这份展望表明，尽管市场仍有望带来丰厚回报，但投资者应做好准备，迎接一段相较于过去十年的惊人 增长更为平稳的收益期。 若置于历史背景中考量，6.5%的基准回报率将处于标普500指数自1900年以来十年期回报率的第27个百 分位数位置。考虑到高盛分析师预计的平均通胀率为2.2%，预期的实际回报率降至约4%，这在历史数 据中处于第33个百分位数的位置。 高盛预计，未来十年标普500指数的回报率将较为适度，这表明与投资者近年来所经历的强劲表现相 比，情况将有所转变。根据一份近期的投资者报告，该机构预测未来十年标普500指数的平均年化总回 报率为6.5%。该分析还列出了各种可能的结果，最低为3%，而在较为乐观的情况下则可达10%。 这家投资银行的预测基于三个主要因素：每股收益年均增长6%，估值年均下降1%，平均股息收益率为 1.4%。综合起来，这些因素构成了高盛公司核心预测的基础。 ...

Market Overview - The U.S. stock market showed mixed results, with the Dow Jones Industrial Average reaching a new all-time high for the second consecutive day, closing up 326.86 points or 0.68% at 48,254.82 points [1] - The Nasdaq Composite fell by 61.84 points or 0.26%, closing at 23,406.46 points, while the S&P 500 index rose slightly by 4.31 points or 0.06%, ending at 6,850.92 points [1] Government Shutdown - Investors are closely monitoring developments in Washington, as the federal government may reopen as early as the upcoming weekend [2] - The Senate passed a spending bill on Monday night, which is now awaiting a final vote in the House of Representatives [2] - The House Majority Leader expressed optimism about the bill's passage, indicating a vote is expected on Wednesday evening [2] Financial Sector Performance - Financial stocks, including Goldman Sachs, JPMorgan Chase, and American Express, supported the Dow's strong performance, with all three reaching historical highs [2] - The Financial Select SPDR Fund, which tracks the financial sector of the S&P 500, increased by 1% [2] - Other economically sensitive stocks, such as Caterpillar, also saw gains [2] Technology Sector Insights - The AI trading landscape has continued its volatile pattern, with concerns about overvaluation in tech stocks following recent surges [3] - AMD's stock rose over 9% after reaffirming strong growth in AI-related spending, while other tech stocks like Oracle and Palantir Technologies experienced declines [3][4] - The S&P 500's eleven sectors saw six gainers and five losers, with the healthcare and financial sectors leading the gains [3] AI Market Outlook - AMD's CEO provided an optimistic forecast for the AI market, predicting the global AI chip market could reach $1 trillion by 2030 [4] - JPMorgan's report indicated that the semiconductor cycle driven by AI is far from peaking, with expectations of continuation until 2027 [4] Energy Sector Performance - The energy sector faced significant declines, with major companies like American Energy and Schlumberger dropping over 7% and 4%, respectively [4] Chinese Stocks Performance - The Nasdaq Golden Dragon China Index fell by 1.46%, with notable declines in stocks such as Tencent Music and Xpeng Motors [5]

Market Overview - The three major U.S. stock indices showed mixed performance, with the Dow Jones Industrial Average rising by 0.68% to set a new closing high, while the Nasdaq Composite fell by 0.26%, and the S&P 500 increased by 0.06% [1] Individual Stocks - Bank stocks experienced a broad rally, with Goldman Sachs rising over 3%, and Citigroup and Morgan Stanley both increasing by over 2% [2] - Large technology stocks had mixed results, with AMD rising by 9%, while Oracle fell by over 3% and Tesla dropped by over 2% [2] - Chinese concept stocks saw a decline, with the Nasdaq Golden Dragon China Index falling by 1.46%. Stocks such as Xpeng Motors, NIO, iQIYI, and Baidu dropped over 2%, while Li Auto, Alibaba, and JD.com fell by over 1% [2] Gold and Silver Market - International gold prices surged, with spot gold surpassing $4200 per ounce for the first time since October 21, marking an intraday increase of over 2%. Spot silver also saw a significant rise, climbing over 4% at one point [2] Federal Reserve and Economic Policy - There are expectations on Wall Street that the record-long U.S. government shutdown may soon come to an end, as the House of Representatives is set to vote on a temporary funding bill previously passed by the Senate [3] - The Federal Reserve is undergoing personnel changes, with Atlanta Fed President Bostic unexpectedly announcing his retirement effective February next year. Discussions regarding the next Fed chair have surfaced, with Kevin Hassett indicating he would accept the position if invited by Trump [3] - Most regional Fed officials are not actively pushing for a rate cut in December, with Bostic supporting the idea of maintaining rates until inflation reaches 2%. Boston Fed President Collins also favors keeping rates unchanged to curb inflation [3] - According to CME's "FedWatch," the probability of a 25 basis point rate cut in December is 59.4%, while the probability of maintaining rates is 40.6%. The likelihood of cumulative rate cuts of 25 basis points by January is 51.5%, with a 23.5% chance of rates remaining unchanged and a 25% chance of a 50 basis point cut [4][5]

