Surat Wealth Management：U.S. stock forward -looking ｜ The three major stock index futures are different, Nvida (NVDA.US) announces the financial report after the market

1. Before the US stock market on August 28 (Wednesday), the three major stock indexes of the US stock index fell.As of press time, the Dow has risen by 0.06%, the S & P 500 Index futures rose 0.02%, and the Nasda Index Futures fell 0.05%.

2. As of press time, the German DAX index rose 0.79%, the British FTSE 100 index fell 0.10%, the French CAC40 index rose 0.60%, and the European Stock 50 index rose 0.66%.

3. As of press time, WTI crude oil fell 1.92%to $ 74.08/barrel.Brent crude oil fell 1.67%to $ 77.35/barrel.

Analysts: Focus on NVDA.us financial reports, which have potential to inspire the global market.Analysts said that today, it is impossible for people to discuss Nvidia.Can this chip manufacturer's income reach a high expectation of 70%of the income increase in the current quarter; its concerns about whether the outlook in 2025 can dispel investors' concerns about the extension of the Blackwell chip; whether the 160%increase this year can really continue... These are all important to the global market.Nvidia's weight in the S & P 500 index exceeds 6%, which means that it will affect the US stock market; the importance of its agents in Japan, South Korea, and Taiwan means that it will also affect the entire Asian transactions.For example, there are affiliated TSMC, TSMC's weights in the global emerging market index exceed 9%, and the weight in the Asia -Pacific index is about 6%, so they will inevitably respond.

Belide: The overall economy of the United States will slow down, not decline.Global Asset Management Giant Bellaide said that the overall US economy is expected to slow, not decline, especially after Wall Street observed that American companies (especially in the field of science and technology) are stronger than expected."Bellaide said:" The US corporate financial report, especially the expected US corporate financial report, especially technology companies have reiterated our optimistic views on the US economy. So far, the profit growth rate of technology stocks and non -technology stocks in the second quarter is 20%and 20%and respectively.5%, higher than 18%and 2%expected at the beginning of the financial report season.The economy is slowing, not to decline.The bank said: "In the case where summer transactions are light, we may still see slight fluctuations. We continue to exceed Japanese stocks and US stocks, and we are optimistic about the American artificial intelligence theme."

The US dollar wandered during the year, and traders paid close attention to the Federal Reserve interest rate cuts.On Wednesday, the US dollar against a basket of currencies was maintained near the lowest level of more than a year, and the exchange rate of the British pound against the US dollar was slightly lower than many years of high.Cryptocurrency Bitcoin has become the focus of the Asian market, falling below the support level of about $ 60,000 and fell more than more than $ 60,000

4%.The Australian dollar rose to an eight -month high. Earlier data showed that Australian inflation in July slowed to a four -month low, but the overall progress of the rise in prices was disappointing.Investors agree that the Fed will start to cut interest rates next month.Last week, the Fed Chairman Powell's position was gentle.The focus of the current controversy is whether the Fed will significantly cut interest rates 50 basis points.According to the Fed of the Fed of the Chicago Commodity Exchange Group, the current pricing shows that the possibility of further interest rate cuts is 36%, which is higher than 29%a week ago.

The US election is confusing, and options suggest that the stock market may fall after the election.In addition to the Chicago Options Exchange's Volatility Index (VIX) futures, investors who try to understand the stock market emotions before and after the US presidential election can now pay attention to the S & P 500 index options related to the election period.In the past few months, the premium of the VIX futures in October continued to exist, indicating that people expect that the election day on November 5 will lead to the increase in stock market volatility.Just a few weeks ago, traders can also monitor the S & P 500 index options during that time, which reflects that the stock market fluctuates sharply after voting.Derivative analysis company Asym

500 founder Rocky

Fishman said that further off -site price difference transactions mean that the S & P index is more likely to fluctuate, especially falling.Fishman quoted the example of 5000/4800 to see the price difference between the decline, which is far lower than the current level of about 5600 points.Surat Wealth Management

Cryptocurrencies fell sharply! Bitcoin fell below the $ 60,000 mark, and Ethereum fell 10%.In the early morning on Wednesday, the prices of cryptocurrencies generally fell, including the largest decline in Bitcoin since the global market turbulence in early August, and the second largest token Ethereum fell sharply.Bitcoin, the largest digital asset, once fell to the $ 58,000 mark, setting the biggest decline since the plunge on August 5, and Ethereum once fell by nearly 10%.According to Coinglass data, the futures market has appeared at $ 93.52 million in Ethereum multi -headed liquidation, about 85.93 million US dollars of Bitcoin Qing Dynasty; this forced traders to sell assets for market prices in concentrated transactions to settle debts.Secondly, concerns about the US government may sell confiscated tokens is one of the obstacles of the market.

