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Hot news
Before the opening on Monday, the futures of the three major U.S. stock indexes rose across the board.
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Before the opening, growth tech stocks rose across the board, with Taiwan Semiconductor up nearly 2%.
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Apple's press conference will be held tonight, with Apple Intelligence (AI) taking the stage.
At 1:00 am on Tuesday Beijing time,$Apple (AAPL.US)$a product launch event will be held at Apple's headquarters in Cupertino, California. The event will be live-streamed on Apple's website and YouTube, with the theme 'Glowtime'. The highlight of the event is Apple Intelligence (AI), which will introduce AI models to make Siri smarter, allowing for more personalized conversations and providing users with information summaries. Some analysts believe that the introduction of AI will accelerate the iPhone replacement cycle.
Strong orders for Apple's A18 chip are driving a 34% year-on-year increase in revenue for Taiwan Semiconductor's 3nm process this year.
$Taiwan Semiconductor (TSM.US)$盘前涨近2%,消息称苹果将在iPhone 16系列中使用A18和A18 Pro芯片,这些芯片的订单增加将推动台积电3nm制程营收大幅增长。此前发布的预测显示,台积电3nm制程营收在2024年将增长26-29%,随着苹果等主要客户增加订单,这一预测已经上调,现在这一数字已经上升到31-34%。
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Elon Musk's 'internal collaboration': xAI provides technology, Tesla shares revenue
马斯克旗下企业间合作关系或进一步深化,其人工智能初创公司xAI据称计划与$Tesla (TSLA.US)$联手,用AI技术换特斯拉收入分成。据华尔街日报近日报道,xAI与特斯拉公司正在洽谈一项合作协议,根据协议xAI将向特斯拉授权其AI技术,作为回报,特斯拉将与xAI共享部分收益。
截至发稿,特斯拉盘前涨近2%。
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谷歌“反垄断第二案”今日开庭
On Monday, the US Department of Justice sued. $Alphabet-A (GOOGL.US)$The case of illegal monopoly in the digital advertising industry will also go to trial. This is Google's second key antitrust case and could be a life-or-death test for the company, even jokingly referred to as the "battle of bankruptcy" by some. The US Department of Justice alleges that Google monopolizes the technology that matches online publishers and advertisers, giving it undue power on both sides of the ad transactions. This allows Google to unfairly earn up to 36 cents on every dollar of the transaction when facilitating bilateral trades.
Dell Technologies surged nearly 6% in pre-market trading and was included in the S&P 500 index.
$Dell Technologies (DELL.US)$It rose nearly 6% in pre-market trading. On the news front, S&P Global announced that Dell Technologies has been included in the S&P 500 index. The change will take effect before the start of US stock market trading on September 23rd.
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Palantir surged over 7% in pre-market trading and was included in the S&P 500 index.
$Palantir (PLTR.US)$Pre-market trading rose more than 7%. On the news side, S&P Global announced that Palantir, a data analysis company for the U.S. intelligence community, will be included in the S&P 500 index. The change will take effect before the start of trading on September 23.
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Pre-market trading rose nearly 3%. On the news side, S&P Global announced that Erie Indemnity, a leading insurance company in the United States, will be included as a component stock of the S&P 500 index. The change will take effect before the start of trading on September 23.
$Erie Indemnity (ERIE.US)$Pre-market trading rose nearly 3%. On the news side, S&P Global announced that Erie Indemnity, a leader in the insurance industry in the United States, will be added as a component stock of the S&P 500 index. The change will take effect before the start of trading on September 23.
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Disney is being sued by DirecTV for alleged anti-competitive behavior.
USA satellite television supplier DirecTV stated last Sunday that the company has filed a lawsuit against the Federal Trade Commission (FTC) accusing$Disney (DIS.US)$Failed to negotiate in good faith and alleged anti-competitive behavior. DirecTV stated in the complaint that Disney introduced unreasonable terms, including bundling arrangements and penetration requirements that have been ruled illegal by the court, while discussing the continuation of the original broadcasting rights agreement.
Pre-market trading of Boeing rose more than 4%, reaching a preliminary labor agreement with the union.
$Boeing (BA.US)$Pre-market trading rose more than 4%. On the news front, Boeing has reached a milestone agreement with its largest union, which is expected to avoid a strike that could further damage the troubled American aircraft manufacturer. Both sides stated in their respective statements that the proposal includes a 25% wage increase over four years and a commitment to manufacture Boeing's next aircraft in the Seattle area.
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Pre-market trading of Yum China rose more than 2%, with brokerage firms indicating that its average transaction price is expected to stabilize.
