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There are a lot of reasons for investors to stay optimistic, says Fundstrat's Tom Lee
CNBC Television· 2025-10-13 11:18
Market Outlook - Fundstrat 仍然对市场保持乐观,预计标普500指数年底将达到7000点 [1] - 市场自4月低点以来已上涨36% [2] - 尽管存在一些不利因素,但市场积极因素多于消极因素 [2] - 摩根大通宣布向美国投资1.5 trillion 美元,以加强美国在关键领域的优势,尤其是在人工智能和区块链领域 [3] - 利率下降对股市有利 [4] - 市场情绪并非过度乐观 [6] - 场外有7 trillion 美元资金等待入市 [6] - 周五的抛售实际上是一个机会,VIX 指数上涨32%,历史上第39高,一个月的中位数回报率接近3% [5] - 标普500指数可能在今天到11月中旬之间增加200点 [6] Company Valuation - 英伟达的市盈率约为福特汽车的27倍 [3] - 英伟达的市盈率低于沃尔玛和好市多,后两者约为福特汽车的47倍和34倍 [4] Crypto Market - Tether 的美元供应量在过去3个月开始增加,与黄金价格上涨相对应 [9] - 稳定币,包括 Tether,可能是目前最大的黄金买家之一 [9] - 加密货币市场一直存在大量杠杆 [12] - 过去3天加密货币市场清算估计至少为19 billion 美元,可能被低估,可能是自2021年以来最大的一次 [13] - 人们通过 perpetuals 产品进行杠杆交易,杠杆比例为3倍至20倍 [13]
X @Bloomberg
Bloomberg· 2025-10-10 17:14
The top club on points in England's 92-member football pyramid is looking to the US for investors https://t.co/IxmVRKO8RJ ...
X @Bloomberg
Bloomberg· 2025-10-10 16:38
Investment Opportunity - A top English football club is seeking US investors [1] Industry Focus - The club is the leading team in England's 92-member football pyramid [1]
X @mert | helius.dev
mert | helius.dev· 2025-10-04 07:42
RT Solana (@solana)Next up: @SolanaConf in Abu Dhabi.The one event you cannot miss before end of year.Designed for attendees, not sponsors.Built for traders, investors, founders, and devs, not salespeople. https://t.co/u6smDNwNVp ...
X @Messari
Messari· 2025-10-01 18:32
View all investors: https://t.co/8uvPnEBQ2s ...
X @Forbes
Forbes· 2025-09-26 12:29
RT Phoebe Liu (@_pheebini)The exact lineup of investors taking control of TikTok U.S. is still under wraps, but the network of players is in some cases nearly half a century in the making.More to come but for now, inside their ties to Trump and each other for @Forbes:https://t.co/T3qywzNJQv ...
X @The Economist
The Economist· 2025-09-25 16:05
Can the two heavyweights excite investors once again? https://t.co/YjQB4N68vH ...
X @The Economist
The Economist· 2025-08-30 16:20
Donald Trump underestimates how much work he still has to do at the Federal Reserve. That is one reason investors are calm https://t.co/rlA7YtkozF ...
X @The Wall Street Journal
On a sunny summer’s day, you might think of going to the beach. Or you might list the things that ought to be worrying investors, and mostly aren’t. Markets columnist @jmackin2 chose the latter. https://t.co/oDLloYBVD1 ...
X @The Economist
The Economist· 2025-07-31 21:40
Whatever jockeying might be going on at America’s Federal Reserve, and whatever bluster emanates from the White House, investors still see Jerome Powell as the boss https://t.co/q86AsriKXI ...