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新人小哥
新人小哥
·
2025-09-29
$亚马逊(AMZN)$
[害羞]
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新人小哥
新人小哥
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2025-07-22
$谷歌A(GOOGL)$
buy in now!
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新人小哥
新人小哥
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2025-06-20
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新人小哥
新人小哥
·
2025-06-05
[财迷]
Jefferies releases list of top stocks this summer: including chip giant Nvidia
随着新一个交易月(6月)的开始,杰富瑞的分析师分享了他们在夏季即将到来之际的首选股票名单。以下表格列出了其中10只股票:杰富瑞今夏十大首选股票公司名称股票代码目标价 $英伟达$ NVDA$185 $德康医疗$DXCM$110 $第一资本$COF$230 $卡特彼勒$ CAT$425 $GE HEALTHCARE TECHNOLOGIES INC$ GEHC$95 $吉利德科学$ GILD$130 $国际香料香精$IFF$89 $微软$ MSFT$550 $Saia Inc.$ SAIA$350 $PVH Corp$ PVH$105来源:Jefferies芯片巨头英伟达位列推荐名单。该股年内涨幅达5%,杰富瑞185美元的目标价预示其有31%上行空间。
Jefferies releases list of top stocks this summer: including chip giant Nvidia
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新人小哥
新人小哥
·
2025-05-30
$英伟达(NVDA)$
Pull up!
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新人小哥
新人小哥
·
2025-05-29
They should do this ten years ago[白眼]
Microsoft New Moves! Windows Update will allow third-party software access: one-stop process for all updates
快科技5月29日消息,微软正在为Windows Update引入一项变革,将允许第三方应用接入Windows Update进行更新。这一功能将通过微软新推出的“Windows Update编排平台”实现,目前该平台已开放私人预览版供开发者注册。Windows Update一直以来主要用于更新Windows操作系统的内核部分、关键驱动程序以及一些第三方设备管理应用,而大多数Windows上的应用仍依赖开发者自行创建的更新机制进行更新。此外,所有加入Windows Update编排平台的应用,都将自动获得底层Windows Update平台的未来改进。
Microsoft New Moves! Windows Update will allow third-party software access: one-stop process for all updates
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新人小哥
新人小哥
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2025-05-28
[微笑]
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新人小哥
新人小哥
·
2025-01-16
$谷歌A(GOOGL)$
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新人小哥
新人小哥
·
2024-05-07
[开心]
@Seven8:
巴菲特忙碌幾十年,終究沒有跑贏標$標普500ETF(SPY)$ $伯克希爾B(BRK.B)$
巴菲特忙碌幾十年,終究沒有跑贏標$標普500ETF(SPY)$ $伯克希爾B(BRK.B)$
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新人小哥
新人小哥
·
2024-05-07
[呆住]
@理想中的生活:
$LAU.HK 20240530 130.00 CALL$ SCC 做個備兌,月底到期的還有SP 130,大概率是要行權的,控制一下倉位。
$LAU.HK 20240530 130.00 CALL$ SCC 做個備兌,月底到期的還有SP 130,大概率是要行權的,控制一下倉位。
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now!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/459528963022936","isVote":1,"tweetType":1,"viewCount":2316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":447970916016896,"gmtCreate":1750390652111,"gmtModify":1750390654773,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"新人小哥","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172639469640402","idStr":"4172639469640402"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/447970916016896","repostId":"2544286194","repostType":2,"isVote":1,"tweetType":1,"viewCount":1999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":442714394968448,"gmtCreate":1749107318562,"gmtModify":1749107321328,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"新人小哥","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172639469640402","idStr":"4172639469640402"},"themes":[],"title":"","htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/442714394968448","repostId":"1187618283","repostType":4,"repost":{"id":"1187618283","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1749105216,"share":"https://ttm.financial/m/news/1187618283?lang=en_US&edition=fundamental","pubTime":"2025-06-05 14:33","market":"us","language":"zh","title":"Jefferies releases list of top stocks this summer: including chip giant Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=1187618283","media":"老虎资讯综合","summary":"随着新一个交易月(6月)的开始,杰富瑞的分析师分享了他们在夏季即将到来之际的首选股票名单。以下表格列出了其中10只股票:杰富瑞今夏十大首选股票公司名称股票代码目标价 $英伟达$ NVDA$185 $德康医疗$DXCM$110 $第一资本$COF$230 $卡特彼勒$ CAT$425 $GE HEALTHCARE TECHNOLOGIES INC$ GEHC$95 $吉利德科学$ GILD$130 $国际香料香精$IFF$89 $微软$ MSFT$550 $Saia Inc.$ SAIA$350 $PVH Corp$ PVH$105来源:Jefferies芯片巨头英伟达位列推荐名单。该股年内涨幅达5%,杰富瑞185美元的目标价预示其有31%上行空间。","content":"<p><html><head></head><body><p style=\"text-align: left;\">As a new trading month (June) begins, analysts at Jefferies have shared their list of top stocks to choose from as summer approaches.</p><p><p style=\"text-align: left;\">At the beginning of the year, the dominant topic in the U.S. stock market was the uncertainty of tariff policy. But by May, U.S. stocks had a rally, with the S&P 500 rising 6.2% for its best monthly performance since November 2023.