To The Moon

According to a report, Yu Ziling, Head of Greater China Fund Business and Executive Director at Allianz Investment, stated in a note that despite inflation running above target and various headwinds...

Netflix (NFLX) has an average rating of overweight and mean price target of $90.65, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major bank

10月16日，Palantir Technologies Inc.盘中下跌3.35%，报193.85美元，成交额9.87亿美元。消息面上，公司新获Customers Bank部署Foundry和AI平台合作，且瑞穗将目标价从215美元上调至245美元，但市场仍在消化两名管理层于10月8日合计减持逾2.3万股的影响，股价承压。此外，最新期权交易虽出现约1.19亿美元同向双买CALL及155美元PUT卖出，显示中长期偏多资金仍活跃，但短线情绪尚未完全修复。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

• Micron faced downward pressure from Chinese competition and semiconductor profit-taking. • The company reported $133.19B in annual revenue and strong cash flow. • Analysts maintain Buy ratings with an average price target of $1501.74.

9月24日，三倍做多半导体ETF盘中下跌5.33%，报138.41美元/股，成交额13.92亿美元。此前该ETF近期累计涨幅达14.77%，9月23日已出现5.62%的回调，当前跌势延续。消息面上，知名投资人Michael Burry高调加码做空美光及半导体ETF，直言内存产能正在增加、供给过剩风险悬于市场头顶。与此同时，美银9月调查显示，53%的全球基金经理将做多全球半导体视为最拥挤交易，连续第四个月居榜首，33%受访者认为相关公司存在过度投资。