美股机会日报丨特斯拉突发!上海正推动特斯拉FSD落地试点;“咆哮小猫”游戏驿站持股增至约900万股

资讯 2024-07-03 阅读:46 评论:0
上海南汇新城正推动特斯拉FSD落地试点 巴菲特所持苹果市值1690亿美元,超标普500中455家公司 AdobeQ2营收创新高,并上调全年业绩指引 美股“带头大哥”更新持仓:GME增至900万股,看涨期权已“消失” 特朗...
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  • 上海南汇新城正推动特斯拉FSD落地试点
  • 巴菲特所持苹果市值1690亿美元,超标普500中455家公司
  • AdobeQ2营收创新高,并上调全年业绩指引
  • 美股“带头大哥”更新持仓:GME增至900万股,看涨期权已“消失”
  • 特朗普会见100多名美企CEO,称若当选将把企业税率降至20%
  • 以太坊ETF真要来了!SEC主席发话:预计今年夏天最终获批

华盛资讯6月14日消息,美国股指期货盘前走弱,截至发稿,纳指期货 $NQmain 跌0.18%,标普500指数期货 $ESmain 跌0.42%,道指期货 $YMmain 跌0.68%。

On June 14, Washington News reported that the US share was weak in front of the futures tray, falling by 0.18 per cent until the release of the futures down by 0.18 per cent, and the target 500 index futures

特斯拉 $TSLA 盘前涨近2%,上海自贸区临港新片区管委会数据处处长陆森透露,南汇新城正推动10辆特斯拉车辆开展全自动驾驶(FSD)落地试点。

Tesla up close to 2 per cent.

Adobe $ADBE 盘前涨超15%,2024财年第二财季的营收和盈利均超预期。

Adobe

ARM Holdings $ARM 美股盘前涨超3%,公司将从6月24日开始被纳入纳斯达克100指数。

ARM Holdings , the company will be included in the NASDAQ 100 index from 24 June.

  • 马斯克:机器人将带来巨额利润,特斯拉市值可能超过标普500一半市值

特斯拉首席执行官埃隆·马斯克(Elon  Musk)周四称,特斯拉研制的Optimus(“擎天柱”)人形机器人最终或成为将特斯拉市值提升到25万亿美元的催化剂。根据FactSet的数据,标普500指数当前整体市值约为45.5万亿美元。马斯克表示,Optimus的购买成本将低于汽车,特斯拉大规模生产后每年可以赚取1万亿美元的利润。

On Thursday, Chief Executive Officer Tesla Elon & nbsp; Musk said that the Optimus ("Optimus") human robots developed by Tesla eventually served as a catalyst to raise Tesla's market value to $25 trillion. According to FactSet, the current overall market value of the standard 500 index is about $45.5 trillion. According to Mask, the purchase cost of Optimus would be lower than that of a car, and Tesla would earn $1 trillion a year in profits after large-scale production.

image

相关机会:$TSLL$TSLR$TSLT 

Associated opportunities:

随着过去六周苹果公司股价的飙升,沃伦·巴菲特所持有的该公司的股票价值达到了1690亿美元,高于标普500指数中的455家公司。文件显示,截至今年3月底,巴菲特旗下的伯克希尔哈撒韦公司持有约7.90亿股苹果股票,价值1350亿美元。但此后,苹果股价飙升了25%,周四收盘时达到了创纪录的214美元,使得公司市值达到3.29万亿美元,略高于微软。这同时也意味着,伯克希尔哈撒韦所持有的苹果公司5.1%的股份,现在的价值为1690亿美元。

With the sharp rise in Apple’s stock prices over the past six weeks, Warren Buffett held shares worth $169 billion, up from 455 companies in the PHP 500 index. The document shows that, by the end of March this year, Birkhshir Hasaway, under the Baffert flag, held about 790 million shares worth $135 billion. However, apple stock prices rose by 25%, reaching a record $214 on Thursday, bringing the company’s market value to $3.29 trillion, slightly higher than Microsoft.

  • Vaxart获美国HHS高达4.53亿美元资助用于疫苗研究

美国卫生与公众服务部(HHS)周四宣布,将提供高达5亿美元的资金用于中期试验,评估以鼻腔喷雾或药片形式接种疫苗以预防症状性COVID-19的情况。这笔资金是“下一代项目”(Project NextGen)的一部分。该项目将向Vaxart提供高达4.53亿美元的资金,用于评估其口服COVID疫苗的研究。

The United States Department of Health and Human Services (HHS) announced on Thursday that it would provide up to $500 million in funding for medium-term experiments to assess the use of nasal spray or tablets to prevent symptoms of COVID-19. This funding is part of the Project NextGen. The project will provide Vaxart with up to $453 million in funding for the evaluation of its oral COVID vaccine.

