【Two Key Market Highlights Today】
1️⃣ U.S. CPI: Core CPI is expected to rise 0.2% month over month, directly influencing the Fed’s next interest rate move.
2️⃣ ASML earnings: Q3 revenue was €11.66 billion, up 55% year over year; the company raised its 2026 sales outlook to €44–45 billion.
Key signal: Demand for chipmaking equipment is expected to outstrip supply through 2028, and ASML is already seeing demand extending into 2030.
CPI will shape macro sentiment, while ASML will put AI chip demand to the test. The S&P 500, Nasdaq, and BTC are all waiting for direction.
#BTC #比特币 #美股 #ASML #CPI
1️⃣ U.S. CPI: Core CPI is expected to rise 0.2% month over month, directly influencing the Fed’s next interest rate move.
2️⃣ ASML earnings: Q3 revenue was €11.66 billion, up 55% year over year; the company raised its 2026 sales outlook to €44–45 billion.
Key signal: Demand for chipmaking equipment is expected to outstrip supply through 2028, and ASML is already seeing demand extending into 2030.
CPI will shape macro sentiment, while ASML will put AI chip demand to the test. The S&P 500, Nasdaq, and BTC are all waiting for direction.
#BTC #比特币 #美股 #ASML #CPI
