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Outlook for the US market: NVIDIA's CEO Jensen Huang expects a significant increase this year with no decrease in CoWoS production capacity. The Dow Jones started $68 higher.

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moomooニュース米国株 wrote a column · Jan 16 22:33
Outlook for the US market: NVIDIA's CEO Jensen Huang expects a significant increase this year with no decrease in CoWoS production capacity. The Dow Jones start...
Hello MOOMOO users!Here is tonight's analysis of NY stocks.
Market Overview
The US market started with the Dow Jones Industrial Average, composed of excellent stocks, opening at $43,290.25, up $68.70. The Nasdaq Composite Index, which has a high proportion of technology stocks, started 62.64 points higher at 19,573.87. The S&P 500, composed of 500 large-cap stocks in the US, started 13.70 points higher at 5,963.61.
Outlook for the US market: NVIDIA's CEO Jensen Huang expects a significant increase this year with no decrease in CoWoS production capacity. The Dow Jones start...
Top News
Tonight's outlook
$Taiwan Semiconductor (TSM.US)$Stocks rose 7.5% in pre-market trading as the company announced a bullish outlook, raising expectations for continued strong spending on AI hardware. These results are having a positive impact on technology stocks and Nasdaq 100 Index Futures.
Scott Bessent, Donald Trump's nominee for Treasury Secretary, is scheduled to testify today at the Senate Finance Committee hearing, where he will be questioned about his policies and priorities.
Short seller Nate Anderson, who founded Hindenburg Research, announced the dissolution of his own firm. Anderson is widely known for targeting billionaires, including Gotham Adani and Jack Dorsey.
Bank of Japan officials believe there is a high possibility of a rate hike next week, as long as the arrival of Trump at the White House does not unexpectedly trigger negative effects.
● Related Articles:Summary of financial results: Taiwan TSMC exceeds performance and guidance expectations! Q4 sees a 57% increase in profit, reaching an all-time high. The company is expected to continue strong growth in 2025.
When the yield on 10-year US Treasury bonds exceeds 5%, it affects the stock market according to SEI analyst Jim Smigiel.
●On January 16, Analyst Jim Smithiel of SEI stated in a report that if the yield on 10-year US bonds exceeds 5%, the stock market may face risks.
●When the yield reaches this level, concerns arise for the stock market as the tightening of the financial environment begins to impact growth prospects.
●The 10-year yield on US bonds is an important indicator for SEI to assess its impact on the stock market. Mr. Smithiel stated, "The yield on 10-year US bonds will serve as our guideline for 2025."
● Related Articles:Preliminary indicators: US December retail revenue fell below Financial Estimates, up 0.4%.
According to NVIDIA CEO Jensen Huang, there will be a significant increase in production capacity this year for CoWoS without any reduction.
$NVIDIA (NVDA.US)$CEO Jen-Sun Huan of NVIDIA answered questions from reporters when visiting a new factory in Tanzi District, Taichung City, Taiwan.
He emphasized that the production capacity of CoWoS-L on NVIDIA's Blackwell platform has been increasing, and the overall production capacity of CoWoS has not decreased. He also indicated that this year there is an expectation that the production capacity of CoWoS will continue to significantly increase.
- In addition, addressing concerns in the market about the cooling technology of the GB200 server, Jen-Hsun Huang acknowledged the relatively complex nature of the cooling technology in the Blackwell platform. He mentioned that mass production of the Blackwell system has already begun and initial challenges are considered quite normal compared to the complexity of the system. Furthermore, he stated that the Blackwell system is already being sold to customers worldwide.
● Related Articles:NVIDIA-led AI semiconductor's future, will it sink under Biden's new regulations or can it expect a surge in the Trump "savior" market?
NVIDIA, an American semiconductor company, announced the first 'Quantum Day' on March 20 this year to enhance cooperation with partner companies and accelerate the advancement of quantum computing technology.
Semiconductor companies in the USA $NVIDIA (NVDA.US)$ Announced that it has designated March 20 of this year as the first "Quantum Day," with the aim of strengthening cooperation with partner companies to accelerate the advancement of quantum computing technology.
According to NVIDIA's official blog, the CEO Jen-Sun Huang is scheduled to engage in discussions with executives from several major quantum technology companies during 'Quantum Day' to discuss the current state and future of quantum technology.
Participating companies include Alice and Bob Company, and Atomic Computing Company. $IonQ Inc (IONQ.US)$ Companies such as Nvidia are included. $D-Wave Quantum (QBTS.US)$Companies like the Bank are involved. According to the Vendinga News Network in the USA, the first 'Quantum Day' will be held in conjunction with NVIDIA's graphic processor technology conference in San Jose, California. This technology conference will focus on the rapid development in the field of quantum computing.
Recent price movements of Bitcoin, suggesting volatility at the beginning of the year = Joel Kruger, analyst at LMAX Group.
● Analyst Joel Krueger of the LMAX Group stated in a report that the price fluctuations of Bitcoin this week suggest a volatile start to the 2025 cryptocurrency market. Recent fluctuations are mainly related to changes in traditional market sentiment, with cryptocurrencies becoming more closely related to the US stock market.