Group 1 - The 2025 6G Development Conference will be held in Beijing on November 13-14 [1] - The Baidu World 2025 Conference has taken place [2] - The EIA has released its monthly Short-Term Energy Outlook report [2] - The IEA has published its monthly Oil Market Report [3] Group 2 - Tencent Holdings, Bilibili, and JD.com have released their earnings reports [4] - The Dow Jones Industrial Average closed at 48,254.82, up 0.68%, marking a new historical high [5] - The Nasdaq Composite Index fell by 0.26% to 23,406.46, while the S&P 500 rose by 0.06% to 6,850.92 [5] - Nvidia shares increased by 0.3%, while major tech stocks like Apple, Google, Amazon, Tesla, Meta, and Oracle saw declines [5] - The financial sector showed strength, with Goldman Sachs up 3.5%, Citigroup up 2.0%, and JPMorgan Chase up 1.5% [6] - AMD shares surged by 9.0% following strong long-term financial guidance [6] - The Nasdaq China Golden Dragon Index fell by 1.46%, with notable declines in Alibaba, Baidu, and JD.com [6] Group 3 - International oil prices dropped significantly, with WTI crude oil down 4.18% to $58.49 per barrel and Brent crude down 3.76% to $62.71 per barrel [6] - International gold prices rose, with COMEX gold futures up 2.38% to $4,204.40 per ounce and silver futures up 5.36% to $53.33 per ounce [6] Group 4 - The People's Bank of China held a meeting to discuss the spirit of the 20th National Congress, emphasizing the importance of a robust central bank system for high-quality financial development [7] - The National Energy Administration released guidelines to promote the integrated development of renewable energy, aiming for significant improvements by 2030 [7] Group 5 - The value of A-shares held by foreign investors has increased from over 3 trillion yuan at the end of 2020 to over 3.5 trillion yuan currently [8] - The State Post Bureau reported that from October 21 to November 11, express delivery companies collected 13.938 billion packages, with a daily average of 634 million, marking a 17.8% increase [8] Group 6 - Alibaba's first self-developed flagship dual-display AI glasses are set to be released on November 27 [9] - Haibo Technology signed a strategic cooperation agreement with CATL [9] - Shengtun Mining plans to invest 1.423 billion yuan in its wholly-owned subsidiary [9] - Century Huatong intends to repurchase 500 million to 1 billion yuan of its shares [9] - Zhejiang Transportation Science and Technology won a project worth 11.103 billion yuan [9] Group 7 - Zhongyuan Securities suggests that the A-share market is at a critical turning point, with cyclical and technology sectors expected to alternate in performance [10]

RT unusual_whales (@unusual_whales)Costs of basic needs have increased dramatically since 2000 and 2025, per Goldman Sachs, $GS: https://t.co/kAj47GC2jj ...

