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生财有道 Private ID: 103435059
生财有道致力于全方位成长投资。邱天雄老师曾是上市公司主要媒体的CEO领导,拥有超过20年的投资经验。主要投资美国,中国和大马。
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    Why do diet pills have such a powerful impact? As early as November of last year, Teacher Qiu introduced powerful diet pills to his classmates.
    Now that the trend of diet pills has taken the world by storm, huge demand has made investors see investment opportunities. The current frontrunners are also well-known Novo Nordisk and Eli Lilly. The market capitalization of these two companies has also reached new highs over and over again!
    Currently, many pharmaceutical companies also want to join the diet drug race. Among them are US Pfizer, Amgen, Boehringer Ingelheim, and Chinese pharmaceutical companies that have followed suit, but many have not succeeded. The intensity of the competition on the entire weight loss track is self-evident!
    The rise of weight loss requirements will definitely affect some companies, and diet pills will definitely be a trend in the future! Anyone who wants to lose weight while lying down can't they?
    On December 22nd, I came to our live broadcast room. Mr. Qiu will explain to you why diet pills are so powerful!
    Translated
    Discover the new global drug king - diet pills
    Dec 22 06:00
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    1
    Before the release of major US CPI data, the S&P 500 experienced a thrilling rebound, while the Nasdaq index rose for two consecutive days, reaching a record high. Small-cap indices rose more than 1%, driving overall market sentiment. Tesla's stock price rose by more than 3%. The chip stock index and Nvidia also performed strongly, rising for three consecutive days. Game Station shares continued their impressive gains, closing up about 60% and doubling the stock price within two days. Meanwhile, the Pan-European stock index continued its eight consecutive gains and continuously reached record highs in six trading days.
    Google released its strongest AI model and launched an AI search engine, enhanced its voice capabilities, and directly competed with OpenAI's products. The news further fueled the market's enthusiasm for technology stocks.
    The US producer price index (PPI) rose 2.2% year on year in April to a 12-month high, up 0.5% month-on-month, higher than market expectations. This led to a reduction in market expectations that the Federal Reserve might cut interest rates soon. Federal Reserve Chairman Powell pointed out the lack of progress in inflation in the first quarter, stressing that the Federal Reserve needs to be patient and wait for more evidence that inflation is cooling down before taking further action. After the PPI data was released, US Treasury yields rose briefly, but then declined. After Powell delivered his speech, the decline in yield narrowed somewhat.
    In the commodity market, crude oil prices fell by more than 1%, hitting a nine-week low. Gold prices declined in the short term due to PPI data after an initial rebound. After the New York copper price hit a new high for two years in a row, the July contract was due to...
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    The Federal Reserve's latest survey shows that consumer inflation expectations have risen. This has dealt a blow to expectations of interest rate cuts. As a result, the US stock Dow ended eight consecutive gains on Friday, the S&P 500 index fell slightly, and the NASDAQ index rebounded to a one-month high. Tesla's stock price closed up 2%, ending the previous four consecutive declines, while Google turned up after falling by nearly 3% at the beginning of the market.
    The chip stock index and Nvidia rose for the second day in a row, and Arm rose 7.7% in this trend. GameStop's stock price also soared by nearly 120%, and eventually closed up more than 74%. In terms of the European market, the German, French, and British stock markets all fell from historic highs, but Maersk, the world's largest shipping company, rose 7.7%.
    SoftBank announced financial results for fiscal year 2023. Net loss decreased by 76.5% year on year and achieved profit for two consecutive quarters, mainly thanks to Arm, which went public in mid-last year, making SoftBank's net assets a record high. In the Federal Reserve's consumer survey, Americans' one-year inflation expectations rose to 3.3%, the highest level since November last year. Despite this, Morgan Stanley predicts that the US CPI data on Wednesday will fall far short of expectations, believing that current rent data indicates that housing inflation may have peaked.
    In the commodity market, crude oil prices rebounded, Brent crude oil broke away from a seven-week low, while gold fell below a three-week closing high, recording the biggest decline this month. London copper prices rose more than 1% to a two-year high, while Lunzinc rose for three consecutive days, reaching a 14-month high.
    In the Chinese market, the China Securities Index rebounded sharply and rose...
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    The US stock market's performance fluctuated last Friday under the influence of hawkish remarks from senior Federal Reserve officials. Although the Dow achieved a rare eight-day rise, with a weekly cumulative increase of more than 2% and the biggest weekly gain in nearly five months, the gains of the S&P 500 index and the NASDAQ index were suppressed on Friday, and there were several short-term declines. Tesla's stock price continued to fall, closing for the fourth day in a row, while the AI concept stock Soundhound reversed the market and rose more than 7% after announcing earnings reports. $Novavax(NVAX.US)$ The stock price almost doubled, while Oklo, the first nuclear fission stock, plummeted by nearly 54% on the first day of listing.
