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U.S. Stock Market Summary and Analysis

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1. U.S. Stock Market Key Indicators and Situation Summary

1.1 Inflation Indicators & Apple Earnings Summary

• Inflation Indicators: Met market expectations.
• Apple Earnings: Exceeded forecasts, but stock price surge limited due to tariff issues.

1.2 Market Fluctuations Due to Tariff Issues

• The U.S. announced a 25% tariff on products from Canada and Mexico, and a 10% tariff on products from China.
• Following the tariff announcement, the Nasdaq shifted from an early rise to a decline.

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2. Major Sector Company Performance and Stock Price Trends

2.1 AI and Semiconductor Related Companies

• NVIDIA:

  • Concerns about AI semiconductor demand and transition to custom chips.
  • Potential for intensified Deep Seek regulations and U.S. export restrictions on AI chips.
  • Despite recent declines, long-term outlook remains positive with projected revenue growth and a monopolistic position in the AI market.
  • Potential for a technical rebound.

• Broadcom:

  • Recovered to $221 with a two-day consecutive rise.
  • Continues stable growth in AI-centric chip demand.

• Marvell Technology:

• Stock price increase due to semiconductor demand recovery and emphasis on cost efficiency.

2.2 Big Tech Companies

• Apple:

  • Earnings in line, but weak sales in China.
  • Recent stock price decline continues, but long-term upward potential remains.
  • Requires special catalysts before Q1 earnings release.

• Microsoft, Meta, Tesla:

  • Tesla:
    • Despite weak performance in the electric vehicle sector, upward potential exists due to future vision focused on AI and robotics.
    • Expectation of new revenue generation with the production of the latest models in 2025.
  • Meta and Microsoft: Maintain positive investment signals in AI and cloud businesses.

2.3 Other Sectors

• Palantir:

  • Surge in government and private orders, up 400% in the last year.
  • Expected continued revenue growth due to the AI boom.

• Chevron:

  • 4.6% decline due to below-par fourth-quarter earnings.

• Atlassian:

• 15% surge after exceeding expected earnings, hitting a 52-week high.

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3. Major Economic and Investment Keywords

3.1 Continued AI Boom

• Focus on the performance and investment trends of AI-related companies.
• Potential for market growth through cost efficiency and hardware optimization by cloud service companies.

3.2 Tariffs and the Global Economy

• U.S. tech regulations towards China, and intensified AI chip exports.
• Tariffs cause short-term market volatility, but can be mitigated through negotiations.

3.3 Cryptocurrency Outlook

• Bitcoin:
  • Currently maintains a stable flow.
  • Expectation of a bull market after the halving, with potential for long-term rise.

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< Summary >

In the U.S. stock market, the inflation indicators and Apple's exceeding earnings were positive factors, but the Nasdaq index showed a downward trend due to the U.S. tariff announcement. The AI and semiconductor sectors showed growth despite concerns about increased custom chip demand and U.S. regulations, with key companies like NVIDIA gaining attention. Big tech companies maintain bright prospects in AI and future business sectors, and Bitcoin is evaluated as a solid asset in the long-term perspective, showing a stable flow and potential for a future bull market.

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[More…]

1. Analysis of NVIDIA's Position in the AI Market and Semiconductor Status
   https://nextgeninsight.net/?s=AI

2. Apple's Declining China Sales, Key Points for Q1 Earnings
   https://nextgeninsight.net/?s=%EC%95%A0%ED%94%8C

*YouTube Source: [미국주식하는인갠]

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