Wall Street banking titan JPMorgan is cautioning investors that the Federal Reserve’s anticipated interest rate cut on September 17 could trigger a “sell the news” reaction in U.S. equities, despite a rebound in markets since April. According to the bank’s trading desk, led by Andrew Tyler, the rally faces mounting headwinds such as inflation pressures, softening labor data, ongoing trade frictions, and seasonal weakness in September. “This current bull market feels unstoppable with new support forming as f ...

市场整体展望 - 摩根士丹利高级投资组合经理Andrew Slimmon认为股票未来前景非常光明 [1] - 美国股市在夏季达到历史最高估值水平 纳斯达克综合指数在大约四个月内飙升超过40% [1] - 市场上涨主要由生成式人工智能等新技术驱动 [1] 微软 (MSFT) - 公司在云计算领域占据重要地位 特别是Azure及其产品套件中集成的AI能力 [3] - 拥有企业软件业务 并与OpenAI建立商业伙伴关系和投资 帮助公司在机构和零售用户中成为AI货币化的领跑者 [3] - 公司资产负债表强劲 拥有经常性订阅收入和分红历史 作为长期投资具有吸引力 [4] 谷歌母公司Alphabet (GOOGL) - 公司在数字广告 搜索和云服务领域几乎垄断 [5] - 其他业务包括Waymo自动驾驶汽车 DeepMind医疗保健和各种量子计算项目 [5] - 通过AI驱动的搜索以及在Google YouTube和Android平台上的新广告形式 广告业务可能显著扩张 potentially rivaling Microsoft [6] 特斯拉 (TSLA) - 公司在电动汽车领域保持领先 拥有不断扩大的生产能力和自动驾驶技术进步 [7] - 公司不仅能够利用日益增长的电动汽车需求 还能从可持续能源解决方案中获利 [8] - 全自动驾驶软件为最近推出的机器人出租车业务提供动力 随着在当前领域外找到新用途 可能实现指数级增长 [8] 英伟达 (NVDA) - 公司是AI行业的支柱 凭借图形处理器和数据中心引领半导体行业 [10] - 其技术对专业可视化领域的进步至关重要 确保产品需求强劲 [11] - 公司可能进一步巩固地位 并将产品组合扩展到汽车AI和边缘计算领域 成为全球最具战略意义的技术供应商之一 [11] 亚马逊 (AMZN) - 公司在电子商务领域仍是主导力量 业务现已包括通过AWS提供的云计算服务 [12] - AWS正在将AI嵌入亚马逊的大部分服务中 不仅帮助企业部署生成式AI 还增强最终用户的购物体验 [12] - 其流媒体 Prime Video Twitch 广告和医疗保健 One Medical Amazon Pharmacy 业务贡献了高利润增长 广告收入未来可能 rivaling YouTube [13]

The share price of American semiconductor giant Nvidia (NASDAQ: NVDA) is likely to extend its rally and surpass the $200 mark before the end of the year.Notably, after a brief spell of short-term losses, NVDA stock opened Monday on a bullish note, rising 1.7% to $169 as of press time.According to analysis by TradingShot in a September 8 TradingView post, the bullish outlook comes after the stock entered a pivotal stage when it broke below its 50-day moving average (MA) last week for the first time in four m ...

The shares of American satellite communications firm EchoStar (NASDAQ: SATS) are surging as investors react to its newly announced deal with Elon Musk’s SpaceX.Notably, EchoStar closed at $67.24 on Friday and rose to $80.94 in premarket trading, marking a gain of more than 20%. The rally extends a remarkable run for SATS, which has advanced over 260% in the past year and nearly 190% year to date.SATS one-day stock price chart. Source: Google FinanceThe momentum came after EchoStar confirmed it had entered i ...

The share price of Robinhood (NASDAQ: HOOD) is experiencing increased investor interest as markets react to its inclusion in the S&P 500.Notably, HOOD closed the last session trading at $101.25, down 1.6%, while year to date the stock has rallied over 150%. Meanwhile, in pre-market trading on September 8, Robinhood shares had risen 8.4% to $109.HOOD 12-month stock price chart. Source: Google FinanceThe renewed interest comes after the announcement that the commission-free trading platform will join the benc ...

Wall Street is now reacting to Tesla (NASDAQ: TSLA) CEO Elon Musk’s massive performance-based pay proposal, valued at $1 trillion.The plan links Musk’s payout to market valuation milestones ranging from $2 trillion to $8.5 trillion, alongside ambitious operational goals. Notably, the shares would vest over a period of up to ten years, provided that Musk remains in a leadership role.Now, according to Baird analyst Ben Kallo, who reiterated a ‘Neutral’ rating on Tesla with a $320 price target following the an ...

股价技术走势 - 短期看跌情绪持续 股价可能跌破150美元 最新收盘价167美元 单日下跌2.7% 周线下跌超6% 但年初至今仍上涨20% [1] - 8月K线形成射击星形态 该技术信号通常与市场顶部相关 [1] - 随机指标出现看跌交叉并走低 表明上涨动能减弱 历史同类信号均导致双位数跌幅 [3] 历史价格模式 - 类似技术形态曾引发前三次周期下跌 跌幅分别为22.7%、34.9%和43.4% [2] - 五个月移动平均线构成关键支撑 若跌破则下一目标位在145美元 接近成交量密集区上沿 [4] - 历史下跌并非直线完成 但任何反弹都需谨慎对待 因整体技术面显示疲软 [5] 基本面表现 - 最新季度营收同比增长56%至467亿美元 主要受数据中心业务驱动 [6] - 管理层预计第三季度营收达540亿美元 超出市场预期 [6] - 公司在人工智能领域保持主导地位 财务表现强劲 [5] 市场预期 - 华尔街多数分析师维持"买入"评级 将近期回调视为买入机会 [6]

Broadcom’s (NASDAQ: AVGO) latest earnings report has sparked a wave of bullish reactions from Wall Street analysts, with consensus centering on the company’s accelerating artificial intelligence (AI) momentum.Notably, Broadcom delivered stronger-than-expected fiscal Q3 results and issued upbeat guidance, sending shares higher in extended trading.The chipmaker posted adjusted earnings of $1.69 per share, above the expected $1.65, while revenue rose 22% year-over-year to $15.96 billion, topping estimates. For ...

The share price of electric vehicle manufacturer Tesla (NASDAQ: TSLA) is rising after the company announced a new pay package for CEO Elon Musk.By press time, TSLA stock was trading at $354, up about 4.5% for the day.TSLA one-week stock price chart. Source: FinboldInvestors appear to be reacting to the proposed compensation plan for Musk, potentially valued at about $1 trillion, in what would be the largest executive pay package in corporate history.The proposal, disclosed in Tesla’s proxy filing, is struct ...

公司股价表现 - 自6月3日以来股价上涨近90% 过去六个月累计涨幅达187% [1] - 本周股价单周上涨20% 受强劲一季度业绩推动 [3] 业绩与财务展望 - 2026财年营收预期2.3-2.4亿美元 同比增长约120% [6] - 一季度业绩远超华尔街预期 显示行业地位提升 [3] 技术优势与客户基础 - 主动电缆技术获快速采用 较传统光纤铜缆更高效连接数据中心服务器与网络交换机 [3] - 主要客户包括亚马逊、微软和xAI 每家贡献营收超10% [4] 市场认可度 - TD Cowen将目标价从140美元上调至160美元 [6] - 业绩表现凸显公司在人工智能领域日益重要的角色 [3]