Deep Dive
What were the key market index performances over the past 5 days?
Over the past 5 days, the Nasdaq index rose by 1.80%, the S&P 500 by 1.77%, the Dow Jones by 1.54%, the Russell 2000 by 1.04%, and the Philadelphia Semiconductor Index by 4.69%.
What did Janet Yellen warn Congress about?
Janet Yellen warned Congress that the U.S. Treasury will reach a new debt ceiling by mid-January.
How did the U.S. holiday retail sales perform in 2024?
U.S. holiday retail sales in 2024 grew by nearly 4% year-over-year, driven by consumer discounts during November and Black Friday, with increased spending in the days leading up to Christmas.
What changes did OpenAI make to its corporate structure?
OpenAI restructured its for-profit division into a Delaware Public Benefit Corporation (PBC), allowing it to pursue profits while enhancing social impact. The for-profit success will support non-profit initiatives, maintaining the original mission of developing AGI for the benefit of humanity.
What are the key advancements in Nvidia's new GPU releases?
Nvidia's new GPU releases, JB300 and B300, feature significant improvements in inference performance, memory capacity, power efficiency, and scalability for large language models. They also introduced the Connect X-8 network interface card to enhance bandwidth and networking capabilities.
How did online retail sales perform during the 2024 holiday season?
Online retail sales from November to December 2024 grew by 6.7%, with clothing being the most purchased category online, showing a 6.7% increase in sales.
- 美国假日季零售销售同比增长近4%
- 消费者支出占美国经济的70%
- 财政部将在1月中旬达到新的债务上限
- 美联储评估特朗普影响
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。
本周行业内容文后分享：OpenAI的变革和英伟达大礼包
【市场回顾】
近5日，纳斯达克指数涨幅1.80%，标普500涨幅1.77%，道琼斯指数涨幅1.54%，罗素2000指数涨幅1.04%，费城半导体指数涨幅4.69%。
【重点事件】
宏观数据
耶伦警告国会山称，美国财政部将在1月中旬达到新的债务上限。“新美联储通讯社”Nick Timiraos表示，美联储正试图评估特朗普影响。
本期内容：
主播
左兜儿
幕后制作
右兜
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