The three major U.S. stock market indexes fell collectively. As of press time, the Dow fell 0.03%, the Nasdaq fell 1.52%, and the S&P 500 fell 0.73%.
On the disk, technology stocks fell,Alibabafell more than 3%,Tesla、Nvidiafell more than 4%.
CITIC: Global cycle “three” major dislocations focus on “six” major to determine investment direction
Looking forward to 2022, we believe that two years after the epidemic, there will be “three” major dislocations in the global cycle: (1) the dislocation of the vaccination cycle of various countries, (2) the dislocation of the economic recovery cycle of various countries, and (3) the dislocation of the interest rate hike cycle of various countries. Although dislocation in these cycles makes asset allocation more difficult, we believe that “excess returns” will still exist in 2022 as long as the “determined” investment direction is selected.
UBS criticized: Fed’s shrinking speed is “half a beat”
On Wednesday, the U.S. Department of Labor announced the CPI data for December 2021, a year-on-year increase of 7.0%, a new high in 40 years and the fastest growth rate since June 1982. This is the eighth consecutive month that the data has reached or exceeded 5%.
US stock focus
Three things in the life of a retail investor in the United States: paying taxes, dying, and bargain hunting
The recent adjustment of the U.S. stock market reflects the general outlook on Wall Street. Even the top U.S. banks are swaying in the face of market adjustment, and the strategies given by different job titles are quite different. Only American retail investors, as always, are the top irons, and they will carry out bottom-hunting when they fall.
Institutions shouted that the Fed’s rate hike was unstoppable and predicted that the domestic “rate cut” was coming
At the beginning of 2022, the minutes of the Fed’s meeting on interest rates and Powell’s speech have released important signals one after another. Many institutions have asserted that the Fed’s interest rate hikes have been unstoppable. They may raise interest rates 3 to 4 times this year. Semi-annual start of the reduction of the table.
US stock companies
TSMC expects first-quarter sales of $16.6 billion to $17.2 billion
TSMC expects sales of $16.6 billion to $17.2 billion in the first quarter, with an estimated gross profit margin of 53% to 55% in the first quarter, compared with a market estimate of 51.8%; an operating profit rate of 42% to 44%, compared with a market estimate of 41%. TSMC expects capital expenditures of $40 billion to $44 billion in 2022.
Tesla co-founder: Electric car sales are about to take off but are constrained by production capacity
TeslaCo-founder Straubel said in an interview, “This is a very powerful shift. In different parts of the world, sales of internal combustion engine vehicles are declining, while sales of electric vehicles have increased by almost 100%.”
Apple expects to finalize its selection of AppleCar car suppliers by the end of 2022
According to reports,Apple(AAPL.O) is choosing a supplier for its electric vehicles. Following an initial visit in summer 2021, the report said,AppleCompany representatives visited South Korea last December to meet with local suppliers.
Wei Lai, why is it tough on Tesla?
eT5 isNIOThe beginning of letting go of the figure, has been going to the high end to compete with the BBANIO, and now finally turned to take the amount of track. Many people who have contacted Li Bin have a consistent impression of him, “He has experience in the media, investors and entrepreneurs. He knows what the media wants and will naturally provide what.”
Analyst: Lithium market supply is extremely tight at present! Will U.S. lithium mining stocks make a comeback?
asBatteryThe price of the metal lithium rose sharply at the beginning of the year. At a time when demand for electric vehicles continues to grow, lithium supplies face a series of near-term risks that could exacerbate shortages of the metal.
(Article Source:Eastern FortuneResearch center)