投资评级与目标价调整 - 投资机构Bernstein将阿里巴巴股票评级上调至“跑赢大盘” [1] - Bernstein将阿里巴巴目标股价从167美元上调至200美元 [1][6] - 评级上调反映市场对阿里巴巴战略方向和增长潜力的信心增强 [1] 公司业务与增长前景 - 阿里巴巴作为领先电商公司 在人工智能和云计算领域获得市场认可 [2] - 分析师将阿里巴巴列为首选标的 预计股价潜在涨幅达32% [2][6] - 公司拓展人工智能和云计算业务 这些领域被视为重要增长机会 [2][5] 股价表现与市场数据 - 当前股价为173.68美元 较前下跌4.11%或7.44美元 [3][6] - 当日交易区间介于172.30美元至178.78美元 显示股价波动性 [3] - 公司市值约4027.6亿美元 52周股价区间为80.06美元至192.67美元 [4] - 纽约证券交易所成交量为21,078,761股 显示投资者兴趣浓厚 [4][6]

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. On Monday, Cathie Wood-led Ark Invest made significant trades, notably increasing its stake in DoorDash Inc. (NASDAQ:DASH), Alibaba Group Holding Ltd. (NYSE:BABA) , while reducing its position in Brera Holdings PLC (NASDAQ:BREA) and Rocket Lab Corp. (NASDAQ:RKLB). The DoorDash Trade Ark Invest made a substantial purchase of DoorDash shares across the ARK Autonomous Technology & Robotics ETF(BATS:ARKQ) and ...

股市表现 - 美国股市在周五创下历史新高，道琼斯工业平均指数上涨366点至46,238点，标普500指数上涨0.4%至6,823点，纳斯达克综合指数微涨0.1%至16,215点，罗素2000指数跃升1.4%至2,492点 [1][12][14][30] - 主要指数本周均录得上涨，标普500和道指本周迄今涨幅均超1%，纳斯达克指数上涨近2%，罗素2000指数上涨2.4% [1][13][30] - 罗素2000小型股指数周五上涨1.5%，年初至今涨幅近12%，反映出投资者对成长股的需求 [7][24][30] 行业与个股动态 - 科技股是领涨板块，人工智能、云计算和软件公司交易量强劲，半导体板块因AI、数据中心和电子产品的强劲需求而表现良好 [15][18][30] - 涨幅居前的个股包括：英伟达上涨3.8%至731.20美元，特斯拉上涨2.6%至416.50美元，AMD上涨2.4%至146.30美元，微软上涨1.9%至482.10美元 [20] - 个股异动方面，USA Rare Earth股价上涨8.8%，因公司CEO表示正与白宫密切洽谈；GameStop下跌2.7%，因公司提交资产出售文件；应用材料下跌2.2%，因新的美国出口限制将影响其收入 [9][32][30] - 富国银行将强生公司评级上调至“买入”，目标价212美元，意味着14%的上涨空间，理由是药品销售前景强劲以及在美国制药业务的扩张 [10][32][30] 宏观经济与政策 - 美国政府停摆进入第三天，导致经济报告发布暂停，劳工部9月非农就业报告被推迟，这限制了美联储在10月利率决议前的洞察力 [2][22][30] - 市场普遍预期美联储在10月29日的FOMC会议上将降息25个基点 [2][22][30] - ADP私人 payroll 数据显示自2023年3月以来最大的就业人数下降，表明劳动力市场正在放缓 [6][23][30] - 10年期美国国债收益率为4.11%，低收益率帮助推高了标普500指数至历史新高 [7][24][30] 经济数据 - 美国9月ISM服务业PMI为50.0%，较8月的52%下降2个百分点，低于预期的52%，为2020年初以来的最低生产水平 [8][25][30] - 商业活动和生产指数降至49.9，就业指数维持在47.2的收缩区间，价格指数升至69.4，订单积压指数升至47.3，新订单和库存指数下降超过5个百分点 [8][31][30] - 这是服务业生产自2020年5月以来首次出现收缩 [8][27][30] 关键人物观点 - 芝加哥联储主席Austan Goolsbee对过快降息表示谨慎，因通胀上升和就业市场疲软使美联储在平衡物价稳定和充分就业的双重使命上面临困境 [9][28][30] - 富国银行投资研究所高级分析师Jennifer Timmerman指出，疲软的私人就业数据支持了美联储再次降息的理由，低国债收益率助推了股市新高 [6][24][30] - 高盛CEO David Solomon警告未来12-24个月股市可能出现“回调”，并将当前AI驱动的牛市与1990年代末的互联网泡沫相类比 [30][33]

