Simla Stock：Last night this morning ｜ March rate reduction hopes to be crushed, US stocks closed down!Palantir soared 19%after the market, and Nvidia continued to innovate high

The interest rate cut in March hopes to be shattered, and US stocks will lose!Nvidia rose more than 4%to renew its innovation high, and the diet pills Shuangxiong continued to soarSimla Stock

Tesla was removed from the supply list by the German company software giant SAP, and once fell more than 7% during the market

Nvida won 500 million US dollars, and the Indian Data Center Yotta bought 16,000 H100/GH200 in one breath

Palantir's fourth quarter revenue and earnings per share are higher than expected.

Follow today: Lilly, UBS (before the market), Ford, Snap Inc (after the plate) released performance

Closing | March rate reduction hopes to be shattered, U.S. stocks closed down!Nvidia rose more than 4%to renew its innovation high, and the weight loss pills continued to soar!

On Monday, the United States Eastern Time, the three major indexes of the US stocks fell collectively. Earlier, the Federal Reserve Chairman Powell's remarks almost extinguished the hope of interest rate cuts in March, and investors were waiting for more financial reports.As of the closing, the Dow fell 274.30 points, a decrease of 0.71%, at 38380.12 points; the Nasda Index fell 31.28 points, a decrease of 0.20%, at 15597.68 points; the S & P 500 index fell 15.80 points, a decrease of 0.32%, at 4942.81 points.

In an interview broadcast on Sunday, Powell said that in the case of strong US economy, Fed officials still need to see the evidence of continued decline in inflation in order to have more confidence in interest rate cuts.

By Monday, Kashikari, the chairman of Minnespois Fed, claimed that although the current benchmark interest rate is currently at the highest level in more than 20 years, it has not harmed economic growth. Therefore, the policy makers can wait and see for a while before deciding thatDo you need interest rate cuts.

The data announced on that day also exacerbated investors' doubts about interest rate cuts.Promoting orders and employment growth, the US service industry, which was stagnant at the end of last year, has achieved a maximum expansion of four months in January this year.Supply Management Association (ISM) overall service industry index rose 2.9 to four months high at 53.4, rising to the largest one year.The latest data is higher than the expectations of all economists undergoing Bloomberg survey.

Based on the Federal Reserve President Powell's refutation of the March and strong January employment data, Marko Kola Kolanovic, a strategist at Morgan Chase, said in the research report to the customer: "If there is no major accident, we think this year's loose policy will be compared to the market institute.Digestion is more milder. "

Jack Ablin, chief investment officer of Cresset Capital, said President Powell splashed a pot of cold water for the market and ruled out the possibility of raising interest rates in March."Stock investors are in a dilemma between higher interest rates and stronger economic growth. They no longer determine that bad news is good news. Strong economic growth makes the Fed have greater flexibility in maintaining high interest rates, andKnowing that they will not kill the economy, but it is still a powerful means to fight inflation. "

Large -scale technology stocks rose differently, Nvidia rose more than 4%, renewing a record high; Apple rose nearly 1%, Intel and Google A rose slightly; Tesla fell more than 3%, a new low since May last year;3%, Microsoft fell more than 1%, Nai Fei and Amazon fell slightly.

Nvida won a large price of 500 million US dollars, and the Indian data center Yotta bought 16,000 H100/GH200 in one breath!Yotta buy so many GPUs, and will eventually deploy artificial intelligence data centers deployed at Gujarat International Financial Technology City, which will open in March this year.The Goldman Sachs reported the target price of Nvidia to 800 US dollars, and nearly 21%higher than Nivioida's closing on Friday. It is optimistic about the quarterly report of the monthly report of the stock month.

Short -weight pills Shuangxiong continues to soar!Lilly rose 5.77%, and Nuo and Noord rose 4%, all refreshing the historical high.

Software and analysis companies Palantir rose over 19%after the market. After the company's fourth quarter was adjusted, the earnings per share were $ 0.08, and analysts expected $ 0.076; the fourth quarter revenue was US $ 608.4 million, and analysts expected $ 603.1 million;After the adjustment of the fourth quarter, EBITDA was US $ 217.3 million, and analysts expect to be US $ 194.8 million; it is expected that revenue in 2024 is 2.65 billion to 26.7 billion US dollars, and analysts expect to US $ 2.66 billion.

The popular stocks rose and declined, and the Nasdaq Indian Golden Dragon Index rose 0.20%.Alibaba rose over 3%, JD.com and Tencent's music rose more than 2%, NetEase rose more than 1%, and Baidu and Vipshop rose slightly.Xiaopeng Automobile, Manfu fell more than 3%, Pinduo fell more than 2%, and ideal cars and Weibo fell more than 1%.

