에 대한 최신 뉴스 Polar Power (NASDAQ:POLA) 주식

Polar Power

Polar Power Inc is engaged in designing, manufacturing, and selling DC power generators, renewable energy, and cooling systems for applications primarily in the telecommunications market and, to a lesser extent, in other markets, including military, electric vehicle, marine, and industrial. The company's products include DC generators, Back-up DC generators, hybrid power systems, Li-Ion battery systems, and Marine DC generators. The Companie's geographical presence is in the United States, Canada, Mexico, South Pacific Islands, Japan, Europe and Middle East and Other Asia Pacific countries.

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화요일(4일) 저녁 의회 합동 연설에서 도널드 트럼프 대통령은 미국에 시설을 설립하는 반도체 회사에 제조 인센티브를 제공하는 칩스법(CHIPS)의 폐지를 촉구했다. 

칩스법 폐지 시사한 트럼프...어떤 기업이 보조금 수혜 받았나?

Polar Power Inc

POLAR CAP GLOBAL FNCL TR by POLAR CAP GLOBAL FINANCIALS TR PLC

POLAR CAPITAL TECH TR NEW by Polar Capital Technology Trust Plc.

POLAR CAPITAL TECH TR PLC by Polar Capital Technology Trust Plc.

POLAR PETROLEUM CORP by Polar Petroleum Corp.

POLA ORBIS HOLDINGS INC by Pola Orbis Holdings Inc

Pola Orbis Holdings Inc

POLAR CAPITAL HOLDING ORD by Polar Capital Holdings PLC

Polar Capital Holdings PLC

PolarX Ltd

POLAREAN IMAGING LTD by Polarean Imaging Ltd.

Polarean Imaging PLC

POLARIS HLDGS CO LTD by POLARIS HLDGS CO LTD

Polaris Holdings Co Ltd

Polaris Inc

POLARIS INTL HOLDINGS INC by Polaris International Holdings, Inc.

Polaris International Holdings Inc

Polaris Northstar Capital Corp

POLARIS NORTHSTAR CAP CRP by POLARIS NORTHSTAR CAP CORP.

POLARIS RENEWABLE ENERGY by POLARIS RENEWABLE ENERGY INC.

Polaris Renewable Energy Inc

PolarityTE Inc

<a href="https://www.alibabacloud.com/blog/alibaba-cloud-unveils-qwq-32b-a-compact-reasoning-model-with-cutting-edge-performance_602039?spm=a2c65.11461433.0.0.f8dc5355sWvcYf" title="https://www.alibabacloud.com/blog/alibaba-cloud-unveils-qwq-32b-a-compact-reasoning-model-with-cutting-edge-performance_602039?spm=a2c65.11461433.0.0.f8dc5355sWvcYf">https://www.alibabacloud.com/blog/alibaba-cloud-unveils-qwq-32b-a-compact-reasoning-model-with-cutting-edge-performance_602039?spm=a2c65.11461433.0.0.f8dc5355sWvcYf</a>

BABA

Alibaba Cloud Earlier Announced QwQ-32B: A Compact Reasoning Model with Cutting-Edge Performance

Telsey Advisory Group analyst Cristina Fernandez maintains Foot Locker (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FL#NYSE">FL</a>) with a Market Perform and lowers the price target from $24 to $20.

Price Target

Analyst Ratings

Telsey Advisory Group Maintains Market Perform on Foot Locker, Lowers Price Target to $20

