今日，比特币一度突破9.9万美元，直逼10万美元大关，据Polymarket显示，目前市场押注今日突破10万美元大关的概率为72%；多位数字资产行业高管透露，包括Ripple、Kraken和Circle在内的一系列加密货币公司正在争夺美国加密货币顾问委员会的席位，寻求在特朗普改革美国政策的过程中获得发言权。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.
This week, the three major U.S. stock indexes edged up slightly. As of Thursday's close, the Dow Jones index rose by 0.98% to 43,870.35 points; during the same period, the S&P 500 index rose by 1.33% to 5,948.71 points; the Nasdaq index rose by 1.56% to 18,972.42 points during the same period.
Specifically in individual stocks, Bitcoin competes for 0.1 million contest points? Holding a large number of coins. $MicroStrategy (MSTR.US)$ It has surged over five times this year, with the stock price approaching $400.
Today, Bitcoin once broke through $0.099 million, approaching the critical level of $0.1 million. According to Polymarket, the current market probability of breaking through the $0.1 million mark today is 72%; several executives in the digital asset industry revealed that a series of cryptocurrency companies, including Ripple, Kraken, and Circle, are vying for seats on the U.S. Cryptocurrency Advisory Committee, seeking a voice in the process of Trump reforming U.S. policies.
As of the time of posting, MicroStrategy is down more than 16% in pre-market trading. The well-known short-selling institution, Citron Research, posted on platform X that it is shorting MicroStrategy, as MSTR's market cap has completely detached from the fundamentals of Bitcoin. Although Citron Research still sees bullish on Bitcoin, it has hedged through short positions in MSTR; with the launch of Bitcoin ETFs, investors can directly purchase such funds without having to use MicroStrategy's stocks as a public trading alternative symbol.
"AI Faith" sets off another frenzy! Cloud storage giant $Snowflake (SNOW.US)$ soared 36% this week, cloud computing service giant $Cloudflare (NET.US)$ the weekly increase exceeded 16%.
Snowflake, the cloud storage giant, reported a 28% year-on-year increase in total revenue in Q3, reaching $0.942 billion. The amount of existing contracts increased by 55% to $5.7 billion, while the number of large customers increased by 25% to 542. The company has raised its outlook for full-year product revenue for the fiscal year 2025; at the same time, Snowflake announced a long-term partnership with the large model startup company, Anthropic. Anthropic's large language model, Claude 3.5, will be used on the Snowflake platform.
Quality stocks continue to be bullish! Home furnishings retail giant $Williams-Sonoma (WSM.US)$ The stock price hit a historical high within the week, with a weekly increase of over 32%.
Home retail giant Williams-Sonoma's third-quarter revenue was $1.8 billion, with comparable quarterly sales down 2.9%, but EPS grew by 7% to $1.96. The operating margin was 17.8%, the gross margin was as high as 46.7%. The higher than expected gross margin was due to improved product margins, supply chain efficiency, and reduced occupancy costs. Additionally, the company announced a $0.533 billion stock buyback and raised its full-year performance guidance.
"Cooling AI" stock price is booming! Nvidia's liquid cooling suppliers $Vertiv Holdings (VRT.US)$ Nearly doubled in price during the year, reaching another historical high.
Vertiv announced the release of two new high-capacity cooling liquid distribution units this week to expand its global liquid cooling product portfolio, supporting AI applications; Vertiv and Compass Datacenters collaborated on developing a combined liquid and air cooling system to accelerate the deployment of liquid-cooled AI applications; Vertiv also held an investor event this week, where its management team introduced the company's vision and global strategy, current business and operations, market opportunities, and latest financial performance to investors.
On the other hand, the following stocks performed weakly this week:
编辑/Wade
