Hyderabad Stocks：Jingwei morning bus ｜ International oil prices have plummeted, OPEC reduces demand forecast again; Google stares at nuclear power supply

【Heavy overnight】

Federal Reserve officials: In the next few quarters, we may further cut interest rates

On the 14th local time, technology stocks promoted the market to rise, and the three major stock indexes of the US stocks rose across the board.As of the closing, the Dow rose 0.47%and closed at the 43,000 -point mark for the first time; the NANO Index rose 0.87%, and the S & P 500 index rose 0.77%.

Reuters reports that a number of key corporate financial reports will be disclosed this week. It is expected that 41 S & P 500 Index companies will announce their performance. A large amount of data from the business community will help investors evaluate the health status of the US economy and prove that the stock market valuationReasonableness.

At the same time, Kashkali, president of the Federal Reserve Bank of the United States, said today that with the approximation of the 2%inflation target, the Fed may further cut interest rates.

Kashkari said at a meeting held at the Central Bank of Argentina's Central Bank, saying, "We may need to further reduce the policy interest rates in the next few quarters."Data drivers for the market ".Kashkari also said that the current federal fund interest rates between 4.75%and 5%are still restricting economic growth, but the restrictions are unclear.

On the market, most of the large -scale technology stocks rose, Apple and Google rose more than 1%, Facebook and Microsoft rose slightly.

Chip stocks generally rose, and Nvidia closed at $ 138.07, breaking through the early high point of $ 135.58 set on June 18.The stock has risen by nearly 180%this year, and has soared more than nine times since the beginning of 2023; Qualcomm has risen by more than 4%, Acemi has risen more than 3%, NXP semiconductor has risen by more than 2%, Micron Technology and Microex Technology have risen more than over more than 2%.In 1%, TSMC and Broadcom rose slightly, Chaowei's semiconductor fell more than 1%, and Intel fell slightly.

Popular stocks generally fell, the Nasdaq India's Golden Dragon Index fell 2.09%, Tiger Securities fell more than 15%, Xiaopeng Automobile fell by about 10%, Jinshan Cloud fell about 9%, Weilai fell about 7%, and Pindurta fell a lot.About 6%, BOSS directly hired more than 5%, iQiyi, Weibo, Baidu, Futu Holdings fell more than 4%.Hyderabad Stocks

OPEC has lowered the global oil demand forecast again

International oil prices fell sharply. WTI crude oil futures fell 1.73 US dollars in November, a decrease of 2.29%to US $ 73.83/barrel; Brent in December crude oil futures closed down 1.58 US dollars, a decrease of 2.00%to $ 77.46/barrel.As of press time, WTI crude oil declined to more than 4%.

On the 14th local time, OPEC (Organization of Petroleum Exporting Countries) released a monthly oil market report, which reduced the expected growth of global oil demand in 2024 and 2025.This is the forecast of global oil demand growth for the third consecutive month.Jaipur Wealth Management

According to Reuters, OPEC will increase the average daily oil demand in 2024 from the previous year's expected increase from 2.03 million barrels to 1.93 million barrels. The annual average daily oil demand for adjustment is expected to be about 104 million barrels.At the same time, OPEC will reduce the global average daily oil demand in 2025 from 1.74 million barrels to 1.64 million barrels from the previous year. The annual average daily oil demand for adjustment is expected to be about 106 million barrels.

OPEC said that this adjustment was made based on the data received and the expectations of oil demand in some areas.

Bloomberg believes that with the third consecutive time, OPEC has begun to abandon the strong bullish forecast since this year.The actions of OPEC member states itself also showed lack of confidence in the prospects and delayed the plan to restore the suspension of crude oil production.

It is reported that under the leadership of Saudi Arabia, OPEC+(Organization of Petroleum Exporting Countries and its allies) will gradually restore the daily output of 2.2 million barrels of barrels in December, two months later than the original plan.Although the price of crude oil is pushed up due to geopolitical factors, the price of about $ 77 per barrel is still too low for some OPEC countries.The organization is scheduled to hold a meeting on December 1 to review the output policy in 2025.

However, the Citi Research Department raised the "bull market situation" of oil prices in this quarter and next quarter. The reason was that the conflict between the Middle East was intensified. In recent months, the possibility of the market's concerns or achievement of supply losses increased.The bank raised its forecast in the fourth quarter of 2024 and the first quarter of 2025 from $ 80 per barrel to $ 120 per barrel.

India's inflation accelerates faster than expected

According to data released on the 14th local time of the Indian Bureau of Statistics, September CPI rose 5.49%year -on -year, expected to rise by 5.00%, and the previous value rose 3.65%.

According to Bloomberg, India ’s inflation accelerated in September was faster than expected, proving that it was reasonable to take a cautious attitude when the country’ s central banks were increasingly rising.