U.S. stock futures fell on Thursday following Wednesday&#8217;s relief after a two-day fall. Futures of all four benchmark indices fell in premarket trading.
President Donald Trump&#8217;s administration postponed implementation of auto tariffs by one month on Wednesday after the tariffs on Canada, Mexico, and China were implemented on Tuesday.
Meanwhile, the 10-year Treasury yield stood at 4.30%, while the two-year yield was at 3.99%. According to the CME Group's FedWatch <a href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html">tool</a>, there is a 93% chance that the Federal Reserve will keep interest rates unchanged for the March meeting.
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<tbody>
<tr>
<td>Futures</td>
<td>Change (+/-)</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>-1.32%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>-1.12%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>-0.92%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>-1.14%</td>
</tr>
</tbody>
</table>
</figure>
The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, rose in premarket on Thursday. SPY dropped 1.15% to $576.35, and QQQ declined 1.33% to $495.34, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
Cues From The Last Session
Utilities and energy were the only sectors that declined on Wednesday, while the market witnessed a rally led by materials, consumer discretionary, industrials, and communication services sectors.
On the economic front, February&#8217;s ADP report showed that the private sector employment was up 77,000 jobs, with annual pay rising 4.7%. The S&amp;P Global US Composite PMI Output Index fell to 51.6 in February, down from 52.7 in January. It was the second successive month in which the PMI has fallen, and the latest reading was the lowest since last April.
Marvell Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) declined in after-hours following a disappointing guidance. Rigetti Computing Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGTI#NASDAQ">RGTI</a>) also fell in after-hours as its revenue missed estimates.
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<tbody>
<tr>
<td>Index</td>
<td>Performance (+/-)</td>
<td>Value</td>
</tr>
<tr>
<td>Nasdaq Composite</td>
<td>1.46%</td>
<td>18,552.73</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>1.12%</td>
<td>5,842.63</td>
</tr>
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<td>Dow Jones</td>
<td>1.14%</td>
<td>43,006.59</td>
</tr>
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<td>Russell 2000</td>
<td>1.02%</td>
<td>2,100.75</td>
</tr>
</tbody>
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Insights From Analysts
A notable drop in the 10-year Treasury yield reflects market concerns about economic deceleration, said Scott Wren, senior global market strategist at Wells Fargo. Despite robust fourth-quarter earnings and previously strong growth, recent data paints a more cautious picture.
Wren attributes this shift to factors like lowered consumer sentiment, driven by tariff uncertainties and potential labor market weakness. He also points to a &#8220;pull-forward&#8221; effect, where companies and consumers accelerated purchases to avoid anticipated tariff-related price hikes, evidenced by record-high January trade deficits. Weather impacts further complicate the data.
However, Wren notes positive signs, including strong consumer spending on services and increased home purchase applications amid falling mortgage rates. While acknowledging a near-term economic slowdown, he anticipates solid growth in 2025.
&#8220;From our perspective, we see a slowing economy as something like a temporary air pocket in the nearer term, and we continue to expect solid economic growth in 2025. We see market uncertainties creating opportunities in both equities and fixed income as the year progresses. Be patient, but be ready to act.&#8221;
Analysts at BlackRock highlighted the &#8220;unusually uncertain policy environment,&#8221; which according to them requires different views across horizons.
&#8220;While U.S. corporate strength is our base case for now, we have seen the outlook evolve suddenly in recent years. We stand ready to pivot given uncertainty because of the economic transformation and U.S. policy now. We created our scenarios last year to help us navigate this volatile environment. While some of the incoming information on U.S. policy has been noisy, we expect that to become a concrete signal to adapt to,&#8221; stated the BlackRock note.
Reiterating confidence in AI-linked stocks, the analysts added, &#8220;AI-related shares have come under pressure from lingering investor worries about whether AI investment will pay off. Yet we think this is still the early phase of AI adoption and see room for the buildout winners to do well.&#8221;
See Also: <a href="https://www.benzinga.com/money/how-to-trade-futures">How to Trade Futures </a>
Upcoming Economic Data
Here&#8217;s what investors will keep on Thursday:
<ul>
<li>Initial jobless claims data for the week ended March 1 will be out by 8:30 a.m., ET.</li>
</ul>
<ul>
<li>U.S. productivity data for the fourth quarter and U.S. trade deficit data for January will be released at 8:30 a.m., ET as well.</li>
</ul>
<ul>
<li>January&#8217;s wholesale inventory data will be out by 10:00 a.m., ET.</li>
</ul>
<ul>
<li>Fed Governor Christopher Waller will speak at 3:30 p.m. and Atlanta Fed President Raphael Bostic will speak at 7:00 p.m.</li>
</ul>
Stocks In Focus:
<ul>
<li>BJ&#8217;s Wholesale Club Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BJ#NYSE">BJ</a>) was up 0.01% in the premarket on Thursday ahead of its earnings, which will be released before the opening bell. Analysts expect it to report earnings of 88 cents per share on revenue of $5.32 billion.</li>
</ul>
<ul>
<li>Kroger Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KR#NYSE">KR</a>) slipped 0.27% as Wall Street expects it to report quarterly earnings of $1.11 per share on revenue of $34.51 billion before the opening bell.</li>
</ul>
<ul>
<li>Macy&#8217;s Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>) was 0.45% higher ahead of its earnings, which will be released before the opening bell. Analysts expect it to report earnings of $1.53 per share on revenue of $7.87 billion.</li>
</ul>
<ul>
<li>Hewlett Packard Enterprise Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>) declined 1.54% ahead of its earnings, which will be released after the closing bell. Analysts expect it to report earnings of 49 cents per share on revenue of $7.82 billion.</li>
</ul>
<ul>
<li>Veeva Systems Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VEEV#NYSE">VEEV</a>) climbed 6.12% after its revenue of $720.9 million, up 14% year-over-year, beat the consensus estimate of $699.11 million.</li>
</ul>
<ul>
<li>Propetro Holding Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PUMP#NYSE">PUMP</a>) plunged 45.88% after its CFO, David Schorlemer, departed the company on March 3, 2025, after 4.5 years of leading financial growth and development.</li>
</ul>
<ul>
<li>AGM Group Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AGMH#NASDAQ">AGMH</a>) surged 105.28% as it completed $5.4 million public offering to expand Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) mining operations.</li>
</ul>
<ul>
<li>Cutera Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CUTR#NASDAQ">CUTR</a>) shares jumped 37.23% as it announced a plan to reduce debt by $400 million and raise $65 million on Wednesday.</li>
</ul>
<ul>
<li>Visionary Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GV#NASDAQ">GV</a>) gained 25.3% after the company received a financing consent letter worth $1 billion from Alfardan Group of Qatar to fund product R&amp;D and the development of PEGASUS new energy vehicles.</li>
</ul>
Commodities, Gold And Global Equity Markets:
Crude oil futures were trading higher in the early New York session by 0.36% to hover around $66.55 per barrel.
The gold spot index was down by 0.83% to $2,894.73 per ounce. Its last record high was at $2,956.37 per ounce. The Dollar Index was down 0.07% at the 104.204 level.
Asian markets closed higher on Thursday except Australia's ASX 200 index. India's S&amp;P BSE Sensex, China's CSI 300, South Korea's Kospi, Japan's Nikkei 225, and Hong Kong's Hang Seng index advanced. European markets were mostly lower in trade.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/general/market-summary/25/03/44160509/starlinks-european-rival-up-over-600-since-trump-halted-ukraine-aid-now-plans-to-replace-e">Starlink&#8217;s European Rival, Up Over 600% Since Trump Halted Ukraine Aid, Now Plans To Replace Elon Musk&#8217;s Satellite Internet Service In War-Torn Nation</a></li>
</ul>
Photo courtesy: Shutterstock

