摩根士丹利近期上调了多家网络安全股的目标价，理由是随着网络攻击日渐增多，对网络安全的需求将不断增长。其中，Palo Alto Networks为该大行的首选股票，目标价从304美元涨至375美元，将CrowdStrike目标价由203美元上调至304美元。Editor's note:“This Week's Bullish Stocks in Hong Kong and the US”The column closely follows market trends every week, takes stock of the weekly performance of the Hong Kong and US stock markets, helps newcomers sort out the current week's hot sectors, strong individual stocks, and major news, and find profitable investment topics.
Despite a bad start to last week, US stocks rebounded strongly from the sluggish trend this week. The Dow Jones index had a cumulative increase of 0.65% during the week, and the S&P 500 index had a cumulative increase of 1.77%. The Nasdaq Composite Index, which mainly focuses on technology stocks, performed the best, rising 3.07%.
Cybersecurity software stocks are rising sharply!$CrowdStrike (CRWD.US)$,$Palo Alto Networks (PANW.US)$Both have surged by more than 14% this week; previously, the prices of both stocks had doubled last year, driven by the wave of artificial intelligence.
Morgan Stanley recently raised the target prices of a number of cybersecurity stocks on the grounds that demand for cybersecurity will continue to grow as cyber attacks increase. Among them, Palo Alto Networks is the bank's preferred stock. The target price rose from $304 to $375, and the target price of CrowdStrike was raised from $203 to $304.
With Dongfeng at the CES conference, semiconductor stocks rose strongly.$NVIDIA (NVDA.US)$Stock prices hit new highs for four consecutive trading days this week, rising nearly 12% during the week.$Marvell Technology (MRVL.US)$An increase of nearly 10%.
From January 9 to 12, local time, the 2024 International Consumer Electronics Show (CES), known as the “Spring Festival Gala in Technology”, was held in Las Vegas, USA. The opening of CES ignited the AI PC circuit. Among them, AI leader Nvidia once again attracted investors' attention with three new chips. After rising more than 2.4 times last year, the stock continued to rise at the beginning of the year. On Thursday, the intraday stock price once broke through the high of 550 US dollars.
As the demand for surgery increases,$Intuitive Surgical (ISRG.US)$Preliminary sales reports surpassed expectations, rising more than 12% during the week.
Intuitive Surgery released its preliminary 2023 sales report on Wednesday. It expects fourth-quarter revenue to be around US$1.93 billion, up 17% year on year, and total revenue for 2023 is about US$7.09 billion, up 14% year over year, exceeding the general expectations of Wall Street analysts. The company also released a forecast that expects the number of surgeries using its Leonardo da Vinci robotic surgical system to increase by 13% to 16% in 2024.
Uranium stocks$Cameco (CCJ.US)$It continued to rise at the beginning of the year. It continued to rise for four trading days this week, with a cumulative increase of more than 10%.
The spot price of uranium climbed to $92.45 per pound this week, a 16-year high. Since December 2020, the price of uranium has risen 217%. Analysts at Bank of America and Bank of Berenberg all pointed out that the uranium market is only getting hotter, and continued tight supply may push uranium prices above $100.
On the other hand, the weakest performing stocks this week are as follows:
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