share_log

美股前瞻 | 降息预期急剧降温!野村:预计美联储12月将按下降息暂停键;特斯拉盘前大涨近7%!特朗普政府或放宽自动驾驶汽车规定

U.S. Stock Market Outlook | Expectations of interest rate cuts sharply cooling! Nomura: It is expected that the Federal Reserve will hit the pause button on interest rate cuts in December; Tesla pre-market trading surges nearly 7%! The Trump administratio

Futu News ·  Nov 18, 2024 12:57

Hot news

  • Pre-market trading on Monday, the three major futures indices are mixed.

  • Most growth tech stocks rose in pre-market trading.

  • Tesla surged nearly 7% in pre-market trading! Trump's new policy supports Musk's future vision: a full push for the self-driving revolution.

According to Bloomberg, sources reveal that elected President Trump’s team plans to make "building a federal framework for fully self-driving cars" one of the priorities for the USA Department of Transportation. If new regulations can make completely self-driving cars possible, then Tesla CEO Musk will directly benefit, as he has pinned Tesla's future on self-driving and AI technology. As of the deadline, $Tesla (TSLA.US)$ in pre-market trading, it has increased nearly 7%.

  • Nvidia fell over 2% in pre-market trading, as Blackwell chips have a "heating issue."

According to media reports, $NVIDIA (NVDA.US)$ The next generation Blackwell ai chip will be delayed in delivery due to overheating issues, which will impact clients like google and microsoft in deploying new datacenters. nvidia will release its third-quarter report after the market closes on November 20, Eastern Time, and this will be its first financial report since being included in the dow index. As of the time of publication, nvidia has dropped over 2% in pre-market trading.

  • super micro computer has risen over 10% in pre-market trading, as the company plans to submit a compliance plan to avoid delisting risks.

$Super Micro Computer (SMCI.US)$ Rising over 10% in pre-market trading, reports indicate that insiders revealed super micro computer plans to submit a compliance plan to nasdaq by Monday to maintain its stocks market trading qualifications. Previously, the company requested an extension due to needing more time to submit the latest quarterly earnings report.

  • ehang has risen over 5% in pre-market trading, with the company's revenue in the third quarter at 0.128 billion yuan, a year-on-year increase of 347.8%.

$EHang (EH.US)$ In pre-market trading, it rose over 5%, with third-quarter revenue of 0.128 billion yuan, a year-on-year increase of 347.8% and a quarter-on-quarter increase of 25.6%. Quarterly revenue continues to set a new historical high, exceeding the market expectation of 0.119 billion yuan.

  • Palantir reaches a historic high! Multiple call options earn over 9 times.

$Palantir (PLTR.US)$ Will it join the nasdaq 100? In the previous trading day, it rose over 11%, hitting a historic high stock price. Options volume expanded to 1.64 million contracts, 1.63 times the 30-day average, with call options rising to 55%. On the options chain, the call option expiring on December 20 with a strike price of $70 is the highest volume outstanding contract, reaching 0.014 million, with an open interest of 0.012 million. In addition, multiple call options expiring this Friday with strike prices of $68-$73 earned over 9 times.

Recently, palantir announced that it will transfer its stock listing from the new york stock exchange (nyse) to the nasdaq on November 26, and its common stock will continue to trade under the "PLTR" ticker symbol. Once the "battlefield" is converted, palantir expects to be eligible for inclusion in the nasdaq 100 index components, a move that could increase the company's visibility and attract new investors.

Global macro

  • How long can the "Trump rally" in the US stock market last? Bank of America lists three major risks.

Since the end of the USA election, the US stock market has experienced a "Trump honeymoon period". In this regard, bank of america has listed three major risks that could undermine the rise of the US stocks after Trump's election: first, an economic recession could severely weaken profit growth, causing the eps of the s&p 500 index components to decline by 10% to 20%; second, if Trump's trade plans are implemented, retaliatory tariffs could strike eps by 10%; third, a significant rise in bond yields could further lower eps by 10%.

  • The first investment bank to abandon the expectation of a Fed rate cut in December has appeared!

Nomura no longer expects the Federal Reserve to cut interest rates at the December policy meeting. This makes it the first global brokerage to suggest that the Federal Reserve will pause its rate-cutting cycle after Trump's election victory. Nomura now expects the Federal Reserve to cut rates only twice more at the meetings in March and June 2025, each by 25 basis points. The brokerage maintains its forecast for the federal funds rate at 4.125% before next year.

  • Small cap stocks in the US stock market surged in this round, with valuations going up, but profits did not keep up.

With the market's optimistic expectations for deregulation and economic growth, US small cap stocks have experienced a surge in valuation. Bank of America Merrill Lynch stated that the sales growth of small cap stocks in the third quarter was negative and below expectations. Although the guidance for this earnings season has improved, it remains weak compared to large caps. However, over the next decade, small cap stocks may outperform large caps.

  • Intense competition! New candidates for Trump's Secretary of the Treasury.

Trump is expediting the formation of his cabinet team for a possible second term, with the selection of the Secretary of the Treasury being particularly noteworthy. The candidate list has expanded to include former Federal Reserve Governor Kevin Warsh, Apollo Global Management CEO Marc Rowan, Tennessee Senator Bill Hagerty, and former US Trade Representative Robert Lighthizer from the Trump administration. Among them, Musk has publicly supported Lutnick, while Lighthizer has gained backing from tariff think tanks.

  • The second largest net inflow of capital since 2008! Investors go all in on US stocks

On Monday, according to media citing EPFR data, in the week ending last Wednesday, US stock ETFs and mutual funds attracted nearly $56 billion, setting the second largest single-week inflow record since 2008. These types of funds have attracted capital inflows for seven consecutive months, the longest period since 2021.

Bilibili rose more than 3% pre-market trading and was upgraded to "buy" by UBS, which raised its EPS estimate per share.

Reminder for US Macro Events

(All in Peking Time)

23:00 USA November NAHB property market index

23:00 2025 FOMC voting member, Chicago Fed President Goolsbee delivers a welcome speech at the Financial Markets Group fall meeting

Editor/Somer

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
    Write a comment

    Statement

    This page is machine-translated. Futubull tries to improve but does not guarantee the accuracy and reliability of the translation, and will not be liable for any loss or damage caused by any inaccuracy or omission of the translation.