Barely four years ago, El Lilly (NYSE:LLY) was trading at just around $130. Fast forward, the stock trades at a whopping $627, having recently rubbed a new record price above $645. That represents a price increase of nearly 400%. The return in the past year is also quite impressive at 80%. And guess what? El Lilly is now more valuable than EV giant Tesla Inc (NASDAQ:TSLA).Boasting a market cap of $595.80 billion, El Lilly is undeniably a rising giant in the stock market. Thanks to Tesla’s recent declines in ...

文章核心观点 - 皇家邮政母公司IDS股价本周大幅上涨，行业改革受投资者欢迎，但股价走势前景不明 [1][15] 股价表现 - IDS股价本周连续四天上涨，接近2023年最高点，较2023年最低点飙升近50% [1] - 自2021年最高点以来，股价下跌超47%，许多长期股东仍处于亏损状态 [2] 投资者情况 - 最大股东丹尼尔·克雷廷斯基持有超27%股份，其他投资者近几个月也有可观回报 [2] - 阿德尔菲资本等多家机构持有IDS空头头寸，随着股价反弹，空头面临压力 [3][4] 行业政策 - 有迹象显示政府将改变邮政行业政策，Ofcom支持将送货天数减至三天，可节省6.5亿英镑，但唐宁街反对，规则能否通过尚不清楚 [5][11] 股价预测 - 股价走势不明，周线图显示处于上升通道上轨，形成看跌旗形，但仍高于50周移动平均线，前景中性，需突破通道上轨 [15][16]

文章核心观点 - 博柏利股价自去年4月以来暴跌50%，空头势力增强，短期内公司将经历动荡期，虽长期有望复苏，但若无收购要约股价可能继续下跌 [1][14][16] 博柏利股价表现 - 自去年4月以来股价暴跌，表现逊于同行，累计跌幅达50% [1] 空头情况 - 博柏利成为伦敦被卖空最多的公司之一，空头头寸占比6.38%，本月空头兴趣上升超3.1% [1][2] - 一些知名投资者增加了对博柏利的空头头寸，如Citadel Europe空头头寸达0.98%，Marshall Wace空头兴趣增至0.8%，杰富瑞近期下调其评级 [3] 财务状况 - 过去几个月财务业绩不佳，上周零售收入为7.06亿英镑，较上一时期下降7% [4] 市场环境 - 中国市场动荡，股市下跌影响高净值人群信心，而博柏利目标客户为此类人群，但美国市场表现良好或可抵消中国市场的下滑 [8][10] 未来展望 - 博柏利仍是奢侈品行业重要品牌，有望在未来复苏，但短期内因空头兴趣上升将经历动荡期 [14] - 被收购可能是解决方案，一些法国公司可能考虑将其纳入投资组合，但目前尚无收购要约，若无收购股价可能继续下跌，下一个关注点位是2020年的最低点930便士 [15][16]

财报表现 - 英特尔公司第四季度财报表现强劲，但股票在盘后交易中下跌[1] - 英特尔公司发布了未来指引，预计当前财季营收为122亿至132亿美元，每股收益最多为13美分，低于分析师预期[2] 公司战略 - CEO Pat Gelsinger表示，英特尔将在本十年末将约一半的高端芯片生产地点设在美国和欧洲[9]

Rivian Automotive Inc (NASDAQ: RIVN) has lost nearly 40% over the past month but a Needham analyst is convinced a sharp rebound is on the cards.Rivian stock could climb to $22Copy link to sectionChris Pierce lowered his estimate for full-year deliveries this morning to about 70,000 units. The analyst also expects the related hit to gross margin to push the capital requirement up to $6.0 billion versus his previous forecast for $5.5 billion. That’s after Rivian reported a 10% decline in deliveries for the fi ...

Apple Inc (NASDAQ: AAPL) is now the largest vendor of smartphones by shipments in China. Its shares opened slightly in the green on Thursday.What is Apple’s market share in China?Copy link to sectionThe iPhone maker ended last year with a 17.3% market share in China, as per the International Data Corporation (IDC). Apple Inc saw a 2.2% year-on-year hit to its overall smartphone shipments in 2023 – versus a 5.0% decline seen in the broader market. IDC China senior research analyst Arthur Guo said in a press ...

American Airlines Group Inc is trending up in premarket on Thursday after reporting better-than-expected results for its fiscal fourth quarter.American Airlines’ future guidanceCopy link to sectionAmerican Airlines does, however, expect to report a loss again in its current financial quarter. Based on fuel prices and demand, the flagship air carrier sees 15 cents to 35 cents of loss in Q1. Robert Isom – its chief executive said today in a press release:We’re delivering on our commitments and remain well-pos ...

On January 23rd, the IBM stock price closed the day at $173.94 – the highest closing price, and also an ALH in the same day, in the company’s history of over 100 years.But why? Earnings matterCopy link to sectionLate yesterday, IBM announced triumphal financial results for the 2023 year, with gross profits up six percent YoY for Q4 and revenues up four percent, both well ahead of market expectations.Dividends, too, were significantly higher than anticipated, coming in at $3.87 for Q4, as opposed to the $3.7 ...

电动汽车（EV）行业 - 电动汽车（EV）行业面临严重放缓，导致利润率降低，许多小公司资金短缺[1] - 特斯拉发布财报显示增长停滞，毛利下降，调整后的EBITDA利润率从22.2%下降至15.7%[2][3] - 特斯拉仍然拥有强劲的资产负债表，现金和短期投资从220亿增至290亿，自由现金流超过20亿[4]

Follow Invezz on Telegram , Twitter , and Google News for instant updates >Tesla Inc (NASDAQ: TSLA) is trending down in extended hours on Wednesday after reporting disappointing results for its fourth financial quarter.What else is weighing on Tesla stock?Copy link to sectionThe stock is in the red because total gross margins took a 620 basis points hit in the recently concluded quarter. That metric printed at 17.6% versus 23.8% in the same quarter last year; part of the reason why Adrian Yanoshik – a Redbu ...