Spurred by cooler inflation data, the S&P 500 added to its year-end rally during Friday's trading session. Within the index, 37 stocks hit new 52-week highs. 13 of these names hit new all-time highs. Here's a look at the stocks that reached the milestone: $Booking Holdings(BKNG.US)$since its IPO in Apr, 1999 $希爾頓酒店(HLT.US)$since its IPO in Dec, 2013 $阿美特克(AME.US)$since it began trading on the NYSE in 1930 $Axon Enterprise(AXON.US)$s...
AI Demand is Here, but Largely Accruing to Private Players - We've tracked >50 MWs of AI leasing in Q2 from smaller GPU-based platforms like CoreWeave, Denvr Dataworks and Lambda Labs. There are also multiple 100-200 MW hyperscale requirements in the market, signifying demand remains very strong. Over the next 5 years, we estimate GPU deployments could equate to 1.5-2.0 GWs of annual demand, or 25-50% of total industry leasing for the third-party market (in addition to hyp...
$微軟(MSFT.US)$: The company's global data center infrastructure is designed with defense-in-depth strategies and redundancy to ensure data center availability and protect cloud architecture. In addition, the infrastructure is distributed worldwide, providing thousands of online services with data residency, compliance, and resiliency options. $亞馬遜(AMZN.US)$: Amazon Web Services (AWS) is a cloud da...
$鐵山(IRM.US)$combines short duration leases (which can reprice with inflation), with long term recurring revenue. Diversification of business segments has reduced risk and created new avenues for growth, while efficiency initiatives have removed excess costs. Trading at a 23% discount to the S&P500, Barclays finds shares attractive and initiates at Overweight. Key takeaways: 1. IRM has shown its resilience ...
Upgrades •$美國水務(AWK.US)$: Janney Upgrades to Buy from Neutral •$碧迪醫療(BDX.US)$: Wells Fargo Upgrades to Overweight from Equal Weight - PT $275 •$奧馳亞(MO.US)$: Morgan Stanley Upgrades to Equalweight from Underweight - PT $43 (from $47) •$米德爾賽克斯水務公司(MSEX.US)$: Janney Upgrades to Buy from Neutral •$Indonesia Energy(INDO.US)$: Noble Capital Upgrades to Outperform from Market Perform - PT...
鐵山股票討論區
13 stocks in the S&P 500 hit new all-time highs
Within the index, 37 stocks hit new 52-week highs.
13 of these names hit new all-time highs. Here's a look at the stocks that reached the milestone:
$Booking Holdings(BKNG.US)$ since its IPO in Apr, 1999
$希爾頓酒店(HLT.US)$ since its IPO in Dec, 2013
$阿美特克(AME.US)$ since it began trading on the NYSE in 1930
$Axon Enterprise(AXON.US)$ s...
2023上半年營收增長5.3%,營業利潤增長5.6%,淨利潤受資產出售虧損和重組併購費用影響大幅萎縮73%。
目前市盈率32.9,市盈率TTM48.5,市淨率43.9,股息率4%,綜合來看沒什麼吸引力。
專欄Data Centers Q2 Preview
專欄Data Centers in Demand Despite Power Limitations. Here Are the Data Center Stocks to Watch.
$亞馬遜(AMZN.US)$: Amazon Web Services (AWS) is a cloud da...
DBS: Singapore Data Centre S-REITs
$DigiCore Reit USD(DCRU.SG)$$吉寶數據中心房地產信托(AJBU.SG)$$鐵山(IRM.US)$$易昆尼克斯(EQIX.US)$$數字房地產信托公司(DLR.US)$
專欄Barclays sees Iron Mountain as undervalued and initiates coverage at Overweight
Key takeaways:
1. IRM has shown its resilience ...
專欄Top upgrades and downgrades on 6/24: CLR, MRO, SGEN, FUL and more
• $美國水務(AWK.US)$ : Janney Upgrades to Buy from Neutral
• $碧迪醫療(BDX.US)$ : Wells Fargo Upgrades to Overweight from Equal Weight - PT $275
• $奧馳亞(MO.US)$ : Morgan Stanley Upgrades to Equalweight from Underweight - PT $43 (from $47)
• $米德爾賽克斯水務公司(MSEX.US)$ : Janney Upgrades to Buy from Neutral
• $Indonesia Energy(INDO.US)$ : Noble Capital Upgrades to Outperform from Market Perform - PT...
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