Market Overview - The Dow Jones Industrial Average closed up 326.86 points (0.6820%) at 48254.82, driven by optimism regarding the end of the U.S. government shutdown [1] - Dow Futures rose 321.00 points (0.6683%) to 48351.00, reflecting positive investor sentiment [1] Legislative Developments - The House of Representatives is set to vote on legislation to fund the government until January 30, which is expected to resolve economic uncertainty [1] Corporate News - Advanced Micro Devices (AMD) provided positive long-term growth targets for AI, while IBM announced breakthroughs in quantum computing, contributing to tech sector optimism [2] - Financial stocks such as Goldman Sachs (GS), JPMorgan Chase (JPM), and American Express (AXP) reached record highs, indicating a shift towards defensive sectors and value stocks [2] Stock Performance - Notable gainers included UnitedHealth Group (UNH) up 3.72%, Goldman Sachs (GS) up 2.84%, Cisco Systems (CSCO) up 2.73%, Nike (NKE) up 2.32%, and Caterpillar (CAT) up 1.67% [3] - Significant decliners included Chevron (CVX) down -1.83% due to a drop in WTI crude futures, and Amazon (AMZN) down -1.32% amid a mixed performance in the Nasdaq [3]

Core Insights - Skims has raised $225 million in new funding, increasing its valuation to $5 billion from approximately $4 billion after its 2023 funding round [1][2] - The company is approaching $1 billion in annual net sales, marking one of the largest private funding rounds for a U.S. consumer brand this year [2] Funding and Valuation - The funding round was led by Goldman Sachs Alternatives, with participation from BDT & MSD Partners' affiliated funds [1][2] - The new capital will be used for brick-and-mortar and international expansion, product innovation, and category diversification [3] Business Strategy - Skims aims to transition into a "predominantly physical business," moving away from its digital-first model [4] - The company currently operates 18 stores in the U.S. and one in Mexico, with plans for additional international locations in 2026 [3] Product Expansion - The recent launch of NikeSkims, a collaboration with Nike, sold out quickly and indicates Skims' ambition to expand into activewear and performance categories [5] - This move positions Skims to compete in the mainstream athleticwear market, traditionally dominated by brands like Lululemon and Nike [5] IPO Considerations - The new funding may delay Skims' initial public offering (IPO), which has been anticipated since at least 2024 [6] - The consumer IPO market has been stagnant, allowing Skims to scale without immediate pressure to go public [6] Brand Positioning - Skims is recognized as a solutions-driven apparel innovator, focusing on inclusive sizing and a minimalist aesthetic [7] - The brand has garnered a strong following through high-profile campaigns featuring celebrities and athletes [7]

Group 1 - The Dow Jones Industrial Average reached a new intraday high, continuing the previous day's upward trend, driven by expectations that the record-long U.S. government shutdown may soon end [1][2] - The Senate passed a spending bill on Monday night, which is expected to be voted on by the House of Representatives, indicating a potential reopening of the federal government [2] - Financial stocks such as Goldman Sachs, JPMorgan Chase, and American Express supported the strong performance of the Dow, with all three stocks hitting historical highs [2][3] Group 2 - The Financial Select SPDR Fund, which tracks the S&P 500 financial sector, rose by 1%, reflecting the positive sentiment in the banking sector [3] - The market exhibited a mixed pattern, with the Dow rising over 550 points while the Nasdaq index fell, as investors shifted towards lower-valued sectors [3] - The healthcare sector emerged as the best-performing sector, driven by gains in stocks like Eli Lilly and Johnson & Johnson [3]

Group 1 - The article provides a market analysis focusing on major indices and key companies in the financial sector [1] - It highlights the performance of the Dow Jones Industrial Average, indicating its significance in the overall market trends [1] - The analysis includes insights on Bank of America Corp, Caterpillar Inc, and Goldman Sachs Group Inc, emphasizing their roles in the current economic landscape [1] Group 2 - The report discusses the implications of market movements on investment strategies, particularly in relation to the highlighted companies [1] - It suggests that understanding these companies' performances can provide valuable insights for potential investors [1] - The analysis aims to equip investors with knowledge about market dynamics and company-specific factors that could influence investment decisions [1]

BREAKING: Dow Rallies, Nasdaq Slips Even As AMD Soars Investors.com will undergo scheduled maintenance from 10:00 PM ET to 2:00 AM ET and some features may be unavailable. We apologize for any inconvenience. Major-bank stocks proved to be resilient while the broad stock market pulled back this month and today the group is one of the most fertile grounds for stock investors, as more banks break out above buy points. During the Oct. 29-Nov. 7 market contraction, bank stocks held up impressively. That resilien ...