🔥【24-Hour Global Eye of the Storm】Musk & Trump "Century Reconciliation", Nvidia's Fate Determined Tonight!
🤝 Power Games: From Falling Out to Toasting, Just a "Profit" Apart
· Last night, Musk appeared at a high-profile dinner hosted by Trump for the Saudi Crown Prince, sharing the stage with Huang Renxun, Cook, and Cristiano Ronaldo. Half a year ago, they fell out over budget issues, and now they are dining together—everything is left unsaid.
· Tesla's board has signaled: as long as the trillion-dollar compensation target is met, you can engage in politics outside. Shareholders also eased up: just don't crash the stock price!
🏛️ Federal Reserve Infighting: Data Stalled, All Based on Blind Guesses
· The vice-chair urges "slowly lowering interest rates", while other officials vehemently claim that "inflation is far from over"!
· The government shutdown has led to an "interruption" in economic data, and Powell has become a "blind conductor", with hawkish vibes permeating tonight's FOMC minutes!
⚡ Tonight's Life or Death Decision: Will Nvidia Collapse or Face Liquidation?
· Q3 revenue expectations at $55 billion, Blackwell chip supply is key. If it "drops the ball", the AI sector will collectively take a hit!
· The forward P/E ratio has soared to 22.4 times; if guidance slightly disappoints, a plunge in the Nasdaq overnight won't be a dream.
🎯 Summary in One Sentence:
Musk returns to the table, the Fed's hawkish stance prevails, and Nvidia becomes the only protagonist tonight.
December market heartbeat accelerates; is it All in on tech or holding onto the dollar tightly?
