Hong Kong and American stocks Nuggets

US Stock Nuggets | The “splash wealth” of chip stocks is unstoppable! Shares of Nvidia, AMD, and Broadcom all hit new highs after Asmack's “explosion” report card

Futu News · Jan 25 18:25

编者按：《美股掘金》每日紧跟市场动态，洞察并梳理热门异动及涨势突出的个股，为牛友提供多维度投资机会参考，助力牛友一图掌握投资先机！

聚焦港美股

1、“泼天的富贵”止不住！继台积电后，$阿斯麦 (ASML.US)$“炸街”业绩再次引爆半导体行情。全球芯片股闻风起舞，阿斯麦隔夜大涨近9%，$美国超微公司 (AMD.US)$、$英伟达 (NVDA.US)$、$博通 (AVGO.US)$齐刷历史新高。

继台积电最新财报释放积极信号后，隔夜芯片制造设备领域领导者阿斯麦靓丽财报再度为AI行情送上强助攻。
具体来看，阿斯麦2023年Q4及2023全年财报显示营收和净利润均实现超预期增长。阿斯麦第四季度净销售额同比增长12.5%，达72亿欧元，季度净预订额为92亿欧元，订单量为第三季度的三倍多。公司第四季度净利润同比增长12.7%，达到约20亿欧元；全年净销售额同比增长30%，达276亿欧元，净利润达78亿欧元。
有分析称，这主要是因为市场对其最精密机器的需求飙升，传递出芯片行业复苏的信号。

2、股价闻声大涨！流媒体巨头$奈飞 (NFLX.US)$Q4订阅人数井喷式增加，股价绩后飙升约11%。

2023年四季度，奈飞再度交出一份亮眼的“成绩单”。四季度财报最炸裂的指标依旧是用户增长，奈飞四季度订阅用户增长1312万人，远超华尔街预期的891万，这是其有史以来最大的第四季度订户增长。
另外，摩根士丹利将Netflix的目标股价从550美元上调至600美元。

3、全球企业应用软件龙头$SAP SE (SAP.US)$隔夜跳涨近7%，股价刷新历史高位。

财报显示，SAP SE第四季度non-IFRS营收增长5%，达到84.7亿欧元(92亿美元)，市场预期为83.5亿欧元。云销售额增长了20%，达到37亿欧元。营业利润为25.1亿欧元，而市场预期为25.3亿欧元。与此同时，SAP的云订单积压在第四季度出现了强劲增长，表明市场对其基于云的软件的需求强劲。
另外，该公司此前还公布了一项重组业务的计划，以削减成本并更多地关注人工智能(AI)，这将削减8000名员工。

一、创新高美股巨头

二、创新高美股个股

三、热门美股涨跌幅榜

编辑/ruby

Editor's note:“US Stock Nuggets”Keep up with market trends on a daily basis, gain insight into and sort out popular changes and individual stocks with outstanding gains, provide Niuyou with multi-dimensional investment opportunity references, and help Niuyou seize investment opportunities!

Focus on Hong Kong and US stocks

1. The “splendid wealth” is unstoppable! Following TSMC,$ASML Holding (ASML.US)$The “street bombing” performance has once again detonated the semiconductor market. Global chip stocks are trending, and Asmack surged nearly 9% overnight.$Advanced Micro Devices (AMD.US)$,$NVIDIA (NVDA.US)$,$Broadcom (AVGO.US)$Reach a new all-time high.

Following a positive signal from TSMC's latest earnings report, Asma, a leader in the field of chip manufacturing equipment overnight, once again gave a strong boost to the AI market.
Specifically, Asmack's financial reports for Q4 2023 and the full year of 2023 show that both revenue and net profit have exceeded expectations. Asmack's net sales for the fourth quarter increased 12.5% year over year to 7.2 billion euros. Net quarterly bookings were 9.2 billion euros, and the order volume was more than three times that of the third quarter. The company's net profit for the fourth quarter increased 12.7% year on year to about 2 billion euros; net sales for the whole year increased 30% year on year to 27.6 billion euros, and net profit reached 7.8 billion euros.
According to some analysts, this is mainly because the market demand for its most sophisticated machines has soared, sending a signal that the chip industry is recovering.

2. Stock prices have risen sharply! The streaming giant$Netflix (NFLX.US)$The number of Q4 subscribers skyrocketed, and the stock price surged about 11% after that.

In the fourth quarter of 2023, Netflix once again handed over an impressive “report card.” The most explosive indicator of the fourth quarter earnings report is still user growth. Netflix's fourth quarter subscribers grew by 13.12 million, far exceeding Wall Street's expectations of 8.91 million. This is the biggest increase in fourth quarter subscribers in its history.
Additionally, Morgan Stanley raised Netflix's target share price from $550 to $600.

3. Global enterprise application software leader$SAP SE (SAP.US)$Overnight, it jumped nearly 7%, and the stock price reached a new all-time high.

According to financial reports, SAP SE's fourth quarter non-IFRS revenue increased 5% to 8.47 billion euros (9.2 billion US dollars), and the market forecast was 8.35 billion euros. Cloud sales increased 20% to 3.7 billion euros. Operating profit was €2.51 billion compared to market expectations of €2.53 billion. Meanwhile, SAP's cloud order backlog showed strong growth in the fourth quarter, indicating strong market demand for its cloud-based software.
Additionally, the company previously announced a plan to restructure the business to cut costs and focus more on artificial intelligence (AI), which will cut 8,000 employees.

1. Innovative high-ranking US stock giants

II. Innovate individual US stocks

3. List of the rise and fall rates of popular US stocks

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