What’s likely to move the market

NVIDIA founder, President and CEO Jensen Huang speaks about the future of artificial intelligence and its effect on energy consumption and production at the Bipartisan Policy Center in Washington, D.C., on Sept. 27, 2024.

Chip Somodevilla | Getty Images

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Here’s what CNBC TV’s producers were watching as the Dow Industrials rose more than 460 points on Thursday, and what’s on the radar for the next session.

Nvidia

  • It was the stock story of the day, and CNBC TV will keep focusing on the move Friday. More CNBC.com users searched for this stock than any other ticker symbol even beating the ever-popular 10-year Treasury yield on Thursday.
  • Nvidia hit a new high Thursday morning, almost hitting the $153 mark. The stock ended the day off its high, closing up 0.5%.
  • CNBC TV “Squawk Box” anchor Becky Quick set the big theme of the session, noting that it seems hard for Nvidia to rally because expectations are so high. She recalled a similar solid earnings report three months ago, followed by a stock drop. Shares rallied 15% over the next three months. During the premarket, Quick interviewed analyst Ray Wang of Constellation Research, who said, “Nvidia is growing exponentially versus the rest of the S&P 500.”
  • With Thursday’s 0.5% gain, Nvidia is now up 196% in 2024. Shares have climbed 53% in six months and added 10% in November. 
  • Nvidia is the third top performer in the S&P so far this year. The top five winners in the index for 2024 are at the bottom of this note.
  • Nvidia is a core holding in Jim Cramer’s Charitable Trust. He last bought it on Aug. 31, 2022. It’s up 850% since then. 
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Nvidia in 2024

Bitcoin

MicroStrategy

  • On Friday, co-founder Michael Saylor will be on “Squawk Box” in the 7 a.m. hour.
  • The stock was beat up from the feet up on Thursday after Citron Research put out a short report. By the way, the Securities and Exchange Commission charged Citron founder Andrew Left earlier this year, alleging that he misled investors on previous reports. 
  • MicroStrategy dropped 16% on Thursday.
  • The stock is up nearly 530% in 2024,
  • MicroStrategy used to be a software company, but it turned into a proxy for bitcoin. The company has bought billions of dollars’ worth of the cryptocurrency in the last several years.
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MicroStrategy in 2024

Fannie and Freddie

Amazon and Tesla, Bezos and Musk

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Tesla and Amazon in 2024

Uber and Tesla, Khosrowshahi and Musk

  • Uber slipped after investor Brad Gerstner told Scott Wapner of CNBC’s “Halftime Report” that he was selling the stock. The stock ultimately closed marginally higher Thursday, up 0.06%.
  • Gerstner made the case that Tesla would be the big winner in autonomous driving, setting up a good battle in the still-emerging autonomous driving industry.
  • Uber is now down 6% since the election.
  • Uber’s CEO Dara Khosrowshahi has been critical of some of the President-elect Trump’s policies in the past.

S&P 500 leaders with about 25 trading days left in 2024

  • Vistra, the energy company, is at the top of the S&P so far this year, up 332%.
  • Palantir ranks second, up 257%.
  • Nvidia is third, up 196% year to date.
  • Axon Enterprises, manufacturers of the Taser, is up 144% in 2024.
  • Targa Resources is fifth, up nearly 140% this year.

