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.
Several major banks' stocks have performed well before their earnings reports. They rose nearly 3%, over 2%, and more than 1%, respectively, setting historical highs. From this Friday, major US banks will release their earnings reports one after another. The market believes that the recovery of their investment banking business is a highlight. According to Bloomberg, analysts predict that Citigroup, Bank of America, Goldman Sachs, and JPMorgan will see an average year-on-year growth rate of more than 30% in their investment banking revenue in Q2. In addition, there is news that the Federal Reserve is considering modifying the additional capital requirements imposed on global systemically important banks (GSIBs) in the US. The new calculation method will lower the bank's systemic score requirements and the resulting additional capital costs, which means that US large banks will save billions of dollars in additional expenses every year.$Citigroup (C.US)$They increased nearly 3%, more than 2%, and up by more than 1%, respectively, setting historical highs.$Bank of America (BAC.US)$, $Goldman Sachs (GS.US)$The market analysis believes that as the core supplier of AI fiber-optic products, Corning is one of the "low-profile big winners" in this round of the AI fever. The company's fiber-optic and optical connectors are widely used in global telecom companies and large-scale data centers. In addition, Bank of America Merrill Lynch raised the company's target price to $47 in the latest research report. The analyst of the institution pointed out that in addition to AI optical products, Corning is also exploring new market opportunities such as building glass, solar energy, and HAMR (heat-assisted magnetic recording), which have the potential to bring additional growth to the company.$JPMorgan (JPM.US)$Analysts are bullish on the semiconductor industry as a whole, and the sector is rebounding. They set new highs overnight, with annual gains of more than 40%. In addition, Amkor Technology (AMKR.US) rose nearly 3% and has accumulated a 27% increase since the beginning of the year. Raymond James' research report pointed out that driven by multiple factors such as AI and geopolitics, semiconductor equipment spending is expected to increase by at least a single-digit percentage in 2025 and 2026. The analyst Srini Pajjuri emphasized that although the valuation of the semiconductor industry is approaching its multi-year high, he is still optimistic about the prospect of semiconductor equipment companies considering the risk-return ratio. Pajjuri raised the target prices of Applied Materials, Lam Research, and Kla Corp to $275, $1250, and $975, respectively, and maintained the "outperform" rating for all three companies.
In 2023, the company's overall sales volume of 18,000 kiloliters, +28.10% year-on-year, significant growth. Product structure, 10-30 billion yuan products operating income of 401/1288/60 million yuan respectively. From this Friday, major US banks will release their earnings reports one after another. The market believes that the recovery of their investment banking business is a highlight. According to Bloomberg, analysts predict that Citigroup, Bank of America, Goldman Sachs, and JPMorgan will see an average year-on-year growth rate of more than 30% in their investment banking revenue in Q2. In addition, there is news that the Federal Reserve is considering modifying the additional capital requirements imposed on global systemically important banks (GSIBs) in the US. The new calculation method will lower the bank's systemic score requirements and the resulting additional capital costs, which means that US large banks will save billions of dollars in additional expenses every year.
The Federal Reserve is considering modifying the additional capital requirements imposed on global systemically important banks (GSIBs) in the US. The new calculation method will lower the bank's systemic score requirements and the resulting additional capital costs, which means that US large banks will save billions of dollars in additional expenses every year.
AI heats up in multiple fields, and this "low-key winner" of the AI fever has risen nearly 16% in the past two days, with an annual increase of nearly 50%. The market analysis believes that as the core supplier of AI fiber-optic products, Corning is one of the "low-profile big winners" in this round of the AI fever. The company's fiber-optic and optical connectors are widely used in global telecom companies and large-scale data centers. In addition, Bank of America Merrill Lynch raised the company's target price to $47 in the latest research report. The analyst of the institution pointed out that in addition to AI optical products, Corning is also exploring new market opportunities such as building glass, solar energy, and HAMR (heat-assisted magnetic recording), which have the potential to bring additional growth to the company.$Corning (GLW.US)$They rose nearly 16% in the past two days, with an annual increase of nearly 50%.
