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美股掘金 | 减肥药双雄齐刷新高!诺和诺德减肥药在华获批上市;业绩点燃股价!嘉年华邮轮绩后飙升近9%

US stocks dig gold | The two giants of weight-loss drugs have refreshed their heights! Novo Nordisk's weight-loss drug has been approved for sale in China; performance has ignited stock prices! Carnival Cruise Line soared nearly 9% after the results.

Futu News ·  Jun 26 18:10

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.

1. Approved for listing in China! The 'weight loss medications' double champions hit a new high and industry institutions predict broad market potential in the future.

Yesterday, Novo Nordisk announced that semaglutide for long-term weight management drugs has been approved for listing in China. Industry institutions predict that in the next 6 years, the market size of diabetes (and weight loss) drugs in China will more than double, exceeding $23 billion. Nomura predicts that the GLP-1 drug market in China may grow at a rate of over 23% per year, faster than the global average.

At the close,$Novo-Nordisk A/S (NVO.US)$rose by more than 3%,$Eli Lilly and Co (LLY.US)$it rose by 1.65%.

2. Strong demand for the cruise industry!$Carnival (CCL.US)$Post-earnings, it rose nearly 9%, with$Royal Caribbean (RCL.US)$followers rising more than 4%.

Carnival Cruise's adjusted earnings per share were $12 billion, far exceeding the expected $1.06 billion and the guided $1.05 billion. Revenue was $5.78 billion, higher than the estimated $5.7 billion.

Goldman Sachs analyst Lizzie Dove pointed out that Carnival Cruise's second-quarter performance exceeded expectations, and the guided expectations for the third quarter met investor expectations, driving a positive reaction in the stock market.

3. The medical industry sector rebounded!$Intuitive Surgical (ISRG.US)$It rose more than 3%, up more than 30% year-to-date, with an average annual return rate of 24% over the past 15 years;$Alnylam Pharmaceuticals (ALNY.US)$rose nearly 8%, with a cumulative increase of more than 55% in the past 4 trading days, and positive phase 3 new drug data is still fermenting;$Regeneron Pharmaceuticals (REGN.US)$rose nearly 1%, up more than 20% year-to-date, with RBC Capital analyst maintaining a target price of $1,229 per share.

I. Innovative American stock giants

II. Innovative American individual stocks

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

Editor/ping

The translation is provided by third-party software.


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