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美股掘金 | 量产重磅芯片!美光科技六连涨续刷新高;受比特币大涨带飞,MicroStrategy月内飙升70%

US Stock Nuggets | Mass production of blockbuster chips! Micron continued to rise to new highs for six consecutive years; Driven by Bitcoin's surge, MicroStrategy soared 70% during the month

Futu News ·  Feb 28 18:31

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!

1. Innovative high-ranking US stock giants

1. The stock price has risen six times in a row!$Micron Technology (MU.US)$It rose nearly 3% overnight. The stock price broke through a one-year high, and the total market capitalization reached 100 billion US dollars.

According to the news, Micron announced that the company has begun mass production of the HBM3E. The current capacity of the chip is 24GB, which is higher than the 16GB of the previous HBM 3 chip, and the power consumption is 30% lower than that of competitor products. Micron also said that the HBM3E will be used in Nvidia's H200 production in the future, and delivery is expected to begin in the second quarter of this year. The H200 is expected to surpass the current H100 and become the mainstay of Nvidia's significant revenue growth.

2. The upward trend continues!$Netflix (NFLX.US)$It rose more than 2%, and since the 2022 low, Netflix's stock price has doubled cumulatively.

UBS analyst John Hodulik said that Netflix's hourly consumer price is at the lowest level among peers, and the company may raise prices this year. Hodulik said that Netflix will continue to make steady progress in converting paid subscriptions and adding new users; in addition, rising fees and increased advertising revenue are expected to drive a 15% increase in Netflix's revenue in 2024. The analyst raised Netflix's price target from $570 to $685.

3. Software technology companies that are “almost entirely supported by Bitcoin”, driven by the sharp rise in Bitcoin$MicroStrategy (MSTR.US)$It surged for two consecutive days, with a cumulative increase of more than 70% during the month.

According to 8-K documents disclosed on the SEC's official website on Monday, between February 15 and 25 this year, MicroStrategy purchased close to 3,000 bitcoins at a cost of 155 million US dollars. The average purchase price for each coin was 51,813 US dollars. As of February 25 this year, MicroStrategy and its affiliates held a total of 193,000 bitcoins.

Based on the calculation of 54,000 US dollars, the value of these bitcoins in MicroStrategy reached 10.4 billion US dollars. After a sharp rise on Tuesday, the current market value of the stock is about 14.8 billion US dollars.

4. The money-making effect of the earnings season is full! A number of high-performing stocks were favored by the market, energy stocks$Constellation Energy (CEG.US)$Good performance guidance, up nearly 17% after results; US comprehensive insurance company$Erie Indemnity (ERIE.US)$Earnings per share far exceeded expectations, surging nearly 10% after the results.

II. Innovate individual US stocks

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

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