① Nvidia's circle of friends danced hand in hand; ② Sora stirred up waves, some people were happy and others were sad; ③ as Bitcoin's market capitalization returned to 1 trillion US dollars, many concept stocks strengthened; ④ Many bullish stocks in the medical field involved gene therapy.
“Science and Technology Innovation Board Daily”, Feb. 18 (Editor Song Ziqiao) During the Spring Festival holiday (February 10 to February 17), during the A-share market closure, the US Dow Jones Index and the S&P 500 Index all hit record highs. The NASDAQ, which is concentrated in technology stocks, once broke through 16080, second only to the highest value in history (16212.23 points).
During this period, Star Technology stocks had mixed ups and downs. Tesla rose 3.29%, Meta rose 1.1%, and reached a new high on February 15. Amazon, Apple, Microsoft, and Google all closed down.
Notably, many individual stocks related to AI stand out.
(1) Nvidia's AI circle of friends dances hand in hand
$NVIDIA (NVDA.US)$Breaking through a record high, surpassing Google to become the third-largest company in the US stock market capitalization, leading a group of friends to “take off”: in its core circle of friends$Super Micro Computer (SMCI.US)$It garnered a lot of attention. The company's main business was servers and storage systems. The stock price broke through the $1,000 mark for the first time during this period, hitting a new high and then plummeting 20%. The cumulative increase during the final period was 8.5%.
Additionally, Nvidia's 13F report shows that it holds two AI stocks: ARM and SoundHound. In terms of investment scale, Nvidia invested the largest in Arm, reaching US$147.3 million. The scale of investment in SoundHound was relatively small, worth US$3.67 million.
$Arm Holdings (ARM.US)$It rose more than 29% on February 12, with a cumulative increase of more than 11% during the Spring Festival; a “small-cap” rookie$SoundHound AI (SOUN.US)$It soared 66% on February 15, with a cumulative increase of more than 69% during the Spring Festival. The company focuses on developing artificial intelligence software in the field of audio recognition, and currently has a market value of US$943 million.
(2) Sora stirs up thousands of layers with one stone
Some are happy, some are sad. On February 16, OpenAI released Sora, a large-scale Wensheng video model. It can quickly generate 60-second videos that accurately reflect user prompts, and performs well in dimensions such as multi-camera consistency.
The market expects that with the addition of OpenAI Sora, it will completely change the image film and television industry, impacting the market positions of Netflix, Disney, Getty Images, etc., and image software giants$Adobe (ADBE.US)$The stock price plummeted 7% on February 16.
Bitcoin returns to the highlands
On Wednesday (February 14) local time, US Bitcoin concept stocks rose higher.$Riot Platforms (RIOT.US)$An increase of more than 9%,$Coinbase (COIN.US)$An increase of more than 12%,$Marathon Digital (MARA.US)$An increase of more than 14%,$Canaan (CAN.US)$Up over 19%. According to CoinGecko's data, Bitcoin's 22% increase so far this year has made its market capitalization exceed $1 trillion for the first time since December 2021.
The increase in the above individual stocks during the Spring Festival (February 10 to February 17) is shown in the table below:
The medical and pharmaceutical sector shines brightly
Judging from the increase, the medical and pharmaceutical sector of the US stock market has shined brightly in the past week. Of the companies that increased by more than 50% during the Spring Festival holiday (February 10 to February 17), more than 3 became medical and pharmaceutical companies. Among the 17 companies with a cumulative increase of more than double, the number of companies in the medical and pharmaceutical industry was the largest, with a total of 6 companies.
The six companies are: Molecular Diagnostics Company$BioNexus Gene Lab (BGLC.US)$, focusing on the application of functional genomics to achieve early diagnosis and personalized health management; biopharmaceutical company$Sangamo Therapeutics (SGMO.US)$, focusing on the development and commercialization of novel transcription factors for gene regulation and gene modification; developer of artificial intelligence clinical in vitro diagnostic solutions for nephropathy$Renalytix (RNLX.US)$; Medical imaging equipment company$Nano X Imaging (NNOX.US)$; biotechnology companies$enGene Holdings (ENGN.US)$to develop non-viral gene therapy based on partial delivery of nucleic acid payloads to mucosal tissue;$Universe Pharmaceuticals (UPC.US)$Headquartered in Ji'an City, Jiangxi Province, China, it is a proprietary Chinese medicine manufacturer formed from the former state-owned enterprise Ji'an Luling Pharmaceutical Factory.
Medical and pharmaceutical companies with a cumulative increase of more than 80% in US stocks during the Spring Festival
As can be seen, many bullish stocks involve gene therapy, and the medical and pharmaceutical sector is intertwined with AI.
Among them, Nano-X Imaging is one of the two pharmaceutical companies Nvidia has invested in, with a current market capitalization of less than 800 million US dollars. The other is a biotech company$Recursion Pharmaceuticals (RXRX.US)$During this period, its stock price increased by more than 30%, and its market value was US$2,849 million.
Editor/Somer