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美股掘金 | 医疗保险板块逆市跑赢大盘,联合健康刷年内高点;避险情绪推升高息股?Verizon、强生等股连续上扬

US stocks dig deep | The medical insurance sector outperformed the market against the trend, with UnitedHealth hitting a yearly high; Does the risk aversion sentiment boost high-dividend stocks? Verizon, Johnson & Johnson, and other stocks continued to ri

Futu News ·  Sep 4 18:17

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 giantToday's weather is good Today's weather is good.Please use your Futubull account to access the feature.

1. High dividend stocks collectively rise! $Verizon (VZ.US)$ Approaching historical highs, Morgan Stanley $Johnson & Johnson (JNJ.US)$ included it in the dividend stock strategy list.

Under the expectation of a rate cut by the Federal Reserve, the market is starting to price in high-yield stocks. Verizon, as a star dividend stock, has a dividend yield that ranks among the top of the S&P 500 index. Although its dividend increases every year, the growth rate is often small. Morgan Stanley expects Verizon's dividend growth to increase, and the rate cut by the Federal Reserve is beneficial to Verizon because some of its debt is linked to floating interest rates.

In addition, Johnson & Johnson has paid and increased its dividend for 62 consecutive years, making it one of the longest winning streaks among listed companies. Recently, Morgan Stanley released its latest dividend stock portfolio, raising the weight of Johnson & Johnson's stock due to its high dividend level and strong growth prospects.

2. The medical insurance sector outperformed the large cap market. $UnitedHealth (UNH.US)$ It is breaking through $600. $The Cigna Group (CI.US)$ Reaching a new high for the year.

Yesterday, the three major U.S. stock indexes fell, while the medical insurance sector rose against the trend. UnitedHealth, the largest health insurance company in the United States, closed up 1.44% against the trend. The market is closely watching UnitedHealth's performance in its upcoming earnings report, and it is expected that the company's earnings per share will be $7.05, a 7.47% increase compared to the same period last year.

In a regulatory filing, the Cigna management expects to participate in meetings with investors and analysts in the coming weeks. During these meetings, the Cigna management is expected to reiterate the projected full-year 2024 adjusted operating income of at least $28.40 per share.

$AT&T (T.US)$ Signing a fiber network agreement with Nokia, the stock price has reached a new high in the past year.

AT&T has signed an agreement with Nokia to build a fiber network in the United States, which is expected to cover 70% of its wireless traffic in the U.S. by the end of 2026. It's worth noting that the Communication Workers of America (CWA) and AT&T have entered the federal mediation phase due to ongoing strikes. However, CWA issued a statement on Monday saying they will no longer participate in mediation. AT&T, on the other hand, stated that they will be prepared for any contingency to ensure smooth service for customers.

4. $Vaxcyte (PCVX.US)$ Soaring 36%! Positive news on the company's vaccine trial data, showing safety similar to that of competitors.

Vaxcyte announced on Tuesday that its experimental pneumococcal polysaccharide conjugate vaccine (PCV) VAX-31 showed positive data in early-stage studies in a Phase 1/2 trial, with similar safety to competitor pfizer's product Prevnar 20. The company expects to start the remaining 3-phase trials in 2025 and 2026 for marketing approval of the candidate drug.

5. French pharmaceutical company successfully conducted drug research, $Sanofi (SNY.US)$ Stock price jumps and hits a new high.

Sanofi's tolebrutinib reached the primary endpoint in the HERCULES Phase 3 study, showing the potential as the first prospective treatment for non-relapsing secondary progressive multiple sclerosis (nrSPMS), despite the GEMINI study not meeting the primary endpoint for relapsing multiple sclerosis.

Analyst Stifel's Eric Leberge said the drug is expected to become the standard treatment for this type of multiple sclerosis, with a significant unmet medical need, creating a market opportunity of approximately 3 billion to 3.5 billion dollars.

I. Innovative American stock giants

II. Innovative American individual stocks

III. Popular U.S. stock gains and losses rankings

Editor/Rocky

The translation is provided by third-party software.


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