  • AdobeQ2营收创新高,上调全年业绩指引

Adobe第二财季总营收创历史新高,同比增长10%至53.1亿美元,高于市场预期的52.9亿美元;调整后每股收益为4.48美元,超过预期的4.4美元。期内主营业务数字媒体的收入同比增长11%至39.1亿美元,超过公司此前指引的区间上限。展望未来,Adobe上调全年业绩指引,预计调整后每股收益在18至18.2美元区间,营收为214亿至215亿美元,分别高于市场预期的18.02美元和214.6亿美元。

Adobe's second fiscal season was historically high, with an increase of between 10 and $5.31 billion in the same year, higher than the market forecast of $5.29 billion; adjusted returns of $448 per share, higher than the forecast of $4.4 per cent. During the period, revenue from digital media in the main battalion business grew by 11 to 3.91 billion over the same period, exceeding the inter-district ceiling previously directed by the company. Looking ahead, Adobe has revised its year-round performance guidelines upwards, with a projected return of $21.4 billion to $21.5 billion per share between $18 and $18.2 million, higher than the market forecast of $18.02 and $21.4 billion, respectively.

  • 贾跃亭:FF近期和多家国内主机厂洽谈合作和零部件采购方案

法拉第未来创始人兼首席产品及用户生态官贾跃亭在微博透露,FF计划在美国本土化生产大众放量车型,近期已经在和多家国内主机厂洽谈合作和零部件的采购方案。贾跃亭表示,目前正在全力推进战略投资者的融资事项,在资金到位后,希望可能尽快签订首批大规模的零部件采购合同,并支付预付款。

The future founder and CEO of Faraday’s primary product and user Ecology, Jiajun, revealed in Weibo that FF plans to domesticate mass-driving models in the United States and has recently negotiated collaborative and spare parts procurement programmes with a number of domestic mainframes. Jajonting said that every effort was being made to promote financing for strategic investors, hoping that the first large-scale procurement contracts for spare parts could be signed as soon as the funds became available, and that advance payments would be made as soon as possible.

  • 美股“带头大哥”更新持仓情况:GME增至900万股,看涨期权已“消失”

网名“咆哮小猫”的美股带头大哥Keith Gill周四更新了他对游戏驿站(GME)的最新持股情况。根据其发布的最新仓位截图,他目前持有900万股游戏驿站股票,高于本周初的500万股。Gill在当天收盘后发布在Reddit上发布的最新持仓更新中显示,他目前持股的账面价值约为2.621亿美元。根据最近的一份监管文件,这相当于游戏驿站4.26亿股流通股的2.1%。Gill发布的持仓截图还显示,他的投资组合中已不再包含12万份游戏驿站的看涨期权,这些期权原本将于下周到期,行权价为20美元。

Keith Gill, the United States-led boss of the net-hull cat, updated his stock holdings for the game station (GME) on Thursday. According to his latest warehouse screen, published, he currently holds 9 million games station shares, up from 5 million shares at the beginning of the week. Gill, after the day's closing, published the latest warehouse update on Reddit, shows that his current holdings are worth approximately $262.1 million. According to a recent regulatory document, this is equivalent to 2.1 per cent of the 426 million circulation shares in the game station.

image
  • 盈利、降息双引擎助推下,小摩预测美股下半年将延续暴涨态势

摩根大通资产管理部门预测,美国股市在2024年的强劲开局势头将延续至下半年。该行首席全球策略师戴维·凯利(David Kelly)及其团队在年中展望报告中指出,尽管标普500指数自1月份以来已实现两位数回报,市场增长可能更趋稳健而非迅猛,但得益于坚实的盈利基础、美联储货币紧缩政策的结束以及经济的强劲表现,美国股市在未来数月仍将得到提振。

Morgan Chase’s asset management predicted that the US stock market’s strong opening in 2024 would continue into the second half of the year. In mid-year’s outlook report, the company’s chief global strategist, David Kelly, and his team noted that, despite having achieved double-digit returns since January, market growth might be more robust than rapid, but because of a solid profit base, the end of the Fed’s monetary tightening policy, and the strong performance of the economy, the US stock market would continue to rise in the coming months.

