米国株の決算序盤はASMLショックこそあったが、企業業績はおおむね底堅い。業績好調を背景に、年初来あるいは上場来高値を追う銘柄も続出している。「AI」も業績や株価の押上げ要因の一つとなっている。これらの銘柄の中には、There are also stocks whose stock price increase rate in the second half of the year exceeds Nvidia's.Many. Banks, which are sensitive to economic trends, hint at a soft landing in their earnings, and stocks with good earnings may see a further rise. This time,Picking 8 successful US stocks in terms of performance and stock priceThe US economy further recovered, and the GDP growth rate reached 3.85% in 2004.
Earnings early in the season are generally solid
While there was the ASML shock early in this earnings season, overall corporate performance stood out as solid. As of October 17, more than 80% of the S&P 500 index constituents that had announced earnings surpassed market expectations in earnings per share (EPS) after adjustment.
(※On October 16)Semiconductor stocks experience intense fluctuations! What does ASML's sharp drop in orders indicate? Check the impact on NVIDIA and AI semiconductor stocks.Please refer to ». According to Reuters, Samsung Electronics has postponed the delivery of ASML measures...