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美股掘金 | AI交易卷土重来?英伟达、超微电脑隔夜股价齐嗨;业绩超预期叠加避险需求旺盛!巴里克黄金绩后大涨近9%

US stocks' new gold rush | Will AI trading make a comeback? Nvidia and Super Micro Computer's overnight stock prices rose significantly; strong demand for safe-haven assets combined with better-than-expected performance! Barrick Gold rose nearly 9% after

Futu News ·  Aug 13 18:51

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.

1. The Canadian mining giant soared after its performance. 2. Q2 performance exceeded expectations, with a overnight surge of 9.08%. Rate cut expectations may push gold up again, and related conceptual stocks have become a safe-haven asset for investors. 3. Barrick Gold rose more than 9%. The financial report shows that Barrick Gold's Q2 revenue was $3.162 billion, a year-on-year increase of 11.7%, exceeding market expectations; net income was $0.37 billion, a year-on-year increase of 25%; adjusted earnings per share were $0.32, which exceeded market expectations of $0.27, and was $0.19 in the same period last year. 4. Gold rose sharply yesterday, and investors are closely watching the data of US PPI and CPI, which are important basis for the Fed's interest rate cut. Once the Fed's interest rate cut expectations are strengthened, gold, as a non-interest-bearing asset, will get the greatest buff; compared with stocks, gold also has a safe-haven asset halo, so at the moment, gold is the best outlet for interest rate cut expectations. 5. Is AI trading making a comeback? 6. It rose more than 4% overnight and has rebounded more than 20% from last Monday's low point. 7. It rose by 6.33%, with a turnover of $4.981 billion, and has risen by more than 90% since the beginning of this year. 8. KeyCorp received a $2.8 billion investment from Bank of Nova Scotia (BNS), which was the highest-gaining stock in the S&P 500. BNS acquired 14.9% of KeyCorp in return. KeyCorp said that this investment is the best way to increase capital and enhance strategic position. Meanwhile, BNS' U.S. listed stocks fell 4%. 9. Monday.com reported a Q2 revenue of $236.1 million, up 34% year-on-year and achieving GAAP operating profit for the first time. The company also reached its largest transaction involving 80,000 users in history.$Barrick Gold (GOLD.US)$2. AI trading is potentially making a comeback. It has risen more than 20% from last Monday's low point and more than 4% overnight.

4. Monday.com has achieved its largest transaction involving 80,000 users in history. Its Q2 revenue also increased by 34% YoY, reaching $236.1 million and achieving GAAP operating profit for the first time. The platform allows organizations to manage tasks, projects, and teamwork across various fields, such as project management, marketing, sales and customer relationship management, task management, software development, construction, creative production, remote work, human resources, information technology, and more.

Yesterday, gold rose sharply again, and investors are closely watching the data on US PPI and CPI, which are important indicators for the Fed's interest rate cut. Once the expected interest rate cut by the Fed is strengthened, as a non-interest-bearing asset, gold will receive the greatest boost; compared to stocks, gold also has the halo of a safe-haven asset, so at this moment, gold has become the best outlet for interest rate cut expectations.

2. Will AI trading make a comeback?$NVIDIA (NVDA.US)$ It rose more than 4% overnight and has rebounded more than 20% since last Monday's low. $Super Micro Computer (SMCI.US)$It closed up 6.33%, with a turnover of 4.198 billion US dollars, and has risen more than 90% this year.

KeyCorp's investment of 2.8 billion US dollars is the stock with the highest increase in the S&P 500 index overnight. Bank of Nova Scotia's net income last quarter was $2.53 billion, an increase of 46% from the same period last year, which shows the company's continued strong business. In terms of asset quality, personal loans and credit card loans are the riskier assets, and the bank's non-performing rate continues to run at two historical lows of 0.36% and 0.79%, respectively. In terms of business content, the bank has been focusing on two major business concepts in recent years: accelerating global strategy and expanding AI capabilities. Barrick Gold Corporation (GOLD.US) rose 1.126%, with a trading volume of 8.85 million, and the gain in stocks continued to stimulate investor sentiment.

