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美股掘金 | 业绩再超预期,拼多多市值超越阿里;被忽视的AI牛!第一太阳能飙涨约19%创逾十五年新高

US Stock Nuggets | Performance exceeds expectations, Pinduoduo's market capitalization surpasses Ali; an overlooked AI bull! First Solar soared by about 19% to a new high of more than 15 years

Futu News ·  May 23 18:32

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.$PDD Holdings (PDD.US)$It rose more than 1%. At one point, the intraday rise of nearly 6% hit a new high of nearly a year, surpassing Alibaba in market capitalization.

Pinduoduo released a financial report yesterday that completely crushed expectations. Q1 revenue was 86.81 billion yuan, and the market estimated to be 76.86 billion yuan, up 131% year on year; adjusted net profit was 30.6 billion yuan, and the market estimated 15.53 billion yuan, up 202% year on year. After opening on Wednesday, Pinduoduo finally closed up 1.13%, enabling Pinduoduo to overtake its market value.

2. Overnight, US PV concept stocks closed higher across the board, the world's largest solar cell manufacturer$First Solar (FSLR.US)$The overnight surge of nearly 19% hit a new high in stock prices since 2008.

UBS previously released a report saying that First Solar is “an overlooked direct beneficiary” of the increase in electricity demand driven by artificial intelligence (AI), reaffirmed the stock's “buy” rating and raised the target price from $252 to $270. Additionally, J.P. Morgan raised its target price from $240 to $262.

3. American semiconductor device manufacturer$Analog Devices (ADI.US)$It surged nearly 11%, and the stock price reached a record high.

The company announced a slight decline in revenue for the second fiscal quarter, but is expected to achieve continuous growth in the third quarter. Furthermore, Citibank recently published a research report, believing that artificial intelligence (AI) continues to lead the development trend of the semiconductor industry, and is optimistic about the future of Adderall and others.

4. The spread of bird flu caused panic, and US vaccine stocks rose sharply.$Moderna (MRNA.US)$A rise of nearly 14% to a new high of nearly a year, biopharmaceutical companies$CureVac (CVAC.US)$The stock price rose by nearly 19%.$Novavax (NVAX.US)$An increase of more than 5%.

The second case of human infection with bird flu appeared in the US, indicating that the H1N5 bird flu virus is raging like crazy in the US. Although the US health department still emphasizes that the threat of the virus to public health and safety is limited, the US stock market still reacted strongly, and many vaccine stocks surged by double digits on Wednesday. Moderna said the company's vaccine is in the early stages of testing and results are expected soon.

1. Innovative US stock giants

II. Innovate individual US stocks

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

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