10月17日，台积电公布业绩显示2024年Q3营收为235亿，同比增加36.0%，环比增加12.9%；毛利率为57.8%，营业利益率为47.5%，税后纯益率为42.8%；此外，台积电预计第四季度销售额261亿-269亿美元，超过预估的249.4亿美元；预计毛利率57%至59%，亦超过预估的54.7%。花旗称AI营收有望提振下半年业绩，维持迈威尔科技“买入”评级。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 Thursday's close, the Dow Jones Industrial Average cumulatively rose by 0.88% to 43,239.05 points; during the same period, the S&P 500 Index cumulatively increased by 0.45% to 5,841.47 points; the Nasdaq Index also rose by 0.17% during the same period to 18,373.61 points.
In terms of specific individual stocks, the semiconductor sector has once again set off a huge wave, with semiconductor stocks rising steadily! $Taiwan Semiconductor (TSM.US)$ Q3 performance exceeded expectations, with a market cap exceeding 1000 billion. $Marvell Technology (MRVL.US)$ Rose nearly 8% during the week.
On October 17, Taiwan Semiconductor announced its performance, showing that the Q3 revenue of 2024 was 23.5 billion, an increase of 36.0% year-on-year and 12.9% quarter-on-quarter; gross margin was 57.8%, operating margin was 47.5%, and net profit margin was 42.8%; In addition, Taiwan Semiconductor expects sales in the fourth quarter to be between 26.1 billion and -26.9 billion US dollars, exceeding the estimated 24.94 billion US dollars; the expected gross margin is 57% to 59%, also surpassing the estimated 54.7%. Citigroup said that AI revenue is expected to boost performance in the second half of the year, maintaining a "buy" rating for Marvell Technology.
Continuous good news in the financial reporting season, high-quality stocks are hitting new highs! $United Airlines (UAL.US)$ Surged nearly 20% this week, a leader among private equity firms $Blackstone (BX.US)$ Rising for 6 consecutive days to achieve a historical high, one of the four major investment banks $Morgan Stanley (MS.US)$ Surged 20% in January.
On October 16, United Airlines announced its Q3 2024 financial performance, with Q3 revenue of $14.843 billion, a year-on-year increase of 2.5%; adjusted earnings per share were $3.33, exceeding analysts' expectations; in addition, the company also announced a $1.5 billion share buyback plan. On the same day, Morgan Stanley released its Q3 2024 earnings report, with key financial indicators performing better than market expectations, and revenues from all three main departments surpassing Wall Street's forecasts.
On October 17, Blackstone announced its Q3 2024 financial performance, with revenue of $2.434 billion, surpassing market expectations; distributable earnings (DE) increased by 6% year-on-year, reaching $1.279 billion; assets under management grew by 10% year-on-year, reaching $1.108 trillion, with net inflows of $40.5 billion this quarter; quarterly dividend per share is $0.86, payable to shareholders holding shares as of October 28, 2024, on November 4, 2024.
Cryptocurrency frenzy sweeps the globe! Bitcoin gathers strength to hit $70,000, trading platform giant $Coinbase (COIN.US)$ Soared nearly 16% in a week.
Currently, the global cryptocurrency market cap is $2.43 trillion, with a 1.4% change in the past 24 hours. The total cryptocurrency trading volume in the past day is $109 billion, with Bitcoin accounting for 55.1%. Following Bitcoin's momentum to reach new highs, exchange giant Coinbase surged by nearly 16% during the week, hitting a new high in almost a month. Bitcoin exchange reserves have dropped to the lowest level since October 2021, as more and more investors move Bitcoin from exchanges to cold wallets, possibly as part of a long-term holding strategy.
Mining demand surges, technology giants are betting on nuclear energy! Uranium production giant $Cameco (CCJ.US)$ Stock prices hit a new high again.
The demand for computing power is growing, tech giants like Microsoft, Amazon are increasingly betting on nuclear energy. Stimulated by the increasing demand for nuclear reactor fuel, one of the world's largest uranium producers, Cameco, surged over 10% this week, hitting a new all-time high. Goldman Sachs analyst Neil Mehta maintains a 'buy' rating on Cameco, with a target price of $55.
On the other hand, the following stocks performed weakly this week:
编辑/Wade
