share_log

美股掘金 | 五大科技巨头齐飞!特斯拉携手谷歌、亚马逊等创历史新高;博通大涨超6%,与苹果合作造AI芯片,市场聚焦今晚业绩

US Stock Market Gold Mining | Five major Technology giants soar together! Tesla joins hands with Google, Amazon, and others to create historical highs; Broadcom jumps over 6%, partnering with Apple to produce AI Chips, the market focuses on tonight's perf

Futu News ·  18:15

Editor's Note:"Gold Digging in the US Stock Market"Please use your Futubull account to access the feature.

Yesterday, the USA released the CPI in line with expectations, leading the market to bet on the Federal Reserve lowering interest rates in December, pushing the NASDAQ to break 20,000 points. Among the seven major giants, five companies—Alphabet-C, Amazon, Meta Platforms, Apple, and Tesla—surpassed their historical peaks during Regular Trading Hours on Wednesday.

Additionally, reports indicate that Tesla's sales in China reached 21,900 units in the first week of December, making it the highest sales week of the fourth quarter, due to significant discounts on the best-selling Model Y at year-end. Meanwhile, Alphabet-C launched its next-generation important AI model, Gemini 2.0 Flash, which can natively generate images and audio while also supporting text generation.

  • Chip giant$Broadcom (AVGO.US)$ Surged over 6% overnight, and the market is rumored to be collaborating with Apple on AI Chips, focusing on its performance tonight.

Broadcom surged over 6% overnight, closing at $183.2, just a step away from its historical high of $186.42. News on December 12 indicates that sources say Apple is developing Server Chips specifically designed for AI and is collaborating with Broadcom to develop the networking technology for this chip. The new chip is reportedly codenamed Baltra and is expected to enter mass production by 2026.

It is worth noting that Broadcom will announce its earnings after the market closes this Thursday. Citigroup reiterated its 'Buy' rating on the company and raised its Target Price. Analyst Christopher Danieli in a report stated that Broadcom's performance is expected to exceed expectations, thanks to the recovery of its non-AI Semiconductors business, and due to an improvement in the Software portfolio, the gross margin outlook is better than expected.

  • Semiconductor materials and equipment company $Astera Labs (ALAB.US)$ Continuing to set new highs! It has risen 240% since its listing this year.

Astera Lab's three product lines focus on solving connection and memory bottlenecks related to AI in Datacenters, enabling them to better support AI computing and other high-performance computing needs, optimizing data transmission and processing speeds. Deutsche Bank Analysts pointed out that NVIDIA 'is expected to have another year of super-fast growth in AI, dominated by GPU-based accelerators, with contributions from ASIC and network companies including Broadcom, NXP Semiconductors, and Astera Lab.'

  • Unexpectedly achieved profitability, exceeding Wall Street expectations! $GameStop (GME.US)$ After earnings, surged 7.58%.

GameStop surged 7.58% overnight. Recently, the company's financial data revealed that the net sales in the third quarter amounted to $0.8603 billion, a decline compared to the same period last year, but this video game retailer unexpectedly achieved profitability. GameStop reported a net income of $17.4 million in the third quarter, reversing a loss of $3.1 million in the same period last year. Analysts surveyed by FactSet previously expected the company's revenue to be $0.888 billion, with a loss of 3 cents per share.

1. Innovating High USA Stock Giants

2. Innovating High USA Individual Stocks

3. Popular USA Stocks Rise and Fall Rankings

Editor/Rocky

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
    Write a comment