Notes
去年开始，就推荐大家买黄金ETF, 最近不太平，除了黄金还有一些美股板块也可以看看。
比如我刚刚入手的 $GEV.M（GE Vernova)，政策+需求双加持： 地缘冲突推高能源安全需求，其SMR核电技术受重点关注。另外还买了点 $ETN.M（伊顿）平衡一下，2025Q3业绩创纪录，利润率超预期，贴合能源转型主线盈利确定性强。
以上仅为个人实盘观点，DYOR
买美股上麦通 @MSX_CN
八折优惠：https://t.co/aav6Xq4TNX
2026年值得关注的顶级增长主题
• 加密货币 | $HOOD $COIN $BMNR
• 量子 | $IONQ $RGTI $QBTS
• 机器人 | $TSLA $SYM $ISRG $RR
• 核能 | $OKLO $LEU $GEV $UUUU
• AI 公用设施 | $CRWV $NBIS $IREN $CIFR
• AI 芯片 | $NVDA $TSM $ASML $AMD
• 电网与电力 | $CEG $NEE $VST $EOSE
• 无人机 | $ONDS $UMAC $DPRO $AVAV
• AI 数据平台 | $PLTR $SNOW $MDB
• AI 安全 | $CRWD $ZS $PANW $RBRK
• 太空经济 | $RKLB $ASTS $PL $RDW
• AI 网络 | $AVGO $ALAB $MRVL $CRDO
• AI 云 | $MSFT $AMZN $GOOGL $DOCN $ORCL
cc @BTCBruce1
$HOOD
-3.95%
$COIN -10.98%
$BMNR $IONQ $RGTI $QBTS $TSLA +2.97%
$SYM $ISRG $RR $OKLO $LEU $GEV $UUUU $CRWV -1.61%
$NBIS $IREN $CIFR $NVDA +5.46%
$TSM -8.8%
$ASML $AMD -11.29%
$CEG $NEE $VST $EOSE $ONDS $UMAC $DPRO $AVAV $PLTR -5.03%
$SNOW $MDB $CRWD $ZS $PANW $RBRK $RKLB $ASTS $PL $RDW $AVGO $ALAB $MRVL $CRDO $MSFT -12.08%
$AMZN -1.94%
$GOOGL -1.48%
$DOCN $ORCL +2.77%
WEDBUSH’S DAN IVES RELEASED THE “IVES AI 30,” FEATURING TOP AI PLAYS:
🔸 Hyperscalers: $MSFT, $GOOGL, $AMZN, $ORCL
🔸 Software: $PLTR, $CRM, $IBM, $NOW, $SNOW, $PEGA, $MDB, $SOUN, $INOD
🔸 Consumer Internet: $BABA, $AAPL, $META, $BIDU, $RBLX
🔸 Cybersecurity: $PANW, $ZS, $CRWD
🔸 Autonomous/Robotics & Power: $TSLA, $OKLO, $GEV
🔸 Semiconductors/Hardware: $NVDA, $AMD, $TSM, $AVGO, $MU, $NBIS
#Downgrades - Oct 02, 2024
$NKE: CFRA Downgrades to Hold from Buy - PT $89
$GRTS: Jones Trading Downgrades to Hold from Buy
$SSTK: Citi Downgrades to Neutral from Buy - PT $2 (from $8)
$GEV: Raymond James Downgrades to Market Perform from Outperform
$PRMW: Raymond James Downgrades to Market Perform from Outperform
$PBF: JPMorgan Downgrades to Neutral from Overweight - PT $40 (from $53)
$HOG: Baird Downgrades to Neutral from Outperform - PT $40 (from $44)
$MELI: JPMorgan Downgrades to Neutral from Overweight - PT $2,400
$FMBH: KBW Downgrades to Market Perform from Outperform - PT $42
$NTB: KBW Downgrades to Market Perform from Outperform - PT $41 (from $44)
$ESQ: KBW Downgrades to Market Perform from Outperform - PT $72 (from $68)
$TMUS: Raymond James Downgrades to Outperform from Strong Buy - PT $221 (from $208)
$IBM: DZ Bank Downgrades to Hold from Buy - PT $215
$STTK: Needham Downgrades to Hold from Buy
$SITC: Wells Fargo Downgrades to Equal Weight from Overweight - PT $19
$PVH: BofA Securities Downgrades to Neutral from Buy - PT $107 (from $130)
$CRL: BofA Securities Downgrades to Neutral from Buy - PT $215 (from $250)
$TEM: BofA Securities Downgrades to Neutral from Buy - PT $60 (from $45)
$ZIM: Jefferies Downgrades to Hold from Buy - PT $25
$KZR: H.C. Wainwright Downgrades to Neutral from Buy
$MBLY: BNP Paribas Exane Downgrades to Underperform from Neutral - PT $12
$GRTS: B.Riley Downgrades to Neutral from Buy - PT $1 (from $3)
#Upgrades - Sep 17, 2024
$ALRS: Raymond James Upgrades to Outperform from Market Perform - PT $24
$APP: UBS Upgrades to Buy from Neutral - PT $145 (from $100)
$BANC: Raymond James Upgrades to Outperform from Market Perform - PT $16
$BNTX: Jefferies Upgrades to Buy from Hold - PT $150 (from $96)
$CURV: William Blair Upgrades to Outperform from Market Perform
$DCOM: Raymond James Upgrades to Strong Buy from Outperform - PT $35 (from $29)
$ETR: Barclays Upgrades to Overweight from Equalweight - PT $138 (from $115)
$GCI: Citi Upgrades to Neutral from Sell - PT $5.10
$GEV: BofA Securities Upgrades to Buy from Neutral - PT $300 (from $200)
$HPE: BofA Securities Upgrades to Buy from Neutral - PT $24 (from $21)
$LIVN: Baird Upgrades to Outperform from Neutral - PT $66 (from $55)
$LSCC: Stifel Upgrades to Buy from Hold - PT $55
$NYCB: Raymond James Upgrades to Market Perform from Underperform
$RLMD: Jefferies Upgrades to Buy from Hold - PT $13 (from $3.50)
$SHOP: Redburn-Atlantic Upgrades to Buy from Neutral - PT $99
$SNV: Raymond James Upgrades to Outperform from Market Perform
$TCBI: Raymond James Upgrades to Outperform from Market Perform
$VBTX: Raymond James Upgrades to Strong Buy from Market Perform