麦格理集团分析师Ellie Jiang上调阿里巴巴至“买入”评级，并将目标价从85.4美元上调至145美元；高盛集团分析师Ronald Keung维持阿里巴巴“买入”评级，维持目标价134美元；新加坡Atlantis Investment Management高级投资组合经理Eric Yee表示，“我们正在削减亚洲各地的多头头寸，以便为购买中国股票提供资金，每个人都在这么做，这是政策驱动的良好复苏，你不会想错过这样的机会。”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.
In the third quarter, buybacks amounted to $4.1 billion! $Alibaba (BABA.US)$ Rising to $117 overnight, the stock price hits a nearly two-year high.
On the news front, Alibaba announced on the Hong Kong Stock Exchange that during the third quarter ending on September 30, 2024, the company repurchased a total of 0.414 billion shares of common stock for a total of $4.1 billion (equivalent to 52 million American depositary shares). These repurchases were conducted in the U.S. and Hong Kong markets under the company's share repurchase plan. There is still $22 billion remaining in the share repurchase plan authorized by the board of directors, with an expiration date of March 2027.
Morgan Stanley analyst Ellie Jiang raised Alibaba to a 'buy' rating and raised the target price from $85.4 to $145; Goldman Sachs analyst Ronald Keung maintained a 'buy' rating on Alibaba, with a target price of $134; Eric Yee, senior portfolio manager at Singapore's Atlantis Investment Management, stated, 'We are cutting long positions across Asia to fund our purchase of Chinese stocks. Everyone is doing this, thanks to the policy-driven strong recovery. You wouldn't want to miss out on such an opportunity.'
2. Bullish on ai chips! $Super Micro Computer (SMCI.US)$ Surged nearly 16% overnight, stopping losses near the downtrend of the past three months.
On the news front, super micro computer announced the launch of a complete liquid cooling solution, including a powerful cooling liquid distribution unit, cold plate, cooling liquid distribution water collector, cooling tower, and end-to-end management software, designed to reduce data center scale and lower TCO, allowing large artificial intelligence clusters to operate with lower energy budgets. Recently, the company has deployed over 100,000 GPUs for the ai factory, with the CEO emphasizing innovation and rapid deployment for both new and modern data centers.
Super micro computer's stock price surged nearly 16% overnight, marking a significant rebound to stop the three-month downtrend, the largest percentage growth since June 13, 2024, making it the stock with the biggest overnight increase in the s&p 500 index. As of last Friday's close, the stock price has fallen 65% from the historical high closing price set in March. Faced with stronger competition and more aggressive pricing strategies, the company's profit margin has declined.
3. Stocks hit new highs! Leading company in the chemical industry$Air Products & Chemicals (APD.US)$ Surged nearly 10% overnight, marking the largest daily percentage increase in four years.
On the news front, The Wall Street Journal reported on Friday that activist investor Mantle Ridge has built a stake of over $1 billion in the company and plans to push for improvements. The potential involvement of activist investors in the air products company may provide the company with an opportunity to redefine its growth story, focusing on "quality growth" that closely aligns shareholder returns with the company's actions, rather than external factors such as policy changes and fluctuations in commodity prices.
Evercore ISI Group analyst Stephen Richardson gave an "outperform" rating, raising the target price to $365; Citigroup analyst Patrick Cunningham maintained a "buy" rating, raising the target price to $345; Barclays analyst Michael Leithead maintained a "hold" rating, keeping the target price at $295; BMO Capital Markets analyst John McNulty maintained a "buy" rating, keeping the target price at $323.
1. New high for US stock giants
II. Innovative American individual stocks
III. Popular U.S. stock gains and losses rankings
编辑/Wade