Important moment! The Nasdaq and S&P both hit record highs, and Nvidia rose more than 5% and its total market value surpassed Apple!

The three major U.S. stock indexes closed up collectively in the early morning of June 6, Beijing time, and the Nasdaq and S&P both hit record highs. Nvidia broke through $1,200, and its market value exceeded $3 trillion, becoming the second largest company in the U.S. stock market. Investors are analyzing the latest corporate earnings reports. The ADP private employment data in the United States in May was lower than expected, indicating a cooling of the labor market. As of the close, the Nasdaq index rose 1.96%, the S&P 500 index rose 1.18%, and the Dow Jones index rose 0.25%.

Technology stocks collectively rose, Nvidia rose more than 5%, and continued to hit record highs for three consecutive trading days. The total market value exceeded $3 trillion, surpassing Apple and becoming the second largest company in the world by market value, second only to Microsoft; Nvidia has risen more than 147% this year. Meta rose more than 3%, Intel and Netflix rose more than 2%, Microsoft and Amazon rose more than 1%, and Apple, Tesla, and Google rose slightly. WSB concept stocks rose sharply, GameStop rose more than 19%, and AMC Cinemas rose more than 7%.

Most of the popular Chinese stocks rose, and the Nasdaq China Golden Dragon Index rose 1.60%. NetEase rose more than 6%, Tencent Music rose more than 4%, Xiaopeng Motors rose more than 3%, Bilibili and Baidu rose more than 2%, JD.com, Alibaba, Weilai, Manbang, and Futu Holdings rose more than 1%, and Ideal Auto rose slightly. Pinduoduo rose more than 2%, Vipshop, iQiyi, and Weibo fell more than 1%.

On the news front, data released on Wednesday showed that US companies added fewer jobs in May than expected, which is consistent with the recent trend of cooling in the labor market. Data jointly released on Wednesday by the ADP Research Institute, a private employment agency, and the Stanford Digital Economy Laboratory showed that the number of private sector jobs in the United States increased by 152,000 in May. The median estimate of economists surveyed was an increase of 175,000. Economists surveyed by Dow Jones previously expected the data to increase by 175,000.

The market speculates that the economic slowdown will give the Federal Reserve room to cut interest rates this year. Traders in the federal funds futures market are betting the Federal Reserve will cut interest rates by about 50 basis points by the end of the year. Traders are pricing in a greater chance of a rate cut as early as November after data showed easing U.S. inflation and a weak job market. Some Treasury yields saw their biggest drop of the year in two days, and such easing of financial conditions could help speculative assets like cryptocurrencies.

AI giant Nvidia is once again having a historic moment. Nvidia was once the world's most valuable semiconductor company. Now it has become the first computer chip company ever to reach a market value of $3 trillion. Shares rose 5.2% on Wednesday to close at a record $1,224.4, with a market value of more than $3 trillion, surpassing Apple in the process to become the world's second most valuable company. Shares have risen about 147% this year, and the market value has increased by about $1.8 trillion, as demand for chips used to support AI tasks has surged.

It is worth mentioning that Super Micro Computer has launched a rack-mounted plug-and-play liquid-cooled AI super cluster for Nvidia Blackwell and HGX H100/H200. In addition, Super Micro Computer has released a portfolio of X14 servers that support Intel Xeon 6700 series processors (with E-cores), and will provide support for Intel Xeon 6900 series processors (with P-cores) in the future.

TSMC products may increase prices for Nvidia. After TSMC's annual shareholders meeting in Hsinchu on Tuesday, TSMC's new chairman, Wei Zhejia, hinted that he was considering raising the price of the company's artificial intelligence chip foundry services. He also said that he had discussed the issue with Nvidia CEO Huang Renxun.

This Friday night, the United States will release very heavy employment data. This data release is very likely to change the overall expectations of the United States' future interest rate policy. For investors, it may be a very heavy investment opportunity to seize. If the world starts a cycle of interest rate cuts, what will happen? In a sense, for your investment, don't do individual stocks, switch to indexes. The second point is not to do A-share indexes but to do indexes of so many surrounding markets. As long as you do these two steps well, your holding experience will change dramatically. The key is whether you want to change, which is very important.

The differentiation and volatility of the global market tell us that the cost-effectiveness of betting on a certain type of asset alone is becoming lower and lower. Diversified asset allocation and global vision can not only provide a better holding experience, but also enrich the income source of the portfolio. Qingliu has always emphasized investment under a global perspective. In 2024, we will continue to focus on global investment and technology investment from the perspective of diversified allocation.

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