interest rates; Buffett's new warehouse received, Domino's surged more than 18% after-hours, Pool rose over 6%
Blackrock bought heavily into Apple in Q3, continuing to increase shareholding in the 'Big Seven'; 'Smart Money' betting on the trend of China: Q3 prototype of 'The Big Short' increased shareholding in Alibaba and other Chinese concept stocks; Disney rose more than 6%, fourth quarter performance exceeded expectations with a $3 billion share buyback plan.
Viking Fund Management Sells Big Oil Stocks In Q3, Cuts Tesla Position In Half, Adds To Largest Position Broadcom
Hillhouse HHLR Q3 hold positions: Chinese concept stocks hold an absolute dominant position, and the total market value of hold positions grew by more than 10%!
①HHLR Advisors, a subsidiary of Hillhouse Capital, saw its total market cap of US stocks holding positions grow by over 10% in the third quarter, with 9 of the top ten heavy positions being Chinese concept stocks; ②HHLR Advisors continued to hold heavy positions in Chinese concept stocks in the third quarter, with the market cap of Chinese concept stocks increasing from 85% in the second quarter to 93% in the third quarter.
Coatue Management Top Q3 Moves: Cuts Nvidia, Exits CRM & UNH, Piles Into Chinese Stocks
US stock market close | The three major indices all closed lower; electric vehicle stocks suffered heavy losses, with Rivian dropping over 14% and Tesla falling nearly 6%; china concept stocks generally declined, with zeekr falling over 23%.
In October, US PPI accelerated rebound, first-time jobless claims at a nearly six-month low, traders reduced rate cut bets, small cap stocks and Chinese concept indexes fell more than 1%, nvidia rose nearly 2% before turning down, Tesla dropped nearly 6%, zeekr plunged over 23%, jd.com dropped over 6%, Bilibili dropped more than 12%, netease rose more than 10%. The US dollar rose for the fifth consecutive time, the euro hit a one-year low, the Japanese yen fell below 156, offshore RMB briefly fell 200 points to temporarily breach 7.26 yuan. Gold oscillated lower and once fell by 1.4%, US bond yields turned higher, bitcoin fell below $0.088 million, and oil prices rose.
Berkshire's latest hold positions are revealed! In Q3, positions were established in domino's pizza and pool supplies distributor Pool, while almost all positions in ulta beauty were cleared.
Berkshire Hathaway added Domino's Pizza and swimming pool equipment distributor Pool in the third quarter. Both have some commonalities: so far this year, both have underperformed the overall market. Domino's Pizza's stock price is suppressed due to pressure on spending from low-income consumers; the demand for swimming pools is weak due to people being more cautious with discretionary spending, dragging down Pool's stock price.
The Trump team plans to cancel the $7,500 electric car tax credit, causing a sharp drop in electric car stocks.
The Trump team is considering canceling the $7,500 electric vehicle subsidy policy to fund its tax reduction plan. This policy is one of the measures adopted by the Biden administration to combat inflation. Trump supporters and the oil industry hope to cancel electric vehicle tax incentives, while the auto industry groups are calling for retention. Musk believes that canceling the subsidy policy will not have a significant impact on Tesla, but will rather cause more trouble for competitors. Electric vehicle stocks plummet, with Tesla down 5.77% and "Tesla rival" Rivian down 14.3%.
Renaissance Tech Adds Micron, Exits Broadcom, Among Q3 Trades
ValueAct's Top Q3 Trades Feature New Meta, Visa Stakes, KKR, Spotify Exits
Pershing Square Capital's Q3 2024 13F Filing Reveals Reduced Stakes In Hilton Worldwide By 18% To 7.37M Shares, Chipotle Mexican Grill By 8%, Restaurant Brands Intl By 1% To 23.0M Shares, And Alphabet Class C And Class A By 9%
ValueAct Holdings' Q3 2024 13F Filing Shows New Stakes In Meta Platforms With 211.5K Shares, Live Nation Entertainment With 1.01M Shares, Visa With 373.6K Shares, Liberty Media Corp Series C With 1.34M Shares, And Liberty Media Corp Series A With...
Nvidia 13F Shows Decreased Stake In Arm Holdings By 13% From 320,823 To 280,411 Shares; Decreased Stake In Recursion Pharmaceuticals By 12% From 57,797 To 50,784 Shares; Decreased Stake In Nano X Imaging Ltd By 17% From 437 To 362 Shares
Nvidia 13F Shows Increased Stake In Serve Robotics Inc By 308% From 7,267 To 29,629 Shares; Increased Stake In SoundHound AI By 18% From 6,836 To 8,065 Shares