The closing of the US stocks rose and declined on Monday, and the Dow fell more than 240 points.US Treasury yields jumped to make the stock index under pressure.The US February core PCE price index showed weak inflation and strengthened the market expectations of the Federal Reserve’s interest rate cut this year.This week’s market is concerned about non -agricultural employment data in March.Chennai Investment
The yield on 10 -year Treasury bonds in the United States rose 13.1 basis points to 4.325%on Monday.The yield rate of 2 -year Treasury bonds rose 9.4 basis points to 4.714%.The 30 -year national bond yield rose 12.8 basis points to 4.465%.
Investors have a cautious attitude towards the Fed’s interest rate cut this year and how long it will take to achieve 2%of inflation targets.Fed Chairman Powell said on Friday that economic growth is still strong and inflation is still higher than the goal.
Monday’s No. 1 Nvidia closed at a high of 0.01%, and the transaction was $ 40.565 billion.UBS issued a research report that semiconductor stocks are showing several "warning signals". One signal is the extreme momentum of chip stock prices, which means that they are being purchased.
UBS pointed out that just eliminating Nvidia and AMD from the calculation formula, it will greatly reduce the motivation of overall price.According to UBS data, another warning signal in the semiconductor industry is that the valuation is too high, and the ratio of price to sales revenue is a record high compared to the high market.
Tesla closed 0.32%at the second place, with a turnover of $ 13.988 billion.Tesla announced that the price of all Model Y models in the United States was raised by $ 1,000.Tesla India raised the price of Model Y to 26,3900 yuan.In addition, in the past weekend, Tesla announced that its 6 million vehicles were officially offline.
The third place AMD closed 1.58%higher and $ 13.487 billion.AMD recently submitted a lengthy 10K regulatory document to the US Securities and Exchange Commission, which mentioned the MI388X AI acceleration card that has not been released.AMD did not mention the specifications of the Instinct MI388X acceleration card. The analysis stated that judging from suffix X. It should be a product facing AI and HPC, similar to the recently launched MI300X accelerator.In addition, AMD recently set up a public version of RadeonRX7600 graphics card on the European official website, priced at $ 269/295 euros.
The fifth place closed down 0.85%and sold $ 7.445 billion.UBS gave Apple a "neutral" rating with a target price of $ 190.
UBS says that the iPhone in February total global sales totaling 17.4 million units, a decrease of 4%from 18.1 million units in February 2023, most of which were concentrated in the United States, India and India.The "low upgrade rate of operators" and the success of the Samsung S24 series have led to a decrease of iPhone’s US sales by 9%.At the same time, India’s local smartphone brands, including Xiaomi, vivo, and OPPO, continue to obtain market share, resulting in the iPhone’s shipments in China decreased by 16%year -on -year.iPhone’s sales in India also decreased by 13% year -on -year
Microsoft’s 6th place closed at 0.92%and sold $ 6.62 billion.It is reported on weekends that Microsoft and OpenAI are planning to launch a special data center project, including AI supercomputers that will be launched in 2028 and are called "Stargate".Strong computing power support.
The total cost of the project may exceed 115 billion US dollars, and Microsoft will bear most of the capital investmentNew Delhi Investment. This number will be more than three times the total capital expenditure of Microsoft’s total capital on servers, buildings and other equipment in 2023.It is 100 times higher than the construction cost of some data centers in the world today.
The 7th place was 5.44%high, a record high, with a turnover of 5.453 billion US dollars.Citi continues to be optimistic about the semiconductor industry, because a industry trade organization shows that the sales in February exceeded seasonal expectations.Micron is still the preferred stock of Citi.
The 8th place’s ultra -micro computer closed at 2.69%and sold $ 5.367 billion.
Amazon closed at 0.33%high and $ 5.133 billion.Amazon plans to launch a flagship artificial intelligence model codenamed "Olympus".
The 10th place of Google A stocks (Googl) closed 3.02%high to $ 4.848 billion.Google’s AI subsidiary DeepMind CEO Demis Hassabis recently said that the surge in AI investment has brought a lot of hype, and some even fraud.
The 13th Microstrategy closed down 3.98%and the transaction was $ 3.227 billion.Recently, the well -known short -selling agency Kerrisdale Capital pointed his spear head to Microslategy, which has recently rose in a report in a report.The stock has taken the wind all the way because it continues to do more Bitcoin. The increase in the beginning of the day to the present has reached 149%of the staggering, and even far exceeds the increase of Bitcoin.Ahmedabad Stock
In KerrisDale, the increase in Microslategy’s stock price is obviously moisture.According to the agency, the market is a bit faint, and the price of Bitcoin implied by Microslategy’s stock price has reached $ 177,000, which is equivalent to twice the current Bitcoin spot price.Simla Investment
The 14th Coinbase Global closed at 4.91%and the transaction was $ 2.526 billion.When answering the reasons behind ARK’s sales of Coinbase stocks, Catyan Wood, the founder of the Ark Investment Management Company, clarified that ARK was not selling, but actively managing his investment portfolio.
Wood said: "Since the spring of 2023, Coinbase has increased by about 9 times."
She pointed out that Coinbase accounted for more than 10%of the investment portfolio. We are just making a profit. It is still the number one position. We are re -configured these profits to the stock, just like Coinbase about a year ago, these stocks, these stocks, these stocks, these stocks, these stocks, these stocks, these stocks, these stocks, these stocks, these stocks, these stocksAffected by very short -term news, including Tesla, many of them are stocks in the field of life sciences.
The 17th TSMC closed at 4%, and the transaction was $ 1.994 billion.According to reports, TSMC will increase capital expenditure in 2024, raising from the original estimated $ 28 billion to US $ 22 billion to 30 billion to US $ 34 billion, with a range of more than 7%.
In the 18th master, Debao fell 4.06%, and sold 1.58 billion U.S. dollars.Home Bao announced on the weekend that the acquisition of the building materials supply group SRS Distribution for professional decoration vendors, along with the transaction value of $ 18.25 billion in transactions, with debt.SRS is currently held by private equity LEONARD GREEN & Partners and Berkshire Partners. The business involves providing decoration supplies to workers focusing on roof decoration projects.Securities analysts believe that Jiabao expects to attract more professional decoration people to purchase their products through the acquisition operation.
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