The market analysis believes that as the core supplier of AI fiber-optic products, Corning is one of the "low-profile big winners" in this round of the AI fever. The company's fiber-optic and optical connectors are widely used in global telecom companies and large-scale data centers. In addition, Bank of America Merrill Lynch raised the company's target price to $47 in the latest research report. The analyst of the institution pointed out that in addition to AI optical products, Corning is also exploring new market opportunities such as building glass, solar energy, and HAMR (heat-assisted magnetic recording), which have the potential to bring additional growth to the company.
In addition to AI optical products, Corning is also exploring new market opportunities such as building glass, solar energy, and HAMR (heat-assisted magnetic recording), which have the potential to bring additional growth to the company. Bank of America Merrill Lynch raised the company's target price to $47 in the latest research report. The analyst of the institution pointed out that in addition to AI optical products, Corning is also exploring new market opportunities such as building glass, solar energy, and HAMR (heat-assisted magnetic recording), which have the potential to bring additional growth to the company.
The latest flagship version of the Wenzhan Large Model, Wenzhan Large Model 4.0 Turbo, is about to be fully open to corporate customers. Baidu's Vice President Xie Guangjun revealed that the daily call volume of the Wenzhan Large Model exceeded 500 million, with a quarterly growth of 150% in the second quarter of this year, serving a cumulative 1.5 million corporate users and entering an index-level growth phase.$Baidu (BIDU.US)$It rose more than 8% overnight, with the largest closing gain since February 2023.
The latest flagship version of the Wenzhan Large Model, Wenzhan Large Model 4.0 Turbo, is about to be fully open to corporate customers. Baidu's Vice President Xie Guangjun revealed that the daily call volume of the Wenzhan Large Model exceeded 500 million, with a quarterly growth of 150% in the second quarter of this year, serving a cumulative 1.5 million corporate users and entering an index-level growth phase.
Analysts are bullish on the semiconductor industry as a whole, and the sector is rebounding. They set new highs overnight, with annual gains of more than 40%. In addition, Amkor Technology (AMKR.US) rose nearly 3% and has accumulated a 27% increase since the beginning of the year. Raymond James' research report pointed out that driven by multiple factors such as AI and geopolitics, semiconductor equipment spending is expected to increase by at least a single-digit percentage in 2025 and 2026. The analyst Srini Pajjuri emphasized that although the valuation of the semiconductor industry is approaching its multi-year high, he is still optimistic about the prospect of semiconductor equipment companies considering the risk-return ratio. Pajjuri raised the target prices of Applied Materials, Lam Research, and Kla Corp to $275, $1250, and $975, respectively, and maintained the "outperform" rating for all three companies.$Applied Materials (AMAT.US)$, $Lam Research (LRCX.US)$ and $KLA Corp (KLAC.US)$They set new highs overnight, with annual gains of more than 40%. In addition, Amkor Technology (AMKR.US) rose nearly 3% and has accumulated a 27% increase since the beginning of the year.$Amkor Technology (AMKR.US)$Amkor Technology (AMKR.US) rose nearly 3% and has accumulated a 27% increase since the beginning of the year.
Analysts are bullish on the semiconductor industry as a whole, and the sector is rebounding. They set new highs overnight, with annual gains of more than 40%. In addition, Amkor Technology (AMKR.US) rose nearly 3% and has accumulated a 27% increase since the beginning of the year. Raymond James' research report pointed out that driven by multiple factors such as AI and geopolitics, semiconductor equipment spending is expected to increase by at least a single-digit percentage in 2025 and 2026. The analyst Srini Pajjuri emphasized that although the valuation of the semiconductor industry is approaching its multi-year high, he is still optimistic about the prospect of semiconductor equipment companies considering the risk-return ratio. Pajjuri raised the target prices of Applied Materials, Lam Research, and Kla Corp to $275, $1250, and $975, respectively, and maintained the "outperform" rating for all three companies.
Pajjuri raised the target prices of Applied Materials, Lam Research, and Kla Corp to $275, $1250, and $975, respectively, and maintained the "outperform" rating for all three companies.