The Indian Bank of India predicts that inflation will accelerate in September last week, mainly for statistical reasons and will maintain the benchmark interest rate unchanged by 6.5%.It also relaxed the policy position and opened the door for interest rate cuts in the next few months.However, the country's central bank governor Shaktikanta Das has repeatedly stated that he hopes to reduce the inflation to 4%of the target level before considering the relaxation policy.

It is reported that food prices account for about half of the consumer price basket. After 5.66%in August, it rose 9.24%year -on -year in September.Among them, vegetable prices in September increased by 36%year -on -year.However, because the rainfall is higher than the normal level, India has ushered in the best monsoon in the past four years, laying the foundation for the gains of rice and other crops, and boosted the economic prospects of rural areas.

Google pays attention to nuclear power power supply

According to Agence France -Presse, on the 14th local time, Google signed an agreement to purchase electricity from Kairos Power, a small modular reactor developer, to provide motivation for artificial intelligence.

The two companies did not disclose the financial details of the agreement, nor did they disclose where the factory will be built.It is reported that the first small modular reactor developed by KAIROS and Google is expected to be launched by 2030. By 2035, more small reactors will be put into operation, with a total power generation of 500 MW.Guoabong Wealth Management

Google Energy and Climate Senior Director said in a briefing, "We believe that nuclear energy played a key role in supporting clean growth and helping to achieve the progress of artificial intelligence." "The power grid needs these clean and reliable energy to support the construction of technology."

It is reported that technology giants such as Microsoft, Amazon and Google are rapidly expanding its data center capabilities to meet the needs of the artificial intelligence revolution, and at the same time, it is also looking for power sources worldwide.

Nuclear energy is considered as more stable than solar energy and wind energy. Many technology companies bet on the rapid development of nuclear energy to meet the power needs of artificial intelligence.Small modular reactors are more compact and may be easier to deploy. Microsoft founder Bill Gates also invested a lot in this field.However, the technology is still in its infancy, leading to the sought existing nuclear power choices.

Mike Laufer, co -founder and CEO of Kairos, said: "We think this is a very important partnership."Laufer added that the protocol enabled the small modular reactor technology to "keep mature and keep learning."

[Follow today (Beijing Time)]

10:00 The National New Office held a press conference on the relevant situation of the long -term development plan in India Science

16:00 Germany August Industrial Production Index

17:00 euro zone October ZEW economic boom index

【New shares purchase】

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【Financial Hot Spot】

Ministry of Ecology and Environment: Accelerate the revision of the standard system of various types of pollutants

On October 14, Huang Runqiu, Minister of Ecology and Environment, presided over the executive meeting of the Department.The meeting emphasized that it is necessary to accelerate the revision of the standard system of various types of pollutants, strengthen the standard iteration of key links in key industries, promote industry technological progress, and create a fair and orderly market environment.

Official: Make government applications more convenient and easy to use

On October 14, the National Remediation Working Conference on "Formatism on Fingertips" was held in Beijing.The meeting emphasized that it is necessary to seek practical results in "use", strengthen technical applications, data sharing, and intensive construction, so that government applications will make government affairs applications more convenient and easy to use, efficient and intelligent, and effectively promote the influence of the influence of the grassroots to reduce efficiency.

The scale of new special bonds during the year has exceeded 90 % over the annual limit

According to the Securities Daily, in 2024, my country arranged a special bond of 3.9 trillion yuan, the largest year over the years.Data show that as of October 14, the scale of new special bonds issued in various places reached 3616 billion yuan, about 92.7%of the annual limit (3900 billion yuan), exceeding 90%.

More than a hundred companies preview the performance of the third quarterly report

According to Scriptures, 115 A -share companies have released the performance forecast in the first three quarters of 2024. 96 companies have pre -pre -joy (including 63 pre -increase, 3 renewal, 11 turnover, 19 slightly increased), accounting for accounting for a slight increase), accounting forMore than 80 %.Among them, the 40 companies predicted that the net profit attributable to mothers had a year -on -year limit of more than 100%.

Boeing will issue a layoff notice to thousands of people next month

Earlier, Boeing plans to lay off 17,000 people. According to Reuters, a person familiar with the matter revealed that the workers' adjustment and re -training notice will issue a notice 60 days before the termination of the employment relationship.These employees will leave the company in mid -January.

Adobe launches AI video tool

ADOBE, a global well -known company focusing on multimedia creation and creative software products, said it has publicly released an artificial intelligence model that can generate videos based on text prompts.Adobe will begin to open the tool to users who have registered waiting list but have not given the date of departure.

Rome spent one billion euros to build a waste incineration plant

According to Agence France -Presse, Italian Rome plans to scold about 1 billion euros to build a waste incineration plant to solve the long -term waste management problems within three years.

Kanpur Stock