On Monday, Eastern Time, the three major U.S. stock indexes rose, and the Nasdaq rose more than 2%. As of press time, the Dow rose 0.64%, the Nasdaq rose 2.51%, and the S&P 500 rose 1.21%. New energy vehicle stocks generally rose,NIOAutos rose more than 17%,ideal car、Teslarose more than 8%. For large tech stocks,NetflixUp more than 8%, the company’s co-CEO Reed Hastings (Reed Hastings) recently bought $20 million in the company’s stock.
Global economy
Global chip industry sprints to $1 trillion
According to research firm Gartner,Global chip sales in 2021 will increase by 25% year-on-year to a record $583.5 billion.Prolonged shortages are expected tosemiconductorIndustry revenue grew 9% this year, beating the historical average growth rate.An industry that took 50 years to be worth $500 billion can reach $1 trillion in just 8 to 10 years.
India’s richest man spends $75 billion to turn India into a “hydrogen energy hub”
According to documents submitted to the exchange by Reliance Industries in the middle of this month, Reliance Industries has signed an agreement with the government of Gujarat, India,Plans to invest in the construction of 100 gigawatts of renewable energy projects and a green hydrogen energy network, as well as the construction of productionsolar energyModules, Hydrogen Electrolyzers, FuelsBatteryand storageBatteryfactory.
Can’t wait!Netcom chip makers upgrade product packages ahead of time to lower TSMC’s 6nm process capacity
Under the background of continuous shortage of mature process capacity, terminal product suppliers choose “jump upgrade”.According to Taiwan media reports, there is a huge shortage of wafer foundry capacity. It is reported in the industry that many mainstream manufacturers of network communication chips cannot wait for the mature process to expand production, and have changed the design of their products and upgraded them in advance.TSMCThe 6nm process and the large-scale production capacity contract, some major manufacturers have signed long-term contracts with foundries for more than three years at the end of last year.
US stock focus
Should U.S. stocks drop so much?Wall Street is divided
Wall Street is sharply divided on whether to buy the dip as U.S. stocks face their worst January since 2009.
Fed tightening storm hits, traders prepare to say goodbye to 12-year U.S. stock bull market
All U.S. stock traders interviewed by CBN reporters said that they must wait for the market outlook carefully and be prepared to say goodbye to the 12-year bull market in U.S. stocks. Some traders even gave an initial target position of 3,800 points for the S&P 500 in the market outlook. The most dangerous is the technology stocks with inflated valuations and no basis for sustainable profitability. Situ Jie, a senior US stock trader, told the First Financial Reporter, “The ARKK of ‘Sister Wood’ ETFIt fell directly below the 200-week moving average. The least tech-savvy of these is the so-called home fitness stock Peloton, whose share price has now returned to where the dream started (the pre-pandemic position). “
The tide is gone!U.S. retail investors abandon “bubble stocks” such as GME and return to the blue-chip market
In the more than a year that the Federal Reserve “opened the floodgates” due to the pandemic, stocks of electric vehicle companies and social media hot stocks (meme stocks) were once the most popular investment targets for retail investors. But with inflation hitting new highs, the Fed had to tighten the floodgates, and “you won’t know who’s swimming naked until the tide goes out.”
Sheng Songcheng: Can the Fed’s interest rate hike “reduce the fire” of the CPI, which hit a 40-year high in the United States?
An imminent Fed rate hike is likely to be a last resort, as U.S. prices have soared to a nearly 40-year high.
US stock companies
The 4D long article takes you through the core of Tesla’s development and future expectations
19 years agoTeslaWhen it first started, no one thought it would reach the “heights” it is today, both in terms of company growth and value.Although 2021global stock marketexperienced ups and downs, butTeslaIt still ranks first in the market value of global car companies.
In 2022, the “new car-making force” will be “opened” positively
GuoshengsecuritiesXia Jun’s team believes that looking forward to 2022, new car manufacturers will launch rapid iterations and head-to-head competition in electrification technology, intelligent driving functions, and model pricing.
4 million retail investors retreated, the latest financial report of the “retail base camp” in the United States was announced!A huge loss of 23 billion a year
coincides with “Game StopOn the first anniversary of the “(GME) event, the popularity of Robinhood, the “retail base camp” of US stocks, due to “retail investors grouping together” is gradually fading. The latest financial report shows that the popularity and activity of Robinhood, a zero-commission Internet trading platform in the United States, is rapidly declining. In the fourth quarter of last year Robinhood has 17.3 million monthly active users, down about 4 million from its peak of 21.3 million in the second quarter of last year.
Left-handed acquisition of Activision to enter Metaverse, right-handed expansion of cloud business, Microsoft to find a new growth engine?
For decades,Microsoftcompany (MSFT) through its Windows operating system and flagshipgameThe machine “Xbox” is a household name.The company quickly enteredgamefield, and took the lead through its “game“Pass” subscription model is profitable. With its recent acquisition of Activision, the company may be planning a foray into the metaverse. I’m bullish on this stock as it provides a boost to the creation ofshareholderContinued forward-looking and long-term strategic initiatives for value and wealth, especially in the gaming industry, metaverse and cloud computing.
(Article Source:Eastern FortuneResearch center)