Buckle before the bell

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全周計,三大指數連跌兩周,恒指本周累跌1.01%或196點;科指本周累跌1.89%或81點。 恒指今早高開12點,高位升110點,低位跌466點,高低波幅577點,是11月12日後最多,當日報755點。上升股份比例為14.44%,下跌為53.48%,無升跌為32.06%。 恒指收市跌371點或1.89%,報19229點,大市成交金額1579億元,較上日增加32.46%,是11月14日1732.62億元成交後最多;國指跌147點或2.1%,報6887點。恒生科技指數收報4246點,跌2.57%。 藍籌股成交金額770.63億元,佔大市成交48.8%;科指成份股成交金額507.37億元,佔大市成交32.13%;國指成份股成交金額674.32億元,佔大市成交42.7%。 24隻雙櫃台股,總成交0.73億元人民幣,相當於約0.79億港元,佔大市成交的0.05%。 窩輪及牛熊證成交金額增加37.69%,至147.35億元,佔大市成交9.32%。牛熊證成交金額84.19億元,增加61.6%;窩輪成交金額63.16億元,增加15%。 藍籌6隻升,75隻下跌,1隻無升跌。農夫山泉(9633)升2.76%,收報31.6元,是升幅最大的藍籌,中國人壽(2628)跌7.07%,收報14.46元,是跌幅最大的藍籌。 恒生科技指數成份股4隻升,26隻下跌。升幅最大的是比亞迪電子(0285)收報34.2元,升4.27%;跌幅最大的是百度(9888)見52周低75.2元,收報76.65元,跌8.59%。 恒指10天線(19673.58點)得而復失。科指10天線(4396.44點)跌穿50天線(4389.78點),10天、50天線得而復失。 北水南下合計淨流入25.66億元,較上日減少45%,連續第7日流入,累計流入489.05億元,對上一次連續7日淨流入是7月4日。北水本月累計流入1005.94億元,按月增加20.02%,連續第3個月增加,金額是2021年1月後新高,連續第17個月流入。 午後消息股表現 香港電訊(6823)公布,Now TV奪英格蘭足總盃、社區盾4年獨家播映權。收報9.45元,跌0.32%。 敏華控股(1999)半年賺11.4億中期息維持0.15元 稱中國市場為近年最艱難。收報4.65元,跌2.11%。 今早及隔晚消息股表現 銀河國際:新世界(0017)決心將淨負債降至健康水平 予買入評級。收報6.95元,跌3.2%。 蘋果據報將更新Siri 更會聊、更快處理複雜任務。 手機設備 鴻騰(6088)收報3.39元,升4.31%。 丘鈦(1478)收報5.68元,升4.03%。 舜宇(2382)收報58.15元,升2.2%。 高偉電子(1415)收報23.55元,跌1.88%。 通達(0698)收報0.083元,跌1.19%。 瑞聲(2018)收報34.25元,升7.87%。 比亞迪電子(0285)收報34.2元,升4.27%。 信利國際(0732)收報1元,跌1.96%。 富智康(2038)收報0.94元,無升跌。 小米(1810)創52周高,見29.85元,收報28.55元,升1.42%。 多間公司最快今日公布業績,績前表現如下,HYPEBEAST(0150)收報0.223元,升5.69%。 景福集團(0280)收報0.35元,無升跌。 敏華控股(1999)收報4.65元,跌2.11%。 翠華控股(1314)收報0.245元,無升跌。 歐化(1711)收報0.068元,升1.49%。 美建集團(0335)收報0.83元,無升跌。 東方(0018)收報0.39元,跌2.5%。 鐵塔(0788)建議股份10合1。收報1.02元,跌0.97%。 遠東發展(0035)料中期轉蝕最多9億。收報1.06元,跌5.36%。 聯交所批評天福(6868)非執董曾明順涉職務衝突,須完成培訓。收報3.65元,無升跌。 榮尊國際(1780)料中期虧損收窄至1200萬元。收報1.3元,跌0.76%。 寶尊電商(9991)第三季虧損收窄至8810萬人幣,因電商產品銷售重拾增長。收報6.24元,跌14.05%。 六福集團(0590)盈警,料中期盈利跌一半。收報14.78元,跌1.6%。 貝殼控股(2423)第三季盈利微升1%至11.7億人幣。收報50.85元,跌2.12%。 阿里(9988)整合內地及海外電商等成立「電商事業群」,蔣凡任負責人。收報80.7元,跌4.38%。 漢思能源(0554)旗下城巴3000萬提升觀光開篷巴士車隊,開發手機APP谷旅遊業。收報0.241元,跌2.03%。 醫渡科技(2158)中期虧損收窄至4345萬人幣,不派息。收報4.47元,跌17.98%。 百度(9888)第三季經調整盈利跌19%至59億人幣。見52周低75.2元,收報76.65元,跌8.59%。 國泰(0293):10月載客人次增19%,貨運增14%。收報9.24元,升0.65%。 維珍妮(2199)盈警,料中期盈利跌最多40%。收報2.12元,跌4.93%。 破頂股表現 破頂股包括,眾淼控股(1471)創上市新高,見9.98元,收報9.73元,升32.92%;一脈陽光(2522)創上市新高,見50.9元,收報50.45元,升5.1%;萬國黃金集團(3939)創上市新高,見11.18元,收報11.18元,升7.71%;小米集團-WR(81810)創上市新高,見27.75元,收報26.55元,升1.72%;國富氫能(2582)創上市新高,見100元,收報96.55元,升6.69%;博時比特幣(3008)創上市新高,見77.54元,收報77.36元,升2.74%;A工銀中金美(3011)創上市新高,見9017.7元,收報9017.55元,升0.07%;華夏比特幣(3042)創上市新高,見12.46元,收報12.37元,升1.56%;FA南方比特幣(3066)創上市新高,見36.38元,收報36.32元,升2.71%;FA三星比特幣(3135)創上市新高,見35.6元,收報35.6元,升2.3%;A博時港元(3152)創上市新高,見1078.05元,收報1077.6元,跌0.04%;嘉實比特幣(3439)創上市新高,見12.45元,收報12.4元,升2.14%;博時比特幣-U(9008)創上市新高,見9.945元,收報9.94元,升2.85%;A工銀中金美-U(9011)創上市新高,見1158.25元,收報1158.25元,升0.04%;華夏比特幣-U(9042)創上市新高,見1.596元,收報1.592元,升2.31%;PP美國庫A-U(9078)創上市新高,見568.5元,收報568.5元,升0.02%;嘉實比特幣-U(9439)創上市新高,見1.59元,收報1.59元,升2.32%;華夏比特幣-R(83115)創上市新高,見11.58元,收報11.53元,升2.4%;小米(1810)創52周高,見29.85元,收報28.55元,升1.42%;萬洲(0288)創52周高,見6.5元,收報6.29元,跌2.18%;普星能量(0090)創52周高,見0.77元,收報0.66元,升24.53%;萬洲國際(0288)創52周高,見6.5元,收報6.29元,跌2.18%;博雅互動(0434)創52周高,見4.61元,收報4.2元,跌2.78%;錦藝集團控股(0565)創52周高,見0.88元,收報0.84元,升5%;世界(集團)(0713)創52周高,見0.56元,收報0.54元,無升跌;中國國家文化產業(0745)創52周高,見0.325元,收報0.144元,升4.35%。 破頂指數成份股包括,小米(1810)創52周高,見29.85元,收報28.55元,升1.42%;萬洲(0288)創52周高,見6.5元,收報6.29元,跌2.18%。 破底股方面

