Notes
亲爱的，新的一星期开始啦！你有什么新的规划吗？
自从 #Bitget 平台的股币交易功能越来越完善之后，月光最近确定了一件事
2026 年，美股会变成币圈人的主流交易资产之一
Bitget 的链上美股已经支持 200+ 美股资产，用起来是真的省事
而且，手续费低，操作又很顺
也不用海外开户、不用处理复杂的税务
现在已经有 100 万用户在上面交易美股了！
🔗还没有BG账号的宝子，赶紧点击注册：https://t.co/BSPjRBNtdY
同时，用 Bitget 直接就能买美股和 ETF，特别方便
🔗传送门：https://t.co/4oYy39B3R5
这次 @Bitget_zh @BitgetTC 又新上了 98 个资产，阵容很能打
美股主流包含
$TMUS $HD $SOFI $BAC $XOM
中概股则是有
$BILI $PDD $TCOM $NIO $LI $NTES
加上ETF
$TQQQ $SQQQ $USO
最近道琼和标普500 双双新高，从趋势可以看出来，AI + 芯片依然是主线：Google 、美光 、英特尔 继续强
军工、能源、太空也在轮动，例如 $ONDS ，最近直接 +20%
预测一下， 2026年，几个赛道还是很火热
尤其是AI、高端制造、能源转型、高股息 & 低估值的公司
无论你是不是已经在车上，美股这条线，2026 年真的不能缺席呀！
最近美股市场持续火热，道琼斯和标普500指数双双创下历史新高。📈
#Bitget 在这个风口下，通过与Ondo的深度合作，从去年年底上线美股交易后，最近又继续新增 98 个美股和 ETF，总数突破 200 个，而且已经有 100 万用户在平台交易股票了。 @Bitget_zh
以前要买美股，得开美股账户，填各种表格，还要考虑资金进出 、税务等问题，特别麻烦。
现在直接用 USDT 就能直接在Bitget购买代币化的股票，而且开户便利、无税务负担、操作丝滑。
本月还是「美股狂欢月」，股票代币交易限时0手续费。
🌟这次新增的资产覆盖面很广：
• 美国主流公司： $TMUS $HD $SOFI $BAC $XOM
• 中概股： $BILI $PDD $TCOM $NIO $LI $NTES
• ETF：$TQQQ $SQQQ $USO
• 黄金、原油、稀土等大宗商品ETF
对于我这种不想开通各种账户又想参与到多种资产配置的web3用户来说，实在太方便了 ！
最近行情那么好，所以宝子们有什么不错的股票或者ETF推荐嘛？！🤔
参与路径我也附在下图了👇：🔗https://t.co/7yp5Q70UW7
#Bitget 美股版图进一步完善，目前支持的美股已超过200个。很显然，你来BG 交易美股的原因是👉开户便利、无税务负担、低费用、操作丝滑！
用户需要什么，Bitget 上什么。这次一口气上了98个新资产，包括中国股民关注度最高的几只中概股：拼多多、携程、蔚来。还有这几年的高成长性躺平之选TQQQ。
美股0手续费活动持续到本月16日，欢迎体验！
RECAP
• $HD: Q3 EPS $3.78 vs. $3.65 est., revenue up 6.6% to $40.22B. Comp sales down 1.3%, better than expected. Raised FY24 sales forecast to 4% growth.
• $BABA: Strong sales growth during Singles' Day, 45 brands hit over 1 billion yuan GMV.
• $LYV: Q3 operating income $909.8M vs. $856.6M est., revenue down 6.2% to $7.65B. Ticket sales for 2024 up 3%.
• $ONON: Q3 EPS CHF 0.16, below est. CHF 0.20. Sales CHF 635.8M, up from expected CHF 617.3M. Increased FY sales forecast.
• $VIK: Upgraded by Morgan Stanley due to robust cruise demand.
• $APAM: AUM as of October 31, 2024, was $162.8B, with $78.8B in Artisan Funds and $84.0B in other accounts.
• $AGO: Q3 EPS $2.42 vs. $1.42 est., revenue down 33% to $269M, premiums up 53% to $61M.
• $CNS: AUM decreased to $89.7B by October 31, 2024, from $91.8B, due to market depreciation and distributions.
• $IVZ: AUM dropped to $1.772T, down 1.3%, with $2B in net inflows but losses from market returns.
