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金先生聊MEME
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Bullish【Hot Point Overview】Musk returns to the White House! The 'century reconciliation' with Trump, bound by trillion-dollar compensation, is stirring both political and business circles. The internal divisions within the Federal Reserve are boiling over, and Nvidia's earnings report tonight will determine its fate!
【Musk & Trump｜Relationship Warms】
▌After half a year, Musk appeared at the White House dinner on Tuesday — this top-tier party hosted for the Saudi crown prince gathered celebrities like Cook, Huang Renxun, and Ronaldo, with high-ranking Republicans Vice President Vance and Speaker Johnson also present. The signal is clear: Musk and Trump, after falling out over the deficit issue, are thawing relations!
▌Looking back at the beginning of the year, Musk was the largest financier for Trump's campaign and even personally handled the government's 'budget cuts'. However, this high-profile political involvement hurt Tesla significantly — consumers boycotted the brand due to his right-wing stance, and investors worried that he was 'not focused on his business'.
▌In May, he left the White House and later publicly broke with Trump over the tax cut bill. Disheartened, he even announced plans to build a third political party to break the two-party monopoly. Now Republicans are urging him to 'return to the fold', and Tesla's board has made it clear: as long as he achieves the trillion-dollar compensation goal, he can play politics however he wants!
【Federal Reserve｜Internal Division Intensifies】
⚠️ Vice Chair Jefferson hinted at 'slowly lowering interest rates', but officials like Bostic and Schmidt repeatedly warned: the inflation risk has not been resolved at all! Coupled with the government shutdown leading to a 'break' in economic data, the Federal Reserve is in the dark and can only stubbornly adopt a hawkish stance.
💡 If tonight's October meeting minutes show more committee members rejecting policy easing, the dollar is likely to soar!
【Market｜Two Major Storm Warnings】
🔥 Nvidia's Q3 earnings report tonight will determine its fate! Although over 80% of companies in the SP500 have exceeded expectations this season, Nvidia's forward price-to-earnings ratio has soared to 22.4 times, far exceeding the historical average. If the earnings guidance disappoints or if Blackwell's chip supply falters, the entire tech sector may collectively plunge!
📉 Tomorrow's delayed release of September's non-farm payrolls is expected to be dismal: only 50,000 new jobs. If the data really turns out this bad, the expectations for interest rate cuts in December will be reignited, making it difficult for the dollar to rise.
In summary: Musk returns to the power table, the Federal Reserve is in turmoil, and Nvidia and non-farm payrolls sway the market heartbeat! $ETH $BNB $SOL #加密市场回调
【Musk & Trump｜Relationship Warms】
▌After half a year, Musk appeared at the White House dinner on Tuesday — this top-tier party hosted for the Saudi crown prince gathered celebrities like Cook, Huang Renxun, and Ronaldo, with high-ranking Republicans Vice President Vance and Speaker Johnson also present. The signal is clear: Musk and Trump, after falling out over the deficit issue, are thawing relations!
▌Looking back at the beginning of the year, Musk was the largest financier for Trump's campaign and even personally handled the government's 'budget cuts'. However, this high-profile political involvement hurt Tesla significantly — consumers boycotted the brand due to his right-wing stance, and investors worried that he was 'not focused on his business'.
▌In May, he left the White House and later publicly broke with Trump over the tax cut bill. Disheartened, he even announced plans to build a third political party to break the two-party monopoly. Now Republicans are urging him to 'return to the fold', and Tesla's board has made it clear: as long as he achieves the trillion-dollar compensation goal, he can play politics however he wants!
【Federal Reserve｜Internal Division Intensifies】
⚠️ Vice Chair Jefferson hinted at 'slowly lowering interest rates', but officials like Bostic and Schmidt repeatedly warned: the inflation risk has not been resolved at all! Coupled with the government shutdown leading to a 'break' in economic data, the Federal Reserve is in the dark and can only stubbornly adopt a hawkish stance.
💡 If tonight's October meeting minutes show more committee members rejecting policy easing, the dollar is likely to soar!
【Market｜Two Major Storm Warnings】
🔥 Nvidia's Q3 earnings report tonight will determine its fate! Although over 80% of companies in the SP500 have exceeded expectations this season, Nvidia's forward price-to-earnings ratio has soared to 22.4 times, far exceeding the historical average. If the earnings guidance disappoints or if Blackwell's chip supply falters, the entire tech sector may collectively plunge!
📉 Tomorrow's delayed release of September's non-farm payrolls is expected to be dismal: only 50,000 new jobs. If the data really turns out this bad, the expectations for interest rate cuts in December will be reignited, making it difficult for the dollar to rise.
In summary: Musk returns to the power table, the Federal Reserve is in turmoil, and Nvidia and non-farm payrolls sway the market heartbeat! $ETH $BNB $SOL #加密市场回调
Disclaimer: Includes third-party opinions. No advice. Binance AI may be used without guarantee. See T&Cs.