● The market reduced its prediction of the Federal Reserve's (FRB) interest rate cut, which pushed up US bond yields and the dollar, lowering risk appetite. Krueger noted, 'There is much discussion about whether Bitcoin will act as a safe-haven currency, but the market that trades Bitcoin as a risk asset remains active, and if the stock market continues to sell off, Bitcoin may decline.'
● Related Articles:Will history repeat itself? Will Bitcoin enter the "second stage" of a bullish market?
Possibility of further rise in US long-term interest rates = Jim Smith, analyst at SEI.
Analyst Jim Smith of SEI stated that there are many potential risks, and mentioned the possibility of a reacceleration of inflation in the USA, maintaining high interest rates for a long period. As a result, there is a possibility that the yield on US Treasury bonds could rise further.
The same individual noted in the report that "The bond market seems to share our concerns. Since an unexpected 50-basis-point rate cut by the Federal Reserve in mid-September 2024, long-term US government bond yields have risen by about 90 basis points."
According to LSEG's data, the currency market is currently predicting that the Federal Reserve will cut interest rates by 37 basis points this year. The expected rate cut range has increased from about 25 basis points before the release of US inflation data on Wednesday.
Vesent to Discuss Tariff Policy and Economic Plans at Senate Hearing
Besant is scheduled to discuss tariff policies at a confirmation hearing in the Senate, and there is a possibility that statements in support of tariffs may be different from the final tariff scale of the Trump administration. Tariffs are expected to be phased in and are expected to focus on particularly significant sectors.
Besant continues to plan for large-scale US bond issuance, considering the issuance of ultra-long-term bonds of 50 or 100 years. This suggests an expectation that interest rates will either be maintained at current levels or rise further.
Besant's policy priorities include achieving the permanent implementation of the Trump administration's tax reduction promises, especially the tax cuts from 2017. They also intend to implement tax exemption policies for small tips, social security benefits, and overtime pay.
Becent's "3-3-3" economic plan and proposals regarding the Fed Chairman are expected to be the focus of the hearing, especially the proposal for an early resignation of Chairman Powell has attracted attention.
ーmoomooニュースZeber
Source: Bloomberg, MOOMOO
This article utilizes auto-translation in some parts.
Outlook for the US market: NVIDIA's CEO Jensen Huang expects a significant increase this year with no decrease in CoWoS production capacity. The Dow Jones start...
Outlook for the US market: NVIDIA's CEO Jensen Huang expects a significant increase this year with no decrease in CoWoS production capacity. The Dow Jones start...
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only. Read more
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  • 184295026 : Each time Pijan makes an announcement, they address the structural defects issues faced by their own products,
    "Always" said lightly
    In the new product, Pijan themselves are referring to the flagship model, Blackwell, which has received great reviews
    "Blackwell"
    The structural defect of the Blackwell foundation, which causes abnormal heating in machines—basically servers—incorporating it, has not yet been completely resolved
    That's the current situation, where it hasn't been completely solved 100% yet
    Each time Pijan addresses this fatal defect issue in their announcements
    - It's nothing significant
    Already established a method to deal with the problem (100% no problem occurs, in other words, it is never said that a completely overcome finished product has been completed. Just that a method of dealing with the problem has been found).
    There seems to be a casual mention of structural defects.
    In my memory, I have identified Blackwell's structural defects more than three times since last year.
    Hypocrisy and evasion are actively carried out in the announcement made by the skin Jean.
    NVIDIA enthusiasts are...
    Because of the bias brain and biased thinking of the head flower field bias brain, "forever together ~♬", they completely ignore the importance of this issue.
    They do not try to realize the importance of this issue at all.
    (Biased brain, when things are inconvenient for oneself, they fill their heads with groundless fiction and completely turn their eyes and brain away from facts and realities that are occurring).
    For those who understand, the issue that has been continuously pointed out since last year is still not completely resolved.
    One should be aware of the importance of the flagship model Blackwell's defect issues.
    Such intelligent individuals are starting to transition their investments from NVIDIA to other high-tech companies.
    The following is part of an analogy:
    - Quantum computer research and development
    - High-tech companies becoming part of the Trump administration (Palantir and Tesla)
    Once stepping into the investment world,
    One must not be trapped in biased thinking that 'absolutely XX will be fine'.
    That's what it is.
    One must bravely face the 'inconvenient truth' that is extremely detrimental to oneself, even if it results in losses.
    In the first place, the investment world is just one day →
    To put it bluntly, it is common for unpredictable sudden situations to occur during a single day of market impact, causing drastic changes in the market.
    Not being trapped by the curse of strong fixed ideas of biased brain in investments
    Not turning away or fleeing from the 'facts' already happening in reality
    Do not turn away from the issues of the invested company, even if significant losses occur from those company issues, because I hold a huge amount of stock here.
    It's okay because it's this company, someday.
    Do not be trapped in baseless biased thinking.

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