The major European stock index closed down, the German DAX30 index fell 0.08%, the British FTSE 100 index fell 0.04%, the French CAC40 index fell 0.03%, the European Stock 50 index fell 0.02%.

WTI crude oil futures closed up 0.72%to $ 72.8/barrel; Brent crude oil futures closed up 0.87%to $ 78.02/barrel.Bangalore Stock Exchange

COMEX Gold Futures closed down 0.59%to $ 2041/ounce; COMEX silver futures closed down 1.58%to $ 22.43/ounce.

The Federal Reserve calls the banking industry in the fourth quarter to tighten credit standards

According to the Federal Reserve, the US Banking Report reported that credit standards tightened in the fourth quarter, and the demand for commercial and industrial loans was weakened, but the proportion of banks that reported this phenomenon decreased compared with the previous quarter.According to the results of the investigation of bank loan officials announced by the Fed Monday, in the past three months, the proportion of banks that have tightened large and medium -sized enterprises' business loan standards have decreased from 33.9%in the third quarter to 14.5%.About 53%of banks maintain loan conditions.The survey shows that the demand for credit has improved, and the net proportion of banks with weakening the demand for industrial and commercial loans in large and medium -sized enterprises has decreased from 30.5%in the third quarter to 25%.

ISM: Speed ​​up in the US service industry in January

The growth of the service industry in the United States in January has accelerated. As the new order increases and the employment rebounds, the supplier seems to be backward, resulting in the investment price index rose to an 11 -month high.The US Supply Management Association (ISM) non -manufacturing PMI rose from 50.5 in December to 53.4 last month.In addition to the January's sprayed employment growth, the report also shows that the economic growth momentum since the fourth quarter has continued to a new year.This has further reduced the possibility of cutting interest rates in March.As the American epidemic resumes normal life, the service expenditure has risen at first, but it has been behind commodity expenditures.But this step is strong enough to keep inflation at a high level.

Federal Reserve Gusby: You need to see more data show that inflation is made progress

Federal Reserve Gusby: You need to see more data show that inflation has made progress.If we maintain the inflation rate decreased when employment and GDP are growing strong, then we may do it as in the mid -1990s.The Fed's goal is that PCE reaches 2%.There will be no possibility of 50 basis points at interest rate cuts.Strong employment data does not necessarily mean that the economy is overheating.It is not applicable to the empirical rule of the inverted national bond yield curve as an index of economic recession.Since last year, the US loan market has been obviously tightened.

The U.S. Department of Justice investigated the accounting behavior of ADM ADM

According to insiders, Manhattan's US Prosecutor's Office has investigated the accounting behavior of Archer-Daniels-Midland CO..People familiar with the matter said that the focus of the investigation was the company's nutritional business.The crop dealer fell 4.8%in New York.The ADM triggered a shock in the commodity market last month. Earlier, the company's suspension of chief financial officer Vikram Luthar and lowered profit expectations to investigate the company's accounting behavior.The survey was launched as required by the US Securities and Exchange Commission (SEC).

Fitch: Geographical situation and politics once again became the most important risk factor for commodities in 2024

Fitch said that the geopolitical situation and politics once again became the most important risk factor for commodities in 2024. It is expected that the geopolitical premium of most commodities will continue to exist; the suspension approval of the US LNG export facilities will not be considered.Natural gas supply.

The 2nd Artificial Intelligence Ethics International Forum was held in Slovenia

On February 5, local time, the two -day artificial intelligence ethics issue International Forum was held in Kraney, Slovenia.The event was hosted by the Slovenia Digital Transformation Department with the support and sponsorship of UNESCO.More than 600 governments, international organizations, academic circles, non -governmental organizations and enterprise representatives from 67 countries participated in the forum.Lucknow Stock

King Charles III in Britain was diagnosed with cancerPune Stock

On February 5, local time, Buckingham Palace released news that King Charles III was diagnosed with cancer during the hospital diagnosis and examination.According to the British Broadcasting Corporation, cancer diagnosed by Charles III was not prostate cancer, but was discovered when he recently treated prostate hypertrophy.As of now, Buckingham Palace has not disclosed the type of cancer, but according to a statement issued by Buckingham Palace, King Charles III has been treated on the 5th.

Tesla was removed from the supply list by the German company software giant SAP, which once fell 7%during the session, and it fell nearly 30%during the year.

