金先生聊MEME
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Bullish
NVIDIA's earnings report has always been significant, but this time, it really is different! Before the Federal Reserve's interest rate decision in December, it has become a key indicator 📈. In December, there is also the Ethereum upgrade, and the Christmas market trends will depend entirely on this!
The direction of the entire AI market is now almost in the hands of two people—one of whom Wall Street will soon hear from.
He is NVIDIA CEO Jensen Huang. On Wednesday, he will personally take the stage to release this highly anticipated earnings report. At a time when AI stocks are generally under pressure, this press conference is particularly significant.
Why is it so critical? Part of the answer lies in the Federal Reserve's interest rate decisions. Another key figure—the Federal Reserve Chairman Jerome Powell—if he delays the interest rate cut, financing for AI companies will become more difficult, and expansion plans may be hindered. This pressure not only affects speculative AI stocks but also leaves even well-funded large companies vulnerable.
Direxion's Ryan Lee bluntly stated: "Growth investments are extremely sensitive to interest rate changes, whether good or bad." Under high interest rates, it becomes more challenging for cloud giants to borrow money for expansion.
He also pointed out that the recent pullback in the AI sector was ignited by the Federal Reserve's "hawkish statements"—completely contrary to the market's expectations of an interest rate cut.
AI trading affects the overall market, but Lee also reminds that the performance of consumer stocks like Home Depot may also attract the Federal Reserve's attention.
Allianz's Charlie Ripley pointed out another focus: the market generally expects interest rates to drop to around 3% next year, but the question is how quickly the Federal Reserve will achieve this? "Once the market shifts from 'definitively cutting rates in December' to 'cutting rates is a 50-50 chance,' the stock market will immediately shake."
Now, everyone's eyes are on Jensen Huang—can he stabilize the "big ship of AI" with a spectacular earnings report and optimistic outlook?
The good news is that some institutions believe this wave of AI enthusiasm is "healthy and shows no signs of bursting." Although valuations are high, leading stocks still have a discount compared to their growth rates, and market sentiment is "moderately bullish, far from being frenzied."
This earnings report is the "last major catalyst" before the Federal Reserve meeting on December 10 and will also become a "key indicator" for the market direction from Thanksgiving to early December. $ETH $BNB $SOL #美股2026预测
The direction of the entire AI market is now almost in the hands of two people—one of whom Wall Street will soon hear from.
He is NVIDIA CEO Jensen Huang. On Wednesday, he will personally take the stage to release this highly anticipated earnings report. At a time when AI stocks are generally under pressure, this press conference is particularly significant.
Why is it so critical? Part of the answer lies in the Federal Reserve's interest rate decisions. Another key figure—the Federal Reserve Chairman Jerome Powell—if he delays the interest rate cut, financing for AI companies will become more difficult, and expansion plans may be hindered. This pressure not only affects speculative AI stocks but also leaves even well-funded large companies vulnerable.
Direxion's Ryan Lee bluntly stated: "Growth investments are extremely sensitive to interest rate changes, whether good or bad." Under high interest rates, it becomes more challenging for cloud giants to borrow money for expansion.
He also pointed out that the recent pullback in the AI sector was ignited by the Federal Reserve's "hawkish statements"—completely contrary to the market's expectations of an interest rate cut.
AI trading affects the overall market, but Lee also reminds that the performance of consumer stocks like Home Depot may also attract the Federal Reserve's attention.
Allianz's Charlie Ripley pointed out another focus: the market generally expects interest rates to drop to around 3% next year, but the question is how quickly the Federal Reserve will achieve this? "Once the market shifts from 'definitively cutting rates in December' to 'cutting rates is a 50-50 chance,' the stock market will immediately shake."
Now, everyone's eyes are on Jensen Huang—can he stabilize the "big ship of AI" with a spectacular earnings report and optimistic outlook?
The good news is that some institutions believe this wave of AI enthusiasm is "healthy and shows no signs of bursting." Although valuations are high, leading stocks still have a discount compared to their growth rates, and market sentiment is "moderately bullish, far from being frenzied."
This earnings report is the "last major catalyst" before the Federal Reserve meeting on December 10 and will also become a "key indicator" for the market direction from Thanksgiving to early December. $ETH $BNB $SOL #美股2026预测
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