Nodestelon (Jwn.us) catch up with the "price reduction promotion wave": Q2 discount store sales exceeded expectations, raising the annual performance guidelines.Nordston Q2's income exceeds Wall Street's expectations, indicating that the department store has made great progress in cutting costs and improving efficiency.However, the company raised its annual revenue and profit guidelines.Q2 revenue increased by 3.2%year -on -year to $ 3.9 billion, consistent with market expectations.The company's three -month net profit as of August 3 was $ 122 million, 72 cents per share, and US $ 137 million in the same period last year, 84 cents per share.It does not include a one -time project related to the impairment of the supply chain. After the adjustment (non -GAAP), the income per share is 96 cents, and the market is expected to be $ 0.71.Looking forward to the future, Nordston is currently expected that the revenue per share will be between $ 1.75 and US $ 2.05 after the annual adjustment, and the previous guidelines will be 1.65 US dollars to US $ 2.05, and the median value is higher than the market expectations of $ 1.76.

Huanju Q2 revenue increased by 3.3%year -on -year, and the profit performance exceeded expectations.The net revenue of Huanju Q2 was US $ 565.1 billion, an increase of 3.3%over US $ 547.3 million in the same period last year, and it was better than the market expectations of US $ 551.4 billion.Under the Non-GAAP accounting standard, the net profit attributable to most equity investment and ordinary shareholders is $ 74 million, and the net profit of the same period last year was $ 97.3 million;The US dollar was $ 1.29 in the same period last year.According to the existing $ 530 million stock repurchase plan, the company Q2 repurchased $ 71.4 million in stock.The stock repurchase plan was originally scheduled to expire at the end of November 2024. The board of directors of the company has authorized the company's existing stock repurchase plan to extend another 12 months on the basis of the original to date.Looking forward to the third quarter, the company's expected revenue will be between US $ 555 million and $ 569 million.

LX.US Q2 revenue and profits all increased by 12%month -on -month, and the number of users increased by 10%year -on -year.The total revenue of Lexin Q2 was RMB 3.641 billion, a year -on -year increase of 19.1%, and an increase of 12.3%month -on -month.The net profit of home was RMB 227 million, a year -on -year decrease of 36.3%, an increase of 12.4%month -on -month.On the basis of completely dilution, the net profit attributable to the company's ordinary shareholders of the company is 1.35 yuan.In terms of user scale, as of June 30, the total number of registered users reached 219 million, an increase of 10.2%over 199 million in the same period last year.Users with credit quota have reached 43.3 million, an increase of 5.8%over 41 million in the same period last year.In addition, the company's transaction volume was 51.1 billion yuan in the second quarter; the balance of management was 115.2 billion yuan.Based on the preliminary results of the Mexican market, the company takes overseas business as an important strategic direction to promote the accelerated development of overseas business.

The ideal car (Li.us) in the second quarter was 1.101 billion yuan, a decrease of 52.3%year -on -year.The ideal car Q2 sales revenue was 30.32 billion yuan, an increase of 8.4%year -on -year; the gross profit margin of the vehicle was 18.7%, a year -on -year decrease of 2.3 percentage points; the total income was 31.678 billion yuan, an increase of 10.6%year -on -year;100 million yuan, a decrease of 52.3%year -on -year; the net income of the US deposit shares attributed to ordinary shareholders was 1.05 yuan.Vehicle sales revenue increased compared with the first quarter of 2024, mainly due to the increase in vehicle delivery, but some of them were mainly offset by the average selling price caused by different product portfolios.In the third quarter, the company estimated that the vehicle delivery volume was 145,000 to 155,000, an increase of 38.0%to 47.5%over the third quarter of 2023.The total revenue was 39.4 billion yuan to 42.2 billion yuan, an increase of 13.7%to 21.6%from the third quarter of 2023.

Baozun E -commerce (BZUN.US) achieved a total net revenue of 2.391 billion yuan in the second quarter, an increase of 3.1%year -on -year.The total net revenue of Baozun E -commerce in the second quarter was RMB 2.391 billion, an increase of 3.1%year -on -year.The operating profit of non -recognized accounting standards is RMB 10 million, and the same period last year was RMB 700,000.As of June 30, 2024, cash and cash equivalents, restricted cash and short -term investment were RMB 2.853 billion.The announcement states that the growth of total net revenue is mainly due to the increase of e -commerce service revenue by 9.4%.Service revenue is RMB 1.521 billion, mainly due to the double -digit growth of digital marketing and technical service income and online store operating income.

