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Real-time News
Samsung Electronics shares rose more than 3%.Samsung Electronics: The Taylor plant in the United States will begin operation in 2026.Samsung Electronics: The semiconductor market is expected to remain strong due to continued investment momentum in artificial intelligence in the fourth quarter.On October 30th, a research report from CICC stated that under the "natural scenario," their calculations indicate the Federal Reserve still has room for three more rate cuts in this round, corresponding to long-term interest rates of 3.8% to 4.0%. Currently, the difference between the US real interest rate and the natural interest rate is 0.8%. Three more rate cuts of 25 basis points each would bring financing costs and investment returns "even," corresponding to a nominal neutral interest rate of 3.5%. Assuming a term premium of 30-50 basis points, this corresponds to a 10-year US Treasury yield of 3.8% to 4.0%. The short-term rate cut path will depend more on the government shutdown and data, such as when the shutdown will be resolved to release new employment data. The subsequent path will also be influenced by inflation trends. In contrast, the new Fed chairman and the Feds independence are the biggest variables in the rate cut path next year, potentially increasing policy uncertainty after the second quarter of 2026.Samsung Electronics: Third-quarter revenue was 86 trillion won (companys estimate was 86 trillion won); third-quarter operating profit was 12.2 trillion won (companys estimate was 12.1 trillion won), with mobile business operating profit at 3.6 trillion won and chip business operating profit at 7 trillion won.
