Late night semiconductor "hegemon" plummets!
六月清晨搅
发表于 2024-1-27 10:07:24
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On January 26th local time, the S&P and Nasdaq ended their six consecutive gains, with the technology sector leading the decline for the S&P, while former semiconductor giant Intel recorded its largest decline in over two years.
Tesla rebounded slightly, but fell nearly 14% for the week. Musk stated in Tesla's recent earnings conference call that it is "very likely" that some Optimus Prime deliveries will begin next year (2025).
On January 26th local time, LVMH, the world's largest luxury goods giant, rose over 12% in European stocks, marking the largest intraday increase in 15 years. The return of Chinese consumers has brought LVMH's sales revenue and net profit to new annual highs set in 2022.
The S&P and Nasdaq end their six consecutive gains
Intel closed down 12%
On January 26th local time, the three major stock indexes in the United States closed with mixed gains and losses. As of the close, the Dow Jones Industrial Average rose 0.16% to 38109.43 points, the S&P 500 Index fell 0.07% to 4890.97 points, and the Nasdaq fell 0.36% to 15455.36 points. The S&P and Nasdaq ended their six consecutive upward trends. This week, the Dow Jones Industrial Average rose 0.65%, the S&P 500 index rose 1.06%, and the Nasdaq rose 0.94%.
Intel fell nearly 12%, marking its worst single day performance since July 2020.
On the news front, Intel's fourth quarter financial report was mediocre, and its first quarter financial guidance was also relatively pessimistic. The financial report shows that although Intel's PC business is recovering, it is still losing ground in the data center chip market. Mizuho lowered its target price from $58 to $55, Raymond James lowered its target price from $54 to $52, and Wade Bush lowered its target price from $45 to $40.
In the past year, Intel's stock price has risen by over 70%. According to market research firm Gartner, although the company's total market value is lower than its competitors Nvidia and AMD, which have benefited greatly from the AI (Artificial Intelligence) boom, Intel remains the largest semiconductor manufacturer in terms of revenue.
Tesla is expected to start delivering Optimus Prime by 2025
On January 26th local time, Tesla rebounded slightly, with a weekly decline of nearly 14%.
Musk stated in Tesla's recent earnings conference call that it is "very likely" that some Optimus Prime deliveries will begin next year (2025). Regarding delivery time, Musk stated that "it is usually optimistic", but "it is clearly impossible to make accurate predictions when there is a lot of uncertainty and unknown territory. We will update the public on the progress of Optimus Prime every few months." He also made some grand definitions of Optimus Prime during a conference call, "Tesla can be said to be the world's largest robot manufacturer, and the company is developing the world's most complex humanoid robots."
On January 26th local time, the National Highway Traffic Safety Administration (NHTSA) website revealed that Tesla will recall 199575 2023 Model S, Model X, and Model Y vehicles equipped with fully autonomous driving function in the United States due to issues with the display of rear view camera images.
LVMH's strong financial report
On January 26th local time, the world's largest luxury goods giant LVMH's European stock closed up more than 12%, marking the largest intraday increase in 15 years.
On the news front, LVMH released its 2023 annual performance report, with a revenue of 86.2 billion euros, a year-on-year increase of 9%, driven by strong demand for luxury goods; Net profit was 15.2 billion euros, an increase of 8%. Both sales revenue and net profit have reached new annual highs set in 2022. The return of Chinese consumers is one of the driving forces that cannot be ignored in the company's revenue growth.
In 2023, the revenue contributed by the US market increased by 4% year-on-year, and its proportion in annual revenue decreased by 2 percentage points to 25%; The revenue contributed by the Japanese market increased by 28% year-on-year, accounting for 7% of the revenue, which is the same as the previous year; The revenue contributed by the Asian market (excluding Japan) increased by 18% year-on-year, accounting for 31% of the revenue, an increase of 1 percentage point from the previous year; The revenue of the European market increased by 13% year-on-year, accounting for 25% of the revenue, and also increased by 1 percentage point compared to 2022.
Jean Jacques Guiony, Chief Financial Officer of LVMH Group, said, "In 2023, the number of Chinese consumers in the group was twice that of 2019, which means there has been a significant increase in domestic purchases in China. To meet this demand, Louis Vuitton and Dior are considering opening larger stores in China."
Positive signals appear
On January 26th local time, Bank of America released its latest global research report, stating that in the week ending January 24th, investors have injected nearly $12 billion (approximately RMB 86.3 billion) into Chinese stock funds. This is the largest weekly capital inflow since 2015 and the second largest weekly capital inflow in history.
In addition, according to the latest report of Goldman Sachs Group, a foreign-funded giant, the Chinese government is expected to usher in more favorable policies in the future, so it is optimistic about short-term Chinese treasury bond bonds. At the same time, Goldman Sachs' preference for domestic Internet stocks has also risen. Goldman Sachs Group expects that Chinese policymakers may further loosen policies to boost the economy, so it is optimistic about short-term Chinese treasury bond bonds.
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