另外，AI应用端的新变化也推动着超微电脑、戴尔为代表的AI服务器公司的股价。近日，OpenAI发布新的ChatGPT-4o模型，谷歌也启动了“含AI量”极高的I/O大会。Editor's note:“US Stock Nuggets”Keep up with market trends on a daily basis, gain insight into and sort out popular changes and individual stocks with outstanding gains, provide Niuyou with multi-dimensional investment opportunity references, and help Niuyou seize investment opportunities!
Key focus
1. Damasang had immediate results! AI server vendor$Super Micro Computer (SMCI.US)$It surged nearly 16% overnight.$Dell Technologies (DELL.US)$The increase reached a record high of over 11%.
Morgan Stanley analyst Erik Woodring released a report on Dell's AI server momentum on the same day. The report is very positive — it is expected that the market's uninterrupted demand for AI servers will increase Dell's sales, saying Dell is its preferred individual stock. Some supply chain sources currently believe that 40,000 to 50,000 high-end servers will be built in 2024, while other supply chain sources believe that this number may be as high as 60,000.
In addition, new changes on the AI application side are also driving the stock prices of AI server companies represented by ultra-micro computers and Dell. Recently, OpenAI released a new ChatGPT-4O model, and Google also launched an I/O conference with a very high “AI content.”
2. Over the past year, the increase was over 300%! America's largest electricity producer$Vistra Energy (VST.US)$It rose nearly 6% overnight to a new all-time high.
According to the analysis, the surge in power supply stocks stems from the high demand for electricity brought about by the construction and operation of AI data centers. The data shows that in rapidly growing data center hubs such as Texas and the mid-Atlantic in the US, long-term electricity prices have begun to reflect the tight future grid situation.
3. Get the target price increase from the Bank of America! Nvidia's exclusive liquid cooling supplier$Vertiv Holdings (VRT.US)$It rose nearly 6% overnight, and the stock price doubled during the year.
Bank of America Securities analyst Andrew Obin raised Vertiv Holdings' target price from $100 to $115 and maintained a “buy” rating.
4. Bitcoin returns to the $66,000 mark!$MicroStrategy (MSTR.US)$,$Coinbase (COIN.US)$Overnight, they rose 15.86% and 8.3%, respectively.
Oppenheimer analyst Owen Lau said, “The CPI data was slightly lower than expected, slightly increasing the possibility of interest rate cuts. This is still an important factor influencing the Bitcoin price. After ETFs and halving, the next major catalyst is interest rate cuts.”
Additionally, MSCI announced the quarterly index adjustment results, and MicroStrategy will be included in the MSCI Global Standards Index.
5. Real estate stocks rose collectively!$Toll Brothers (TOL.US)$,$Lennar Corp-B (LEN.B.US)$,$PulteGroup (PHM.US)$Overnight, it surged by more than 5%, both to 52-week highs.
1. Innovative high-ranking US stock giants
II. Innovate individual US stocks
3. List of the rise and fall rates of popular US stocks
editor/tolk
