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.
本周港股市场延续震荡走势。截至收盘，恒生指数累计下跌1.03%，报收20590.15点；科技指数累计下跌1.37%，报收4538.03点；国企指数累计下跌1.16%，报收7385.26点。
国元国际指出，本次反弹速度过快，对于政策的预期过高，短期内透支了未来可能的涨幅，因此盘面需要一段时间进行调整。改行进一步表示，“不轻率看多，但也不随意看空”，对未来的港股仍然抱有相对乐观的态度。
具体来看，光伏板块成为本周“最靓眼的仔”，$GCL TECH (03800.HK)$本周飙升50%、$FLAT GLASS (06865.HK)$Increased by nearly 50%, $XINYI SOLAR (00968.HK)$,$XINTE ENERGY (01799.HK)$while climbing over 30% and 25% respectively.
On the news front, the industry is mainly benefiting from two bullish pieces of news. Firstly, the relaxation of the U.S. tariff policy: The U.S. Department of Commerce is considering partially revoking the anti-dumping and countervailing duties on Chinese crystalline silicon PV cells, which could mean a relaxation in the U.S. tariff policy on Chinese PV component products.
Secondly, the China Photovoltaic Industry Association released the minimum cost price: The China Photovoltaic Industry Association's official public account issued a notice stating that bidding below cost price for photovoltaic components is suspected of being illegal, and also disclosed the minimum cost price of 0.68 yuan/W. This move is expected to curb industry disorderly competition, and component prices are expected to reach a turning point.
Impressive product strength!$UBTECH ROBOTICS (09880.HK)$With a weekly increase of over 30%, the Walker S series under Siasun Robot&Automation has become the humanoid robot with the highest number of installations in global car factories.
On the news front, recently, UBS officially released a new generation of industrial humanoid robot Walker S1, which has now entered BYD factories to carry out handling training, collaborating with L4 level unmanned logistics vehicles, unmanned forklifts, industrial mobile robots, and intelligent manufacturing management systems, making it the first industrial scenario globally where humanoid robots collaborate with unmanned logistics vehicles.
Major acquisition!$SH ELECTRIC (02727.HK)$Expanding the entire industry chain of robots, with a weekly cumulative increase of over 30% and an annual increase of nearly 50%.
On the news front, Shanghai Electric Group announced its intention to acquire 100% equity of Ningsheng Industrial from its controlling shareholder Shanghai Electric Group in cash, with a transaction price of 3.082 billion yuan. Ningsheng Industrial's core asset is Shanghai Fanuc Robotics Co., Ltd. Shanghai Electric intends to cover the complete industry chain of industrial robots, professional robots, and intelligent robots, while providing full lifecycle services for equipment.
Another big increase! The 'demon stock' in the second-hand car trading platform.$AUTOSTREETS (02443.HK)$The stock price continued to rise this week, with a cumulative increase of over 140%, and a year-to-date increase of over 188%.
On September 9th, the Shanghai Stock Exchange and the Shenzhen Stock Exchange issued announcements, adjusting the list of stocks eligible for trading under the Hang Seng China Enterprises Index. Among them, Autostreets was officially included in the Hang Seng China Enterprises Index, effective from September 10, 2024. Since then, the stock price has been soaring all the way.
On the other hand, the following stocks performed weakly this week:
Editor/ping