Futures

Forex

Pre-Market Outlook

$BTC

AGMH

CUTR

MRVL

PUMP

RGTI

VEEV

US Stocks Likely To Open Lower After Wednesday's Blip: 'Be Patient, But Be Ready To Act,' Says Analyst As Market Uncertainties Can Create 'Opportunities'

HC Wainwright &amp; Co. analyst Amit Dayal maintains Broadwind (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BWEN#NASDAQ">BWEN</a>) with a Buy and lowers the price target from $8 to $6.

BWEN

HC Wainwright & Co. Maintains Buy on Broadwind, Lowers Price Target to $6

Telsey Advisory Group analyst Dana Telsey maintains Brilliant Earth Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BRLT#NASDAQ">BRLT</a>) with a Market Perform and maintains $2 price target.

BRLT

Telsey Advisory Group Maintains Market Perform on Brilliant Earth Group, Maintains $2 Price Target

Wedbush analyst Nick Setyan maintains Dine Brands Global (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIN#NYSE">DIN</a>) with a Neutral and lowers the price target from $28 to $26.

Wedbush Maintains Neutral on Dine Brands Global, Lowers Price Target to $26

Health Care

Buybacks

DVAX

Dynavax Intends To Repurchase Approximately $8M

Victoria's Secret (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VSCO#NYSE">VSCO</a>) reported quarterly earnings of $2.60 per share which beat the analyst consensus estimate of $2.30 by 13.04 percent. This is a 0.78 percent increase over earnings of $2.58 per share from the same period last year. The company reported quarterly sales of $2.11 billion which beat the analyst consensus estimate of $2.09 billion by 0.88 percent. This is a 1.13 percent increase over sales of $2.08 billion the same period last year.

Earnings

Earnings Beats

VSCO

CORRECTION: Victoria's Secret Q4 2024 Adj EPS $2.60 Beats $2.30 Estimate, Sales $2.11B Beat $2.09B Estimate

Telsey Advisory Group analyst Dana Telsey maintains American Eagle Outfitters (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEO#NYSE">AEO</a>) with a Market Perform and maintains $18 price target.

