Last Friday, the three major indexes of the U.S. stocks were differentiated. The Dow consolidated the recent gains. The pressure on the adjustment continued to drag the technology sector, which caused the S & P 500 index and the NATO.
Because it was the so -called "three witch days" last Friday, a large number of stock options, stock index options, and stock index futures expired at the same time, and were considered one of the factors for the market fluctuations that day.
This week, the Fed’s most popular core PCE inflation indicator will be announced.The year -on -year growth rate of core PCEs fell since April 2021, and consumption expenditure declined accidentally.Guoabong Investment
Fed officials said that although they were encouraged by other inflation data including CPI, they needed to continue to see the progress of inflation decline for a few months before reducing interest rates.However, at the same time, another part of the Fed’s dual task -the labor market has not yet made progress.Chennai Stock
Falling "the world’s first market value"
Last Friday, the Dow rose 0.04%, and the daily line rose 4 consecutive; the S & P 500 fell 0.16%; the Nasda Index fell 0.18%.Large -scale technology stocks rose and down, and Google, rose by more than 1%, rose nearly 1%.Among them, Google’s stock price set a new high.Fall more than 4%, and fall more than 3%.
Nvidia fell nearly 5%after the opening of the U.S. stock.As of the closing of last Friday, Nvidia fell 3.22%to close $ 126.57/share, with a market value of 3.11 trillion US dollars.Compared with the market value peak on June 18, local time, 3.34 trillion US dollars, after a decline on June 20 and June 21, Nvidia’s market value has evaporated over 220 billion US dollars.
Nvidia fell quickly as only the "global market value" on June 18, local time, and fell quickly.On June 21, the weekly line rose, with a total market value of 3.11 trillion US dollars, falling to the company.
It is worth noting that Huang Renxun, CEO of Nvidia since June 13, has reduced its holdings of 600,000 shares in 5 trading days and cash more than $ 79 million.
Science and technology stocks are facing pressureJaipur Investment?
Does the scientific and technological stocks headed by Nvidia suspend "Cyclonus"?
It is believed that the essence of U.S. stock differentiation is "only AI". Except for the strong rise in technology stocks, other industries are generally weak.Although the overall emotions of U.S. stocks have not been overheated, they have shown "Super Buy", and the positions of the technology industry have become crowded again, and this is often a signal that the market adjusts stress in stages in the market.
"The selling of American technology stocks overnight is affecting the market," said Chamath de Silva, a senior fund manager of Betashares Holdings, Sydney.
"The sharp rise in Nvidia’s stock price … may make it easy to be affected by the short -term contentPune Wealth Management. However, any fluctuation may be short -lived."The research report wrote.
It means that Nvidia has reduced the iterative cycle of the product to the year of the year, maximizing the technical limit of the current product.Therefore, it is continuously optimistic about Nvidia’s competitive advantage in the AI field.
U.S. stock fluctuations will increase
At the macro level, the main economic data announced by the United States last week was half -mixed.As an important vane of consumption expenditure, the retail sales of May in May only increased by 0.1%, and the data was repaired to negative in April. As an important forward -looking indicator, the May Consulting Association led the economic index to 101.2, which fell for the third consecutive month. However, however, it fell for the third consecutive month.The significant rebound of the Purchasing Manager Index (PMI) in June may imply that the business activity recovered at the end of the second quarter.
It is said that US stocks have seasonal support in July, but the judgment fluctuations will increase, and we will pay attention to important variables such as the July FOMC meeting, financial report season, and American elections.It is not recommended to chase high in operation. You can consider a small stop or purchase option for short -term downside protection.The domestic economic data performance is relatively "smooth". The effect of real estate policy and expected export expectations are the focus. The bond market is focusing on the key points of 30Y government bonds. The stock market is still based on the stock game.Quotes.
It is believed that in terms of rhythm, the US economic toughness is stronger under width, and the support of US stocks in the second quarter to support the further ride of U.S. stocks.EssenceIn terms of sectors, considering the weakened financial tax reduction effect this year, residents’ income is under pressure, consumer stocks may be adjusted, and structural opportunities such as attention and cars can be followed.
Yemenhase armed forces said that they attacked two freights in the Red Sea and the Indian Ocean
According to Xinhua News Agency, Ye Haiya Salea, a Hersen armed spokesman, issued a statement on the 23rd saying that the organization attacked two freighters in the Red Sea and the Indian Ocean.
Salea said that the Houthi armed forces used unmanned ships to attack the "Global Pilot" cargo ship driving in the Red Sea and attacked the "Stolt Oktot Sequoia" cargo ship driving in the Indian Ocean with missiles.Salea did not disclose the specific time of the two attacks, saying that the two vessels were attacked because of its ships owned by a ship owned by its ships to stop Israel.
A officer of the Yemen Government Coast Guard confirmed to Xinhua News Agency on the 23rd that the "Global Pilot" cargo wheel that suspended the Liberia flag was attacked by Hussean on the morning, the hull was damaged, and there were no casualties.The officer said the cargo ship was attacked by the Massai -armed missile while driving on the Gulf of Aden on the 22nd.
After the outbreak of Pakistani conflict in October last year, the Yemenhota armed forces and missiles have repeatedly attacked the target of Red Sea.Since January 12 this year, the United States and the United Kingdom have launched air raids on Herhay’s armed targets many times, causing casualties.In early May, Yemenhase armed forces stated that they would expand the scope of strikes. In the Red Sea, the Arabia, the Indian Ocean, and the Mediterranean Sea, all ships have traded with Israel in the past few months.At the point.
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