$Yum China (YUMC.US)$Pre-market trading rose more than 2%. According to a summary report on the performance of the dining industry in the first half of 2024 released by Zheshang Securities, companies such as Haidilao and Yum China, which have strong brand strength and management capabilities, are expected to stabilize their average transaction price. The report analysis believes that this is mainly due to the company's brand strength and management capabilities.
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Shanghai and Shenzhen Stock Exchanges announce that Alibaba has officially been included in the Hong Kong Stock Connect.
Today, the Shanghai Stock Exchange and Shenzhen Stock Exchange have issued announcements adjusting the list of securities for the Hong Kong Stock Connect.$Alibaba (BABA.US)$Formally included in the Hong Kong Stock Connect, effective from September 10, 2024. This means that southbound funds will be able to buy Alibaba through the Stock Connect.
Pre-market trading of Nvidia rebounded, a call option was once put up with a bullish bet of $20 million.
$NVIDIA (NVDA.US)$Last Friday fell more than 4%, rebounded more than 1% in pre-market trading today, options trading volume increased by 80% compared to the previous trading day, and the put ratio rose to 45.3%. The highest trading volume is put orders with a strike price of $100 that expired last Friday, and among the options expiring this Friday, the highest trading volume is also put orders with a strike price of $100.
In terms of large transaction volume, a major buyer purchased call options with a strike price of $110 and expiring on December 20th for $23.52 million, betting on the rise of NVIDIA.
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Global macro
US CPI will be released on Wednesday! Inflation is overshadowed by employment, and traders are betting on "CPI Day" for less volatility in the US stock market.
As inflation rates fall towards the Federal Reserve's target, the Fed is focusing its policy goals on the job market in preparation for rate cuts, making inflation data less important to the US stock market. Instead, it is all about the weakness in the job market and whether the Fed can avoid a hard landing. Options traders expect the S&P 500 index to fluctuate up and down by 0.85% on Wednesday. Data compiled by Piper Sandler shows that if this target is met, it will be the smallest increase in CPI announcement since the beginning of this year.
Morgan Stanley: If the Federal Reserve cuts interest rates significantly, further arbitrage trading closing positions may pose risks to the US stock market.
Morgan Stanley strategist believes that if the Federal Reserve cuts interest rates significantly this month, the U.S. stock market may face the risk of further unwinding of the yen carry trade. He pointed out that if the initial rate cut exceeds 25 basis points, it may support the yen. This will prompt yen traders to withdraw from U.S. assets after domestic interest rates rise, causing a repeat of the pattern that led to global market turmoil last month. The unwinding of the yen carry trade may still be a hidden risk factor.
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The fiercely competitive presidential election has gradually faded from the market's view, and investors' attention is focused on the Federal Reserve meeting on September 18. Rocky Fishman, founder of derivative analysis company Asym 500, said that the main focus of the market in the near future may be the Federal Reserve and the start of the interest rate cycle. Although the risk pricing of stock options around the election is high, the actual trading volume of election-related bonds is limited.
The looming U.S. government shutdown crisis is prompting Democratic heavyweight Schumer to urge bipartisan cooperation. Chuck Schumer, the Democratic majority leader in the Senate, emphasized the importance of avoiding a government shutdown on September 30 due to lawmakers returning to Washington after the August recess and the U.S. election taking place in November. In a letter to Democratic colleagues on Sunday, Schumer said that Democrats are inclined to short-term extensions of the funding deadline, known as continuing resolutions, and called on Republicans to support bipartisan efforts.
The presidential election has temporarily faded from investors' view, and the options market has recently focused on the Federal Reserve's interest rate cuts.
The highly competitive presidential election has gradually faded from the market's view, and investors' attention has shifted to the Federal Reserve meeting on September 18. Rocky Fishman, founder of derivative analysis company Asym 500, stated that the main focus of the market in the near term may be the Federal Reserve and the start of the interest rate cycle. While the risk pricing of stock options around the election is high, the actual trading volume of election-related bonds is limited.
Bilibili rose more than 3% pre-market trading and was upgraded to "buy" by UBS, which raised its EPS estimate per share.
![](https://postimg.futunn.com/news-editor-imgs/20240909/public/17258823690917450130096.png)
Reminder for US Macro Events
(All in Peking Time)
22:00 Wholesale sales rate in the United States for July
23:00 1-year inflation expectations for the New York Fed in the United States for August
The next morning
1:00 Apple will release new iPhone, AirPods, and Watch today.
Editor/ping