Telsey Advisory Group Maintains Market Perform on American Eagle Outfitters, Maintains $18 Price Target

<ul>
<li>Opportunistic refinancing extends the maturity of most of existing debt with improved terms and reduces dilution to existing capital structure</li>
<li>$225 million of convertible notes due in 2030 issued, including an exchange for the retirement of ~$185 million of existing convertible notes due in 2026 and ~$40 million of new money</li>
</ul>

Financing

Dynavax Has Entered Into Privately Negotiated Exchange And Subscription Agreements To Issue $225M  2.0% Convertible Senior Notes Due 2030

"While the broader construction environment in our industry remains challenged, continuing year-over-year price resilience in Wallboard and Ceilings was a bright spot during the quarter, and we expect this to continue during our fourth quarter," the company said.

Guidance

GMS Says Confident That Company Is Positioned To Navigate Evolving Backdrop

BrightSpring Health (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BTSG#NASDAQ">BTSG</a>) raises FY2025 sales outlook from $11.50 billion-$12.00 billion to $11.60 billion-$12.10 billion vs $11.90 billion estimate.

BTSG

BrightSpring Health Raises FY2025 Sales Guidance from $11.50B-$12.00B to $11.60B-$12.10B vs $11.90B Est

Solidion Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STI#NASDAQ">STI</a>), an advanced battery technology solutions provider previously disclosed in a Current Report on Form 8-K filed on August 7, 2024, Solidion Technology, Inc. (the "Company") received a notice from the Listing Qualifications staff (the "Staff") of the Nasdaq Stock Market LLC ("Nasdaq") that because the closing bid price for the Company's common stock had fallen below $1.00 per share for 30 consecutive business days, the Company no longer complied with the minimum bid price requirement for continued listing on the Nasdaq Global Market under Nasdaq Listing Rule 5450(a)(1) (the "Bid Price Rule").
&nbsp;
Pursuant to Nasdaq Listing Rule 5810(c)(3)(A), at the time, the Company had been provided an initial compliance period of 180 calendar days, or until January 28, 2025, to regain compliance with the minimum bid price requirement. To regain compliance, the closing bid price of the Company's common stock must meet or exceed $1.00 per share for a minimum of 10 consecutive business days prior to January 28, 2025.

Regulations

Solidion Technology Faces Nasdaq Delisting Risk After Stock Falls Below $1 Threshold

GMS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GMS#NYSE">GMS</a>) reported quarterly earnings of $0.92 per share which missed the analyst consensus estimate of $1.40 by 34.29 percent. The company reported quarterly sales of $1.26 billion which missed the analyst consensus estimate of $1.29 billion by 2.54 percent. This is a 0.16 percent increase over sales of $1.26 billion the same period last year.

Earnings Misses

GMS Q3 2025 Adj EPS $0.92 Misses $1.40 Estimate, Sales $1.26B Miss $1.29B Estimate

Telsey Advisory Group analyst Sarang Vora maintains Westrock Coffee (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WEST#NASDAQ">WEST</a>) with a Outperform and lowers the price target from $10 to $9.

WEST

Telsey Advisory Group Maintains Outperform on Westrock Coffee, Lowers Price Target to $9

Granite Creek Open Pit PEA Highlights
Mineral Estimates, Production and Mine Life
<ul>
<li>Large open pit carbon-in-leach ("CIL") gold mine with a life of mine ("LOM") of approximately 10 years.</li>
<li>Annual gold production of approximately 130,000 ounces following ramp up.</li>
<li>Estimated LOM cash costs(1) of $1,185 per ounce and all-in-sustaining costs(1) of $1,225 per ounce.</li>
<li>Updated mineral resource estimate resulting in an indicated gold mineral resource of 1.44 million ounces at 1.18 grams per tonne ("g/t").</li>
<li>Updated mineral resource estimate resulting in an inferred gold mineral resource 0.08 million ounces at 1.09 g/t.</li>
</ul>
Project Economics
<ul>
<li>Based on a $2,175/oz gold price, the Project's undiscounted after-tax cash flows(2) total $661 million with an after-tax net present value(2)("NPV") of $421 million, assuming a 5% discount rate, generating an 30% internal rate of return ("IRR").</li>
<li>Based on spot gold of $2,900/oz, the Project's undiscounted after-tax cash flows total $1,267 million with an after-tax NPV(2) of $866 million, assuming a 5% discount rate, generating an IRR of 50%.</li>
<li>Mine construction capital, including all pre-production facilities and infrastructure is estimated at approximately $200 million. No capital is included in mine construction capital for mobile equipment as the plan incorporates contract mining. Unit mining costs have been increased accordingly.</li>
<li>Additionally, 12.9 million tonnes of stripping is required pre-production and 4.7 million tonnes in the first production year, costing $33.9 million.</li>
<li>LOM sustaining capital is estimated at $30.3 million, primarily for tailings dam expansion and general sustaining costs.</li>
<li>Total capital includes a contingency of 25%, or $49.1 million.</li>
</ul>

