英伟达CEO黄仁勋当地时间周三在高盛科技会议上重申，Blackwell芯片已经在全面生产，并将在第四季度开始出货。黄仁勋此前表示，Blackwell芯片需求强劲，供应商的生产正在迎头赶上。高盛重申予英伟达“买入”评级，续列入确信买入名单内，目标价135美元。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 giantThis week's bullish stocks in Hong Kong and the US stock markets.This section closely follows market trends every week, reviews the weekly performance of the Hong Kong and US stock markets, and helps mooers sort out the hot sectors, strong individual stocks, and major news of the week, looking for investment themes with profit potential.
This week, the US stock market quickly rebounded, with the S&P 500 and the Nasdaq rising for 4 consecutive days, led by Nvidia, the AI concept stock. Among them, the Dow Jones Industrial Average rose 1.86%, the S&P 500 Index rose 3.46%, and the Nasdaq, which is dominated by technology stocks, performed the best, soaring 5.27%.
In terms of specific stocks, leading the rebound of AI concept stocks! $NVIDIA (NVDA.US)$ In the past four days, it has surged nearly 16%, and Huang Renxun's speech has boosted market confidence.
Nvidia CEO Huang Renxun reiterated at the Goldman Sachs technology conference on Wednesday local time that the Blackwell chip is already in full production and will start shipping in the fourth quarter. Huang Renxun previously stated that there is strong demand for the Blackwell chip and that suppliers' production is catching up. Goldman Sachs reiterated a "buy" rating for Nvidia, maintaining its position on the conviction buy list with a target price of $135.
In addition, foreign media reported that Nvidia, OpenAI, Anthropic, and $Microsoft (MSFT.US)$and$Alphabet-A (GOOGL.US)$as well as executives from multiple US energy and utility companies held a meeting at the White House on Thursday to discuss AI infrastructure planning with the Biden team.
Following in the footsteps of the industry leader Nvidia, AI concept stocks rebounded vigorously,$Broadcom (AVGO.US)$surging more than 20% this week. $Arm Holdings (ARM.US)$ Up nearly 19%,$Palantir (PLTR.US)$Up over 15%, $MicroStrategy (MSTR.US)$N/A.$Super Micro Computer (SMCI.US)$rose more than 14%,$Oracle (ORCL.US)$Rose more than 13%.
Although there has been significant volatility in the AI concept recently, Bank of America said that the AI boom is still in its early stages, following the development trajectory of the internet in the 1990s. Strategists believe that artificial intelligence is the third major technology cycle in the past 50 years, starting with the launch of ChatGPT in November 2022. But unlike technology booms that took 15 to 30 years to be mainstreamed, the impact of artificial intelligence could be realized more quickly.
The interest rate cut cycle is about to begin, and related bullish stocks are gathering momentum! Telecommunications giant$Verizon (VZ.US)$, biotechnology company $BioNTech (BNTX.US)$ stock prices are soaring together.
With the US CPI data released on Wednesday exceeding expectations, the speculation about the extent of the Fed's interest rate cut next week is close to settling. As the Fed's 25 basis point rate cut next week approaches a certainty, the investment market is also looking ahead to the two remaining interest rate meetings later in the year. The latest expectations indicate that the probability of a 25 or 50 basis point rate cut by the Fed in November is close, and the probability of a total rate cut of at least 100 basis points this year is over 80%.
By observing the performance of defensive sectors such as medical care, communications services, finance, and essential consumer goods in the past rate cuts in the US stock market, it can be found that their performance is often better.
On the other hand, the following stocks performed weakly this week:
Editor/Emily