Financial report forward -looking |

Nvida (NVDA.us) Q2's financial report is about to be announced, and revenue and profits are expected to double year -on -year.Wall Street analysts predict that Nvidia Q2 revenue will increase by 113%year -on -year to US $ 28.84 billion, and net profit will increase by 142%year -on -year to $ 14.95 billion.In the case of the continuous artificial intelligence boom, investors will pay special attention to Nvidia's data center business.Analysts currently expect that the second quarter revenue of the business will double the year -on -year increase to more than $ 25.19 billion, which means that it will reach a record high.Analysts predict that the momentum of Nvidia's strong performance will continue.In addition, analysts also said that considering Nvidia's market value of about 3.11 trillion US dollars, the stock of 9.8%of the stock will be transformed into about $ 305 billion.The range is expected.Objective pricing shows that traders are even more worried about missing the sharp rise in Nivis.Ahmedabad Wealth Management

Financial report forward -looking |

Can CRM.US Q2's financial report reshape the investor confidence? Saifu Shi will announce the performance of the second quarter of fiscal 2025 on August 28 (Wednesday) in the United States on August 28 (Wednesday).Wall Street analysts are currently expected that Saifu Shi Q2 revenue will increase by 7.3%year -on -year to US $ 9.23 billion, and the earnings per share will be $ 2.35.Some analysts believe that the strong installation foundation of Saifu will continue to promote its growth story. Although the sales cycle is being adjusted, the gradual implementation of artificial intelligence innovation should boost the company's growth prospects.The management of Saifu also believes that these are just temporary backwinds.The company's CEO MARK

Benioff said that the annual revenue is still expected to be at $ 38 billion.This optimism reflects their continued progress in artificial intelligence plans and transformative customer stories. For example, Federal Express and Indian Airlines, they have adopted the artificial intelligence technology of Saifu.

It is said that the Aapl.us service department has rarely lay off nearly 100 people, which affects application services such as books and news.According to people familiar with the matter, Apple rarely lay off about 100 people in its service department, which is part of the key department's adjustment of the work.People familiar with the matter said that the company notified the affected employees on Tuesday. These employees are on the senior vice president Eddy

Several different teams of CUE service departments work.The layoffs include some engineer positions, the largest layoffs of which are the application teams responsible for Apple Books and Apple Bookstores.Other service teams are also layoffs, including application teams that operate Apple News.Apple books are no longer the priority target of Apple, and Apple has not regarded it as the main component of its service lineup.According to people familiar with the matter, as time is pushed, book applications are still expected to get new functions.

Meta (META.US) closed AR studio to invest in AI priority.Meta

Platforms will turn off an augmented reality (AR) studio to invest in other fields, including booming artificial intelligence (AI) business.This name is Meta

Spark's studio allows developers to make digital filters and apply video contents of Facebook, Instagram, and Messenger applications under META.Meta stated in a statement on Tuesday that the studio will be closed on January 14, 2025, but Meta will still provide the AR effect created within it.The company also stated: "After comprehensive consideration, Meta decides to give priority to other key projects. As Meta

The Spark platform is closed, and we also transfer resources to the next generation of experience, such as new forms such as glasses.As of January this year, Meta lost about $ 50 billion in AR and virtual reality (VR) products.

It has risen nearly 30%so far this year! Brk.a.us, Brk.b.us) is about to enter the "trillion club".As the stock price continues to rise, the "stock god" Buffett Berkshire Hathaway (Brk.b.us) will enter the $ 1 trillion market value club.As of the closing of Tuesday, the company's market value was nearly 993 billion US dollars.On Tuesday, the stock price of Berkshire Hathaway rose 1.7%, and finally closed at $ 460.63 per share, an increase of 1.4%.The stock has increased by 29.2%this year. Since the announcement of the previous financial report, the stock price of the investment giant has risen by 7.5%.If its market value reaches $ 1 trillion, it will make it the eighth company in the United States and the ninth company in the world to reach this milestone.At present, companies with a market value of over $ 1 trillion include Apple, Microsoft, Nvidia, Google, Amazon, Meta and Saudi Amy.

Beijing time 22:30: The United States has changed EIA crude oil inventory (10,000 barrels) as of the week of August 23.

The next day Beijing time 02:00: The two-year FRN float notes of the United States on August 28-total amount of acceptance (100 million US dollars).

The next day at 06: 00: 00: 00: 2024 FOMC Ticketing Committee and Chairman of Atlanta Fed, Bostik, delivered speeches on economic prospects.

Thursday morning: Nvida (NVDA.US), CRM.US, HPQ.us, Noah.us

Before on Thursday: BBY.US (BBY.US), 1 Pharmaceutical Network (yi.us)

Pune Wealth Management