图1

相关机会: $TQQQ$SPY$SPXL$TLT$TMF$TMV 

Associated opportunities:

  • 以太坊ETF真要来了!SEC主席发话:预计今年夏天最终获批

美国证券交易委员会(SEC)主席加里·根斯勒(Gary Gensler)向立法者表示,与全球第二大最受欢迎的数字资产以太坊挂钩的交易所交易基金(ETF)预计会在今年夏季获得最终批准。

Gary Gensler, Chairman of the United States Securities and Exchange Commission (SEC), informed legislators that the Exchange Trading Fund (ETF), which is linked to the second most popular digital asset in the world, is expected to be finally approved this summer.

相关机会: $MARA$COIN  、$RIOT$CAN$IBIT$FBTC$GBTC 

Associated opportunities: "background-collor:rgb (255,255);

  • 特朗普会见100多名美企CEO,称若当选将把企业税率降至20%

当地时间周四,美国前总统特朗普在首都华盛顿与大约100多名美国商界CEO举行了私人会面。特朗普经济顾问摩尔会后表示,特朗普在会上传递了非常“亲商业”的信息,承诺如果能够胜选将为企业减税和减少监管。参加会议的人士称,特朗普在会上表示,如果他再次当选总统,他希望将企业税率从他此前任期的21%降至20%。

On Thursday, local time, former US President Trump held a private meeting with about 100 US business CEOs in Washington, D.C. Trump’s Economic Advisor Moore’s meeting concluded that Trump had sent a very “pro-business” message at the meeting, promising that, if successful, it would cut taxes and reduce regulation. Participants at the meeting said that Trump had indicated that if he was re-elected, he would want to reduce the corporate tax rate from 21 per cent to 20 per cent of his previous term of office.

  • 日本央行继续维持利率不变,宣布减少国债购买量

日本央行维持基准利率不变,并表示将在7月份会议后减少债券购买规模,朝着政策正常化迈出关键一步。根据周五公告,日本央行将在7月政策会议上具体说明如何削减债券购买规模。日本央行将基准利率维持在0-0.1%的区间,符合预期。

According to a Friday announcement, the Bank of Japan will specify how to reduce the size of bond purchases at its policy session in July. The Central Bank of Japan maintains the benchmark rate at 0 to 0.1%, which meets expectations.

  • 德意志银行:将博通的目标价从1500美元上调至1900美元,维持“买入”评级
  • 杰富瑞:上调台积电目标价至1050元新台币 受惠苹果销售前景改善
  • KeyBanc:将奈飞的目标价从705美元上调至707美元,维持“增持”评级
  • 投行贝伦伯格将甲骨文公司目标价从123美元上调至130美元
  • 大摩:予哔哩哔哩目标价14美元,《三国:谋定天下》公测首日表现超预期

1、英伟达 $NVDA :隔夜涨3.52%,英伟达继续走高续刷新高,盘中现多笔看跌期权大单押注,其中:

1.

  • NVDA_240614_P_128.5 行权价在128.5美元、2024年06月14日到期的看跌期权,成交6.2万张。
  • NVDA_240614_P_131.0 行权价在131.0美元、2024年06月14日到期的看跌期权,成交2.83万张。
  • NVDA_240614_P_129.5 行权价在129.5美元、2024年06月14日到期的看跌期权,成交2.61万张。

2、慧与科技 $HPE :隔夜涨4.07%,其中HPE_240621_C_23.0 行权价在23.0美元、2024年06月21日到期的看涨期权,成交1.57万张。

: 4.07% increase overnight, with increase of 15.7 million shares.

3、Coinbase Global $COIN :隔夜跌2.87%,其中COIN_240621_C_262.5 行权价在262.5美元、2024年06月21日到期的看涨期权,成交1.17万张。

3. Coinbase Global

相关阅读:期权扫描 | 苹果期权交易降温!成交下降超六成;英伟达成交超500万张

Reading: Text scan Apple options trade cooling!

美股新股

$TEM 

 $TLX 

以上就是今天的美股消息,欢迎留言讨论,祝您投资顺利!

This is today's news from the United States. Please leave a message for discussion. Have a good investment!

风险提示: 投资涉及风险,证券价格可升亦可跌,更可变得毫无价值。投资未必一定能够赚取利润,反而可能会招致损失。过往业绩并不代表将来的表现。在作出任何投资决定之前,投资者须评估本身的财政状况、投资目标、经验、承受风险的能力及了解有关产品之性质及风险。个别投资产品的性质及风险详情,请细阅相关销售文件,以了解更多资料。倘有任何疑问,应征询独立的专业意见。

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