The Morning After: Our Verdict on the Meta Quest 3S
Canaccord Genuity Adjusts Price Target on Meta Platforms to $700 From $675, Maintains Buy Rating
CMB International: Review of AMD (AMD.US) "Advancing AI" Conference.
AMD's MI325X is a mid-term upgrade of MI300X, aiming to compete with nvidia's H200.
CEO is bullish, but Wall Street is bearish? There is a significant difference in profit expectations for this financial report season in the US stock market.
Analysts predict that s&p 500 component companies will see a 4.2% year-on-year growth in profits in the third quarter, while these companies' own guidance predicts a 16% growth, indicating that corporate performance is likely to exceed Wall Street expectations.
Trump or Harris? Analysts are hotly debating the impact of the election results on various sectors of the US stock market.
①Over the past 8 years, the Trump administration and the Biden-Harris administration have fully demonstrated their policy orientations; ②Overall, industries such as finance and technology that are under the key regulation of the Biden administration are more likely to benefit from Trump's "rollback" policies, while the bullish outlook for other industries is relatively less obvious.
Bullish on HBM business, Bank of America Merrill Lynch's "Five Reasons" are bullish on sk hynix.
Due to having secured stable orders from Nvidia and slow progress in competitors' HBM3e technology, coupled with SK Hynix's plan to lead the large-scale shipment of 12-layer HBM products in the fourth quarter, Bank of America estimates that by 2025, SK Hynix may occupy nearly 60% of the global market share, with sales expected to increase by 38% to reach $15.8 billion, benefiting from the HBM business with an operating margin exceeding 60%. Bank of America has raised SK Hynix's target stock price from 0.24 million won to 0.28 million won.
Top 20 turnover | Taiwan Semiconductor rose nearly 1%, reaching a new high in stock price; Chinese concept stocks declined, with pdd holdings falling over 6% and Alibaba falling over 2%.
Nvidia ranked first in trading volume on Monday in the US stock market, up 2.43%, reaching a new high stock price, with a trading volume of $32.097 billion; Coinbase, ranked ninth, rose by 11.32%, with a trading volume of $3.463 billion; Taiwan Semiconductor, ranked fifteenth, rose by 0.73%, reaching a new high stock price, with a market cap surpassing the $1 trillion mark at one point during the trading day.
Hong Kong stock market morning report on October 15: US-listed china concept stocks generally fell, Huang Tianyou appointed as the Chairman of the Hong Kong Securities and Futures Commission.
1. Federal Reserve Board member Waller stated that interest rates may be cut earlier if inflation falls below 2%. 2. OPEC has lowered its oil demand growth forecast for the third consecutive month, leading to a more than 2% decline in international crude oil futures prices. 3. The newly appointed Chairman of the Hong Kong Securities and Futures Commission, Huang Tianyou, stated that he will foster a sustainable and active capital market. 4. The three major U.S. stock indexes all closed higher, while china concept stocks in the popular sector generally declined.
Meta Platforms (META) Gains But Lags Market: What You Should Know
US stocks close: S&P, Dow hit new historical highs again Chinese stock index falls more than 2%.
① China concept stocks are generally falling, with the Nasdaq Golden Dragon Index in China down 2.09%; ② Media reports: Tesla's Optimus was remotely controlled at the launch event; ③ Qualcomm's Snapdragon 8 Gen4 chip is highly bullish; ④ Adobe launches Wensheng video AI model, challenging OpenAI and Meta.
Meta Platforms Options Spot-On: On October 14th, 197.94K Contracts Were Traded, With 2.21 Million Open Interest
On October 14th ET, $Meta Platforms(META.US)$ had active options trading, with a total trading volume of 197.94K options for the day, of which put options accounted for 39.01% of the total
Assessing Meta Platforms: Insights From 48 Financial Analysts
Meta Platforms Inc (META): Most Promising Growth Stock According to Hedge Funds
Nvidia Stock Is Chasing a Record -- and Apple. What's Driving Shares Higher. -- Barrons.com
Meta's Facebook, Instagram Down for Thousands of Users in US, Downdetector Shows
Express News | User Reports Indicate Problems at Instagram for 4709 Users - Downdetector
Adobe has launched a document-based video AI model, challenging OpenAI and Meta.
①The Firefly video model expands Adobe's existing generative AI model family. Adobe's video tools are designed for video creators and editors to use in their daily lives; ②For copyright and security considerations, the Firefly video model will temporarily not create videos involving children or public figures, and the created video content will also be labelled as AI produced.
Meta Platforms Price Target Raised to $636.00/Share From $555.00 by Goldman Sachs
After eight weeks of selling off, the hedge fund bought back US stocks, achieving the fastest speed since 2021.
The US stock market is currently experiencing active buying and market growth, but the market's high valuation is a concerning issue that may trigger future adjustments.
Percentage of Investors Overweight the Magnificent Seven Names Dwindle