特朗普赢得美国总统大选，加密货币行业受益于其对该行业的友好态度。本月比特币突破历史新高，逼近10万美元大关。在11月任命的内阁成员中，超5位都是“炒币玩家”，包括提名的副总统、财政部长、商务部长、卫生与公众服务部部长、国家情报总监等。此外，特朗普的过渡团队已与加密货币支持者保罗•阿特金斯（Paul Atkins）进行了面谈，将其作为美国证交会（SEC）主席的候选人，他是前SEC委员，曾国会作证讨论如何重组该机构的运作，并减少一些业内人士认为重复或过于繁重的监管规定。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.
At the beginning of November, the usa stock market experienced two major events, one being the usa election on November 5th, and the other being the Federal Reserve's interest rate meeting in November. The trump trade continued to sweep the usa stock market, and the "trump cabinet trade" was born in the weeks when trump continuously announced his cabinet members. As of the close of usa stocks on Wednesday, November 27th, the three major usa stock indices continued to set historical highs, among which$Dow Jones Industrial Average (.DJI.US)$rose by 7.08%, marking the largest monthly increase of the year.
Cryptocurrency concept stocks welcomed substantial bullish news following trump's victory in the usa presidential election. Specifically, in terms of individual stocks, the cryptocurrency exchange $Coinbase (COIN.US)$With a monthly increase of 73.49%, "bitcoin shadow stocks". $MicroStrategy (MSTR.US)$ With a monthly increase of 59.03%.
Trump won the USA presidential election, and the crypto industry benefited from his friendly attitude towards it. This month, bitcoin broke its historical record, nearing the 0.1 million dollar mark. Among the cabinet members appointed in November, more than five are "crypto players," including the nominated vice president, secretary of the treasury, secretary of commerce, secretary of health and human services, and director of national intelligence, etc. Additionally, Trump's transition team has held talks with cryptocurrency supporter Paul Atkins, positioning him as a candidate for the SEC chairman. He is a former SEC commissioner who has testified before Congress on how to restructure the agency's operations and reduce what some in the industry consider redundant or overly burdensome regulations.
The third wave of AI is coming! AI advertising marketing. $Applovin (APP.US)$ Surging 93.97% in November, AI applications. $Palantir (PLTR.US)$Up 58.93%!
Since the beginning of this year, AI applications have accelerated their development and reached an explosive turning point. Financial reports indicate that Applovin's revenue for the third quarter was 1.2 billion USD, a year-on-year increase of 39%. Among them, the revenue of the software platform driven by the AI recommendation engine AXON for AppDiscovery advertising engines grew to 0.835 billion USD, a year-on-year increase of 66%, surpassing Wall Street's expectations. AI application stock Palantir reported better-than-expected third-quarter revenue and raised its full-year performance guidance on November 4, citing high demand for its AI software in the usa. The company's commercial business in the usa grew by 54% year-on-year to 0.179 billion USD, and the government business in the usa grew by 40% year-on-year to 0.32 billion USD. Moreover, AI+data company Snowflake and AI+software company Atlassian also saw significant stock price increases this month.
The pharmaceutical giant exceeded expectations in Q2 of the fiscal year 25.$McKesson (MCK.US)$ This month, it rose by 25.13%, nearing an all-time high!
Mckesson released its second-quarter results on November 6, with quarterly revenue of 93.65 billion USD, primarily driven by growth in its pharmaceutical business in the usa. The pharmaceutical department in the usa sells drugs for the treatment of complex diseases such as cancer and is the largest revenue-generating department for Mckesson. The company stated that due to increases in prescriptions, special products, and GLP-1 drugs, sales in this department grew by 23%, reaching 85.7 billion USD. With high-profit margins, pharmaceutical distributors in the usa are expanding their business in the market for specialty drugs treating complex diseases such as rheumatoid arthritis and cancer.
AI electrical utilities demand + excellent performance! Nuclear energy stocks. $Vistra Energy (VST.US)$ This month, an increase of 23.66%, more than tripled this year!
With the rise of ai, the demand for electrical utilities in datacenters has significantly increased, and nuclear power is considered one of the key directions. Coupled with better-than-expected performance in the third quarter, the electrical utilities giant vistra energy has risen 23.66% this month. Technology giants like amazon and google are also gradually getting involved, promoting the deployment of the first batch of small modular reactors (SMR) in the usa. Additionally, on the 15th of this month, russia announced it would temporarily restrict exports of enriched uranium to the usa. Bloomberg analysts noted that the usa does not have enough enriched uranium, stating that "they should have stocked up on enriched uranium in advance to prepare for such situations."
On the other hand, the following stocks performed weakly this month:
Editor/Rocky
