On Tuesday, local time, US stocks fluctuated slightly, and the market was waiting for non -agricultural employment data on Friday. The three major stock indexes rose and declined. However, under the support of the "seven giants" of science and technology, the Nasda Index closed high.It is worth mentioning that in recent days, India and Germany have reached a record high, and the U.S. stocks have only increased by 2%.
It should be pointed out that Apple’s stock price of one of the giants has approached a record high, and the market value has returned to the $ 3 trillion mark every four months.So far this year, Apple’s stock price has risen by 50%, which is expected to set the best annual performance since 2020.However, compared to other technology giants, such as Microsoft, Amazon, Tesla, Meta, and Nvidia, Apple’s 50%increase can only be regarded as dwarfed.
At the same time, some analysts believe that Apple’s high valuation has almost no room for growth. The average target price of Apple stocks is 197 US dollars, which means that there is only 2%of the room.Apple’s current price -earnings ratio is about 29 times that of the future P / E ratio, which is far higher than that of the S & P 500 Index’s P / E ratio 17 times.
In terms of market data, this week mainly focuses on and employment data.Yesterday, the head of the United States was vacant data.Data show that the vacancy of Jolts positions in the United States in October exceeded the expected decline, falling to the lowest level since March 2021, and release signs of further cooling of the employment market. It will strengthen the Fed’s expectations to reduce interest rate cuts to avoid recession next year.After the data was announced, the 10 -year US debt yield hit a three -month low, and the two -year yield was approaching the five -month low.
Next, there are "small non -agricultural" and official non -agricultural data on Friday. The market hopes to verify the relevant evidence of the Fed’s end rate hike cycle in terms of employment.However, some analysts pointed out that from the perspective of historical data, it takes 12-18 months to raise interest rates to affect the economy, and the labor market will wait for 18-24 months.
In addition, the weight loss pill market has recently reported news that the pharmaceutical giant Lilly announced on Tuesday that its weight -loss pills Zepbound (the main component is Delpon peptide) is now available in American pharmacies.In addition, the weight -loss pill faucet and Nord have aimed at the new weight loss pill market.
In the latest interview with Nuo and Nord’s global president and CEO Zhou Fude, the company has set up a department focusing on "preventing transformation" to use artificial intelligence and advanced analysis technologies to understand the diseases of obesity.Zhou Fude said that experimental data can provide clues that can be more prone to gain, and it is even expected to help the company develop the first batch of drugs to prevent obesity.
In terms of crude oil energy, since the OPEC+meeting announced a new round of additional production reduction, the fourth consecutive trading day of international crude oil has fallen and has fallen to a five -month low.WTI crude oil closes 1.68%to $ 72.19/barrel; Brent crude oil closes 1.48%to $ 77.31/barrel.
On Tuesday, Russian Deputy Prime Minister Novak said that if the APEC+production reduction agreement reached last week is not enough to balance the oil market, OPEC+may take further measures.Some sources said that if necessary, OPEC+may be extended or expanded.
【Overnight US stocks】
Among the large -scale Chinese stocks, Alibaba fell 0.88%, Baidu fell 0.13%, NetEase fell 1.39%, Tencent music fell 2.35%, Pinduang increased by 0.44%.
Among the large American technology stocks, Apple rose 2.11%, Amazon rose 1.41%, Google A rose 1.33%, and Naifei rose 0.28%.
【Global Index】
In terms of European stock market, the British FTSE 100 index fell slightly by 0.31%to 7490 points.The French CAC40 index rose slightly by 0.74%to 7387 points.The German DAX index rose slightly by 0.78%to 16533 points.Simla Stock
【Global Products】Kolkata Wealth Management
The main contract of Brent crude oil was closed at $ 77.00 per barrel, down 1.32%; the main crude oil contract in the last night closed at 553.20 yuan per barrel, down 0.74%.Simla Wealth Management
The main contract of Shanghai Gold in the last night closed down 0.47%to 473.66 yuan per gram; the main contract of Shanghai Bank of China closed down 1.60%to 5980.00 yuan per kilogram.
[I heard overnight]
In October, Jolts position vacancies in the United States are far -sized to reach a new low of two and a half years
After two months of rising Jolts positions in the United States, in October, it fell to 8.733 million, far less than 9.3 million, a new low in two and a half years.Financial reporter Nick Timiraos, a financial reporter known as the "New Federal Reserve News Agency", said that this shows that the US labor market is cooling.
Bellaide: Volatility in the US market in 2024 will exacerbate the interest rate reduction of the Federal Reserve.
