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美股掘金 | 获纳入标普500指数!AI牛股Palantir一夜飙升逾14%;新药疗效击败默沙东!生物制药公司SMMT应声飚涨56%

US stocks | Included in the s&p 500 index! AI stock Palantir soared more than 14% overnight; New drug efficacy beats merck! Biopharmaceutical company SMMT surged 56% in response.

Futu News ·  Sep 10 18:29

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. AI bull stocks.$Palantir (PLTR.US)$It was announced by S&P Global that Palantir, an outsourced data analysis company for the US intelligence department, has been included in the S&P 500 Index. The change will take effect before the start of US stock trading on September 23.

In the second quarter, Palantir's revenue increased by 27% compared to the same period last year. US commercial revenue, including AIP, increased by 55%, and the number of customers surged by 83%. With decades of experience in artificial intelligence, it quickly transformed when artificial intelligence became popular last year. Thanks to Palantir's training camp, the company's artificial intelligence platform (AIP) has experienced strong demand growth. Engineers have worked closely with the company to help them succeed.

In the second quarter, Palantir's revenue increased by 27% compared to the same period last year. US commercial revenue, including AIP, increased by 55%, and the number of customers surged by 83%. With decades of experience in artificial intelligence, it quickly transformed when artificial intelligence became popular last year. Thanks to Palantir's training camp, the company's artificial intelligence platform (AIP) has experienced strong demand growth. Engineers have worked closely with the company to help them succeed.

New drugs made a stunning appearance, and the stock price soared in response!$Summit Therapeutics (SMMT.US)$The efficacy of the new drug is better than that of the pharmaceutical giant.$Merck & Co (MRK.US)$The stock price of similar drugs surged 55.99% overnight.

On Sunday, at the 2024 World Lung Cancer Congress, Summit announced the results of phase III clinical trials. Clinical data showed that compared with Merck's blockbuster anti-cancer drug Keytruda (pembrolizumab), Summit's bispecific antibody ivonescimab reduced the risk of disease progression or death by 49% in first-line treatment of lung cancer patients.

The expectation of interest rate cuts is favorable, and medical equipment giants have reached historic highs!$Boston Scientific (BSX.US)$Up 1.29% overnight, with an annual increase of over 40%.$Stryker Corp (SYK.US)$Up 1.08%, with an annual increase of over 20%; In addition, in the same medical equipment sector, $Steris PLC (STE.US)$rose 2.37% to a new high for the year, a biotechnology company$BioNTech (BNTX.US)$soaring 11.77% in a single day.

From the previous Fed rate cuts, medical stocks tend to experience a strong upward trend. Due to their long development cycle, high investment and high costs, they are highly dependent on external funding in the early stages. As US bond rates fall, market risk sentiment will be boosted and more funds will flow back into the stock market, favoring the medical sector.

4. Global expansion accelerates.$MasterCard (MA.US)$Rising by 2.3% overnight, the stock price has once again reached a historic high, making it a growth pioneer in the digital payment wave.

Mastercard, with its growth in cross-border transactions, strong consumer spending, and diversified value-added services, has achieved a steady rise in stock price. So far this year, Mastercard's stock price has risen by 14.71%, far surpassing the industry average increase of 7.3%, especially in regions such as the Middle East, Central and Eastern Europe, the Middle East and Africa (CEMEA), Latin America, and Europe, where the transformation of digital payment has provided strong impetus for Mastercard's network expansion.

5. Performance driven by smoke-free products, CEO releases multiple bullish signals!$Philip Morris International (PM.US)$Rising by 1.3% overnight, the year-on-year increase is approaching 40%.

CEO Olczak of Philip Morris reiterated the guidance of 11% to 13% earnings per share growth for 2024 at the Barclays Global Consumer Staples Conference. Olczak emphasized the growth potential of smoke-free products and pointed out that the company's sales growth is mainly driven by high-profit markets such as the United States and Europe, as well as strong growth in sales of smoke-free products (NGP), such as heated tobacco and e-cigarettes. In addition, Olczak stated that the company will continue to focus on US dollar cash flow and dividend payments, and consider initiating share buybacks around 2026.

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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