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人工智能及生物科技成為客戶的強勁投資偏好。在未來5年,以少於500萬美元至1000萬美元財富領域為目標的公司數量將會大幅增加,而人工智能將助力個人化服務,並降低獲取客戶成本。 大部分公司表示,應用的人工智能正改善或大幅改善客戶滿意度,其中開戶及「 認識您的客戶 」 是重點關注領域。有關應用面對的主要挑戰包括監管合規、數據私隱憂慮、網絡安全及培訓。 此外,大多數私人財富管理公司對虛擬資產持「觀望」態度。業界、政府及監管機構之間仍需進一步合作,以改善客戶獲取更廣泛產品範圍的可能。  私人財富管理公會行政總裁兼董事總經理Vivien Khoo表示,今年調查的受訪者表示,提升私人財富管理專業人士的人工智能技能乃優先事項。畢馬威中國銀行業及資本市場香港主管合夥人宋嘉寧表示,很多人可能高估人工智能在某年內對業界的影響,但幾乎肯定低估在5年內所帶來的影響。人工智能的應用將持續增長,有機會從根本上重塑與客戶互動方式,為客戶提供更好的服務。 此外,大部分受訪公司認為,家族辦公室正成為業界業務增長的重要來源,亦以年輕一代的財富為目標。私人財富管理公會行政委員會主席盧彩雲表示,政府發揮其「超級連繫人」優勢,以致推動家族辦公室、持續的財富創造、跨代財富傳承的各項舉措,都正為香港私人財富管理行業帶來無窮機遇。科技、人工智能、數碼化以及年輕一代等多方面的進步亦為業界發展帶來深厚影響。 報告結果主要來自對私人財富管理公會機構會員的調查,並輔以證監會《2023年資產及財富管理活動調查》的結果,以及對行業高管、前線人員、技術人員及技術供應商的訪談得出。調查及訪談均於今年7至9月期間進行。    其他報道 新加坡凱德投資擬減少中國敞口 高盛劉勁津:恒指明年料上兩萬三 高盛:明年內地GDP料增4.5% 美對華關稅平均稅率僅有20% 【有片:埋身擊】歐洲貨幣已達支持區域 後市有望反彈 半日沽空金額增2% 小米沽空升1.3倍 恒指半日跌257點 伙國指見近兩個月低 北水第7日流入 4個月最長 敏華控股半年賺11.4億中期息維持0.15元 稱中國市場為近年最艱難 港元拆息普遍向上 1個月HIBOR、貨幣總結餘不變 湖南發現大型金礦 A股湖南黃金股價漲停 尖沙咀Anima Tokyo開業半年結業 Incubase Arena 轉戰旺角創興廣場 美國貨幣市場基金一周資金流出創五個月最大 銀河國際:新世界決心將淨負債降至健康水平 予買入評級 離岸人民幣流動性收緊限制跌幅 中間價連續8日強過預期 拉美公司首次發行熊貓債 特朗普上場令A股港股蒙上陰影 積金評級料11月MPF人均虧損1500元 滬深三大指數低開 人行淨回籠3459億人幣 恒指高開12點 科指升0.18% 攜程、華虹半導體升2% 蘋果據報將更新Siri 更會聊、更快處理複雜任務 港股ADR跌31點 夜期平水 美期跌亞股升 比特幣升穿99000美元 美債息上升