The German software giant SAP has become the latest company that moves Tesla out of the list of electric vehicle procurement suppliers.It is reported that this company's own fleet has a total of 29,000 cars, which once again shows the impact of the Tras pricing policy on such "super customers".In an interview with the German "Business Daily", SAP's team director Steffen Krautwasser explained to this decision that Tesla's price fluctuated more than other car companies, which increased the difficulty of the team planning, and also brought it withCome to economic risks -Tesla has repeatedly reduced prices in 2023 and 2024. This has also reduced the recounting price of used cars. For customers holding a large number of Tesla electric vehicles, this is a oneA big problem.

After SAP excluded the news that Tesla was eliminated outside the car supplier list, the Tesla fell about 7%of the US stock market on Monday, which expanded its cumulative stock price of the last five trading days to more than 10%, andAt the beginning of the year to the present, it has only a slight decline of about 30%of the alarms.However, Tesla's decline has been narrowed in day since, but its performance is still not as good as the US stock market.

The revenue of the fourth fiscal quarter of NXP has exceeded expectations, and the stock price after the market rises more than 3%

After the adjustment of the fourth fiscal quarter of NXP, the earnings per share were US $ 3.71, and analysts expect to be US $ 3.65; the fourth quarter revenue is 3.42 billion US dollars, and analysts are expected to be 3.39 billion US dollars.-3.38 US dollars, analysts expect to US $ 3.17; the first fiscal quarterly revenue is expected to be US $ 3.17 billion to US $ 3.17 billion; it is expected that the operating profit of the first fiscal quarter is expected to be 994 million to 11.2 billion US dollars.1.07 billion US dollars.

Novo Nord will acquire three filling factories to improve the "weight loss magic medicine" Wegovy production capacity

On Monday, Denmark Pharmaceutical Giant Nova's major shareholder Novo Holdings announced that it will acquire US Pharmaceutical Company CataLENT for $ 11.5 billion in cash transactions.Capacity.According to the agreement, Nuohe Holdings will acquire all the issued shares issued by Cuming Taillett for $ 63.50 per share, which is 16.5%compared to the latter's recent transaction price.Nuohe Holdings will also bear the debt of Contest, making the total value of the acquisition of $ 16.5 billion.As part of the transaction, Novo will acquire a three -seater factories belonging to Contertot in the hands of Novo and Holdings. It is expected that this will gradually improve Nuo and Nord's filling capabilities from 2026.Jaipur Wealth Management

New York Community Bank forced to take radical financial measures by regulating pressure, which caused a shock from the US stock bank sector last week.

According to people familiar with the matter, the pressure from the highest regulatory agency in the United States has increased, causing New York Community Bank to unexpectedly decide to reduce dividends and reserve cash to prevent business real estate loans from becoming bad debts.The above -mentioned persons said that after a behind -the -scenes dialogue with officials of the US Monetary Supervision Administration, these radical financial measures caused the company's stock price to plummet and dragged down the stock price of the entire bank sector last week.

Microsoft uses "money ability" to pay for the emerging media SEMAFOR to write "AI+Sudden News"

According to the latest news from Monday, the technology giant is cooperating with the US emerging media company SemaFor (India translated as a Qiyu News Agency) -pay for a sudden news information flow section called "Signals" to make SemaFor reporters,Edit using Microsoft's AI technology to report.Shortly before the release, SemaFor announced the cooperation that "signal" was the company's profound and continued changes in the company's new media pattern, the era of post -social journalism, and the response to risks and opportunities for artificial intelligence.

Federal Aviation Administration: 94%of Boeing 737 MAX 9 aircraft is eligible to restore operations

According to Reuters, the Federal Aviation Administration stated on Monday local time that nearly 94%of the Boeing 737 MAX 9 aircraft in Alaska and United Airlines have been inspected and they are eligible to resume operations.The Federal Aviation Administration said 78 of the 79 MAX 9 aircraft of United Airlines have been inspected and resumed operations; 57 of the 65 MAX 9 aircraft of Alaska Airlines have been checked and reinstalized.

SNAP plans to lay off nearly 10% globally

Snapchat's parent company Snap announced in a document submitted to the US Securities Regulatory Commission on Monday that it plans to reduce the number of global employees by nearly 10%. At present, it is expected to generate a pre -tax cost of 55 million to 75 million US dollars.This shows that with the efforts of enterprises to cope with economic uncertainty, a large number of layoffs in the science and technology industry may continue in 2023.

Economic data, the US global supply chain pressure index in January will be announced today.

In terms of financial reports, Lilly, UBS (before the market), Ford Motors and Snap Inc released their performance.

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