Shocking Reversal! Dow Jones plunges 1,153 points then violently rebounds by 614 points; Microsoft surges 15% to save the market!
Good morning, family. This week's market has been too thrilling—Wednesday just saw a drop of 1,153 points, and Thursday already had a violent rebound of 614 points.
📊 US Stocks: Overnight Recovery
The Dow Jones closed up 1.19% at 52,208, the Nasdaq surged 2.78% to 25,122, and the S&P 500 rose 1.66% to 7,437.
💻 Microsoft Surges 15.51% – Largest Single-Day Gain Since October 2008, Market Cap Jumps $450 Billion (Approx. 3 Trillion RMB) in One Day! Q4 Revenue of 90 Billion Exceeded Expectations, with Azure Cloud Growing 43% as the Core Catalyst.
🔥 Philadelphia Semiconductor Index Soars 8.19%, Micron Technology Rises Over 18%, Lam Research Gains Over 17%. Storage Chip Sector Violently Rebounds.
⚠️ But Severe Divergence Among the Tech Seven: Meta Drops Nearly 8%, Apple Falls Over 1%.
💻 After-Hours Earnings Report: Ice and Fire
🍎 Apple: Revenue of 109.4 Billion Exceeded Expectations, iPhone Increased by 22%, But Q4 Guidance Fell Short of Expectations, Dropping Over 8% After Hours Initially.
📦 Amazon: Revenue of 200.6 Billion Exceeded Expectations, AWS Revenue of 42.2 Billion Increased by 37% (Fastest Growth Rate in 18 Quarters), Rising Nearly 10% After Hours Initially.
🛢️🥇 Commodities: WTI Drops 1.13% to $82.65, Gold Rises 0.92% to Close at $4,103.84.
🇭🇰 Hong Kong Stocks: Hang Seng Index Rises for Four Consecutive Days, Accumulating 895 Points, Opening Higher Today by 67 Points at 25,875.
Sister Shuang's Viewpoint: Microsoft proved AI can monetize through its earnings, but Apple's guidance falling short + Meta's bombshell indicates that divergence is the norm. Amazon's impressive AWS growth rate is the biggest highlight. Tonight's PCE data will be the next catalyst.
