Bullish on HBM business, Bank of America Merrill Lynch's "Five Reasons" are bullish on sk hynix.

With stable orders from nvidia and slow progress in competitors'HBM3e technology, along with sk hynix set to mass ship 12-layer HBM products in the fourth quarter, Bank of America predicts that by 2025, sk hynix may occupy nearly 60% of the global market share, with sales expected to increase by 38% to reach $15.8 billion, benefiting from HBM business with over 60% operating margin. Bank of America raised SK hynix's target stock price from 0.24 million Korean won to 0.28 million Korean won.

wallstreetcn13minutes ago

Options Market Statistics: NVDA Options Pop as Its Shares Reach Its Highest Closing on Record

Options Newsman48minutes ago

The CEO is bullish, but Wall Street is bearish? There is a significant divergence in earnings expectations for the US stock market this earnings season.

Analysts expect that the s&p 500 constituent companies will see a year-on-year profit growth of 4.2% in the third quarter, while these companies' own guidance predicts a growth of 16%. This difference implies that corporate performance is likely to exceed Wall Street expectations.

wallstreetcn19:21 ET

Trump or Harris? Analysts are hotly debating the impact of the election results on various sectors of the US stock market.

①Over the past 8 years, the Trump administration and the Biden-Harris administration have fully demonstrated their policy orientations; ②Overall, industries such as finance and technology that are under the focus of regulation by the Biden administration are more likely to benefit from the rollback policies of the Trump administration, while the bullish impact on other industries is relatively less pronounced.

cls.cn19:19 ET

Bitcoin breaks through $66,000! Harris promises to support the regulatory framework for digital currency.

USA presidential candidate and current Vice President Harris has pledged to support the regulatory framework for digital currencies, boosting the trend of digital currencies on Monday. In addition, the bankrupt Mt. Gox crypto exchange postponed the deadline for repaying the remaining assets to creditors by one year last week, alleviating concerns of oversupply that may arise from creditors selling back Bitcoin. Bitcoin and Ether both surged at least 6%.

wallstreetcn19:09 ET

U.S. stocks closed: S&P, Dow hit new all-time highs again, while the Chinese concept stock index fell by more than 2%.

1. China concept stocks were generally down, with the Nasdaq Golden Dragon Index falling by 2.09%; 2. Media revealed: Tesla's Optimus was remotely controlled during the press conference; 3. The Qualcomm Snapdragon 8 Gen4 chip is highly bullish; 4. Adobe launched the Wensen video AI model, challenging OpenAI and Meta.

cls.cn17:33 ET