</p><p><p style=\"text-align: left;\">Investors are divided on where the market will go. On the optimistic side, such as Tom Lee of Fundstrat Global Advisors, the April sell-off \"reignited a new bull market\"; Evercore's Julian Emanuel, on the other hand, is more cautious, pointing to historical data showing that investors could face turbulent times next.</p><p><p style=\"text-align: left;\">Given that uncertainty about the trade outlook may still plague investors, Jefferies said in a note Tuesday that its recommended stocks have \"rain or shine\" qualities.</p><p><p style=\"text-align: left;\">Jefferies recommends its 28 \"buy-rated\", most confident investment targets that are \"based on differentiated analysis, supported by catalysts, and at valuation levels that are expected to rise.\" The following table lists 10 of these stocks:</p><p><h4 id=\"id_3030486963\" style=\"text-align: left;\">Jefferies' Top 10 Top Stocks This Summer</h4><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">Company Name</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Stock Code</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Target Price</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>(Nvidia)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">NVDA</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$185</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/DXCM\">Dekang Medical</a>(Dexcom)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">DXCM</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$110</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/COF\">Capital One</a>(Capital One)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">COF</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$230</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/CAT\">Caterpillar</a>(Caterpillar)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">CAT</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$425</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GEHC\">GE HEALTHCARE TECHNOLOGIES INC</a>(GE HealthCare)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GEHC</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$95</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GILD\">Gilead Sciences</a>(Gilead)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GILD</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$130</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/IFF\">International Fragrances and Flavors</a>(IFF)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">IFF</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$89</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(Microsoft)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MSFT</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$550</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SAIA\">Saia Inc.</a>(Saia)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">SAIA</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$350</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/PVH\">PVH Corp</a>(PVH)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">PVH</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$105</p><p></td></tr></tbody></table><p style=\"text-align: left;\"><em>Source: Jefferies</em></p><p><p style=\"text-align: left;\">Chip giant Nvidia is on the recommended list. The stock has gained 5% during the year, and Jefferies' $185 price target indicates a 31% upside. The report pointed out: \"Nvidia is the dominant AI accelerator in data centers, and the industry is expanding rapidly with the development and application of AI technology. The new generation of Blackwell GPU platform has been fully put into production, and the annual gross profit margin is expected to increase from 70%-72% to 74%-76%.\"</p><p>Blood Glucose Monitoring System Manufacturers<a href=\"https://laohu8.com/S/DXCM\">Dekang Medical</a>Also selected. The stock is up 11% cumulatively in 2025, with a $110 price target corresponding to its nearly 27% upside. \"Dekang Medical is about to achieve a performance breakthrough by expanding the coverage of type 2 non-insulin treatment patients,\" the report analyzed. Its 15-day continuous monitoring sensor has been approved by the US Food and Drug Administration, and \"sensor upgrades will become an important profit growth point\".