Some traders are preparing interest rate cuts for the Federal Reserve as earlier in the first quarter, and Blalene strategists are expected to start to relax the policy until the middle of the year."We think these risks in hopes for failure," wrote strategists such as Wei Li and Alex Brazier. "Interest rates and fluctuations intensify are the characteristics of new mechanisms."
The US repurchase interest rate soaring market is worried that the "money shortage" crisis in 2019 will repeat the crisis
SOFR has reached a record high earlier this month, reflecting the tight short -term financing market.Analysts believe that the recent short -term interest rate soaring may be part of the by -product of the shrinkage -US Treasury bonds accumulated on the book of the trader, which limits the ability to provide short -term financing, and it is not a real "money shortage."However, in the context of continuous shrinkage and US government increased debt, risks have indeed increased.
The German DAX index has reached a record high for 6 consecutive days
On Tuesday, the German DAX index rose 131.25 points to 16536 points, an increase of 0.80%.This led the index to the highest level in history and broke the high point of 16528.97 points set on July 31.The index has risen on the 6th consecutive day.Since the bottom of October 23 (31 trading), it has risen by 13.05%.Since the beginning of this year, the index has risen 18.79%, the largest annual increase since 2019.The expectation of the European Central Bank’s end -of -tightening policy has boosted market popularity.Germany’s 10 -year Treasury yields fell from 3.024%in October to 2.238%, and Tuesday’s national bond yield fell 10.6 basis points.
The euro area in October PPI declined for the sixth consecutive month year -on -year
On Tuesday, the European Union Statistics released the October October Price Index (PPI) report. Data show that the euro zone PPI in October fell by 9.4%year-on-year, better than the expected -9.5%, and the previous value was -12.4%.Six months decreased.
Russia: If OPEC+latest production reduction is not enough to balance the market may take further measures
Russia’s Deputy Prime Minister Novak said that if OPEC+reached last week is not enough to balance the oil market, OPEC+may take further measures.People familiar with the matter revealed that if necessary, OPEC+may be extended or expanded.Novak’s speech on Tuesday was published the day before it will visit the UAE and Saudi Arabia with Russian President Putin.
【Company News】
Apple has a market value for more than four months and stood again with 3 trillion US dollars again
Apple rose 2.1%on Tuesday to close at $ 193.42, with a market value of 3.01 trillion US dollars.According to data from Dow Jones Marketing Data Company, this is the first time that the company’s market value has exceeded $ 3 trillion since August 3.Although Apple has reduced the total number of stocks through repurchases, and thanks to the company’s expansion of profits and technology stocks, the company’s stock price has risen by 50%this year.
Novo and Noord seek to develop "obesity prevention medicine"
In the latest interview with Nuo and Nord’s global president and CEO Zhou Fude, the company has set up a department focusing on "preventing transformation" to use artificial intelligence and advanced analysis technologies to understand the diseases of obesity.Zhou Fude said that experimental data can provide clues that can be more prone to gain, and it is even expected to help the company develop the first batch of drugs to prevent obesity.
Barclays was cut off by Dajin Master for a semi -reduced selling scale exceeding 600 million US dollars
This is the largest sales of QIA, QIA, the QIA Sovereign Fund, in 2008.For Barclays, which has a large reduction of costs to boost the profit, it is undoubtedly a blow.Barclay’s stock price fell more than 4%on Tuesday.QIA is also the second largest shareholder before Creditkin was acquired, and it was also investing in Creditkin in 2008.
Microsoft disclosed a new plan on Copilot recently
Microsoft said on Tuesday that the Copilot (previously called Bing chat robot) will use the latest GPT-4 Turbo model with partner Openai in the next few weeks, and will quickly integrate the GPT-4 multi-mode search business.In addition, the menu of most selected content, and the deep search function will also be launched in recent days.
Lilly Loss Popular Zepbound is officially listed in the United States
Pharmaceutical giant Lilly announced on Tuesday that its weight -loss medicine Zepbound (the main component is Terpot peptide) is now listed in US pharmacies.It is reported that Lilly has launched six doses of Zepbound in the US market, with 2.5mg, 5mg, 7.5mg, 10mg, 12.5mg, 15mg, and the price is $ 1059.87 per month.And Nord’s popular diet pills are priced at $ 1349 per month.
AT & T, Ericsson signed the Ten Billion Shan Nokia to weaken
After on Monday, American telecommunications operator AT & T announced that it signed a 5G open wireless access network (Open Ran) equipment procurement agreement with Ericsson with Ericsson.trade.As of Tuesday’s close, AT & T and Ericsson rose 3.36%and 4%respectively.At the same time, because these new equipment will be mainly used to replace Nokia’s existing equipment, the company’s stock price closed down 5.06%on Tuesday.Jinnai Wealth Management
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