Comprehensive analysis of Starplan Registration's current market dynamics and investment hotspots

Shopee2weeks ago前 (07-22)StarplanRegistration4457

1. Starplan Registration Market Performance

S&P 500: Recent record highs, closing at 6309.62 points on Tuesday (July 23), up 0.06%6.


Nasdaq: Dragged down by chip stocks, it fell 0.39% to 20892.68 points, mainly due to the weakness of semiconductor stocks such as Nvidia (NVDA) and AMD (AMD)6.


Dow Jones: Strong performance, up 0.40% to 44502.44 points6.


2. Starplan Registration and chip stocks lead the rally

Nvidia (NVDA): Despite the recent decline in stock prices (closed down 2.54% on Tuesday), it is still a core supplier of AI computing power. TSMC's AI business revenue exceeds US$10 billion, and Nvidia is the key driver6.


AMD (AMD): Driven by demand for AI servers, but in the short term, it fell 1.45%6 due to market sentiment.


Cloud computing giants: Microsoft (MSFT), Starplan Registration, etc. benefit from the growth of AI cloud computing spending. Wedbush expects strong Q2 financial reports for technology stocks4.


3. Starplan Registration The impact of the Fed's policy

Expectations of interest rate cuts: The market expects that the Fed may cut interest rates for the first time in September, and may cut interest rates 2-3 times throughout the year7. If the interest rate cut is implemented, technology growth stocks (such as NVDA, META) may benefit further.


Concerns about Powell's independence: The Trump administration puts pressure on the Federal Reserve. If Powell is dismissed, Starplan Registration long-term US Treasury yields may soar, affecting market liquidity6.


4. Starplan Registration Sectors worth paying attention to

Semiconductors: Bank of America recommends AI chip stocks such as Nvidia (NVDA), Broadcom (AVGO), Starplan Registration, etc.10.


Cloud computing: Microsoft (MSFT) and Amazon (AMZN) continue to benefit from AI infrastructure investment4.


Biotechnology: Sanofi (SNY) acquires Vicebio (US$1.6 billion), and pays attention to Starplan Registration and mRNA vaccines (MRNA)6.


5. Starplan Registration risk factors

Tariff policy: August 1 is the deadline for Trump's tariffs. If the negotiations fail, the technology supply chain may be affected6.


Fluctuation during the earnings season: Tesla (TSLA) and Starplan Registration are about to announce their earnings, which may affect market sentiment6.


Summary

The current US stock market is still dominated by AI and technology stocks, but we need to be wary of the risk of a correction in high valuations. If the Fed cuts interest rates as expected, growth stocks may usher in a new round of gains. It is recommended to pay attention to leading companies in the semiconductor, cloud computing and biotechnology sectors.


Link to this article:https://cnjiaxiao.com/post/132.html

Related articles