Deep Dive
What were the key highlights of the US ISM Manufacturing Index for December 2024?
The US ISM Manufacturing Index for December 2024 was 49.3, better than the expected 48.2 and up from November's 48.4. The New Orders Index hit 52.5, the highest since January 2024, while the Employment Index dropped to 45.3 from 48.1. The Prices Paid Index rose to 52.5, indicating accelerating price increases. Overall, the report was considered relatively robust.
How did major tech stocks perform in the week ending January 5, 2025?
NVIDIA rose 5.72%, marking its third consecutive weekly gain. Meta increased by 0.8%, continuing its rebound for the second week. Amazon saw a slight rise of 0.20%, while Google fell 0.5%. Microsoft dropped 1.67%, its third consecutive weekly decline, and Apple fell 4.79%, ending a six-week winning streak. Tesla also declined by 4.92%.
What is Microsoft's investment plan for AI data centers in 2025?
Microsoft announced an $80 billion investment in AI data centers for its 2025 fiscal year, with over half allocated to the US. This investment aims to expand computing capacity to handle AI workloads, driven by partnerships with companies like OpenAI and Anthropic. The company has significantly increased its orders for NVIDIA AI chips, tripling its 2023 purchases.
Why did Tesla's 2024 annual vehicle deliveries fall short of expectations?
Tesla delivered approximately 1.79 million vehicles in 2024, below the expected 1.8 million and marking its first annual decline since 2011. The fourth quarter saw 496,000 deliveries, a record high but still below the expected 512,000. Weak production and potential slowdowns in Model Y and Cybertruck production contributed to the shortfall.
What drove the surge in nuclear energy-related stocks on Friday?
Nuclear energy stocks surged due to the US Treasury's final rules on clean hydrogen production tax credits. Companies like Oklahoma, which signed a major agreement to deploy small modular reactors, saw significant gains. Analyst upgrades and growing demand for stable, low-carbon energy from data centers and AI industries also fueled the rally.
What are the implications of Tesla's energy storage business in Q4 2024?
Tesla's energy storage business installed 11 GW of products in Q4 2024, a 245% year-over-year increase and 60% quarter-over-quarter growth. This performance exceeded expectations and highlighted the company's growing focus on energy solutions, even as its vehicle deliveries fell short.
- 12月ISM制造业指数为49.3，好于预期48.2
- 新订单指数创2024年1月以来新高
- 就业指数连续第七次低于50
- 物价支付指数加速上涨
Shownotes Transcript
我们每周六也会在公众号《左兜进右兜》做美股技术周复盘，由于图片较多播客每周日我们只做美股宏观周复盘节目，喜欢技术分析的朋友可以去公众号查阅。
- 本周，能源业ETF涨3.44%连续第二周反弹，半导体ETF涨1.4%，区域银行ETF跌0.03%，银行业ETF跌0.13%，全球科技股指数ETF跌0.51%，科技行业ETF跌0.73%，网络股指数ETF跌0.74%，可选消费ETF跌1.68%。
- 本周，英伟达累计上涨5.72%连涨三周，Meta涨0.8%连续第二周反弹，亚马逊涨0.20%，谷歌A跌0.5%，微软跌1.67%连跌三周，苹果跌4.79%，结束之前连涨六周的趋势，特斯拉跌4.92%。
- 比特币期货上逼10万美元，加密货币概念股周五普涨，“比特币持仓大户”MicroStrategy收涨13.22%，杠杆ETF MSTX收涨25.84%、MSTU涨25.31%。
【重点事件】
美国宏观数据
美国12月ISM制造业指数49.3，好于预期的48.2，11月为48.4。新订单指数52.5，创2024年1月以来的新高，11月为50.4。就业指数45.3，前值48.1。物价支付指数52.5，11月为50.3。分析称，这是一份相对稳健的制造业报告。
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主播
左兜儿
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右兜
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