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美股掘金 | 获花旗唱好!挪威邮轮、嘉年华邮轮、皇家加勒比邮轮齐创新高;芯片股持续发力!博通年内涨近70%创历史新高

US stocks | Citigroup is optimistic! Norwegian cruise, Carnival cruise, and Royal Caribbean cruise hit new highs; Chip stocks continue to rise! Broadcom rose nearly 70% this year, hitting a historical high.

Futu News ·  Oct 10 19:09

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.

Cruise stocks collectively surged! Recommended by Citigroup. $Norwegian Cruise (NCLH.US)$Please use your Futubull account to access the feature.$Carnival (CCL.US)$Overnight rose by over 10%, 7%.$Royal Caribbean (RCL.US)$ Overnight rose by more than 5%, with an annual increase of nearly 50%.

Cruise stocks surged significantly due to Citigroup's optimistic outlook. Citigroup upgraded Norwegian Cruise Line from "Neutral" to "Buy", pointing out the stock's potential for significant profit growth and multiple expansions; included Royal Caribbean in the watchlist of positive catalysts, expecting the company's upcoming financial report to include a long-term strategic update; raised the target price of Carnival Corporation from $204 to $253, with a "Buy" rating.

2. Chip stocks continue to perform well! Chip giant $Broadcom (AVGO.US)$ The overnight stock price rose to $186, reaching a new all-time high closing price, with an annual increase of nearly 70%.

On the news front, Broadcom announced on October 8 that it actively supports the vision of achieving artificial intelligence infrastructure through open standards, scalability, and energy-efficient solutions, highlighting progress in this area through a series of demonstrations, product showcases, and other forums. In addition, Broadcom announced that the Open Compute Project (OCP) Global Summit 2024 will be held in San Jose, California on October 15-17.

Truist Securities raised Broadcom's target price to $205, maintaining a "Buy" rating; Bank of America Securities analyst Vivek Arya maintains a "Buy" rating; Cowen gives an "Overweight" rating; KeyBanc analyst John Vinh suggests that Broadcom's positive factors may be offset by Apple preparing Wi-Fi 7 for iPhone 17 in 2025.

Multiple institutions are bullish! Asset management companies $KKR & Co (KKR.US)$ Rising nearly 3% overnight, with an annual increase of over 60%.

On the news front, BMC Software, a business technology provider under KKR & Co, will be split into two separate companies. BMC Software CEO Ayman Sayed stated in an interview that one company will retain the BMC name, focusing on large computers used by enterprises and the software automation sector. The other company named BMC Helix will specialize in software tools for monitoring and managing all technologies within organizations. In addition, KKR & Co acquired the leading airport nearby parking provider, the Parking Spot.

Fidelity Group analyst Michael Brown maintains a "hold" rating on the company, raising the target price to $139; JMP Securities analyst Devin Ryan maintains a "buy" rating, raising the target price to $150; Furu Group analyst Daniel Fannon maintains a "buy" rating, raising the target price to $154; Barclays analyst Benjamin Budish maintains a "buy" rating, raising the target price to $149.

1. Setting new highs for US stock giants      

II. Innovative American individual stocks

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

编辑/Wade

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