Hong Kong and American stocks Nuggets

US Stock Nuggets | Chip Stocks Are Unabated! Nvidia, AMD, and TSMC all hit record highs; ultra-microcomputer stock prices have soared tenfold in the past year

Futu News · Mar 5 16:21

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！

重点聚焦

1、芯片股热度不减！$英伟达 (NVDA.US)$隔夜再涨近4%，$台积电 (TSM.US)$涨超3%，$美国超微公司 (AMD.US)$涨超1%，股价均刷历史新高。

值得注意的是，英伟达市值目前已达2.13万亿美元，超过沙特阿美，成为全球市值第三大公司，目前仅次于苹果和微软。根据彭博汇编数据显示，沙特阿美当前市值2.02万亿美元。英伟达的业绩与股价的井喷式增长再次证实了华尔街对人工智能重塑科技行业潜力的乐观态度。
另据消息，英伟达H200将于第二季上市，B100采用Chiplet设计架构、已下单投片，H200及B100将分别采台积电4nm及3nm制程。有机构指出，英伟达订单强劲，台积电3、4nm产能几近满载。

2、美东时间周一，标普道琼斯指数公司宣布，将$超微电脑 (SMCI.US)$纳入标普500指数。这一消息推动超微电脑股价周一暴涨近19%，收于每股1074.34美元的历史新高。在被纳入指数之后，超微电脑这只最火的"AI宠儿”可能将会为该指数提供进一步上涨的动力。

在过去的12个月里，超微电脑的股价上涨了近1000%，堪称市场上最火热的“AI宠儿”。与此同时，Banrion Capital Management的CEO塞西莉警告称，虽然股票在加入标普500指数的消息传出后股价通常会上涨，但一旦真正被纳入，涨幅通常会减弱。

3、全球持有比特币最多的上市公司$MicroStrategy (MSTR.US)$股价周一暴涨23.59%，收于1334.01美元，创2000年3月以来新高。市值一夜飙升44亿美元，达到226亿美元。今年迄今，Microstrategy的股价累计上涨了111%。

比特币的价格目前升破68000美元，据2021年11月达到的68999.99美元的峰值近在咫尺。
另外，Microstrategy股价盘后下跌了3.66%，至1285美元，此前该公司宣布将私下发行6亿美元可转换优先票据，并将所得收益用于购买更多的比特币。此次发行是近期宣布的一系列可转债交易中的最新一笔，因美国利率高企和股价上涨提供了推动力。

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!

Key focus

1. The popularity of chip stocks continues unabated!$NVIDIA (NVDA.US)$It rose nearly 4% overnight.$Taiwan Semiconductor (TSM.US)$An increase of more than 3%,$Advanced Micro Devices (AMD.US)$It rose more than 1%, and the stock prices all hit record highs.

Notably, Nvidia's market capitalization has now reached 2.13 trillion US dollars, surpassing Saudi Aramco and becoming the third-largest company in the world by market capitalization, currently behind Apple and Microsoft. Saudi Aramco's current market capitalization is $2.02 trillion, according to data compiled by Bloomberg. Nvidia's blowout growth in performance and stock prices once again confirmed Wall Street's optimism about the potential of artificial intelligence to reshape the tech industry.
According to another report, the Nvidia H200 will be launched in the second quarter. The B100 uses a Chiplet design framework and has already been ordered for production. The H200 and B100 will use TSMC's 4nm and 3nm processes respectively. Some agencies pointed out that Nvidia orders are strong, and TSMC's 3 and 4nm production capacity is almost at full capacity.

2. On Monday EST, S&P Dow Jones Indices announced that it will$Super Micro Computer (SMCI.US)$Included in the S&P 500 Index. The news drove ultra-microcomputer shares to soar nearly 19% on Monday, closing at a record high of $1074.34 per share. After being included in the index, ultra-microcomputers, the most popular “AI darling”, may provide further impetus for the index to rise.

Over the past 12 months, the stock price of ultra-microcomputers has risen by nearly 1000%, making it the hottest “AI darling” in the market. Meanwhile, Banrion Capital Management CEO Cecily warned that although stock prices usually rise after news of joining the S&P 500 index comes out, the increase will usually weaken once it is actually included.

3. The listed company that holds the most bitcoins in the world$MicroStrategy (MSTR.US)$The stock price surged 23.59% on Monday to close at $1334.01, a record high since March 2000. The market capitalization soared by $4.4 billion overnight to reach $22.6 billion. So far this year, Microstrategy's stock price has risen 111% cumulatively.

The price of Bitcoin has now risen above 68,000 US dollars, and the peak of 68,999.99 US dollars reached in November 2021 is within easy reach.
Additionally, Microstrategy shares fell 3.66% to $1,285 after the market, after the company announced that it would privately issue $600 million convertible senior notes and use the proceeds to buy more bitcoins. The offering is the latest in a series of convertible bond deals announced recently, as high US interest rates and rising stock prices have provided impetus.

1. US stock giants that have reached new heights

II. Innovate individual US stocks

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

edit/ruby

The translation is provided by third-party software.

The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.