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美股泡沫的具象化:这三只“妖股”越来越狂

The materialization of the bubble in the US stock market: these three "demon stocks" are becoming more and more crazy.

Zhitong Finance ·  Oct 24 10:31

AI chip dominance$NVIDIA (NVDA.US)$ Stock is still the most searched and actively traded stock on the trading platform, indicating that global investors still highly prefer this fundamentally strong tech giant, rather than meme stocks that have no fundamental support. However, it is rare to see on the institutional statistics list the emergence of "new monster stocks" that skyrocket from around $1 to record high stock price levels in just a few days, showcasing this irrational investment sentiment that may indicate the benchmark index of the US stock market -$S&P 500 Index (.SPX.US)$As the US stock market hovers near its all-time high, the irrational speculative frenzy in the US stock market is unusually strong, and the bubble in the US stock market appears to be expanding at an accelerated pace.

Analysts stated on Tuesday Eastern Time that there are three names he is not familiar with - $Oklo Inc (OKLO.US)$N/A.$Bright Minds Biosciences (DRUG.US)$ and$180 Life Sciences (ATNF.US)$Rapidly rising to the list of the 25 most active and frequent stocks and options on its securities trading platform each week. These 'magic stocks' that have seen a sharp increase in stock prices in just a few trading days continue to attract huge funds, successfully entering the top 25 of the hot stock list, which is a very rare phenomenon, implying an extremely excited speculative mood beneath the bubble.

Oklo ranks eighth on the list; this is a small nuclear reactor-focused American nuclear power company. The stock price of this nuclear power startup, supported by a huge investment from OpenAI's CEO Sam Altman, has surged by about 144% in the past week. The two major American tech giants $Alphabet-C (GOOG.US)$ and$Amazon (AMZN.US)$Previously, they expressed that as the demand for electrical utilities to efficiently operate data centers powering applications like ChatGPT and other generative artificial intelligence rapidly increased, they are investing in the nuclear energy field, embracing nuclear power as a clean, efficient, and stable energy source.

In order to accelerate the expansion and construction of data centers to meet the explosive growth in the massive computing power demand of artificial intelligence and cloud services, amazon, $Microsoft (MSFT.US)$and other American tech giants like google are eyeing nuclear energy, which possesses clean, efficient, and stable attributes, to provide 24/7 uninterrupted power supply for their constantly expanding data centers.

Amid the current and long-term global decarbonization trend, nuclear energy, as an efficient and stable clean energy source, has become one of the preferred energy sources for technology giants such as Amazon, Google, and Microsoft. This energy source, which combines cleanliness, stability, and efficiency, is expected to provide 24/7 uninterrupted strong power support for their immensely large data centers. Therefore, the current support for nuclear energy from global politicians and technology companies may be stronger than at any time since the 1970s.

"OKLO is clearly benefiting from the artificial intelligence-driven nuclear power renaissance, as the reactor-focused company's stock price more than doubled last week," analysts said. "Unlike the following two symbols that soared from $1, this frenzy of short-term hot spot investment to some extent can be understood." The analyst specifically refers to Bright Minds Biosciences and 180 Life Sciences, which ranked 15th and 24th respectively on the list.

"I will let you decide if we are witnessing some bubbles now." Analysts stated in the report. Bright Minds and 180 Life Sciences' stock prices have been skyrocketing recently. At the beginning of last week, Bright Minds, a developer of psychiatric drugs, soared from $1.08 to $38.49 in just two trading days.

Bright Minds stock price skyrocketed from $2.49 to $38 in one trading day. A day later, the company stated that they were 'not aware of any significant changes' that could explain the recent market activity surge. The stock price then soared to $79.02 on last Friday, closing at $47.21 on the same day. Even with a significant drop from $79, the increase still stood at a high 110% at closing.

周一,Bright Minds股价一度继续疯涨,涨幅一度高达33%,至 62 美元,此前该公司表示将与 $Firefly Neuroscience (AIFF.US)$ 进行重大合作,进行与药物开发研究相关的数据分析。最终,股价上涨了1.7%,但是目前的股价仍然处于历史最高位附近,显示出市场的投机性质资金仍然大举涌入该股。

Meanwhile, focusing on the biotechnology sector, 180 Life Sciences dramatically announced its entry into the online gambling industry. The company's stock price soared from $1.52 last Monday to $17.75 last Tuesday, stating that they will focus on launching online casino operations for enterprise-to-consumer model as they enter the online gambling sector.

180 Life Sciences has officially started online gambling and gaming operations after gaining a fully integrated backend technology infrastructure to host online casinos, following an unexpected shift in direction for the company which has long been focused on biotechnology.

分析师对此评论道:“该股迅速回吐了大部分即期涨幅,但仍比前期水平足足高出大约4倍,对于该股来说实乃历史级别的壮举。”周二,该股收于4.69美元。

In its recent global fund manager survey, Wall Street major bank Bank of America found that the 'bubble in the U.S. stock market is rapidly expanding,' partly due to the Federal Reserve's new round of easing and the 'But after the bursting of the internet bubble and the Fed's rate cut in 2001, the ROI dropped by more than 10%."The expected warming is driving a large amount of funds irrationally flowing into the stock market. According to data from a survey by Bank of America, in October, a net 31% of fund managers stated they would persist in shareholding, higher than the net 11% from the previous month. An "bull-bear indicator" compiled by Bank of America has reached 7.1, but has not yet reached the 8.0 level of a "super sell signal".

David Rosenberg, a well-known American economist and founder of Rosenberg Research, has been warning for the past few months that a stock market crash may occur in the US. He had previously warned of a potential 39% pullback in US stocks, which is one of the more extreme predictions on Wall Street. He stated that most investors are optimistic about a soft landing due to the stable performance of the US economy and the trend of policy rate cuts.

In a recent report to clients, Rosenberg said, "Watching the market now is like watching a clown blowing up balloons. When this huge bubble bursts, the scene will be very spectacular."

Rosenberg pointed out that investors need to maintain a cautious mindset, avoid following the crowd's investment mentality, especially the enthusiasm for investing in large technology stocks such as Nvidia and Apple. Instead, he suggested that investors focus on stocks with strong business models, strong revenue growth rates, and at good prices, and add some "hedging factors" to their investment portfolios.

Editor/Rocky

The translation is provided by third-party software.


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