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美股掘金 | 地产板块成最强“减息交易”?多只龙头企业股价齐飙升;市值突破千亿美元!医疗巨头HCA今年已涨超44%

U.S. gold mining | Real estate sector becomes the strongest "rate cut trade"? The stock prices of multiple leading companies surge together, with a market cap exceeding $100 billion! Medical giant HCA has already risen more than 44% this year.

Futu News ·  Aug 26 19:10

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.

1. Is the real estate sector becoming the strongest "rate cut trade"? The stock prices of several leading companies in the sector are surging. It is the fifth largest residential construction company in the United States.$Toll Brothers (TOL.US)$Last Friday, it rose 5.27%, real estate service and investment company$CBRE Group (CBRE.US)$rose 3.7%,$Jones Lang LaSalle (JLL.US)$Up 4.79%, a home decoration and residence products manufacturer$Masco (MAS.US)$Up 3.78%.

CITIC Securities believes that the prosperity of the real estate market and interest rates are negatively correlated, so once the Federal Reserve starts an interest rate cut cycle, investment targets related to the US real estate market are worthy of attention.

2. Market cap exceeds one trillion dollars! The medical care services company$HCA Healthcare (HCA.US)$has risen over 44% this year, leading the emergency care market.

As the largest non-governmental emergency care hospital operator in the United States, HCA operates over 186 hospitals and approximately 2,400 outpatient facilities, leveraging its position as a leader in emergency care. HCA's leadership in hospitals makes its services the preferred choice for patients seeking emergency treatment.

HCA's inpatient admissions, equivalent admissions, and emergency room visits have increased by 5% in the second quarter. With HCA's comprehensive and steady business growth, its total sales are projected to increase by 9% in fiscal year 2024 and another 5% in fiscal year 2025, reaching $74.25 billion.

3. Performance boost stock price! Fast food chain brand.$CAVA Group (CAVA.US)$Surged 19.63% last Friday, the stock price has tripled since its listing last year; software supplier$Workday (WDAY.US)$Rose 12.49%.

CAVA Group exceeded expectations in the second quarter, with revenues of $0.233 billion, approximately 6.4% higher than expected, and earnings per share (EPS) of $0.17, 36% higher than expected. Workday's second-quarter performance exceeded analysts' expectations and reiterated its outlook for annual subscription revenue, causing the stock price to jump by over 12%.

4. Biopharmaceutical companies work together to create a new record!$Sanofi (SNY.US)$Last Friday rose by 1.77%, listed as a key focus enterprise in the 2024 global biopharmaceutical commercial report.$Novartis AG (NVS.US)$ Rose by 0.68%.$AstraZeneca (AZN.US)$Rose by 0.9%, reaching a new high for the year.

The global biopharmaceutical market is estimated to be $392.9 billion in 2023 and is expected to reach $887.3 billion by 2030, with a compound annual growth rate of 12.3% from 2023 to 2030.

I. Innovative American stock giants

II. Innovative American individual stocks

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

Editor/Feynman

The translation is provided by third-party software.


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