财捷股票讨论区

The landscape of U.S. equities is abuzz with anticipation as artificial intelligence (AI) cements its place as a transformative force in the technology sector. In a recent analysis by $高盛(GS.US)$, optimism for AI integration remains robust, yet valuations steer clear of the vertiginous heights of previous market bubbles.
Goldman Sachs' insights reveal that market-implied long-term growth expectations hav...

$安达保险(CB.US)$ $英伟达(NVDA.US)$ $Trane技术(TT.US)$ $应用材料(AMAT.US)$ $派克汉尼汾(PH.US)$ $TransDigm(TDG.US)$ $赛默飞世尔(TMO.US)$ $亚马逊(AMZN.US)$ $财捷(INTU.US)$ $Phillips 66(PSX.US)$
TOP-1
股票代号：CB，公司名：Chubb Ltd
大模型投资评级：★★★★☆，排位变化：NEW
个股评估：
Chubb Ltd看到了超过34%的大幅年度增长，并且交易价格高于其50天和200天的均线，反映出强劲的正面动能。最近的市场表现以及其在保险行业的地位使其成为一个潜在更安全的投资选择。
TOP-2
股票代号：NVDA，公司名：NVIDIA Corp
大模型投资评级：★★★★☆，排位变化：NEW
个股评估：
英伟达（NVIDIA）展现出了令人瞩目的年度变化，实现了快速增长。高交易量可能表明市场对他们在人工智能、游戏和芯片领域战略定...

The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure.
alphaedgeinvest...
$财捷(INTU.US)$

$财捷(INTU.US)$
— Shares pulled back roughly 1% after the financial software company posted revenue of $3.39 billion in its fiscal second quarter. The result was in line with what analysts polled by LSEG had expected. Adjusted earnings came in ahead of Wall Street's estimate at $2.63 per share, compared to $2.30 per share anticipated by analysts.
$Live Nation Entertainment(LYV.US)$
— Shares added about 1% in extended trading. Live Nation reported re...

Some of the companies outlined below are consensus longs while others are overlooked. I'd welcome any other notable ideas [preferably >$750MM market cap] so comment below...
Media / Entertainment || $奈飞(NFLX.US)$  / $Live Nation Entertainment(LYV.US)$ / $Liberty Formula One-C(FWONK.US)$ / $TKO Group Holdings(TKO.US)$
Internet || $Meta Platforms(META.US)$ / $谷歌-A(GOOGL.US)$ / $Pinterest(PINS.US)$ / $Booking Holdings(BKNG.US)$ / $亚马逊(AMZN.US)$ / $MercadoLibre(MELI.US)$ / $MakeMyTrip(MMYT.US)$ / ...