美银分析师将英伟达目标价格从165美元上调至190美元。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.
1, in the past week, it fell by more than 2%, and the volume of options on Friday decreased slightly to 4 million contracts, with a call ratio dropping to 56%; on the open options chain, the call with an expiration date of this Friday and a strike price of $110 was the hottest, with a trading volume and open interest of nearly 0.09 million contracts. $NVIDIA (NVDA.US)$ Is about to surpass apple? With a total market value of over 3.5 trillion US dollars, the overnight stock price has set a new record high, with a nearly 200% increase during the year.
On the news front, analyst Guo Mingchi latest release of the Nvidia Blackwell GB200 chip industry chain order information shows that currently Microsoft is the world's largest GB200 customer, with a 3-4 times surge in order volume in the fourth quarter of this year, surpassing the sum of orders from all other cloud service providers. In the report, Guo Mingchi mentioned that the capacity expansion of Blackwell chips is expected to start in the early fourth quarter of this year, with shipment volume between 0.15 million to 0.2 million blocks expected in the fourth quarter. It is estimated that the shipment volume in the first quarter of 2025 will increase significantly by 200% to 250%, reaching 0.5 million to 0.55 million blocks.
Analyst at Bank of America raised Nvidia's target price from $165 to $190.
2. The software company has tripled in value this year! $Applovin (APP.US)$ Surged more than 9% overnight, reaching a historical high.
On the news front, Applovin CEO Adam Foroughi reiterated in a recent conference call that thanks to its ecosystem locking in more advertisers, the company has set its long-term software business goal to grow by 20% to 30% annually; Applovin is scheduled to release its third-quarter financial report on November 6, with an expected EPS of $0.96, a 220% increase from the same period last year, and forecasted revenue of $1.13 billion, a 30.65% increase from the same period last year.
Bank of America Securities analyst Omar Dessouky maintains a "buy" rating and raises the target price from $120 to $210; jpmorgan has raised the target price from $57 to $160.
3. Stock price hits an all-time high! Cybersecurity giant $Palo Alto Networks (PANW.US)$Up more than 10% since October, it was previously invested by "stock market goddess" Pelosi.
On the news front, global cybersecurity leader palo alto networks launched a new security solution for operational technology environments yesterday, including the industry's only fully integrated, risk-based guided virtual patching solution to address the growing cybersecurity threats, coping with harsh industry environments where traditional firewalls fail to operate.
Morgan Stanley rates palo alto networks as "outperforming the market" and raises the target price from $421 to $446; Barclays analyst Saket Kalia maintains a "buy" rating with the target price increased from $370 to $410.
4. Aggressive investors intervene! Cosmetics giant $Kenvue (KVUE.US)$ received investment from Starboard, surged more than 5% overnight.
On the news front, previously aggressive investor Starboard Value has accumulated a significant but undisclosed stake in Kenvue. JPMorgan analysts suggest that Starboard Value may push Kenvue to sell part or all of its skin care, medical care, and beauty divisions, which performed the worst in the last quarter.
JPMorgan analyst Andrea Faria Teixeira maintains a "buy" rating on the company; Barclays analyst Saket Kalia also maintains a "buy" rating.
One, hitting new highs in US stocks.
II. Innovative American individual stocks
III. Popular U.S. stock gains and losses rankings
编辑/Wade
