Ark资讯强调软件公司（如Palantir）在AI热潮中拥有更多的潜力，有望从科技巨头手中夺取市场份额；Cloudflare 收购 Kivera 以提供简单、预防性的云安全；美银全球研究团队指网络攻击随人工智能数字化日渐猖獗，网络安全公司值得投资者关注。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.
Us stocks continued to rise this week, with the three major indices edging up slightly. On Wednesday, the s&p 500 index and the dow both set new closing highs, with the s&p 500 hitting a new high for the 44th time this year. However, due to higher-than-expected inflation in the usa in September, the three major us stock indices weakened slightly on Thursday. As of Thursday's close, the three major us stock indices all rose, with the dow jones industrial average up 0.24% to 42454.12 points; the s&p 500 index rose 0.5% to 5780.05 points; and the nasdaq index rose 0.8% to 18282.05 points.
In terms of specific individual stocks, ai has been the hot topic this week, with the software industry surging ahead! Cybersecurity company $Zscaler (ZS.US)$ surged over 12% this week, while cloud computing service company $Cloudflare (NET.US)$ Up nearly 11%, the data company $MongoDB (MDB.US)$ Up over 10%, the software giant $Palantir (PLTR.US)$ Up nearly 9%, with a market cap expected to exceed one billion.
Ark Invest emphasizes that software companies (such as Palantir) have more potential in the AI boom, poised to take market share from tech giants; Cloudflare acquires Kivera to provide simple, proactive cloud security; The global research team at Bank of America points out that cyber attacks are becoming increasingly rampant with the digitization of artificial intelligence, making cybersecurity companies worth investors' attention.
Bank of America Securities analyst Bradley Sills maintains a buy rating on MongoDB; Citigroup analyst Fatima Boolani maintains a hold rating on Cloudflare, with a target price of $90.
Hardware development closely follows software trends! Two major AI giants $NVIDIA (NVDA.US)$Please use your Futubull account to access the feature.$Super Micro Computer (SMCI.US)$ Regaining momentum, surged nearly 8% and 13% this week.
Super Micro Computer reported shipping over 0.1 million GPUs equipped with liquid cooling solutions each quarter; Nvidia's stock price approaching a historical high, the company's vice president announced at an artificial intelligence summit that the next generation Blackwell chip will be shipped to customers in the fourth quarter of this year, with outstanding energy efficiency.
JPMorgan reiterated Nvidia as the top choice in the semiconductor sector, with a strong business and very high visibility into the future, maintaining a buy rating and a target price of $150; Barclays maintained an 'equal weight' rating on Super Micro Computer's stock.
Cruise stocks receive bullish calls from major banks! $Carnival (CCL.US)$ This week leads the gains by over 13%, with the stock price soaring to a 52-week high.
Citigroup holds an optimistic view on Carnival Cruise and other cruise stocks, leading to recent surges in stock prices; the flight times of Carnival Magic and Carnival Sunrise cruises have been extended, departing from the port of Miami, providing more options for the world's 'cruise capital'.
Tigress Financial analyst Ivan Feinseth maintains a 'buy' rating for Carnival Cruise, raising the target price to $28; Deutsche Bank analyst Chris Woronka maintains a 'hold' rating for Carnival Cruise, with a target price of $19.
On the other hand, the following stocks performed weakly this week:
编辑/Wade
