Sentyabr oyida Fed stavkasini pasaytirishi bo‘yicha noaniqlik saqlanmoqda, tasdiqlash uchun ko‘proq ma’lumot zarur

Reuters, 5 October — JPMorgan Stanley stated on Monday that NVIDIA and Broadcom are somewhat immune to the worsening power shortages in US data centers, but AI deployment delays resulting from these shortages may affect manufacturers of memory, optoelectronic, and other secondary chip components. Last month, the brokerage estimated that, after considering measures such as onsite power generation and fuel cells, US data center developers will face a 34% net power deficit, equivalent to 32GW, by 2028. The AI boom has led to multi-billion dollars in data center investment, but the immense computing and power requirements of generative AI are increasingly clashing with America’s electricity supply challenges. Both JPMorgan Stanley and Goldman Sachs have noted that US data center construction is facing increasingly tight limitations; Goldman Sachs expects political resistance to have limited impact in the short term, while JPMorgan Stanley sees challenges in labor, electricity, and politics. JPMorgan Stanley said these bottlenecks will not threaten NVIDIA or Broadcom’s 2027 forecasts, due to these companies’ clear visibility into chip layout, geographic expansion, and coordination between data centers, semiconductor suppliers, and power supply chains. The brokerage said if chip capacity cannot be utilized, clients may delay deliveries or cancel orders, with memory, optical devices, power management, and analog components most susceptible to inventory disruptions. (To facilitate non-English speakers, Reuters provides automated translation of its reports into several other languages. Due to possible inaccuracies or omissions of context in automated translation, Reuters does not guarantee the accuracy of automated translations and provides them solely for reader convenience. Reuters assumes no liability for any damages or losses resulting from the use of automated translation functionality.)

Dushanba kuni, yuk tashish brokerlik kompaniyasi RXO Inc (RXO.US) aksiyalari yuqori ochildi, xabar berish vaqtida o‘sish taxminan 24% ni tashkil etdi, oktyabr oyida esa o‘sish 40% dan oshdi.

5-oktabr - Tibbiy asbob-uskunalar ishlab chiqaruvchisi GE HealthCare (GEHC.O) aksiyalari 1%dan ortiq pasayib, 63.55 dollarni tashkil etdi. Kompaniya 945 million dollar naqd pul evaziga xususiy Sofie Biosciences kompaniyasini sotib olishini ma'lum qildi. Ushbu sotib olish natijasida kompaniya AQShda FAPI-74 huquqiga ega bo‘ladi, bu esa kech klinik bosqichdagi PET tasvirlash agenti bo‘lib, turli xil saraton kasalliklarini aniqlashda qo‘llaniladi. Kompaniya ushbu mahsulotning AQShdan tashqaridagium huquqlariga allaqachon ega edi. Kompaniya savdo yakunlangandan so‘ng (taxminiy 2027 yilning birinchi yarmida), Sofie amaldagi mijozlar, jumladan boshqa radioaktiv dori-darmon kompaniyalari uchun mahsulot ishlab chiqarishni davom ettirishini aytdi. 21 broker kompaniyasidan 15 tasi bu aksiyaga "sotib olish" yoki undan yuqori reyting berdi, 6 tasi esa "ushlab turish" reytingini berdi; o‘rtacha maqsad narxi 85 dollar — ma'lumot LSEG tomonidan tuzilgan. Kunlik tebranishlarni hisobga olganda, bu aksiyalar yil boshidan buyon 22.5%ga pasaydi.

5-oktabr - ** Morgan Stanley Wells Fargo (WFC.N) aksiyalarining reytingini “neutral”dan “buy”ga oshirishdan so'ng, kompaniya aksiyalari 0.9% ga oshib, 81.14 dollarni tashkil etdi ** Broker kutmoqda, aktiv va majburiyatlar balansi o‘sish tezligi sekinlashar ekan, Wells Fargo ko‘proq arzon mablag‘lardan foydalanishi natijasida sof foiz marja barqarorlashib, sof foiz daromadining o‘sishini qo‘llab-quvvatlaydi ** Morgan Stanley bildiradi, foiz stavkalari oshishi ham yana qo‘shimcha qo‘llab-quvvatlash beradi, chunki Wells Fargo foiz stavkalari o‘zgarishiga eng sezgir moliyaviy markaziy bank sifatida ko‘riladi ** Kompaniya 13-oktabrda uchinchi chorak moliyaviy hisobotini chiqaradi ** 26 brokerdan 18 tasi aksiyaga “buy” yoki undan yuqori reytingni beradi, 8 tasi “hold” reytingni belgilaydi; maqsad narxi medianasi 100 dollar — ma’lumotlar LSEG tomonidan yig‘ilgan ** Wells Fargo 102 dollar maqsad narxini saqlab qolmoqda ** Kompaniya aksiyalari hozirda kelgusi 12 oyda kutilayotgan har bir aksiyadagi daromadning 10.28 baravari, bu sanoat medianasining 10.31 baravaridan biroz past ** WFC joriy yil boshidan beri 13% ga pasaydi, S&P 500 bank indeksida esa .SPXBK 0.3% o‘sdi (non-English native speakerlar uchun, Reuters o‘z hisobotlarini avtomatik tarzda bir necha tilda tarjima qiladi. Avtomatik tarjima xatoliklarga yoki kontekst yetishmasligiga olib kelishi mumkin, Reuters avtomatik tarjima matnlarining aniqligi uchun kafolat bermaydi va faqat o‘quvchilarga qulaylik uchun ushbu xizmatni taqdim etadi. Avtomatik tarjima funksiyasidan foydalanish natijasida yuzaga kelgan zarar va yo‘qotishlar uchun Reuters mas’ul emas.).