    In Europe, the pan-European stock index rose 3% this week, the biggest weekly gain in three months. Major stock indexes in Germany, France, and the United Kingdom all hit record highs. Among them, Infineon Technologies (Infineon Technologies) had a cumulative increase of 20% in the week after the release of the earnings report.
    Federal Reserve Governor Bowman's remarks had a significant impact on market sentiment. She made it clear that, given the continuing pressure of US inflation, cutting interest rates this year does not seem appropriate. This stance intensified the market's expectations that the Federal Reserve will maintain a high interest rate policy, leading to an accelerated recovery in US bond yields after her speech, and two-year yields hit a new high for the week.
    In the commodity market, crude oil prices fell sharply during the intraday period, but they maintained a rebound trend throughout the week. Gold prices, on the other hand, performed strongly this week, hitting a three-week high at the close and rising nearly 3% throughout the week. London...
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    生财有道 commented on
    ARM's performance in the fourth quarter and full year of 2024 shows its leadership position in global semiconductor and AI technology.
    Fourth quarter financial highlights
    • Revenue: Fourth-quarter revenue reached US$928 million, up 47% year over year. This growth rate not only surpassed the growth rate of the previous quarter, but also exceeded analysts' expectations of US$880 million.
    • Operating profit: Adjusted operating profit reached $391 million, far higher than market expectations of $355.9 million. This shows that ARM has achieved significant results in improving efficiency and controlling costs.
    Annual financial performance
    • Annual Revenue: Total revenue for the 2024 fiscal year reached US$3.233 billion, up 21% year over year. This is the first time in ARM's history that annual revenue has exceeded US$3 billion.
    • Royalties and license revenue: Royalties royalties increased 8% to $1,802 million, and license revenue increased 43% to $1,431 million, both of which reached record highs.
    Strategic developments and market trends
    • The spread of AI technology: ARM's accelerated investment in AI technology has driven growth in royalties and licensing revenue, particularly the rapid adoption of the Armv9 architecture and the recovery of the semiconductor industry.
    • Market expansion: ARM not only has strong performance in the smartphone market, but has also made significant progress in the server and automotive markets. ARM technology plays a key role in a wide range of applications from cloud computing to edge devices.
    Prospects for the future
    • 202...
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    While announcing strong revenue growth in the first quarter, Shopify also issued an early warning of slowing sales growth and shrinking profit margins for the second quarter, which led to a significant drop in stock prices. Here's some analysis and background on this situation:
    Financial performance review
    • Revenue growth: First-quarter revenue grew 23% to $1.86 billion, thanks to an increase in the number of products sold by merchants on the Shopify platform.
    • Net loss: The company reported a net loss of $273 million. Compared with the same period last year, net profit turned from $68 million to loss, and the loss per share increased from 5 cents to 21 cents.
    • Adjusted Earnings Per Share: Excluding special and one-time items, adjusted earnings per share were 20 cents, exceeding analysts' expectations of 17 cents.
    Market News
    • Growth slowdown expectations: Shopify predicts revenue growth will slow to more than ten percent in the second quarter, which may be due to a number of factors, including the macroeconomic environment and market saturation.
    • Weak European markets and a stronger dollar: Shopify took into account the negative impact of weak European spending and a stronger dollar on international sales in its forecasts.
    Challenges and strategies
    • Margin pressure: Profitability is expected to decline due to increased marketing spending, indicating that the company may be seeking to boost sales and user growth through increased market investment.
    • Product and service innovation: Shopify's month...
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    Uber showed some complicated dynamics in its financial results for the first quarter of 2024. Although the company's revenue and demand increased, due to various factors, its net loss was still significant, and the stock price was affected as a result. Here's a detailed analysis of Uber's latest earnings report:
    Financial Highlights
    • Revenue growth: Revenue reached US$10.13 billion, up 15% year over year.
    • Net loss: A net loss of $654 million was reported, mainly affected by legal settlements and equity investment losses.
    Main influencing factors
    • Legal settlement costs: including the financial impact of legal issues such as class actions against Australian taxi drivers.
    • Loss on equity investments: $721 million in expenses associated with equity investments in other companies, which shows the negative impact of investment volatility on net earnings.
    Business news
    • Ride-hailing services: Bookings increased 20% year over year, but fell short of analysts' expectations due to a slowdown in the Latin American market.
    • Food delivery service: Uber Eats's food delivery bookings were slightly higher than expected, indicating steady growth in the service.