恒指半日跌257點 伙國指見近兩個月低 北水第7日流入 4個月最長 (12:16) – 20241122 – 即時財經新聞

恒指今早高開12點,高位升110點,低位跌283點,高低波幅394點。上升股份比例為13.87%,下跌為39.93%,無升跌為46.19%。 恒指半日跌257點或1.31%,報19343點,大市成交金額796億元;國指跌98點或1.41%,報6935點。恒生科技指數收報4306點,跌1.19%。 藍籌股成交金額355.56億元,佔大市成交44.66%;科指成份股成交金額248.18億元,佔大市成交31.17%;國指成份股成交金額310.47億元,佔大市成交39%。 24隻雙櫃台股,總成交0.39億元人民幣,相當於約0.42億港元,佔大市成交的0.05%。 窩輪及牛熊證成交金額增加13.47%,至121.43億元,佔大市成交15.25%。牛熊證成交金額63.89億元,增加22.65%;窩輪成交金額57.53億元,增加4.77%。 藍籌9隻升,72隻下跌,1隻無升跌。舜宇(2382)升4.75%,收報59.6元,是升幅最大的藍籌,中國人壽(2628)跌4.76%,收報14.82元,是跌幅最大的藍籌。 恒生科技指數成份股7隻升,23隻下跌。升幅最大的是舜宇(2382)收報59.6元,升4.75%;跌幅最大的是百度(9888)見52周低75.2元,收報76.25元,跌9.06%。 恒指10天線(19684.97點)得而復失,下試50天線(20057.95點)。科指受制於10天線(4402.45點),50天線(4390.99點)得而復失。 北水南下合計淨流入28.83億元,較上日減少38.21%,連續第7日流入,累計流入492.22億元,對上一次連續7日淨流入是7月4日。北水本月累計流入1009.11億元,按月增加20.4%,連續第3個月增加,金額是2021年1月後新高,連續第17個月流入。 三大指數表現 恒指曾跌最多1.45%,是11月14日後最大跌幅,當日跌幅為2.17%。低見19317.85點,是9月26日19176.58點後最低。連跌2日。 科指曾跌最多1.36%,低見4298.67點,是11月15日4288.01點後最低。連跌2日。 國指曾跌最多1.52%,是11月14日後最大跌幅,當日跌幅為2.5%。低見6928.08點,是9月26日6783.64點後最低。連跌2日。 銀河國際:新世界(0017)決心將淨負債降至健康水平 予買入評級。收報6.97元,跌2.92%。 蘋果據報將更新Siri 更會聊、更快處理複雜任務。 手機設備 鴻騰(6088)收報3.4元,升4.62%。 丘鈦(1478)收報5.88元,升7.69%。 舜宇(2382)收報59.6元,升4.75%。 高偉電子(1415)收報24.3元,升1.25%。 通達(0698)收報0.084元,無升跌。 瑞聲(2018)收報34.7元,升9.29%。 比亞迪電子(0285)收報34.35元,升4.73%。 信利國際(0732)收報1.02元,無升跌。 富智康(2038)收報0.94元,無升跌。 小米(1810)創52周高,見29.85元,收報29.05元,升3.2%。 多間公司最快今日公布業績,績前表現如下,HYPEBEAST(0150)收報0.211元,無升跌。 景福集團(0280)收報0.345元,跌1.43%。 敏華控股(1999)收報4.65元,跌2.11%。 翠華控股(1314)收報0.245元,無升跌。 歐化(1711)收報0.067元,無升跌。 美建集團(0335)收報0.83元,無升跌。 東方(0018)收報0.39元,跌2.5%。 鐵塔(0788)建議股份10合1。收報1.01元,跌1.94%。 遠東發展(0035)料中期轉蝕最多9億。收報1.06元,跌5.36%。 聯交所批評天福(6868)非執董曾明順涉職務衝突,須完成培訓。收報3.65元,無升跌。 榮尊國際(1780)料中期虧損收窄至1200萬元。收報1.31元,無升跌。 寶尊電商(9991)第三季虧損收窄至8810萬人幣,因電商產品銷售重拾增長。收報7.26元,無升跌。 六福集團(0590)盈警,料中期盈利跌一半。收報14.84元,跌1.2%。 貝殼控股(2423)第三季盈利微升1%至11.7億人幣。收報51.95元,無升跌。 阿里(9988)整合內地及海外電商等成立「電商事業群」,蔣凡任負責人。收報81.9元,跌2.96%。 漢思能源(0554)旗下城巴3000萬提升觀光開篷巴士車隊,開發手機APP谷旅遊業。