Commodities

IAUX

i-80 Gold Announced The Results Of The Preliminary Economic Assessment For The Granite Creek Open Pit Project

BrightSpring Health (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BTSG#NASDAQ">BTSG</a>) reported quarterly earnings of $0.22 per share which met the analyst consensus estimate. This is a 175 percent increase over earnings of $0.08 per share from the same period last year. The company reported quarterly sales of $3.05 billion which beat the analyst consensus estimate of $3.01 billion by 1.38 percent. This is a 28.55 percent increase over sales of $2.38 billion the same period last year.

BrightSpring Health Q4 Adj EPS $0.22, Inline, Sales $3.05B Beat $3.01B Estimate

<a href="https://www.globenewswire.com/Tracker?data=B1auIn20QW1VFqTeCb30PQS29OviBGel47gPFy5YBs8VUpAhcV9GrDvdgbElmza06XuB3pKUMMXOXKkDhrEizg==">Beam Global</a>, (Nasdaq:&nbsp;<a href="https://www.globenewswire.com/Tracker?data=ZHLao45_Zyx851Gypfojq9O0OlNfMxdI7RHS-NqnrfOxr08mMJWlRnuwKkdBE3e0T2FDvk3KSqYuzFNLg_sarS5zfaT6RTw8xXbidh3jvdE=">BEEM</a>), a leading provider of innovative and sustainable infrastructure solutions for the electrification of transportation and energy security, today announced a record-breaking increase in energy storage solutions (ESS) sales. Contracted orders in the first two months of 2025 are nearly three times the total for the entire first quarter of 2024, representing a 200% increase in new ESS orders. This significant growth highlights strong market demand for Beam's advanced energy storage technology.
Since the start of 2025, Beam Global's ESS sales have seen unprecedented growth, driven by increasing adoption across various industries due to their bespoke designs, superior safety and smart battery management system (BMS).

BEEM

Beam Global's Energy Storage Sales Surge 200% in Early 2025, Setting New Growth Record

Telsey Advisory Group analyst Dana Telsey maintains Abercrombie &amp; Fitch (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANF#NYSE">ANF</a>) with a Outperform and lowers the price target from $190 to $125.

Telsey Advisory Group Maintains Outperform on Abercrombie & Fitch, Lowers Price Target to $125

Dividend Payment
The Company announced that its board of directors (the "Board") approved an annual cash dividend for the year ended December 31, 2024 of US$0.5 per ordinary share, or US$1.0 per ADS, to holders of ordinary shares and holders of ADSs, respectively, as of the close of business on April 8, 2025 Beijing/Hong Kong Time and New York Time, respectively, payable in U.S. dollars. The aggregate amount of the dividend is expected to be approximately US$1.5 billion, as calculated on the current number of the Company's total issued and outstanding shares, which may be subject to minor adjustment by the record date. The payment date is expected to be on or around April 23, 2025 and on or around April 29, 2025 for holders of ordinary shares and holders of ADSs, respectively.

Dividends

JD.com Board Approved Annual Cash Dividend Of $1.00 Per ADS (Versus $0.76 per ADS YoY)

Press Releases

Polar Power Reports Full Year and Fourth Quarter 2023 Financial Results

Polar Power Reports First Quarter 2024 Financial Results

Polar Power Announces Preliminary Second Quarter 2024 Corporate and Financial Update

Polar Power Appoints Michael Field as Independent Director and Compensation Committee Chair

Polar Power Reports Second Quarter 2024 Financial Results

Penny Stocks

Polar Power Completes Installation of UNHCR Nigeria Contract

Polar Power Announces Preliminary 2024 Third Quarter Financial Results: Expected Net Sales of $4.7 - $5.2 Million and Gross Margin of 26%-32%

