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美股掘金 | 获华尔街强势唱好!AI新宠美光科技股价再创新高;AI带飞电力股!NRG Energy3月以来累涨近27%

US Stock Nuggets | Well sung by Wall Street! The stock price of AI's new favorite Meiguang Technology reached a new high; AI is taking power stocks! NRG Energy has risen nearly 27% since March

Futu News ·  Apr 2 18:29

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. Listed as the first choice by Citibank and Bank of America! AI's new darling$Micron Technology (MU.US)$Overnight, it rose more than 5%, and the stock price reached another record high.

Citi recently stated that it continues to be optimistic about the semiconductor industry. According to data from the American Semiconductor Industry Association, sales in February were 43.6 billion US dollars, up 0.8% from the previous month, higher than seasonal expectations. The bank said Micron is still its first choice. Bank of America also said that emerging competitors such as Nvidia, Broadcom, and Micron are preferred in the AI field and are expected to experience explosive growth.

2. AI brings power stocks to the table! US electricity producers$NRG Energy (NRG.US)$It closed up 3.63% overnight, and has risen nearly 27% since March.

According to the news, Damo pointed out that as AI demand grows and computing power costs decrease, demand for power infrastructure and power resources will increase dramatically, and companies that can meet AI's rapidly growing energy needs, especially power solution providers that can reduce data center power supply delays, will be welcomed by the market.

3. The market capitalization is approaching 2 trillion US dollars!$Alphabet-A (GOOGL.US)$The stock price rose by more than 3% to a record high. According to the news, Google recently expanded its efforts. The AI function will be launched in Pixel 8, and it also announced that it will invest 20 million US dollars to fund the application of generative AI functions by non-profit organizations.

4. Low-key bullish stocks!$Trip.com (TCOM.US)$Overnight, it soared by nearly 7%, and has already climbed more than 30% during the year. The stock price once again hit a new high during the year.

According to the news, Capital A (formerly AirAsia Group) announced that it has signed a comprehensive cooperation agreement with Ctrip Group to enhance travel services and market coverage in the Asian region. The main areas of cooperation include innovative solutions such as flights, accommodation, attractions and tickets, ride-hailing and payment.

Additionally, Citigroup raised Ctrip's target share price from 53 US dollars to 55 US dollars, maintaining the buy rating.

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/Cynthia

The translation is provided by third-party software.


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