UnitedHealth Group Inc. UNH, +0.40% disclosed Friday that it will record a charge of about $7 billion, as it has agreed to sell its Brazil operations to a private investor. The health insurer said the charge is a result of cumulative losses from foreign currency translation. UnitedHealth’s stock edged up 0.6% in light premarket trading. The company said the 2024 net earnings will be impacted as a result of the charge, but its adjusted earnings per share outlook remains unchanged at $27.50 to $28. The compa ...

文章核心观点 - 电动汽车制造商Fisker计划1月宣布加速销售和交付计划，其股价周五盘前上涨4.6% [1] 公司情况 - Fisker计划增加美国和欧洲试驾活动数量，因客户试驾后购买率更高 [1] - Fisker共交付约4700辆电动汽车，从第三季度到第四季度交付量增长超300%，新冠疫情带来的供应链问题已基本解决 [1] - 截至周四，Fisker股票今年以来暴跌79.2% [1] 行业情况 - 同期Global X Autonomous & Electric Vehicles ETF上涨25.3%，标准普尔500指数上涨24.6% [1]

Jabil Inc. 第二季度业绩调整 - Jabil Inc. 降低了第二季度利润和营收指导范围[1] - 预计营收为66亿至72亿美元，调低自之前的70亿至76亿美元的指导范围[1] - 调整后的每股收益预期从1.73至2.13美元降至1.43至1.83美元[1] 移动业务交易提前关闭 - Jabil Inc. 出售移动业务的交易比预期提前一个月关闭[1] - 交易将移动业务以22亿美元出售给比亚迪电子（国际）有限公司[1] - 实际交易关闭日期为12月29日，而非预期的1月31日[1] 2024财年展望 - Jabil Inc. 对2024财年的营收指导下调至306亿美元[1] - 调整后的每股收益预期保持在9.00美元以上[1] 股东回购和投资机会 - Jabil Inc. 首席执行官肯尼·威尔逊表示，净收益将使公司能够增强以股东为中心的资本框架[1] - 公司计划增加股份回购，并为业务的关键领域提供进一步投资机会[1]

Alphabet Inc.’s GOOGL, -0.10% GOOG, -0.11% Google has agreed to settle a consumer-privacy lawsuit that alleged the company secretly tracked millions of people who thought they were browsing the internet privately, according to a Reuters report Thursday. The lawsuit sought at least $5 billion. Settlement terms were not disclosed, but the lawyers said they expected to present a formal settlement for court approval by Feb. 24, 2024. Google and lawyers for the plaintiffs were not immediately available for comm ...

Shares of Boeing Co. dropped around 1% on Thursday after the aerospace and defense company urged airlines and other operators to check for possible loose bolts on its 737 Max jets. The fresh issue with the family of single-aisle jets may affect the planes’ rudder-control system, the Federal Aviation Administration said Thursday. The FAA is “closely monitoring” the inspections in conjunction with Boeing BA, -1.15%, it said. Boeing has warned operators to inspect “specific tie rods that control rudder movemen ...

Wall Street analysts seem to like buy-now-pay-later services company Affirm Holdings Inc., but most of them expect the stock to pull back — a lot — in 2024 after rocketing more than five-fold this year.The financial technology company has benefited immensely during the holiday months, as a growing number of consumers, who have grown weary of inflation and rising borrowing costs, have embraced the delayed-payment options provided by BNPL providers.Affirm’s stock AFRM, -1.70% has rocketed 420.7% year to date ...

文章核心观点 - 彭恩娱乐公司股票在盘前交易上涨 1.9%，因其 18.5%股东 HG Vora 资本管理公司正寻求在该公司董事会获得席位，若谈判无果可能发起代理权争夺战，HG Vora 认为该公司股票被低估 [1] 公司动态 - 彭恩娱乐公司 18.5%股东 HG Vora 资本管理公司正就向公司董事会派驻董事进行谈判，但未透露所要求的席位数 [1] - 若谈判无果 HG Vora 可能发起代理权争夺战 [1] - 彭恩娱乐公司提名董事会成员的当前时间表为 1 月 8 日开始至 2 月 7 日结束 [1] 股价表现 - 周四盘前交易中彭恩娱乐公司股票上涨 1.9% [1] - 截至周四交易前，彭恩娱乐公司股票在 2023 年下跌 15.8%，而标准普尔 500 指数上涨 24.5% [1] 股东观点 - HG Vora 认为彭恩娱乐公司股票被低估，因其收购押注失败且资本配置记录不佳 [1]

核心观点 - Wedbush分析师Dan Ives将微软在人工智能领域的机遇比作苹果的iPhone时刻 认为AI将在未来几年改变公司的云增长轨迹 [1] - 分析师认为微软股价尚未完全反映下一波云和AI扩张浪潮 并将12个月目标股价上调25美元至450美元 重申“跑赢大盘”评级和“最佳投资选择”地位 [1] 分析师观点与评级 - 分析师将微软的AI前景与苹果iPhone（2007年推出）这一重磅产品相提并论 [1] - 分析师将AI的普及前景与约28年前网景浏览器开启的互联网主流化进程相提并论 并称这是一个“1995时刻” [2] - 分析师基于近期实地调研认为 未来三年内超过60%的微软企业/商业用户最终将采用其AI功能 [2] - 分析师将微软12个月目标股价从425美元上调至450美元 重申“跑赢大盘”评级和“最佳投资选择”地位 [1] 产品与市场预期 - 分析师对微软AI客户的调研结果愈发乐观 并认为其Copilot产品“变革性”的货币化在2024年“即将实现” [2] - Wedbush估计 到2025财年 Copilot可能为微软带来250亿美元的收入 [2] - 分析师认为 相较于亚马逊和谷歌 微软拥有“强大的云竞争优势” [1] 公司股价表现 - 微软股价在2023年上涨了56% 而同期道琼斯工业平均指数上涨了13.6% [3] - 新闻发布当日（周四）盘前交易中 微软股价上涨0.2% [3]

股价表现与市场地位 - 特斯拉股价在周四盘前交易中上涨1.2% 有望触及三个月高点[1] - 公司股价年内迄今已飙升112.2% 这将是其自2010年6月上市以来表现第三好的年份 仅次于2020年743.4%和2013年344.1%的涨幅[1] - 该股是标普500指数中今年表现第八好的成分股 表现最好的是英伟达(上涨252.1%) 其次是Meta Platforms(上涨209.5%) 而标普500指数本身年内上涨了24.5%[1] 华尔街分析师观点 - 华尔街分析师并未普遍看好该股前景 在FactSet调查的49位分析师中 21位(43%)看涨 21位持中性态度 7位(14%)看跌[1] - 分析师平均目标价为241.21美元 较周三收盘价261.44美元隐含7.7%的下行空间[1] - 华尔街最大的看涨者是摩根士丹利的亚当·乔纳斯 其目标价为380美元 他的观点基于特斯拉不仅是一家汽车公司 更是一家人工智能公司[1]

The U.S. stock market’s year-end rally looks intact. Lately I have been focused on equity hedge-fund performance and the necessity of hedge-fund managers to preserve and enhance returns ahead of their Dec. 31 incentive fee calculation dates. Funds that haven’t yet closed their books are on a “beta chase” in order to preserve performance bonuses. Meanwhile, small-cap stocks are staging upside breakouts from multi-month bases during a seasonally positive period for the group. Further progress will confirm the ...