</p><p><a href=\"https://laohu8.com/S/COF\">Capital One</a>Also listed as a winner target. The $230 price target has room for an 18% premium over Tuesday's close. Jefferies emphasized the bank's recent acquisition of Discovery Financial Services as a key catalyst: \"The completion of the merger will release significant network synergies and operating cost optimization. What is more noteworthy is the continuous improvement of the credit situation of the COF/DFS portfolio, and the increase in net interest margin and the release of reserves will form a double positive.\" The stock has risen by more than 9% during the year.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jefferies releases list of top stocks this summer: including chip giant Nvidia</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJefferies releases list of top stocks this summer: including chip giant Nvidia\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2025-06-05 14:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><p style=\"text-align: left;\">As a new trading month (June) begins, analysts at Jefferies have shared their list of top stocks to choose from as summer approaches.</p><p><p style=\"text-align: left;\">At the beginning of the year, the dominant topic in the U.S. stock market was the uncertainty of tariff policy. But by May, U.S. stocks had a rally, with the S&P 500 rising 6.2% for its best monthly performance since November 2023.</p><p><p style=\"text-align: left;\">Investors are divided on where the market will go. On the optimistic side, such as Tom Lee of Fundstrat Global Advisors, the April sell-off \"reignited a new bull market\"; Evercore's Julian Emanuel, on the other hand, is more cautious, pointing to historical data showing that investors could face turbulent times next.</p><p><p style=\"text-align: left;\">Given that uncertainty about the trade outlook may still plague investors, Jefferies said in a note Tuesday that its recommended stocks have \"rain or shine\" qualities.</p><p><p style=\"text-align: left;\">Jefferies recommends its 28 \"buy-rated\", most confident investment targets that are \"based on differentiated analysis, supported by catalysts, and at valuation levels that are expected to rise.\" The following table lists 10 of these stocks:</p><p><h4 id=\"id_3030486963\" style=\"text-align: left;\">Jefferies' Top 10 Top Stocks This Summer</h4><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">Company Name</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Stock Code</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Target Price</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>(Nvidia)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">NVDA</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$185</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/DXCM\">Dekang Medical</a>(Dexcom)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">DXCM</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$110</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/COF\">Capital One</a>(Capital One)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">COF</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$230</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/CAT\">Caterpillar</a>(Caterpillar)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">CAT</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$425</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GEHC\">GE HEALTHCARE TECHNOLOGIES INC</a>(GE HealthCare)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GEHC</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$95</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GILD\">Gilead Sciences</a>(Gilead)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GILD</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$130</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/IFF\">International Fragrances and Flavors</a>(IFF)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">IFF</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$89</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(Microsoft)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MSFT</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$550</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SAIA\">Saia Inc.</a>(Saia)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">SAIA</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$350</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/PVH\">PVH Corp</a>(PVH)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">PVH</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$105</p><p></td></tr></tbody></table><p style=\"text-align: left;\"><em>Source: Jefferies</em></p><p><p style=\"text-align: left;\">Chip giant Nvidia is on the recommended list. The stock has gained 5% during the year, and Jefferies' $185 price target indicates a 31% upside. The report pointed out: \"Nvidia is the dominant AI accelerator in data centers, and the industry is expanding rapidly with the development and application of AI technology. The new generation of Blackwell GPU platform has been fully put into production, and the annual gross profit margin is expected to increase from 70%-72% to 74%-76%.