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美股掘金 | 今年已飚涨超111%!戴尔科技成“AI新宠”;拼多多本月大涨超25%,股价创下3年来新高

US Stock Nuggets | It has soared by more than 111% this year! Dell Technology has become the “new AI favorite”; Pinduoduo surged more than 25% this month, and its stock price hit a new high in 3 years

Futu News ·  May 27 19:10

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 stock price has been rising for 4 consecutive days!$Dell Technologies (DELL.US)$It has become the “new favorite of AI” and has soared by more than 111% this year.

Recently, Dell announced the launch of a series of devices$Qualcomm (QCOM.US)$The processor's AI PC, and$NVIDIA (NVDA.US)$Strong alliances have been reached to reach strategic cooperation. Nvidia CEO Huang Renxun said that the cooperation with Dell will promote artificial intelligence to more customers and help the company build its own “artificial intelligence factory.”

2. Two days after the performance, the increase was over 12%.$NVIDIA (NVDA.US)$Strong support for US stocks.

Nvidia announced the “1 split 10” plan, which officially came into effect on June 7. At that time, Nvidia shareholders will receive an additional 9 shares for each common share. This is also the second time in recent years that Nvidia has split shares. According to a recent report released by Bank of America, Nvidia's stock split may mark the beginning of a new trend of technology company stock splits.

3.$PDD Holdings (PDD.US)$It has already risen by more than 25% this month, and the stock price has risen to a new high since March 2021.

Goldman Sachs raised Pinduoduo's rating from “neutral” to “buy”, and the target price was raised from $145 to $184. Goldman Sachs published a report stating that after Pinduoduo's performance increased dramatically, it raised recent online marketing revenue growth and the Group's profit forecast for the 2024-2026 fiscal year by 25 to 43% to reflect the continued growth in advertising revenue in the first quarter.

4. Footwear brand UGG and Hoka parent company$Deckers Outdoor (DECK.US)$The financial report exceeded expectations, and the stock price surged more than 14% in a single day.

HOKA, one of the most popular outdoor sneaker brands in recent years, and Deckers, the parent company of Changhong's 20-year snow boots “king” UGG, both broke expectations. Quarterly revenue of US$959.8 million and earnings per share were US$959.8 million, exceeding Wall Street's earnings of US$885 million and US$2.97 per share, respectively.

1. Innovative high-ranking US stock giants

In terms of US stock record giants, Dell Technology rose 4.3% to top the rankings, Qualcomm rose 4.26%, and Nvidia rose 2.57%.

II. Innovate individual US stocks

In terms of record high individual stocks, Deckers Outdoor rose 14.18% to top the rankings, Daiichi Solar rose 10.78%, and GE Vernova LLC rose 9.75%.

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

Looking at the growth list, Deckers Outdoor rose 14.18% to top the growth list, Daiichi Solar rose 10.78%, and GE Vernova LLC rose 9.75%. On the downside, Workday, Caijie, Mobileye Global, etc. did not perform well.

edit/emily

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