收報0.24元,跌2.44%。 醫渡科技(2158)中期虧損收窄至4345萬人幣,不派息。收報4.63元,跌15.05%。 百度(9888)第三季經調整盈利跌19%至59億人幣。見52周低75.2元,收報76.25元,跌9.06%。 國泰(0293):10月載客人次增19%,貨運增14%。收報9.24元,升0.65%。 維珍妮(2199)盈警,料中期盈利跌最多40%。收報2.13元,跌4.48%。 破頂股表現 破頂股包括,眾淼控股(1471)創上市新高,見9.98元,收報9.1元,升24.32%;一脈陽光(2522)創上市新高,見50.6元,收報49.95元,升4.06%;萬國黃金集團(3939)創上市新高,見10.74元,收報10.62元,升2.31%;小米集團-WR(81810)創上市新高,見27.75元,收報27.15元,升4.02%;國富氫能(2582)創上市新高,見100元,收報96.85元,升7.02%;博時比特幣(3008)創上市新高,見77.24元,收報76.62元,升1.75%;華夏比特幣(3042)創上市新高,見12.36元,收報12.3元,升0.99%;FA南方比特幣(3066)創上市新高,見36.08元,收報35.96元,升1.7%;FA三星比特幣(3135)創上市新高,見35.5元,收報35.44元,升1.84%;A博時港元(3152)創上市新高,見1078.05元,收報1078元,無升跌;嘉實比特幣(3439)創上市新高,見12.38元,收報12.33元,升1.57%;博時比特幣-U(9008)創上市新高,見9.82元,收報9.82元,升1.6%;華夏比特幣-U(9042)創上市新高,見1.586元,收報1.582元,升1.67%;嘉實比特幣-U(9439)創上市新高,見1.58元,收報1.58元,升1.67%;華夏比特幣-R(83115)創上市新高,見11.48元,收報11.48元,升1.95%;普星能量(0090)創52周高,見0.77元,收報0.68元,升28.3%;博雅互動(0434)創52周高,見4.61元,收報4.53元,升4.86%;錦藝集團控股(0565)創52周高,見0.84元,收報0.8元,無升跌;世界(集團)(0713)創52周高,見0.56元,收報0.53元,跌1.85%;中國國家文化產業(0745)創52周高,見0.325元,收報0.325元,升135.51%。 破頂指數成份股包括,小米(1810)創52周高,見29.85元,收報29.05元,升3.2%;萬洲(0288)創52周高,見6.5元,收報6.29元,跌2.18%。 破底股方面 17隻股份創上市新低,其中十隻包括,百威(1876)低見7.28元,收報7.28元,跌2.15%;資本界金控(0204)低見0.15元,收報0.156元,跌12.85%;北海康成-B(1228)低見0.165元,收報0.165元,跌2.37%;工蓋有限公司(1421)低見0.16元,收報0.16元,跌3.03%;中國金屬利用(1636)創52周高,見0.07元,低見0.033元,收報0.04元,跌16.67%;鴻盛昌資源(1850)低見0.165元,收報0.165元,跌3.51%;百威亞太(1876)低見7.28元,收報7.28元,跌2.15%;金石控股集團(1943)低見0.088元,收報0.095元,升4.4%;百果園集團(2411)低見1.22元,收報1.22元,跌2.4%;佛朗斯股份(2499)低見8.66元,收報9元,升2.16%。 38隻股份創52周低,其中十隻包括,百度(9888)低見75.2元,收報76.25元,跌9.06%;南華集團控股(0413)低見0.033元,收報0.034元,無升跌;信銘生命科技(0474)低見0.048元,收報0.048元,跌4%;恆和集團(0513)低見0.156元,收報0.156元,跌2.5%;壇金礦業(0621)低見0.026元,收報0.026元,跌3.7%;金源發展國際實業(0677)低見0.385元,收報0.385元,跌1.28%;首程控股(0697)低見0.97元,收報0.98元,跌2%;萊爾斯丹(0738)低見0.255元,收報0.255元,跌5.56%;利亞零售(0831)低見0.45元,收報0.45元,跌2.17%;華聯國際(0969)低見0.092元,收報0.093元,跌4.12%。 異動股

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