    Regulatory challenges
    • Market exit threat: In Minnesota and elsewhere, Uber and Lyft are threatening to exit the market due to new minimum wage regulations.
    • Driver reclassification issues: In Massachusetts and California, the question of classifying the legal status of drivers is once again a focus of controversy.
    outlooks
    • ...
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    The US stock market showed mixed dynamics during the past week's trading. Although the Dow Jones Industrial Average successfully achieved six consecutive gains, the Nasdaq index fell for two consecutive days, while the S&P 500 remained basically flat. Tesla's stock price experienced sharp fluctuations. At one point, it fell by more than 4%, and finally closed down 1.7%. In the latest earnings season, Shopify's stock price plummeted by nearly 19%, the biggest one-day decline in history, while the performance of Uber and Arm was similarly weak. On the other hand, Robinhood rose more than 7% in after-hours trading, boosted by a 232% surge in cryptocurrency revenue and higher-than-expected net profit.
    Meanwhile, the pan-European stock index and the UK stock market continued to hit record highs. Siemens Energy's stock price surged nearly 13%, driving the German stock market to a new high. In terms of repurchase activities, the total amount of repurchases by US companies is expected to reach 934 billion US dollars this year, an increase of 13% over last year. Of these, about 155.5 billion US dollars of stock repurchase plans will be implemented in May and June.
    The US Treasury recently auctioned off 42 billion US dollars of 10-year Treasury bonds. Although demand has improved, the final spread still exists. As demand picked up after the auction, 10-year US Treasury yields also rebounded. The dollar index rose for three consecutive days, and the yen fell for three consecutive days despite an intervention warning from the Bank of Japan.
    In the commodity market, crude oil prices rebounded after hitting a new low of more than eight weeks. At one point, the price of U.S. crude oil rose by more than 3%. Meanwhile, the price of gold continues to fall,...
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    US stocks showed an uneven trend on Wednesday amid fluctuations in the earnings season. Although the Dow barely maintained five consecutive gains, setting a record for the longest continuous rise in more than four months, both the NASDAQ index and the S&P 500 index fell for a while. The stock prices of Disney and Palantir plummeted 9.5% and 15%, respectively, after the financial reports were announced. The latter recorded the biggest one-day decline in two years. Meanwhile, Reddit once surged nearly 20% in after-hours trading.
    In the tech sector, Google closed up nearly 2% with positive dynamics after its new product launch, while Tesla fell nearly 4%. Chip stocks experienced a day of fluctuation, with Nvidia falling more than 3% during the intraday period. The European stock market performed well. The pan-European stock index hit a record high. After the financial report, UBS and Infineon rose 7.6% and nearly 13% respectively in the European stock market.
    Apple launched the thinnest iPad Pro in history, equipped with an M4 chip, and iPad Air, Pencil, and Magic Control keyboards. Google snatched Apple to launch an affordable AI phone, selling the Pixel 8a for 499 US dollars, adding AI features without increasing the price. The new Pixel tablet costs 399 US dollars, which is a reduction in price compared to the previous generation.
    The monetary policy outlook for the US economy is also the focus of market attention. The comments of the Minneapolis Federal Reserve Chairman suggest that the Federal Reserve may keep interest rates high for a longer period of time. This statement has further fueled market concerns that the US neutral interest rate may be higher than expected. As a result, the US dollar index reached a new high and continued to break away from its low level for more than three weeks. Compared to...
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    生财有道 commented on
    Palantir's Q1 revenue was better than expected and fell 8% after the market, mainly due to Wall Street's concerns about slowing demand from US commercial customers.
    Financial Highlights
    • Revenue: First-quarter revenue of $634 million, up 21% year over year. PLTR credits its business revenue to growing demand from US commercial customers.
    • Profitability: GAAP net revenue of $106 million was achieved in the first quarter, marking the sixth consecutive quarter of GAAP profit.
    Business dynamics and market trends
    • US commercial market: The US commercial sector saw strong revenue growth, with quarterly revenue growth of 40% to $150 million.
    • Government contracts: Includes contracts awarded to Palantir worth over $178 million by the US military to build the next generation target system (TITAN program).
    • International government business: Deploying a federal data platform on the NHS in the UK and providing defense capabilities to global allies.
    Investment and innovation
    • AIP (Artificial Intelligence Platform): AIP guides the introduction of new customers and drives the expansion of existing customers, particularly in the US commercial sector.
    outlooks
    • For the second quarter of 2024, Palantir expects revenue between $649 million and $653 million.
    • For the full year 2024, the company raised its revenue forecast to $2,677 million to $2,689 million.
    Palanti...
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