Summary of the market last week
The US stock market continued to be upwards last week, and S & P 500 reached a new history on Thursday, and experienced a small pullback on Friday. Growth stocks have surpassed value share for the first time this year, but large caps have maintained their superiority over smaller counter parts.
The economic data remained relatively sparse, but the data of the US service purchase manager index (PMI) was disappointed and inflation expectations have risen sharply, so the week ended with a concern. This mixed economic situation has not reduced the price of the federal preparation system (FRB), and has not reduced the price.
Political development became a central basis following the inauguration ceremony of President Trump on Monday. As the administration has announced a US trade policy review to evaluate potential future measures, market concerns on the implementation of immediate duties have been reduced.
1 week ago -Sale of the United States major technology
The US technology department faces pressure on Monday, and NASDAQ 100 decreases by more than 3 % for the fear that more cheaper Chinese Deepseek Artificial Intelligence (AI) will be executed in a very bad chip. It has a serious threat to the control of technology companies. 。
Deepseek, a Chinese AI startup that has developed a very efficient and expensive AI assistant called R1, has gained popularity as a top -free app for US app store in the United States. With this development, investors are concerned about the competitive landscape of the AI industry and the potential impact on US technology companies.
Deepseek’s AI model is developed in just a small part of the costs related to such technologies, and requires significant investments using more powerful chips. This cost efficiency challenges the general assumption that it requires substantial financial resources to develop advanced AI models. As a result, investors have re -evaluated the evaluation of major US high -tech companies, especially AI development and high -performance hardware.
Market reactions are more noteworthy, and futures track the NASDAQ 100 indexes, which have many high -tech, which have experienced a decrease of 3 % or more on Monday morning. The shares of famous semiconductor companies such as NVIDIA and Broadcom are also facing significant commercial losses. This recession reflects the anxiety of investors on the future profitability of US high -tech companies in light of DeepSeek’s destructive progress.
The major technical revenue of the United States in the pipeline
This week, the key to important market events that have led to the main high -tech revenue and the decision of the central bank. As investors position themselves in these major events, trading platforms may see an increase in activities.
Tech Titans Apple and Meta are leading a profit calendar along with a large aerospace, when the US reporting season is the most active stage. These results and transfer guidance could provide important insights on corporate health and economic prospects.
Decision of a focused central bank
Central Bank’s decision reveals a lot of attention. The Fed is expected to maintain the current fee, but both European Central Bank (ECB) and Canadian Bank (BOC) are expected to adopt a more flashy stance.
Market participants, especially recent recent mixed economic signals, will carefully scrutinize the guidance of the Fed Chair Jerome Powell regarding tips on the timing of potential rate reduction.
Trading outlook
Despite recent volatility, the wider market rising trend remains as it is, and the new high price of S & P 500 suggests continuous momentum. However, investors must be alert, given the rise in evaluation and the rapid decline of market emotions.
How to trade these markets
To investigate the market that is interested in transactions, select whether to trade or invest, select your position size, and place the transaction.
Remember that the market may be unstable, especially for the release of major revenue and the decision of the central bank. Always make sure that the appropriate risk management strategy is in place before transactions.