高盛、大摩、瑞银、野村、法巴等国际投行纷纷发表看多观点。整体而言，各界认为，刺激力度不容小觑，尤其是支持资本市场的创新工具。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.
As of the close on Thursday, the three major US stock indexes all rose this week, with nvidia returning to the three trillion US dollar mark. Among them, the Dow Jones Index rose 0.27% to 42175.11 points; the S&P 500 Index rose 0.75% to 5745.37 points during the same period, reaching the 41st new high of the year; the Nasdaq Index rose 1.35% to 18190.29 points during the same period.
Specifically, in terms of individual stocks, there is a "big frenzy" in Chinese assets, with Goldman Sachs, Morgan Stanley, UBS, and Nomura all bullish!$KE Holdings (BEKE.US)$,$JD.com (JD.US)$This week, the gains have exceeded 33%,$PDD Holdings (PDD.US)$With a cumulative increase of nearly 30%,$Tencent Music (TME.US)$rose more than 24%,$Alibaba (BABA.US)$,$Baidu (BIDU.US)$rose nearly 20%,$Li Auto (LI.US)$Increased by over 17%.
Goldman Sachs, Morgan Stanley, UBS, Nomura, BNP Paribas and other international investment banks have expressed bullish views. Overall, it is widely believed that the stimulus measures should not be underestimated, especially in supporting innovative tools for the capital markets.
AI wave ignites storage demand!$Micron Technology (MU.US)$Fourth quarter revenue surged nearly 10%, with positive guidance for the next quarter leading to a stock price spike of over 20% this week.
Micron Technology's earnings report shows AI demand driving a sharp increase of over 90% in fourth quarter revenue, with performance guidance exceeding expectations. The company reported revenue of $7.75 billion in the fourth quarter, up 93.3% year-over-year, with analysts expecting revenue of $7.66 billion; adjusted earnings per share were $1.18, compared to a loss of $1.07 in the same period last year and analysts' expectation of $1.12, while the company's guidance is $1.00 to $1.16.
Micron CEO Sanjay Mehrotra attributed the fourth quarter revenue growth to AI demand, stating that data center SSD sales led NAND revenue to hit a record, exceeding 1 billion US dollars for the first time.
China's stimulus is driving global commodity prices, with London copper breaking the $10,000 mark! $Freeport-McMoRan (FCX.US)$This week's cumulative increase exceeded 16%, with the stock price surpassing the $50 mark.
In recent trading days, China's monetary and fiscal stimulus policies have not only fueled a strong rally in the A-share market, but also driven commodities soaring! London copper has surged above the key level of $10,000.
Market data shows that the London Metal Exchange (LME) three-month copper price broke through the psychological barrier of $10,000 per ton on Thursday this week, reaching a high of $10,090 at one point, the highest since June 7th.
On the other hand, the following stocks performed weakly this week:
Editor/ping
