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美股掘金 | 降息预期利好!多家医疗股、公共事业股携手齐升;利好频传,特斯拉隔夜劲升超4%

US stocks are bullish! Multiple medical stocks and public utility stocks rise together due to expectations of interest rate cuts; With frequent bullish news, Tesla surges more than 4% overnight.

Futu News ·  Sep 5 18:33

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. The expectation of interest rate cut is bullish for medical stocks, which rise against the market!$Medtronic (MDT.US)$2. It rose more than 2% yesterday, hitting a new high for the year.$Sanofi (SNY.US)$3. It rose more than 1%, and the stock price continued to reach historical highs, with the positive impact of new drugs persisting.$Boston Scientific (BSX.US)$Up more than 40% this year,$Teva Pharmaceutical Industries (TEVA.US)$Surged more than 80% this year.

From previous interest rate cuts by the Federal Reserve, biotech stocks often experience a strong rally. Due to the long research and development cycle, large investment, and high expenses in the biopharmaceutical technology field, it is highly dependent on external funding in the early stage. With the decline in U.S. bond rates, market risk sentiment will be boosted and the financing difficulty for innovative drug companies will relatively decrease. More funds will flow back into the stock market, and the medical sector will be favored with more capital, bringing good news to the innovative drug sector.

2. Betting on the Federal Reserve's interest rate cut in September, utilities stocks rise together!$NextEra Energy (NEE.US)$Breaking through the new high of the year, it has risen nearly 40% since the beginning of the year.$PG&E Corp (PCG.US)$It rose more than 2% in the previous trading day, and the stock price has risen for 4 consecutive trading days, stabilizing a market cap of 40 billion dollars.

With the September rate cut by the Federal Reserve almost a done deal, the yield on the 10-year Treasury notes has dropped to approximately 3.8%. This change makes the dividend income of utility stocks relatively more attractive, providing investors with an alternative investment option in a low interest rate environment.

From historical data, $U.S. 10-Year Treasury Notes Yield (US10Y.BD)$And.$Utilities Select Sector SPDR Fund (XLU.US)$There is an obvious negative correlation, and the gradual decline of the 10-year US Treasury bond yield also laid the foundation for the rise of utility stocks.

3. Bullish news keeps coming!$Tesla (TSLA.US)$Overnight, it rose by more than 4% and will release the latest Cyber SUV and Optimus humanoid robot. It is expected to start limited production of humanoid robots next year.

On the news front, Tesla will showcase its latest hardcore products at the Shanghai Bund Summit. Tesla said its goal is to significantly reduce the cost of robots, from hundreds of thousands of dollars to tens of thousands of dollars, and there will be over 1000 Optimians helping humans complete production tasks at Tesla's factory.

In addition, Tesla AI posted on the social media platform "X" today, stating that Tesla plans to launch a advanced driving assistance system called "Full Self Driving" in China and Europe in the first quarter of next year, and is currently awaiting regulatory approval.

4. The rating of the Nasdaq company was upgraded by a major analyst.$Nasdaq (NDAQ.US)$Opening with a gap up, it rose nearly 3% yesterday and has risen nearly 30% this year.

Bank of America Securities analyst raised the rating of Nasdaq to "buy", stating that as Nasdaq's solutions business now accounts for 78% of revenue and is growing, the estimates based on partial valuation cases are even more impressive. The target stock price has been raised from $53 to $90.

I. Innovative American stock giants

II. Innovative American individual stocks

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

Editor/ping

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