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美股掘金 | 芯片巨头齐创新高!英伟达年内累升逾150%,台积电市值超越伯克希尔;抱上AI“大腿”,甲骨文一日大涨13%

Golden touch of US stocks | Chip giants hit new highs! Nvidia has risen more than 150% this year, Taiwan Semiconductor's market cap surpasses Berkshire Hathaway; embraces AI field, Oracle surged 13% in a day.

Futu News ·  Jun 13 18:37

Editor's note: "US Stock Gold Mining" Keep up with daily market trends, insight, and consolidate hot and outstanding stocks, providing multi-dimensional investment opportunities for Mooer and helping them grasp investment opportunities with one chart! Focus on: 1. Performance and stock prices take off! Global fast fashion giant $Gap Inc (GPS.US)$ soared nearly 29% after its performance, reaching a new high for the year. Gap announced its first fiscal 2023 first-quarter results, with net sales of $3.4 billion, exceeding analysts' expectations of $3.28 billion, and earnings per share of $0.41, with overall comparable sales growth of 3%, better than expected 0.91%. In addition, the gross profit margin for the quarter reached 41.2%, higher than analysts' forecast of 38.5%. Its subsidiary brand Old Navy's same-store sales grew by 3%, exceeding market expectations of 2.5%. Based on this, Gap raised its sales and operating profit outlook for the year. Baird has recently raised its target share price for Gap from $23 to $28, and Goldman Sachs has raised its target share price for Gap from $20 to $27. 2. US electric power stocks collectively agitated! The largest wind and solar power generator developer in the United States $NextEra Energy (NEE.US)$, the fourth largest power plant in the United States $Southern Company (SO.US)$, the power and natural gas company $CenterPoint Energy (CNP.US)$, and the electrical production and transmission company $Edison International (EIX.US)$ have all reached new highs for the year. On the news front, as AI technology often requires a lot of energy to develop and operate, utility stocks are becoming a new opportunity for investors. 3. Low-key AI beneficiaries! Data storage giantToday's weather is good Today's weather is good.Please use your Futubull account to access the feature.

Key focus.

Several chip stocks have reached new highs! With a rise of over 3%, they have set a new historical record. They all rose over 4% and have increased by more than 60% since the beginning of the year. It is worth noting that as of yesterday's close, Taiwan Semiconductor's market cap has exceeded Berkshire Hathaway's. In addition, semiconductor equipment stocks have also strengthened, all rising over 3%.$NVIDIA (NVDA.US)$The US CPI inflation has cooled unexpectedly, igniting the market's enthusiasm for an imminent rate cut by the Fed and boosting risk appetite. The Philadelphia Semiconductor Index rose 2.9%, breaking through 5500 points for three consecutive days and reaching a new high. The industry ETF, SOXX, also rose nearly 3% to a new high.$Taiwan Semiconductor (TSM.US)$, $Micron Technology (MU.US)$The guidance for the performance was higher than expected, and after the results were announced, the stock price rose more than 13% to set a new historical record, with an increase of more than 34% this year. Although quarterly profits and revenues did not meet Wall Street's expectations, Oracle said it expects double-digit revenue growth in the new fiscal year. Oracle also indicated that its database will be available on

In addition, semiconductor equipment stocks have also strengthened, all rising over 3%.$Lam Research (LRCX.US)$, $Applied Materials (AMAT.US)$, $ASML Holding (ASML.US)$, $KLA Corp (KLAC.US)$They all rose over 3%.

The US CPI inflation has cooled unexpectedly, igniting the market's enthusiasm for an imminent rate cut by the Fed and boosting risk appetite. The Philadelphia Semiconductor Index rose 2.9%, breaking through 5500 points for three consecutive days and reaching a new high. The industry ETF, SOXX, also rose nearly 3% to a new high.

The guidance for the performance was higher than expected,$Oracle (ORCL.US)$After the results were announced, the stock rose more than 13% to set a new historical record, with an increase of more than 34% this year.

Although quarterly profits and revenues did not meet Wall Street's expectations, Oracle said it expects double-digit revenue growth in the new fiscal year. Oracle also indicated that its database will be available on$Alphabet-A (GOOGL.US)$/$Alphabet-C (GOOG.US)$Ellison is known for his luxury consumption. According to foreign media reports, as of 2022, he owns multiple properties in California, Florida and Lanai Island in Hawaii. He has also donated to political campaigns, funded sailing leagues, and owns the Indian Wells tennis garden in California.

In addition, analysts at Bank of America, Barclays, Bernstein, JPMorgan, and UBS Group have all raised the stock's 12-month target price.

3,$Apple (AAPL.US)$Yesterday, the stock price rose more than 6% at one point and finally closed up nearly 3% to set a new historical record. It briefly topped the list of the most valuable stocks on the US market.

Apple released updates to its iOS 18, iPadOS 18, watchOS 11 operating systems this week and announced a partnership with OpenAI to integrate ChatGPT, which has driven a surge in the stock price.

One, the US stock market giant hits a new high.

II. Innovative American individual stocks

III. Popular U.S. stock gains and losses rankings

Editor / ruby

The translation is provided by third-party software.


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