3. US Regional Banks rose 9.1% yesterday, receiving a $2.8 billion investment from Canadian financial giant Bank of Nova Scotia (BNS), which was the highest-gaining stock in the S&P 500. In return, BNS acquired 14.9% of KeyCorp. KeyCorp said that this investment is the best way to increase capital and enhance strategic position. Meanwhile, BNS' U.S. listed stocks fell 4%.$KeyCorp (KEY.US)$1. The Canadian mining giant soared after its performance. 2. Q2 performance exceeded expectations, with a overnight surge of 9.08%. Rate cut expectations may push gold up again, and related conceptual stocks have become a safe-haven asset for investors. 3. Barrick Gold rose more than 9%. The financial report shows that Barrick Gold's Q2 revenue was $3.162 billion, a year-on-year increase of 11.7%, exceeding market expectations; net income was $0.37 billion, a year-on-year increase of 25%; adjusted earnings per share were $0.32, which exceeded market expectations of $0.27, and was $0.19 in the same period last year. 4. Gold rose sharply yesterday, and investors are closely watching the data of US PPI and CPI, which are important basis for the Fed's interest rate cut. Once the Fed's interest rate cut expectations are strengthened, gold, as a non-interest-bearing asset, will get the greatest buff; compared with stocks, gold also has a safe-haven asset halo, so at the moment, gold is the best outlet for interest rate cut expectations. 5. Is AI trading making a comeback? 6. It rose more than 4% overnight and has rebounded more than 20% from last Monday's low point. 7. It rose by 6.33%, with a turnover of $4.981 billion, and has risen by more than 90% since the beginning of this year. 8. KeyCorp received a $2.8 billion investment from Bank of Nova Scotia (BNS), which was the highest-gaining stock in the S&P 500. BNS acquired 14.9% of KeyCorp in return. KeyCorp said that this investment is the best way to increase capital and enhance strategic position. Meanwhile, BNS' U.S. listed stocks fell 4%. 9. Monday.com reported a Q2 revenue of $236.1 million, up 34% year-on-year and achieving GAAP operating profit for the first time. The company also reached its largest transaction involving 80,000 users in history.$Bank of Nova Scotia (BNS.US)$ With an investment of 2.8 billion US dollars, it is the stock with the highest increase in the S&P 500 index overnight.

8. KeyCorp received a $2.8 billion investment from Bank of Nova Scotia (BNS), which was the highest-gaining stock in the S&P 500. BNS acquired 14.9% of KeyCorp in return. KeyCorp said that this investment is the best way to increase capital and enhance strategic position. Meanwhile, BNS' U.S. listed stocks fell 4%.

4. Monday.com has achieved its largest transaction involving 80,000 users in history. Its Q2 revenue also increased by 34% YoY, reaching $236.1 million and achieving GAAP operating profit for the first time. The platform allows organizations to manage tasks, projects, and teamwork across various fields, such as project management, marketing, sales and customer relationship management, task management, software development, construction, creative production, remote work, human resources, information technology, and more.$monday.com (MNDY.US)$ 4. Monday.com has achieved its largest transaction involving 80,000 users in history. Its Q2 revenue also increased by 34% YoY, reaching $236.1 million and achieving GAAP operating profit for the first time. The platform allows organizations to manage tasks, projects, and teamwork across various fields, such as project management, marketing, sales and customer relationship management, task management, software development, construction, creative production, remote work, human resources, information technology, and more.

4. Monday.com has achieved its largest transaction involving 80,000 users in history. Its Q2 revenue also increased by 34% YoY, reaching $236.1 million and achieving GAAP operating profit for the first time. The platform allows organizations to manage tasks, projects, and teamwork across various fields, such as project management, marketing, sales and customer relationship management, task management, software development, construction, creative production, remote work, human resources, information technology, and more.

7. Bank of Nova Scotia (BNS) released a report stating that Super Micro Computer's Q4 FY2024 revenue met expectations, and the company's Q1 FY2025 revenue guidance was higher than expected. The midpoint of the 2025 full-year guidance is $28 billion, which is significantly higher than the bank's and the market's expected levels of $25.1 billion and $23.8 billion, respectively, indicating that demand for artificial intelligence (AI) is still strong. However, the bank believes that Super Micro's Q4 FY2024 gross margin of 11.3% is far lower than the bank's expected 13.6%. Although the company's FY2025 revenue has increased, the gross margin is expected to gradually recover to the normal range (14%-17%) by the end of FY2025.

1. Innovative high in US stocks individual stocks

2. Top gainers and losers of popular US stocks

Editor/Feynman

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