近期“AI广告营销”概念火遍全球，其中美股 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 indices of the Hong Kong stock market collectively adjusted. As of Friday's close, the hang seng index fell by 1.01% to 19,229.97 points; the hang seng tech index fell by 1.89% to 4,246.2 points; the hang seng china enterprises index fell by 1.33% to 6,887.05 points.
Specifically, individual stocks related to the AI marketing concept exceeded expectations in Q3 performance!$MOBVISTA (01860.HK)$It saw a weekly increase of 73.15%, priced at 8.64 Hong Kong dollars, and has surged 332% since the beginning of this month.
Recently, the 'AI advertising marketing' concept has become popular globally, including in the US stock market. $Applovin (APP.US)$ This year has seen a nearly 700% increase, with a market cap exceeding 100 billion dollars, becoming a highly regarded 'AI stock'. Mobvista currently operates as a saas tool focused on advertising technology, smart marketing, AI, and cloud technology. Its matrix is gradually improving, serving internet companies across more than 130 countries and regions. Similar to AppLovin, with its core based on Mintegral, Mobvista focuses on providing efficient user acquisition, re-marketing, and ad monetization solutions specifically for developers in the gaming sector, helping to enhance user scale and monetization revenue.
Institutions continue to praise it after the earnings report!$KINGSOFT CLOUD (03896.HK)$Weekly cumulative increase of 27.24%, closing at HKD 3.41, having risen more than 125% since the beginning of the month.
Kingsoft Cloud's third-quarter performance grew significantly, with Citi raising Kingsoft Cloud's target price to 5.5 dollars, driven by strong public cloud performance and a recovery in enterprise cloud; CICC raised Kingsoft Cloud's target price to 6.5 dollars, optimistic about growth and profit prospects; Bank of America Securities released research reports indicating that Kingsoft Cloud's third-quarter revenue slightly exceeded market expectations by about 1%, and raised the revenue forecast for Kingsoft Cloud for 2024 to 2026 by 4% to 8%.
Progress in the Middle East is advancing rapidly!$QUNABOX GROUP (00917.HK)$The weekly increase is 26.82%, closing at 58.4 HKD.
As the leading enterprise in AI interactive marketing in Hong Kong stocks, qunabox group is rapidly developing its business in the Middle East, with frequent good news. The company is cooperating with the Qatar Free Trade Zone (QFZ) to discuss the incubation of international brands and is engaging in comprehensive cooperation with regional giants such as Doha Venture Capital (DVC) to further strengthen its strategic layout in the Middle East market.
On the other hand, the following stocks performed weakly this week:
Editor/rice