\"</p><p>Blood Glucose Monitoring System Manufacturers<a href=\"https://laohu8.com/S/DXCM\">Dekang Medical</a>Also selected. The stock is up 11% cumulatively in 2025, with a $110 price target corresponding to its nearly 27% upside. \"Dekang Medical is about to achieve a performance breakthrough by expanding the coverage of type 2 non-insulin treatment patients,\" the report analyzed. Its 15-day continuous monitoring sensor has been approved by the US Food and Drug Administration, and \"sensor upgrades will become an important profit growth point\".</p><p><a href=\"https://laohu8.com/S/COF\">Capital One</a>Also listed as a winner target. The $230 price target has room for an 18% premium over Tuesday's close. Jefferies emphasized the bank's recent acquisition of Discovery Financial Services as a key catalyst: \"The completion of the merger will release significant network synergies and operating cost optimization. What is more noteworthy is the continuous improvement of the credit situation of the COF/DFS portfolio, and the increase in net interest margin and the release of reserves will form a double positive.\" The stock has risen by more than 9% during the year.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/16bac18bf70d1d1d05103f6e5f67024f","relate_stocks":{"COF":"第一资本","IFF":"国际香料香精","DXCM":"德康医疗","MSFT":"微软","SAIA":"Saia Inc.","GEHC":"GE HEALTHCARE TECHNOLOGIES INC","NVDA":"英伟达","CAT":"卡特彼勒","PVH":"PVH Corp","GILD":"吉利德科学"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187618283","content_text":"随着新一个交易月(6月)的开始,杰富瑞(Jefferies)的分析师分享了他们在夏季即将到来之际的首选股票名单。年初,美股市场的主导话题是关税政策的不确定性。但到了5月,美股迎来反弹,标普500指数上涨6.2%,创下自2023年11月以来的最佳单月表现。投资者对市场未来走向存在分歧。乐观的一方,如Fundstrat Global Advisors的Tom Lee认为,4月的抛售“重新点燃了新一轮牛市”;而Evercore的Julian Emanuel则较为谨慎,他指出历史数据显示,投资者接下来可能面临动荡时期。考虑到贸易前景的不确定性可能仍会困扰投资者,杰富瑞在周二的一份报告中表示,其推荐的股票具备\"晴雨皆宜\"的特质。杰富瑞推荐了其28只“买入评级”、最具信心的投资标的,这些股票“基于差异化分析,受到催化因素支撑,并处于有望上涨的估值水平”。以下表格列出了其中10只股票:杰富瑞今夏十大首选股票公司名称股票代码目标价 英伟达 (Nvidia)NVDA$185 德康医疗(Dexcom)DXCM$110 第一资本(Capital One)COF$230 卡特彼勒 (Caterpillar)CAT$425 GE HEALTHCARE TECHNOLOGIES INC (GE HealthCare)GEHC$95 吉利德科学 (Gilead)GILD$130 国际香料香精(IFF)IFF$89 微软 (Microsoft)MSFT$550 Saia Inc. (Saia)SAIA$350 PVH Corp (PVH)PVH$105来源:Jefferies芯片巨头英伟达位列推荐名单。该股年内涨幅达5%,杰富瑞185美元的目标价预示其有31%上行空间。报告指出:\"英伟达是数据中心AI加速器领域的霸主,该产业正随AI技术发展及应用而迅猛扩张。新一代Blackwell GPU平台已全面投产,全年毛利率有望从70%-72%提升至74%-76%。\"血糖监测系统制造商 德康医疗同样入选。该股2025年累计上涨11%,110美元目标价对应其近27%上行空间。\"德康医疗即将通过扩大2型非胰岛素治疗患者覆盖实现业绩突破,\"报告分析称。其15天持续监测传感器已获美国食品和药物管理局批准,\"传感器升级将成为重要利润增长点\"。 第一资本也被列为赢家标的。230美元目标价较周二收盘价存在18%溢价空间。杰富瑞强调该行近期收购发现金融服务公司是关键催化剂:\"并购完成后将释放显著的网络协同效应与运营成本优化。更值得关注的是COF/DFS组合信贷状况持续改善,净息差提升与准备金释放将形成双重利好。\"该股年内已上涨逾9%。","news_type":1,"symbols_score_info":{"COF":1.1,"GEHC":1.1,"IFF":1.1,"SAIA":1.1,"CAT":1.1,"GILD":1.1,"DXCM":1.1,"NVDA":1.1,"PVH":1.1,"MSFT":1.1}},"isVote":1,"tweetType":1,"viewCount":2203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":440654678679992,"gmtCreate":1748606807776,"gmtModify":1748606810900,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"新人小哥","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172639469640402","idStr":"4172639469640402"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> Pull up!","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> Pull up!","text":"$英伟达(NVDA)$ Pull up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/440654678679992","isVote":1,"tweetType":1,"viewCount":2309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":440139989754016,"gmtCreate":1748494512239,"gmtModify":1748494515055,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"新人小哥","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172639469640402","idStr":"4172639469640402"},"themes":[],"title":"","htmlText":"They should do this ten years ago[白眼] ","listText":"They should do this ten years ago[白眼] ","text":"They should do this ten years ago[白眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/440139989754016","repostId":"2539528033","repostType":2,"repost":{"id":"2539528033","kind":"news","pubTimestamp":1748492518,"share":"https://ttm.financial/m/news/2539528033?lang=en_US&edition=fundamental","pubTime":"2025-05-29 12:21","market":"us","language":"zh","title":"Microsoft New Moves! Windows Update will allow third-party software access: one-stop process for all updates","url":"https://stock-news.laohu8.com/highlight/detail?id=2539528033","media":"快科技","summary":"快科技5月29日消息,微软正在为Windows Update引入一项变革,将允许第三方应用接入Windows Update进行更新。