投资者推动的股市反弹 - 投资者推动了2023年股市的反弹，自10月底开始的涨势一直在加速，2024年分析师最喜欢的股票清单中列出了一些热门股票[1] S&P 500指数表现 - 根据S&P 500指数自2021年底以来的回报率，今年S&P 500指数回报率接近26%，但自2021年底以来仅上涨了3.1%[2] 美联储政策影响 - 根据FactSet数据，2022年的行动跟踪了美联储改变政策多次提高联邦基金利率，并通过缩减其债券组合推高长期利率，而现在投资者相信美联储已经停止加息，2024年联邦基金利率预计将下调三次，因此自10月底以来，S&P 500指数的上升路径加速[3]

Bristol Myers Squibb Co. BMY, +2.01% announced Tuesday an agreement to buy radiopharmaceutical therapeutics company RayzeBio Inc. RYZB, +9.37% in a deal valued at $4.1 billion. Under terms of the deal, Bristol Myers will pay $62.50 in cash for each RayzeBio share outstanding, which represents a premium of 104.4% over Friday’s closing price of $30.57. RayzeBio’s stock was halted for new until 7:30 a.m. Eastern and Bristol Myers’ stock tacked on 0.2% in premarket trading. “This transaction enhances our incre ...

China’s crackdown on domestic dissent, paranoia about espionage, persecution of private executives and harassment of foreign businesses have instigated widespread fear, pessimism and deflation.However, China is not Japan in the 1990s. It has a formidable export machine that is not simply based on a cheap currency, inexpensive labor and subsidies. Otherwise, China’s consumer spending growth would be negative rather than just growing less rapidly owing to a lack of real income, not simple apprehension about t ...

Shares of Nio Inc. NIO, +1.57% jumped 3.4% in premarket trading Tuesday, as investors appeared to cheer the China-based electric vehicle maker’s Nio Day 2023 held over the weekend. At Nio Day in Xi’an, China, the company unveiled on Saturday its new four-seater ET9 EV, with deliveries expected to start in the first quarter of 2024. The stock has rallied 15.8% month to date, putting it on track to snap a four-month losing streak in which it tumbled 52.5%. It has shed 13.6% year to date, while the iShares MS ...

ClearMotion, which makes road sensing software to improve suspension in vehicles, said it had secured a production order from global electric vehicle company NIO.The production order is for three million units of ClearMotion’s patented suspension technology which will be used to equip NIO NIO, +1.57% electric vehicles.ClearMotion was founded out of MIT and has locations in Boston in the U.S., Birmingham in the U.K., and Shanghai, China. The company’s software works by adapting the vehicle to the road surfac ...

Nike品牌定位和市场前景 - Nike高管表示，公司将依靠“新颖和创新”来吸引犹豫购物者，同时强调其超过100美元的运动鞋仍受到稳固兴趣，Jordan品牌的扩张代表着提升利润的重大机会[1] - 分析师指出，Nike需要在篮球、街头潮流和生活方式之外改善营销，高端产品创新并未引起规模化共鸣，面临来自较小竞争对手的打击，Jordan品牌向低价位转移可能对业务增长构成风险[3] Nike季度业绩和市场表现 - Nike季度业绩和前景不佳导致股价暴跌，分析师下调股票评级，销售趋势在数字渠道和海外市场不稳定，北美销售下滑，节假日销售疲软，竞争对手包括Adidas、Deckers Brands和On Holding[4][7]

文章核心观点 巴菲特旗下伯克希尔·哈撒韦公司持续增持西方石油股票，目前已成为其最大股东，西方石油近期股价上涨且有重大收购交易 [1][2] 分组1：巴菲特增持情况 - 过去一周，巴菲特旗下伯克希尔·哈撒韦增持西方石油股票超3亿美元 [1] - 过去三个交易日，巴菲特买入518万股西方石油股票，加权平均价约60.22美元，价值约3.121亿美元 [4] - 自三季度披露股权以来，巴菲特过去三个月买入1960万股西方石油股票，当前价值12.1亿美元 [6] - 12月11日交易宣布后的三天内，伯克希尔买入约1050万股西方石油股票，价值近5.9亿美元 [8] 分组2：股权结构 - 伯克希尔·哈撒韦是西方石油最大股东，持股27.7%，第二大股东是投资公司道奇考克斯，持股10.3% [2] - 巴菲特目前持有2.437亿股西方石油股票，占9月30日已发行8.8037亿股的27.7%，按当前股价计算价值150.3亿美元 [5] 分组3：股价表现 - 早盘交易中，西方石油股价上涨2%，有望创下五周多以来的最高收盘价；伯克希尔·哈撒韦股价上涨0.5% [3] - 西方石油股价今年以来下跌2.1%，能源精选板块SPDR交易型开放式指数基金下跌2.3%，标准普尔500指数上涨24.2% [9] 分组4：公司动态 - 12月早些时候，西方石油宣布以120亿美元收购CrownRock LP，以加强其在石油资源丰富的二叠纪盆地的地位 [7]

Tesla Inc. is poised to join the trillion-dollar club next year, defying growing Wall Street skepticism regarding electric vehicle demand, according to Wedbush analyst Dan Ives.The longtime bull on Tesla TSLA said the bear case on the company was that demand was eroding at a time when competition around the world was increasing.“Instead, Musk made a poker move for the ages and cut prices globally with China front and center to catalyze volumes/units which should now impressively be in the 1.8 million range ...

Shares of Nike Inc. NKE, +0.91% plunged 12.9% toward a one-month low in premarket trading Friday on the back of a disappointing earnings report, as they head for the biggest one-day selloff in 26 years. The athletic apparel and accessories giant’s stock was the biggest decliner among Dow Jones Industrial Average DJIA, +0.87% and the S&P 500 SPX, +1.03% trading ahead of the open. The stock’s implied price decline would shave about 104 points off the Dow’s price, while Dow futures shed 106 points, or 0.3%. T ...

Shares of Karuna Therapeutics Inc. KRTX, +1.80% rocketed 47.3% into record territory in premarket trading Friday, after the biopharmaceutical company announced an agreement to be bought by Bristol Myers Squibb Co. BMY, +0.59% in a deal valued at $14 billion. Bristol Myers’ stock slumped 2.2% ahead of the open. Under terms of the deal, Bristol Myers will pay $330 in cash for each Karuna share outstanding, which represents a 53.4% premium to Thursday’s closing price of $215.19. The agreement was reported ear ...