#分享美股交易赢英伟达股票 Today’s pre-market specific sector outlook and logic are as follows:


1. Technology and Hard Technology: AI computing power stands out, software stocks face pressure and differentiation between AI servers and hardware (bullish trend): HPE pre-market surged over 28%, Q2 profit hit the largest unexpected increase, significantly raising full-year guidance. Marvell Technology (MRVL) soared pre-market after Nvidia CEO’s public bullish outlook on becoming a trillion-dollar company next. The entire AI hardware and liquid cooling server chain will receive strong main capital support today.
Large models and chip giants (bull-bear tug-of-war): Alphabet, Google's parent company, fell over 2% pre-market. The company rarely announced raising up to $80 billion through stock issuance for AI infrastructure, breaking the continuous buyback practice, with short-term dilution pressure suppressing the stock price. Nvidia (NVDA) released the N1X PC chip at GTC, maintaining over 1% pre-market gains, limiting the decline of tech stocks in the broader market.
SAAS and traditional software (correction and pullback): Market doubts whether AI capital expenditure can quickly translate into software profits, leading to a correction after large gains in traditional software and SAAS sectors.
2. Financial and cyclical value: Hawkish rate hike fears cast a shadow, overall pressure on banks and traditional blue chips (bearish): Cleveland Fed’s Harker delivered a strongly hawkish speech pre-market, warning that inflation trends persist, forcing the Fed to reconsider rate hikes. Rate cut expectations are broken. Major financial stocks like JPMorgan Chase (JPM) and traditional cyclical blue chips declined pre-market, dragging down Dow futures.
3. Energy and commodities: Geopolitical cooling pushes oil prices down; oil and natural gas (bearish/correction): WTI crude oil fell below $92/barrel, Brent crude dropped to $94.60, with oil and gas giants (ExxonMobil, Chevron) expected to follow oil prices lower collectively today.
4. Consumer retail: Earnings differentiation, defensive sentiment rising; discount retail and cosmetics (neutral to bullish): Consumer sector enters earnings verification period. Dollar General (DG) rose 4% pre-market, with Q1 EPS significantly exceeding Wall Street expectations, raising full-year profit guidance. Victoria’s Secret (VSCO) reported revenue and profit both surpassing expectations. High-value retail stocks become safe havens for funds.
5. Popular concept stocks: Tesla-led rebound; concept cars and e-commerce (bullish): Li Auto (LI) rose over 6% pre-market, stimulated by strong delivery data in May; Alibaba (BABA) and other e-commerce stocks remain in the red pre-market, continuing the overall low-level rebound sentiment of concept stocks.
Pre-market focus:
US stocks are currently facing a showdown between the Fed’s hawkish stance and explosive earnings in AI hardware. The bulls focus on HPE triggering a retaliatory rebound in the server and computing industry chain. At 10:00 AM Eastern Time, JOLTS job openings data will be released, a key preview before this week’s non-farm payrolls report. If the job market overheats, tech stocks and other sectors will face greater selling pressure. $NAS100
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Ryakpanda
#分享美股交易赢英伟达股票 Pre-market outlook and logic for each core sector are as follows:
1. Technology and Hard Technology: AI computing power stands out, software stocks face pressure and differentiation between AI servers and hardware (bullish trend): HPE surged over 28% pre-market, with Q2 profits hitting the largest unexpected increase, significantly raising full-year guidance. Marvell Technology (MRVL) soared pre-market after Nvidia CEO's public optimism about becoming the next trillion-dollar company. The entire AI hardware and liquid cooling server chain will receive strong institutional support today.
Large models and chip giants (bull-bear tug-of-war): Alphabet, Google's parent company, fell over 2% pre-market. The company unusually announced raising up to $80 billion through stock issuance for AI infrastructure, breaking the ongoing buyback tradition, with short-term dilution suppressing the stock price. Nvidia (NVDA) released the N1X PC chip at GTC, maintaining over 1% pre-market gains, limiting the decline of tech stocks overall.
SaaS and traditional software (correction and pullback): Market doubts whether AI capital expenditure can quickly translate into software profits, leading to a correction after a large rally in traditional software and SaaS sectors.
2. Financial and Cyclical Value: Hawkish rate hike fears cast a shadow, overall pressure on banks and traditional blue chips (bearish): Cleveland Fed's Harker delivered a strongly hawkish speech pre-market, warning that inflation trends persist, forcing the Fed to reconsider rate hikes. Rate cut expectations have been broken. Major financial stocks like JPMorgan Chase (JPM) and traditional cyclical blue chips declined pre-market, dragging Dow futures.
3. Energy and Commodities: Geopolitical cooling drives oil prices lower, oil and natural gas (bearish/correction): WTI crude oil fell below $92/barrel, Brent crude dropped to $94.60, with oil and gas giants (ExxonMobil, Chevron) expected to decline collectively with oil prices today.
4. Consumer Retail: Earnings differentiation, defensive sentiment rising, discount retail and beauty (neutral to bullish): Consumer sector enters earnings verification period. Dollar General (DG) rose 4% pre-market, with Q1 EPS significantly exceeding Wall Street expectations, raising full-year profit guidance. Victoria's Secret (VSCO) reported revenue and profit surpassing expectations. High-value retail stocks become safe havens for funds.
5. Popular Concept Stocks: Tesla-led rebound in concept cars and e-commerce (bullish): Tesla (LI) rose over 6% pre-market on strong delivery data in May; e-commerce stocks like Alibaba (BABA) remain in the red pre-market, continuing the overall low-position rebound sentiment.
Pre-market focus:
U.S. stocks are currently facing a showdown between the Fed's hawkish stance and explosive earnings in AI hardware. The bulls focus on HPE triggering a retaliatory rebound in servers and computing industry chains. At 10:00 AM Eastern Time, JOLTS job openings data will be released, a key preview before this week's non-farm payrolls. If the job market is overheated, tech stocks and other sectors will face greater selling pressure. $NAS100
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StablecoinWin
· 3h ago
Steadfast HODL💎
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StablecoinWin
· 3h ago
Buy the dip 😎
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StablecoinWin
· 3h ago
Hop on now!🚗
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StablecoinWin
· 3h ago
Just charge forward 👊
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MasterChuTheOldDemonMasterChu
· 8h ago
Steadfast HODL💎
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Sakura_3434
· 10h ago
LFG 🔥
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Sakura_3434
· 10h ago
To The Moon 🌕
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Sakura_3434
· 10h ago
2026 GOGOGO 👊
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