Dan Ives 2027 yil uchun eng yaxshi texnologiya aksiyalarini e’lon qildi! Nvidia, Microsoft, Apple va yana uchta kompaniya ro’yxatdan o’rin oldi, Tesla esa "inqilobiy texnologiya uchun asosiy tanlov" deb baholandi
Sobiq Wedbush texnologiya tahlilchisi Dan Ives chorshanba kuni 2027-yil uchun texnologiya sektori bo‘yicha eng yaxshi tanlovlar ro‘yxatini e’lon qildi, unda Nvidia, Microsoft, Palantir, Apple va CrowdStrike beshta asosiy texnologik kompaniya sifatida ko‘rsatilgan.
Zhihui Finance APP xabarlari bo‘yicha, sobiq Wedbush texnologiya tahlilchisi Dan Ives chorshanba kuni 2027-yil texnologiya sektori uchun asosiy tavsiya etilgan kompaniyalar ro‘yxatini e’lon qildi va NVIDIA (NVDA.US), Microsoft (MSFT.US), Palantir (PLTR.US), Apple (AAPL.US) hamda CrowdStrike (CRWD.US) kompaniyalarini beshta yetakchi texnologiya kompaniyalari sifatida ajratdi. Ives ijtimoiy tarmoqlarda e’lonida shunday dedi: “Bugun rasmiy ravishda texnologiya sektori qamrovini boshladik. Bizningcha, investorlar kelgusi yillarda yuz beradigan ushbu 4 trillion dollarlik xarajat to‘lqini hajmi va ko‘lamini yetarlicha baholamayapti”.
U, shuningdek, Tesla (TSLA.US) kompaniyasini eng sevimli innovatsion texnologiya aktivi sifatida ajratdi, dastlabki reytingini “bozordan yaxshiroq” (outperform) deb belgilab, uni bozordagi eng muhim sun'iy intellekt va robototexnika platformasi deya ta’rifladi. Ives yuqorida ko‘rsatilgan beshta asosiy aksiyaga ham “bozordan yaxshiroq” dastlabki reytingini berdi.
Maxsus maqsadli narxlar: NVIDIA 300 dollar, kompaniya “AI iqtisodiyoti uchun asosiy hisoblash platformasi” deya ortiqcha baholandi; Apple 400 dollar, sun’iy intellekt qurilma modernizatsiyasi va xizmatlar o‘sishini tezlashtirishi kutilmoqda; Microsoft 650 dollar; Palantir 250 dollar, korxonalar tobora ko‘proq sun’iy intellektni ish faoliyatiga tatbiq qilmoqda; CrowdStrike 335 dollar, kompaniyaga ko‘ra, korxonalarda sun’iy intellekt agentlarini joriy etish kiberxavfsizlikka talabni kuchaytirgan.
Yil boshidan beri aksiyalar narxi: NVIDIA taxminan 27% ga o‘sdi, Microsoft taxminan 12% ga, Apple taxminan 23% ga, Palantir taxminan 14% ga ko‘tarildi, CrowdStrike esa deyarli 146% ga yuqoriladi, Tesla esa taxminan 14% ga tushdi.
Ivesning ijobiy bahosining asosiy sababi sun’iy intellekt infratuzilmasiga sarmoyalar istiqbolining ilgari hech qachon bo‘lmagan darajada kuchli ekani. Goldman Sachs hisob-kitobiga ko‘ra, kelgusi besh yilda AI bilan bog‘liq kapital sarmoya hajmi 4 trillion dollardan 8 trillion dollargacha yetishi mumkin. U qo‘shimcha qiladiki: “Sun’iy intellekt inqilobi tsiklining ayni paytida, bozorni belgilovchi omil talab emas, balki taklif bo‘lib qolmoqda. Biz o‘ylaymizki, AI qurilishining bu bosqichi hali erta va kelgusi yillarda texnologiya g‘oliblariga ishonch mustahkam bo‘lib qoladi.”
Mas'uliyatni rad etish: Ushbu maqolaning mazmuni faqat muallifning fikrini aks ettiradi va platformani hech qanday sifatda ifodalamaydi. Ushbu maqola investitsiya qarorlarini qabul qilish uchun ma'lumotnoma sifatida xizmat qilish uchun mo'ljallanmagan.
Sizga ham yoqishi mumkin
Oltin va kumushni arzon narxda sotib olishning asosiy shartlari 261008
SK Hynix Solidigm’ni AQSHga IPO uchun ajratadi: Goldman Sachs va Morgan Stanley yetakchi underwriter, 10 billions dollar AI storagega yo'naltirilgan mablag' yig'ish
SK Hynix o'zining NAND flesh xotira sho'ba kompaniyasi Solidigm uchun AQShda IPO o'tkazish uchun underwriterlar tarkibini aniqladi, va asosiy yetakchilar sifatida Goldman Sachs hamda Morgan Stanley tanlandi, yig'iladigan mablag' taxminan 10 billion dollarga teng. Bu, SK Hynix Intelning NAND va SSD biznesini sotib olib Solidigmni tashkil etganidan beri, ushbu aktiv uchun ilk bor mustaqil kapital operatsiyasi yo'lini aniqlab bermoqda.
Yangilangan versiya 1 - Firmus 50 billions dollar IPO rejasini o‘zgartirishni ko‘rib chiqayotgani haqida xabarlar bor, Avstraliyaning Maas Group aksiyalari 30% ga pasaydi.
Reuters 8 October – On Thursday, reports emerged that the AI company Firmus backed by NVIDIA (NVDA.O) is considering adjusting the terms of its widely anticipated $5 billion IPO, causing Maas Group (MGH.AX) shares in Australia to plunge by up to 30%. The price dropped to 4.47 AUD, marking the biggest daily loss and the lowest point since May 6, evaporating approximately 694 million AUD (483.37 million USD) in market value for the construction services company. Here are additional details: Maas holds a 3.2% stake in the data center operator; earlier in August, it pledged an extra investment of 300 million AUD through common and preferred shares priced at 230 AUD per share. In a statement to the exchange, Maas noted that speculation over whether the IPO will proceed as planned has put pressure on market sentiment, and added that it has no undisclosed information explaining the current trading situation. Firmus lists OpenAI as an anchor client and is preparing the second-largest IPO in Australian history. Earlier this week, reports indicated the company may reduce its offering price from 11 AUD per share. If this IPO succeeds, it will be the largest in Australia in almost thirty years, second only to the Telstra IPO in 1997 (TLS.AX), which was approximately $10 billion. Before Thursday’s sharp drop, Maas Group shares had climbed about 44% in the past 12 months, as investors valued its connection to AI-driven data center construction. Firmus has not responded immediately to Reuters’ request for comment. (1 USD = 1.4358 AUD) For the convenience of non-English speakers, Reuters automatically translates its reports into several other languages. Since automated translation may contain errors or lack context, Reuters does not guarantee the accuracy of automated translation and provides it only for readers' convenience. Reuters bears no responsibility for any loss or damage arising from the use of automated translation.
SK Hynix (SKHY.US) ning flash xotira bo‘limi Goldman Sachs va Morgan Stanley boshchiligida 2027 yilda AQSh IPOga chiqish uchun tayyorlanmoqda.
Ma’lumotlarga ko‘ra, SK Hynix (SKHY.US) kompaniyasining flash xotira bo‘limi Solidigm kelgusi yilda AQShda IPO o‘tkazishni rejalashtirmoqda va bosh bank sifatida Goldman Sachs hamda Morgan Stanley tanlandi.
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