Editor's Note:This Week's Bullish Stocks in Hong Kong and the USThis 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 indices rose collectively, with the Dow Jones Industrial Average increasing for five consecutive days. As of Thursday's close, $Dow Jones Industrial Average (.DJI.US)$ it has accumulated a rise of 1.13%, closing at 43,325.8 points; during the same period, $S&P 500 Index (.SPX.US)$ it has accumulated a rise of 1.8%, closing at 6,037.59 points; $Nasdaq Composite Index (.IXIC.US)$ During the same period, it has accumulated a rise of 2.29%, reporting at 20020.36 points.
In terms of specific stocks, Auto stocks are leading the surge strongly! NISSAN MOTOR CO and Honda Motor announced the official signing of a merger agreement. $Honda Motor (HMC.US)$ This week’s cumulative increase is nearly 19%. $Toyota Motor (TM.US)$ It has cumulatively increased nearly 11%. $Tesla (TSLA.US)$ 、 $Li Auto (LI.US)$ Increased by more than 7%.
Honda Motor has cumulatively increased by nearly 19% this week.$Nissan Motor (ADR) (NSANY.US)$Cumulatively increased by more than 24%. Recently, Honda Motor and NISSAN MOTOR CO signed a memorandum of understanding to officially start merger talks. In the next six months, the two companies will discuss merging their businesses into a holding company. After the merger, the new holding company will become the third largest Auto Manufacturers in terms of global sales.
Toyota Motor has cumulatively increased by nearly 11%. According to reports, Toyota Motor has set a target to increase its ROE to 20%. Toyota executives stated that achieving a stable 20% ROE is essential for winning in global competition, and they hope to create large sales from a small scale of Assets. Additionally, driven by the Black Friday frenzy, Toyota and Lexus's sales in North America soared by more than 4% in November.
Tesla has cumulatively increased by nearly 8%. Since Trump won the presidential election, Tesla's Stock has entered "supercharge mode" with investor enthusiasm soaring, and the stock price has cumulatively increased by more than 87% since November 5, the day of the election. Tesla is expected to announce complete vehicle delivery data for the fourth quarter around January 2. According to market forecasts, Tesla is likely to break previous delivery records. According to FactSet data, Analysts currently generally predict fourth quarter vehicle deliveries to be 0.498 million units and 1.79 million units for 2024.
Li Auto has risen more than 7%. Recently, CEO Li Xiang stated that Li Auto will develop humanoid robots in the future, but currently needs to solve the L4 self-driving cars first. He also mentioned that Li Auto will not venture into Robotaxi. He believes that Li Auto will continue to focus on AI in the future, ultimately achieving AGI (Artificial General Intelligence) through group carriers, and that cars will evolve from being a means of transportation in the industrial age to becoming spatial robots in the AI era.
The momentum of Semiconductors stocks continues unabated! $Broadcom (AVGO.US)$ This week has cumulatively risen over 11%, $Astera Labs (ALAB.US)$ cumulatively rising over 10%, $GlobalFoundries (GFS.US)$ Cumulative increase of nearly 7%, $Microchip Technology (MCHP.US)$ 、 $Advanced Micro Devices (AMD.US)$ Cumulative increase of about 5%.
Broadcom has increased by over 11% this week, and its stock price has doubled since the beginning of the year, with a cumulative increase of nearly 123%. Recently, Broadcom received strong bullish recommendations from Wall Street. UBS Group analysts raised Broadcom's target price from $220 to $270 while maintaining a 'Shareholding' rating. Morgan Stanley analysts included Broadcom in their list of 'best investments for 2025,' having previously advised investors to maintain a high exposure to AI and datacenter companies.
For the Semiconductors Industry, Bank of America Analysts predict that the overall sales of the semiconductor market will grow by approximately 15% in 2025, reaching 725 billion dollars, based on strong growth in 2024. Although this growth rate slows down compared to the 20% forecast for this year, it remains very strong and robust. Bank of America also stated that US chip stocks will continue to rise in 2025, with AI Chip stocks maintaining strong momentum in the first half of 2025, while in the second half, the market focus will shift to sectors like Autos and industrial semiconductors, which have yet to be fully tapped.
On the other hand, the following stocks performed weakly this week:
Editor/rice
