三大指數全線向上,道指升340點創收市新高。以一周計,三大指數均連升四周。9月份就業數據大幅好過市場預期,反映經濟仍然向好,市場大幅下調減息預期,11月份減息四份一厘的比率大升至98%,至年底前減息半厘的比率亦升至77%。經濟強勁令美元走強,美匯指數升0.5%。
The best mutual funds again shunned Nvidia, but they did buy into one Magnificent Seven member — Meta stock.
Skyworks faces stiff competition and inventory issues. Its strong portfolio and design wins in the 5G and automotive sectors might boost recovery.