关于Tepper抛售英伟达股票 - 英伟达是华尔街热门人工智能股票 Tepper却抛售 [5] - 2023年9月底Tepper基金持有1025万股英伟达股票 到2024年6月30日减至69万股 减少约93% [7] - 英伟达自2023年初成为最大上市公司 市值增加3万亿美元以上 抛售可能是获利了结 也可能有其他原因 [7] - 历史上新兴技术都会经历早期泡沫 人工智能也可能如此 若泡沫破裂英伟达将受重创 [9] - 英伟达面临竞争加剧 其大客户在开发自用AI - GPUs 仅保持计算优势难以保住数据中心份额 [10][11] - 美国监管机构限制向中国出口高性能AI芯片和设备 中国是英伟达重要市场 [12] 关于Tepper买入京东股票 - Tepper在抛售英伟达股票同时买入京东股票 [12] - 2024年初Tepper基金未持有京东股票 到2024年中持有4310600股 市值1.114亿美元 成为第19大持仓股 [13] - 中国监管不确定性使中国股票市盈率低于美国同行股票 [14] - 中国中产阶级快速增长 对电商行业有长期催化作用 美国在线零售增长放缓 中国仍处于增长阶段 [15] - 在中国电商竞争中 京东相比阿里巴巴有优势 阿里巴巴主要依赖第三方卖家 京东类似亚马逊控制库存和物流 [16][17] - 京东2024年6月季度末有288亿美元现金等 净现金略超200亿美元 约一半市值来自现金 [18] - 中国经济长期增长率较高 京东市盈率仅为10倍 是不错的投资标的 [19]

核心观点 - 美国大选后第二天即周三中国科技股下跌因为投资者对特朗普胜选做出反应特朗普曾承诺对多数进口商品征收60%关税 [1] 相关目录总结 - 无其他相关目录内容

中国股票相关 - 中国股票在美国大选特朗普获胜后暴跌[1] - 特朗普重新就任总统后增加关税可能成为现实[1]

JD.com, Inc. (JD) closed the most recent trading day at $39.86, moving -1.43% from the previous trading session. The stock's performance was behind the S&P 500's daily loss of 0.28%. Meanwhile, the Dow experienced a drop of 0.61%, and the technology-dominated Nasdaq saw a decrease of 0.33%.The company's shares have seen a decrease of 13.9% over the last month, not keeping up with the Retail-Wholesale sector's gain of 1.01% and the S&P 500's gain of 0.41%.The investment community will be closely monitoring t ...

文章核心观点 - 公司将于2024年11月14日发布2024年第三季度未经审计的财务业绩 [1] - 公司将于2024年11月14日召开财报电话会议 [2] - 公司是一家领先的供应链技术和服务提供商,致力于为消费者提供随时随地购买所需商品的能力 [4] 公司信息 - 公司在纳斯达克和香港交易所上市 [1] - 公司为投资者和媒体提供了联系方式 [4] 财报电话会议信息 - 电话会议时间为美东时间2024年11月14日上午7点,北京/香港时间2024年11月14日晚上8点 [2] - 参会者需要提前注册,并在会议开始前15分钟拨打指定电话号码 [3] - 会议结束后一周内将提供电话录音回放服务 [3] - 会议直播和录音将在公司投资者关系网站上提供 [3]

The stock market encountered a momentary halt on Monday as key indices retreated after strong gains in recent weeks. The Dow Jones Industrial Average and the S&P 500, which reached record highs on Friday, faced downward pressure from rising Treasury yields and investor concerns over high valuations and future rate cuts. This cautious sentiment arises as investors prepare for a crucial earnings week, with major S&P 500 companies like Tesla, Inc. (TSLA) and The Coca-Cola Company (KO) set to report their resul ...

JD.com's (JD) remarkable 60% stock surge over the past year has caught investors' attention. This Chinese e-commerce giant appears well-positioned to maintain its momentum heading into the crucial holiday season. The company's strong performance comes amid improving retail conditions, as evidenced by September's Commerce Department report. Per the report, September retail sales rose 0.4%, surpassing analysts' expectations of 0.3%.The broader retail landscape has shifted favorably since the challenges of 202 ...

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today October 22nd:JD.com (JD) : This company which operates as an online direct sales company in China, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its next year earnings increasing 3.9% over the last 60 days.JD.com has a PEG ratio of 0.57 compared with 2.01 for the industry. The company possesses a Growth Score of A.Okta (OKTA) : This company which is the world’s se ...

In the latest trading session, JD.com, Inc. (JD) closed at $39.68, marking a -0.75% move from the previous day. The stock trailed the S&P 500, which registered a daily loss of 0.18%. Meanwhile, the Dow lost 0.8%, and the Nasdaq, a tech-heavy index, added 0.27%. The company's shares have seen an increase of 40.03% over the last month, surpassing the Retail-Wholesale sector's gain of 3.95% and the S&P 500's gain of 4.46%. The investment community will be closely monitoring the performance of JD.com, Inc. in i ...

分析师对各公司评级调整 - Needham分析师Mike Cikos将GitLab Inc. GTLB评级从持有上调至买入并设定70美元目标价 GitLab周五收盘价55.34美元 [1] - Leerink Partners分析师Andrew Berens将Gilead Sciences Inc. GILD评级从市场表现上调至跑赢大盘并将目标价从74美元提高到96美元 Gilead Sciences周五收盘价86.72美元 [1] - Loop Capital分析师Rob Sanderson将JD.com JD评级从持有上调至买入但将目标价从49美元降至48美元 JD.com周五收盘价38.85美元 [1] - Baird分析师Timothy Wojs将Mohawk Industries Inc. MHK评级从中性上调至增持并将目标价从160美元提高到196美元 Mohawk Industries周四收盘价161.05美元 [1] - Deutsche Bank分析师Brooke Roach将Warby Parker Inc. WRBY评级从中性上调至买入并将目标价从15美元提高到18美元 Warby Parker周五收盘价16.55美元 [1]