这一功能将通过微软新推出的“Windows Update编排平台”实现,目前该平台已开放私人预览版供开发者注册。Windows Update一直以来主要用于更新Windows操作系统的内核部分、关键驱动程序以及一些第三方设备管理应用,而大多数Windows上的应用仍依赖开发者自行创建的更新机制进行更新。此外,所有加入Windows Update编排平台的应用,都将自动获得底层Windows Update平台的未来改进。","content":"<p><html><body>Fast technology news on May 29th,<strong><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>A change is being introduced to Windows Update that will allow third-party apps to access Windows Update for updates.</strong></p><p>This feature will be implemented through Microsoft's new \"Windows Update Orchestration Platform\", which is currently open to private preview for developers to register.</p><p>Windows Update has been mainly used to Update the kernel part of Windows operating system, key drivers and some third-party device management applications, while most applications on Windows still rely on the Update mechanism created by developers for updating.</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_22/A503132A229270652255D4AA3D90724EC6A1AB8B_size137_w600_h330.png\"/></p><p><strong>\"We are building a unified, intelligent Update orchestration platform that enables any Update (apps, drivers, etc.) to be updated with Windows Update,\" said Angie Chen, Microsoft Product Manager.</strong></p><p>The new platform will allow developers to take advantage of regular update features based on user activity, battery status, and even sustainable energy time.</p><p>Developers can also connect directly to native Windows Update notifications and list Update records in Windows Update's App Update History.</p><p>In addition, all applications that join the Windows Update orchestration platform will automatically receive future improvements to the underlying Windows Update platform.</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_22/6E9BD21DBB1532DEEF01C97360E405CF73558DD0_size137_w600_h400.jpg\"/></p><p></body></html></p>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft New Moves! Windows Update will allow third-party software access: one-stop process for all updates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft New Moves! Windows Update will allow third-party software access: one-stop process for all updates\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">快科技</strong><span class=\"h-time small\">2025-05-29 12:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Fast technology news on May 29th,<strong><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>A change is being introduced to Windows Update that will allow third-party apps to access Windows Update for updates.</strong></p><p>This feature will be implemented through Microsoft's new \"Windows Update Orchestration Platform\", which is currently open to private preview for developers to register.</p><p>Windows Update has been mainly used to Update the kernel part of Windows operating system, key drivers and some third-party device management applications, while most applications on Windows still rely on the Update mechanism created by developers for updating.</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_22/A503132A229270652255D4AA3D90724EC6A1AB8B_size137_w600_h330.png\"/></p><p><strong>\"We are building a unified, intelligent Update orchestration platform that enables any Update (apps, drivers, etc.) to be updated with Windows Update,\" said Angie Chen, Microsoft Product Manager.</strong></p><p>The new platform will allow developers to take advantage of regular update features based on user activity, battery status, and even sustainable energy time.</p><p>Developers can also connect directly to native Windows Update notifications and list Update records in Windows Update's App Update History.</p><p>In addition, all applications that join the Windows Update orchestration platform will automatically receive future improvements to the underlying Windows Update platform.</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_22/6E9BD21DBB1532DEEF01C97360E405CF73558DD0_size137_w600_h400.jpg\"/></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://tech.ifeng.com/c/8jkRLPgXNSx\">快科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0545562505.USD":"NINETY ONE 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