华尔街见闻
War Enters Dangerous Phase, Oil Prices May Break 2008 Historical High of $146
The sharp deterioration of the situation in the Middle East is pushing the global energy market to the most dangerous brink in decades.
Market Does the "Rate Hike" Work, Warsh Goes All Out to "Fight Inflation"
Waller's hawkish remarks provide an anchor for the market, with a September rate hike nearly becoming consensus.
Fed Beige Book: US Economy Shows Slight to Modest Growth, Inflation Outlook Mixed, Labor Market Robust
The Federal Reserve's latest Beige Book shows that U.S. economic activity improved modestly from late May to June, with 11 of the 12 Federal Reserve districts recording growth.
"Super Bull" Tom Lee: S&P 500 Target Raised to 8,000 Points, Four Major Risks Roil Second-Half Market
He is bullish on the biggest beneficiaries of AI productivity dividends, such as finance, healthcare, and technology, and expects the S&P to possibly experience a sharp correction in the fall due to the new Fed communication mechanism, IPO lock-up expirations for companies like SpaceX, and other factors, but as long as the economy does not substantially deteriorate, it will still show a "V-shaped" rebound.
Waller Hearing Debut, "New Fed Wire": Emphasizes Zero Tolerance for High Inflation but Did Not Hint at Interest Rate Path
Warsh's Congressional Monetary Policy Hearing "debut" has five major signals.
US Military Resumes Blockade Against Iran, Trump Threatens "Heavy Strike" Tonight or Tomorrow, Imposes 20% Fee on Strait Shipping
Crude Oil Surges 10% Intraday!
Tonight, Three Major Tests for Global Markets: US CPI, Warsh Hearing, and Earnings Season
Three variables converge on the same day, with US stocks standing at a fateful crossroads. Goldman Sachs warns that if rate hikes resume, growth expectations, cost of capital, and historical valuation patterns will form a triple squeeze on US stocks.
Rumors of US Listing Resurface, Samsung Electronics Urgently Denies ADR Issuance Assessment
Reports indicate that Samsung Electronics is re-evaluating the feasibility of issuing U.S. ADRs and has made preliminary contact with investment banks, but has not yet entered the stage of substantive progress. Subsequently, Samsung Electronics came forward to clarify, stating that it is currently not considering the possibility of issuing ADRs.
Apple Sues OpenAI Sparking War of Words, Musk Blasts Altman for Fraud, Altman Sarcastically Mocks His Boasting About "Space Data Center"
Musk accused Altman of "taking scamming to a new level," Altman mocked him for peddling the "space data center" concept, and Musk countered by claiming he "stole the open-source AI charity" and iPhone technology.
Morgan Stanley Tells Clients: It's Time to "Sell Chips, Buy Cloud", "Storage" Similar to "Silver" Has Peaked
He is also bullish on consumer discretionary, regional banks, transportation, and biotechnology, believing that market leadership should spread from beneficiaries of AI capital expenditure to broader sectors.
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