GIFL Lazard Global Listed Infras Actv ETF
- 4.900
- -0.010-0.20%
JPMorgan: It is recommended to include gold and infrastructure stocks in investments.
jpmorgan expects that the growth prospects of usa in 2025 will remain strong, but still recommends strengthening portfolio resilience by increasing shareholding in these two assets.
s&p 500 is expected to reach 7000 points! Optimistic sentiment spreads on Wall Street, these industries may become the new hotspots!
From the recent us stock market trend, the three major "frontier technology" sectors are performing extremely strong, which are quantum computing, space satellite, and nuclear power concept stocks.
JPMorgan Updates Its U.S. Analyst Focus List – Adds TPR, ALRM, REG
SA Sentiment: Nuclear Wins as the Best Alternative Energy Source
Exelon Analyst Ratings
Talen Energy Rallies After Requesting FERC Rehearing on Rejected Amazon Power Pact
Another main theme of AI investment emerges: US hedge funds heavily buy nuclear power stocks as technology giants gather to deploy this technology.
①In Q3, American hedge funds maintained a stable exposure to AI-related investment themes, but reduced their investment in the semiconductor industry for the first time since Q2 2022. ②In OpenAI's latest disclosed "American AI Infrastructure Blueprint," lies its grand nuclear power vision; Huang Renxun also expresses a bullish attitude towards nuclear energy. ③From the trends of tech giants, most of them have chosen small modular reactors (SMR).
JPMorgan's 'Analyst Focus List' – Growth, Income, Value, Short Ideas
Russia's 'uranium restrictions', nuclear power stocks surge, hedge fund king Griffin provides assistance: I have invested in nuclear power, this is the future
Russia's restriction on the export of concentrated uranium to the usa may pose supply risks to the utilities operating american reactors, which supply nearly one-fifth of the usa's electrical utilities. Last month, Griffin participated in a $0.5 billion financing for the small modular reactor (SMR) developer X-Energy, led by amazon.
Looking Into Norfolk Southern's Recent Short Interest
CSX Analyst Ratings
Schneider Launches New Intermodal Service Between the Southeast U.S. and Mexico
The power struggle between electrical utilities and technology: The AI boom meets regulatory resistance, and the future of electric power no longer rests easy.
Bullish sentiment in electric power stocks is based on agreements signed between technology companies and power plants to directly connect datacenters to power plants. However, regulatory institutions are taking action.
Shares of Railway Companies Are Trading Higher After Donald Trump Won the 2024 Presidential Election.
Here's How Much $100 Invested In Norfolk Southern 20 Years Ago Would Be Worth Today
Looking Into CSX's Recent Short Interest
Stocks With Cheap Implied Volatility – JPM
Exelon Non-GAAP EPS of $0.71 Beats by $0.04, Revenue of $6.15B Beats by $70M
Natural Gas Names Reinstated at BofA, Seeing Capital Discipline Lifting Stocks in 2025
etf strategies for the revival of nuclear power
Bank of America Merrill Lynch believes that URNM, URA, and NLR, these three types of funds, will continue to perform well in the long term. Since 2019, the performance of nuclear power-related companies has consistently outperformed peers, with the institutional tracking nuclear energy etf rising by 27% annually, while the MSCI World Index tracking global equity with the same industry weight only increased by 14%.