Editor's note:“This Week's Bullish Stocks in Hong Kong and the US”The section closely follows market trends every week, takes stock of the weekly performance of the Hong Kong and US stock markets, helps bulls sort through the week's hot sectors, strong individual stocks, and major news, and find profitable investment topics.
This week, the trend of US stocks fluctuated, and out of the three major indices, only the NASDAQ closed slightly higher. The Dow Jones index fell 2.35% to 39065.26 points during the period; the S&P 500 index fell 0.67% to 5267.84 points during the same period; the NASDAQ index rose 0.3% cumulatively to 16736.03 points during the same period.
Specifically, the largest producer of solar cells in the US stock market ranked first in the weekly increase list$First Solar (FSLR.US)$The cumulative weekly increase was 26.43% to $249.81.
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, Piper Sandler analyst Kashy Harrison also raised the target price of First Solar from $195 to $219 and maintained an “gain” rating.
The spread of bird flu caused panic, and US vaccine stocks rose one after another.$Moderna (MRNA.US)$Weekly gains surpassed 23% to a one-year high of 164.01 US dollars. The stock has been rising for nine consecutive days. Also, German infectious disease immunotherapy developer$BioNTech (BNTX.US)$Weekly increase of more than 9%.
A senior US Department of Health and Human Services official said that if there is an outbreak of bird flu, the US federal government may ship 100 million doses of the bird flu vaccine within three to four months. Moderna said that one of its vaccines is in phase II development, and the target virus belongs to the same family as the current outbreak of the avian influenza virus. Although BioNTech has yet to develop a vaccine for avian influenza, its experience with COVID-19 mRNA vaccines means it is likely that it will soon develop an avian influenza vaccine.
“Global AI weather vane”$NVIDIA (NVDA.US)$Once again, I handed over an answer that surprised the market. After the US stock market opened overnight, Nvidia soared by about 12% and eventually closed up 9.32%. The stock price broke through the $1,000 mark for the first time and continued to set new record highs, reaching a total market value of 2.55 trillion US dollars.
In this fiscal quarter, Nvidia directly launched three major gift packages: overall performance exceeded expectations: total revenue and data center revenue both hit new highs, and surpassed expectations and raised the Q2 revenue guidelines; delivery of the new Blackwell series products exceeded expectations: Blackwell chip products will be shipped in the second quarter of this year, increased production in the third quarter, and put into data centers in the fourth quarter. This year, we will see “a significant increase in Blackwell chip revenue”; stock split+dividend multiplication: officially announced “1 split of 10” and a significant increase in dividends.
On the other hand, the weakest performing stocks this week are as follows:
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