WuBlockchain Weekly Outlook: Washington will be the focus for tech stocks this week, with US-China talks potentially resetting risk premiums for semiconductor, data center, and critical mineral supply chains.
PMI, oil inventories, jobless claims, Costco earnings, and consumer confidence data will reveal the impact of high oil prices and high interest rates on businesses and households. Policy risks are evolving in tandem with earnings expectations, leading to a re-evaluation of tech stock valuations.
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Source:X@WuBlockchain · Source Link
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