• $JRVR: Q3 premiums grew 6%, with a high combined ratio of 136.1% but a better current year ratio at 92.6%.
• $RMR: Q4 EPS $0.34 below $0.40 est., EBITDA slightly above estimate at $21.8M.
• $HOOD: October showed 24.4M funded customers, $159.7B in assets, with significant growth in deposits.
• $VCTR: Reported AUM of $172.3B, total client assets of $176.5B for October 31, 2024.
• $ASRT: Q3 EPS $0.03 vs. ($0.05) est., EBITDA $5.3M vs. $4.7M est., revenue $29.2M vs. $28.87M est.
• $AZN: Upgraded full-year guidance due to strong Q3, expects high teens growth for earnings and revenue in 2024.
• $BAYRY: Stock dropped after forecasting lower earnings next year due to weak ag markets.
• $NGNE: Shares fell despite positive trial data for Rett Syndrome drug, due to an adverse event.
• $NVRO: Q3 EPS ($0.41) vs. ($0.81) est., improved EBITDA, raised FY revenue guidance.
• $STXS: Q3 EPS ($0.08) vs. ($0.05) est., revenue beat expectations, kept flat year-over-year revenue guidance.
IAC: Considering spinning off Angi, which IAC controls 85% of, valued at $1.25B, after exceeding Q3 revenue forecasts due to Dotdash Meredith.
• $IVAC: Q3 EPS loss was ($0.08) vs. ($0.15) est., revenue significantly beat estimates at $28.5M.
• $OKTA: Downgraded to hold by Deutsche Bank.
• $SE: Q3 EPS $0.24 missed estimates by $0.02, but revenue hit $4.3B, beating estimates.
• $ZETA: Q3 EBITDA $53.6M vs. $49.93M est., revenue $268M vs. $252.5M est., raised Q4 guidance.
#Upgrades - Oct 09, 2024
$AFRM: Morgan Stanley Upgrades to Equalweight from Underweight - PT $37 (from $20)
$HD: Loop Capital Upgrades to Buy from Hold - PT $460
$HON: CFRA Upgrades to Buy from Hold - PT $235
$INTR: JPMorgan Upgrades to Overweight from Neutral - PT $8.50 (from $7.50).
$LOW: Loop Capital Upgrades to Buy from Hold - PT $30
$LPLA: Wells Fargo Upgrades to Overweight from Equal Weight - PT $285 (from $235)
$LUV: Jefferies Upgrades to Hold from Underperform - PT $32 (from $24)
$MSCI: Redburn-Atlantic Upgrades to Buy from Neutral - PT $680
$RJF: JMP Securities Upgrades to Market Outperform from Market Perform - PT $146
$SAIA: Wolfe Research Upgrades to Outperform from Peerperform
$VLO: Wells Fargo Upgrades to Overweight from Equal Weight - PT $165 (from $172)
$VNET: HSBC Upgrades to Buy from Hold - PT $5.20
#Upgrades - Oct 02, 2024
$PARR: JPMorgan Upgrades to Overweight from Neutral - PT $30 (from $36)
$CVBF: KBW Upgrades to Outperform from Market Perform - PT $22 (from $20)
$TMP: KBW Upgrades to Outperform from Market Perform - PT $68 (from $59)
$BOH: KBW Upgrades to Market Perform from Underperform - PT $67 (from $60)
$HAFC: KBW Upgrades to Outperform from Market Perform - PT $22 (from $20)
$TOWN: KBW Upgrades to Outperform from Market Perform - PT $40 (from $35)
$RIO: Berenberg Upgrades to Buy from Hold - PT $79 (from $71)
$MTB: Evercore Upgrades to Outperform from In Line - PT $210 (from $187)
$HD: Gordon Haskett Upgrades to Buy from Accumulate - PT $450
$BAH: JPMorgan Upgrades to Overweight from Neutral - PT $170 (from $150)
$SAIC: JPMorgan Upgrades to Overweight from Neutral - PT $170 (from $150)
$FANG: Barclays Upgrades to Overweight from Equalweight - PT $210
$RRC: Barclays Upgrades to Equalweight from Underweight - PT $34
$DQ: HSBC Upgrades to Buy from Hold - PT $29.30
$SPHR: Wolfe Research Upgrades to Outperform from Peerperform - PT $60
$ULTA: UBS Upgrades to Buy from - PT $505
$CRM: Northland Upgrades to Outperform from Market Perform - PT $400