具体个股方面，绩优股仍是市场上涨的排头兵，多只个股表现极其亮眼。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.
This week, the trend of US stocks has been quite volatile. After the S&P 500 and Nasdaq both achieved their first eight consecutive gains of the year on Monday, the US stock market began to consolidate and oscillate.
TSMC's US stocks rose more than 4% in early trading, but then fell sharply to a decrease of 4%, and rose slightly at the close.$Dow Jones Industrial Average (.DJI.US)$This week, it accumulated a 0.13% increase, closing at 40,712.78 points.$S&P 500 Index (.SPX.US)$Cumulative increase of 0.3%, reporting 5570.64 points; The Nasdaq Composite Index fell 0.07% cumulatively, reporting 17619.35 points.
In terms of specific stocks, high-quality stocks are still the leaders of the market's rise, with many stocks performing extremely well.
$Zoom Video Communications (ZM.US)$Q2 results exceeded expectations, raising full-year revenue and profit outlook, with a post-earnings surge of nearly 12%, the highest single-day increase since November 2022, and a cumulative increase of 17.17% this week.
Zoom's second quarter revenue was $1.16 billion, exceeding analysts' expectations of $1.15 billion. Adjusted earnings per share were $1.39, higher than analysts' expectations of $1.22. The company raised its sales and profit expectations for fiscal year 2025, surpassing analysts' expectations. Several Wall Street banks have updated their ratings on Zoom after the earnings report, with target prices ranging from $65 to $95.
The U.S. discount retail giant$Target (TGT.US)$Q2 'key metrics' rose for the first time in a year, and full-year profit guidance was revised upward. After the earnings report, there was a large increase of over 11% and a cumulative increase of 9.72% this week.
During the second quarter, Target's same-store sales increased by 2%, which not only exceeded the average expectations of analysts, but also broke the trend of contraction for four consecutive quarters. Target also raised its full-year profit guidance, but remains relatively cautious about the annual performance amidst the overall downgrade in high interest-rate consumption.
It is worth noting that retail giants are generally pessimistic about the second half of the year.$Walmart (WMT.US)$Last week, they raised their full-year performance guidance, stating that they have not seen any signs of a slowdown in customer spending.$Macy's (M.US)$They lowered this year's sales forecast due to increasingly cautious consumers and more discounts from competitors.$Home Depot (HD.US)$Meanwhile, Lowe's Companies adjusted its performance guidance downwards due to the cold winter in the real estate market and consumers waiting for the central bank to cut interest rates.
In addition, some other retailers also performed well - US retail giant $TJX Companies (TJX.US)$rose nearly 7%, internet retailers$eBay (EBAY.US)$and$Sea (SE.US)$ also achieved decent gains.
The electronic gaming concept is on the rise, and the "first stock of the metaverse"$Roblox (RBLX.US)$Recent strong uptrend, the second consecutive week of gains, with a cumulative increase of over 17% in the past two weeks. $Take-Two Interactive Software (TTWO.US)$ The third consecutive week of gains, with a cumulative increase of over 10%.
On the other hand, the following stocks performed weakly this week:
Editor/Emily
