Saxo Market Call
While we wait on Nvidia
May 21, 2024
Peter Garnry and Søren Otto discuss Nvidia's upcoming earnings, Chinese equities, tech sector news, cybersecurity challenges, JP Morgan CEO retirement, and AstraZeneca's growth goals in an insightful market analysis.
22:53
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Quick takeaways
- Competition in AI chip sector poses a threat to NVIDIA's business, with companies like Microsoft and Google developing their chips.
- Cybersecurity industry may face growth slowdown, but AstraZeneca's revenue doubling goal by 2030 signifies confidence in their product pipeline.
Deep dives
Market Performance and China's Challenges in EV Industry
Market performance in the financial and equity sectors seemed stable, with falling bond yields in the US and some instability in Hong Kong's trading. The large EV maker, Li Auto, faced challenges with below-estimate Q2 outlook, impacting Chinese equities. The pressure on Chinese industry to maintain production, especially with the backlog of EVs in European ports, raised concerns about the outlook for Chinese equities and the impact of Biden's tariffs.
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