We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Nasdaq 100 Index hits all time high. Micron earnings tonight key.

Nasdaq 100 Index hits all time high. Micron earnings tonight key.

2025/6/25
logo of podcast Saxo Market Call

Saxo Market Call
AI Deep Dive AI Chapters Transcript
People
J
John J. Hardy
Topics
John J. Hardy: 昨天市场风险偏好强烈，纳斯达克指数创下历史新高，但标普500指数尚未达到。虽然特斯拉表现不佳，但市场整体积极。稳定币领域非常活跃，Coinbase在标普500指数中表现最佳。稳定币立法正在进行中，各方都在积极行动。Coinbase与合作伙伴探索使用稳定币进行金融服务，MasterCard与Fiserv合作构建稳定币基础设施。稳定币业务混乱，比特币价格低于历史高点，但可作为市场投机情绪的确认指标。比特币创新高和纳斯达克创新高可以互相验证。AMD在芯片和AI领域表现强劲，正在缩小与英伟达的差距。美光科技的财报对整个AI领域至关重要，尤其是对AI硬件基础设施中的内存。英伟达股价接近关键的150美元水平。美光科技的财报可能决定AI领域涨势能否持续，其HBM内存已售罄至2025年。人们将关注美光科技的更新和指引，并将其解读为对英伟达的影响。苹果股价下跌，可能与其AI产品不足有关。苹果公司可能收购Perplexity，这将是一笔巨大的投资。嘉年华邮轮的财报和展望都非常出色，表明美国消费者并未衰退。联邦快递的财报受到公司特定问题和关税的影响，股价下跌。美国房价是未来风险，会影响财富效应和消费者信心。4月份房价指数下跌超预期，但同比仍上涨。房价的最大风险是劳动力市场疲软，导致人们被迫出售房屋。6月份美国消费者信心指数下降，预期和现状均不佳，美国消费者信心指数的方向不好。下一个24小时周期内，市场将关注美光科技的财报以及风险情绪的质量。总之，市场情绪复杂，既有乐观因素，也有潜在风险，需要密切关注。

Deep Dive

Shownotes Transcript

Today we look at another day of strong market sentiment as the US Nasdaq 100 index hit an all time high yesterday, with the broader market still lagging a bit. Lots of company specific news to discuss as stablecoin mania continues to roil key names and as the chip and AI tech with AMD rallying hard on upgrades to their outlook from analysis. Stocks related to AI data centers, including Nvidia should hotly anticipate the Micron earnings report after the close in the US today. This and much more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.

 

Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here).

Please reach out to us at [email protected]) for feedback and questions.

Click here to open an account with Saxo).