Nike Inc (NYSE: NKE) is in focus at writing after Tiger Woods ended his partnership with the athletic footwear and apparel company after 27 years.Tiger Woods made the announcement on X.comCopy link to sectionSpeculation had been going on for months that he was considering parting ways with the Beaverton-headquartered firm. On Monday, Woods confirmed the rumours as he wrote on “X”: Phil Knight’s passion and vision brought this partnership together and I want to personally thank him, along with the Nike emplo ...

Nvidia公司股价表现 - Nvidia公司今日股价上涨5.0%[1] - Nvidia股价较2022年10月的低点上涨超过350%[3] 新产品发布 - 公司发布了三款新的GPU，适用于个人电脑上的“Gen AI”应用[1] - Dell、Acer和Lenovo将在其笔记本电脑上使用这三款消费级别的图形处理单元[2] 技术进步 - 公司确认RTX 4080 Super比其前任效率提高了约150%[4] - 公司表示最近的软件改进将帮助新推出的芯片处理大型语言模型的速度提高了五倍[9] 人工智能应用 - Nvidia CEO Jensen Huang表示生成式人工智能是计算历史上最重要的平台转变[10] - 公司相信2024年将会继续出现人工智能的新应用[13] - 公司在第三季度的收入增长超过200%，并将这归因于人工智能的繁荣[14]

Apple Inc (NASDAQ: AAPL) says it will launch its Vision Pro in the United States on February 2nd. Shares of the tech titan are trending up in premarket on Monday.Vision Pro pre-orders will begin soonCopy link to sectionThe multinational will open pre-orders for its virtual reality headset on January 19th, as per its press release today. According to Tim Cook – the chief executive of Apple Inc: The era of spatial computing has arrived. Apple Vision Pro’s revolutionary and magical user interface will redefine ...

文章核心观点 公司首席运营官离职消息致其股价大幅下跌 虽12月运营表现良好但管理层变动及股份分配变化给公司带来新动态 市场或进一步调整 [1][6] 公司运营表现 - 2023年12月比特币日产量较上月增加4% 共开采155枚比特币 月收入达660万美元 较11月增长25% 为全年最高收入月 [2] - 尽管季度内月均网络难度增加19% 但公司日产量仍增长20% 以强劲表现收官 [2] 公司管理及股份分配变动 - 首席运营官Seif El - Bakly于2024年1月5日离职 运营团队现向首席战略官Sebastien Chalus汇报 [3] - 2023年12月5日公司根据2022年股权奖励计划授予1379727份受限股票单位 [3] - 因El - Bakly离职协议 发行1973892股新普通股 将于2024年1月11日在伦敦证券交易所主板上市交易 上市后公司普通股总数将达538937363股 [4] 市场反应及股价表现 - 消息传出后 公司股价下跌14.31% 目前交易价格为23.24 GBX 当日最高价26.00 GBX 最低价21.30 GBX 市值为1.2489亿GBX [6] - 投资者密切关注 分析师预计市场将进一步调整 [6]

Media stocks are not doing well as concerns about the industry’s future remain. I recently wrote about the bruised media giant Paramount Global, while troubles at Warner Bros. Discovery and Disney are well-known. Rupert Murdoch’s Fox Corporation (NASDAQ: FOX) is not doing well, especially after it fired Tucker Carlson in 2023. The stock is trading at $30, 17.78% below its highest point in 2023. It has underperformed the broader S&P 500 and Nasdaq 100 indices, which are hovering near their record highs. Fox ...

Home Depot股票分析 - 华尔街分析师认为Home Depot股票有望进一步上涨，将目标价提高至385美元[1] - 分析师看好Home Depot股票的增长和复苏潜力，以及利润率回升和特定的专业机会[2] - 预计Home Depot将在未来几个月内受益于降息，特别是在联邦公开市场委员会成员最近表示2024年将进行三次降息的情况下[10]

文章核心观点 文章围绕黑石抵押信托公司（Blackstone Mortgage Trust）展开，分析其股价走势、行业困境、财务情况及技术形态，探讨是否值得投资 [1][2][4][6] 股价表现 - 过去几周公司股价维持在窄幅区间，周四交易价为20美元，较上月高点22.57美元低几点，较2023年低点上涨超40%，同时空头头寸升至16.65% [1] - 近期股价波动，因投资者关注浑水公司的做空报告，过去几天股价回调，在重新测试22.57美元重要阻力位时出现回撤 [1][4][6] 行业困境 - 公司所处的商业房地产行业在高利率环境下不受青睐，面临诸多挑战，如入住率相对较低、利率高以及即将到期的大量贷款 [2] - 2023年超7300亿美元此类贷款到期，2024年为6590亿美元，多数贷款是在全球金融危机后利率接近零的时候发放，如今在22年以来最高利率水平下进行再融资并不容易 [2] - 办公空间入住率为50%，为2020年以来最高，即便利率下降，行业仍将承压 [2] 财务情况 - 浑水报告称公司下半年可能被迫削减股息，公司予以否认，称已大幅去杠杆，财务状况良好 [4] - 第三季度财务结果显示，收入增长5.88%至1.65亿美元，可分配收益为每股0.78美元 [4] 技术分析 - 股价形成两个反向头肩形态，肩部位于22.51美元，较大的头肩形态始于2022年 [6] - 若股价将22.51美元的阻力位转化为支撑位，未来几个月可能出现看涨突破，有望升至26.40美元的关键阻力位；反之，若跌破第一个右肩，情况则不同 [6]

Plug Power (NASDAQ: PLUG) stock price remained in a consolidation phase this week as investors assessed the next actions by the cash-strapped company. The stock was trading at $4.35 on Thursday, where it has been in the past few weeks. It has plunged by over 64% in the past 12 months, giving it a market cap of over $2.6 billion.Cash is running outCopy link to sectionPlug Power has been a disappointing investment for all involved in the past few years. After peaking at $75.56 in January 2021, it has crashed ...

Cigna集团交易 - Cigna集团正与Healthcare Services Group Inc就出售其医疗保险优势部门进行高级谈判[1] - 交易可能价值高达40亿美元[1] - Cigna集团计划在未来几天宣布这一协议，前提是讨论不会破裂[2] Cigna集团财务业绩 - Cigna集团计划在第四季度报告财务业绩，预计每股收益为6.52美元，较去年同期的4.96美元有所增长[3] - Cigna的医疗保险优势部门对其总收入的贡献不大，仅占2022年外部客户总收入的4.4%[8] Cigna集团业务发展 - Cigna在2011年斥资38亿美元收购HealthSpring，进入医疗保险优势领域，2013年首次考虑出售该业务[4] - Cigna在2018年以520亿美元收购Express Scripts，进一步巩固其PBM领域的地位[10] 评论待定 - Cigna和Healthcare Services Group Inc尚未就《华尔街日报》的报道正式发表评论[11]

Exxon Mobil Corp (NYSE: XOM) has gained about 5.0% over the past three weeks but a Mizuho analyst says it’s time to stop buying this energy stock.Exxon stock lost its buy rating at MizuhoCopy link to sectionNitin Kumar downgraded the oil and gas behemoth this morning to “neutral” and lowered his price target to $117. The analyst turned dovish on Exxon stock primarily because he expects oil prices “to be range bound in 2024” until international travel trends and global demand gets clearer.Mizuho’s call arriv ...