Chasing after others' buying can sometimes work, as long as investors have their own unique reason to buy, founded upon sound fundamentals. Recently, Cathie Wood from Ark Innovation ETF NYSEARCA: ARKK chose to expand her horizons beyond the United States technology sector, finding opportunities for undervalued blue chips in China and deploying a few million into some of the biggest names in Asia’s powerhouse. Her choice centered around shares of Alibaba Group NYSE: BABA and Baidu Inc. NASDAQ: BIDU as they a ...

Growth stocks are shares of companies that are expected to expand their revenues and earnings, outperforming their peers and the overall market. However, not all growth stocks have the ability to provide outsized gains in the long run. Here are a few standout names that are poised to deliver strong upside. More News from Barchart Growth Stock #1: Karman Holdings The first growth stock on my list is Karman Holdings (KRMN), an aerospace and defense company. It designs, tests, manufactures, and sells “mis ...

This story was originally published on HR Dive. To receive daily news and insights, subscribe to our free daily HR Dive newsletter. Dive Brief: A group of former Google employees may proceed with claims that the company unlawfully retaliated against them following their participation in a protest against the company’s work with the Israeli government, a federal judge held Thursday. The employees in Anderson, et al. v. Google LLC staged protests at two Google offices — one in California and another in New ...

Julian Sullivan / Getty Images Oracle shares have risen this year as the software provider benefited from the AI boom. KEY TAKEAWAYS Oracle Monday named two new co-CEOs, including the former head of its cloud infrastructure business, to take over from Safra Catz as the software firm boosts its bets on AI. Oracle said Monday that Clay Magouyrk, president of Oracle’s cloud infrastructure business, and Mike Sicilia, president of Oracle Industries, will be co-CEOs. Oracle shares have surged this year as ...

Hey, I'm Kramer. Welcome to Mad Money. Welcome to Craig with my friends.I'm just trying to take a little money. My job is not just entertain, but to explain, teach you, because man, we got a lot to talk about tonight. Call me 1800 73 CBC.Tweet me at Jim Kramer. These days, these days are insane. More record highs, more positives, more money made.And yet another week where the markets hated, just despised. The complaints about it are myriad. Nobody champions stocks except well, us.And of course, the legion o ...

市场表现 - 道琼斯指数上涨173点 标准普尔指数上涨49% 纳斯达克指数上涨72% [1] - 银行 运输 科技 公用事业等多个行业板块普遍上涨 中小型股同步走高 [2] - Olo单日涨幅达29% 核电股自推荐以来涨幅达100% [4][5] 行业动态 - 数据中心建设热潮持续 市场担忧行业见顶但屡创新高 [3] - Meta可能与Oracle达成200亿美元云计算合作协议 [3] - 量子计算板块受关注 尽管短期缺乏实质业务但长期潜力被看好 [5] 市场情绪 - 专业投资者对市场上涨持负面态度 但买盘力量持续推高股价 [1][2] - 市场广度显著改善 从先前仅聚焦"美股七巨头"转向多板块轮动 [2][3] - 传统见顶信号失效 投资者因预期落空而加剧看空情绪 [4]

甲骨文公司动态 - 甲骨文股价当日收涨4% 因彭博报道其与Meta就一项价值200亿美元的多年度云计算协议进行高级别谈判 [1] - 该协议将使甲骨文成为Meta人工智能训练和部署的关键基础设施提供商 [1] - 此前OpenAI已向甲骨文作出3000亿美元的巨额云服务承诺 进一步巩固了公司在人工智能军备竞赛中的重要参与者地位 [2] 市场影响与行业趋势 - 市场对人工智能计算能力的争夺持续白热化 [2] - 道琼斯工业平均指数在过去五年中相对于运输业和公用事业指数加速上涨 [3][4] - 当前道琼斯工业指数成分包含高盛、微软和英伟达等公司 其构成已不完全是传统工业类 [4]