Polar Power Reports Third Quarter 2024 Financial Results

Polar Power Announces Reverse Stock Split

Polar Power Announces Receipt of Letter from Nasdaq Acknowledging Listing Compliance

Bloom Energy Corporation Class A Common Stock

Bloom Energy

Babcock & Wilcox Enterprises, Inc. Common Stock

Babcock & Wilcox

Broadwind

Clean Energy Technologies, Inc. - Common Stock

Clean Energy Technologies

GE Vernova

Nano Nuclear Energy

NET Power

Energy Vault Holdings

Ocean Power Technologies, Inc. Common Stock

Ocean Power Techs

Pioneer Power Solutions, Inc. - Common Stock

Pioneer Power Solutions

Power Solutions International, Inc. - Common Stock

Power Solutions Intl

NuScale Power Corporation Class A Common Stock

NuScale Power

TPI Composites

화요일(4일) 저녁 의회 합동 연설에서 도널드 트럼프 대통령은 미국에 시설을 설립하는 반도체 회사에 제조 인센티브를 제공하는 칩스법(CHIPS)의 폐지를 촉구했다.
무슨 일 있었나: 화요일의 의회 연설에서 대통령은 "칩스법은 끔찍하고 끔찍한 법안"이라며 비판했다. 트럼프는 마이크 존슨 미 하원 의장에게 이 법안을 "없애고", "남은 것은 무엇이든" "부채를 줄이거나 원하는 다른 이유"를 위해 사용하라고 촉구했다.
<a href="//www.semiconductors.org/chips-incentives-awards/"" target="_blank" rel="noopener">반도체산업협회</a>에 따르면 칩스법 프로그램은 미국 반도체 제조에 대한 투자를 촉진했다. 23개 주에 걸쳐 32개 기업에 약 380억 달러의 보조금과 대출금이 지급되었으며, 2030년까지 3800억 달러 이상의 민간 투자를 유치하고 약 145,000개의 새로운 일자리를 창출할 것으로 예상된다.
특히, 국방부와 상무부는 첨단 반도체의 국내 제조를 확대하고 국가 안보에 필수적인 미국 공급망을 강화하기 위해 인텔에 최대 30억 달러의 칩스법 자금을 지원했다.
한편, TSMC는 66억 달러 상당의 보조금을 받았으며, 그중 50억 달러는 애리조나주 피닉스에 650억 달러 규모의 프로젝트를 설립하기 위해 대출받은 금액이다.
다음은 칩스법에 따라 보조금을 받은 미국 상장 수혜 기업 목록이다.
<figure class="wp-block-table is-style-stripes">
<table style="overflow:auto; height: 90px; display: block;">
<tbody>
<tr>
<td>회사 </td>
<td>연초 대비 주가 실적</td>
<td>1년 실적</td>
</tr>
<tr>
<td>앰코 테크놀로지 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMKR#NASDAQ">AMKR</a>)</td>
<td>-21.57%</td>
<td>-37.79%</td>
</tr>
<tr>
<td>아나로그디바이스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADI#NASDAQ">ADI</a>)</td>
<td>7.02%</td>
<td>19.17%</td>
</tr>
<tr>
<td>코히런트 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>)</td>
<td>-30.84%</td>
<td>5.51%</td>
</tr>
<tr>
<td>코닝 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLW#NYSE">GLW</a>)</td>
<td>-0.46%</td>
<td>43.05%</td>
</tr>
<tr>
<td>인테그리스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENTG#NASDAQ">ENTG</a>)</td>
<td>1.15%</td>
<td>-27.49%</td>
</tr>
<tr>
<td>글로벌파운드리 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GFS#NASDAQ">GFS</a>)</td>
<td>-11.56%</td>
<td>-28.48%</td>
</tr>
<tr>
<td>HP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPQ#NYSE">HPQ</a>)</td>
<td>-9.79%</td>
<td>0.55%</td>
</tr>
<tr>
<td>인피네라 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INFN#NASDAQ">INFN</a>)</td>
<td>1.07%</td>
<td>28.93%</td>
</tr>
<tr>
<td>인텔 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>)</td>
<td>5.49%</td>
<td>-50.58%</td>
</tr>
<tr>
<td>마컴 테크놀로지 솔루션스 홀딩스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTSI#NASDAQ">MTSI</a>)</td>
<td>-15.20%</td>
<td>20.75%</td>
</tr>
<tr>
<td>마이크로칩 테크놀로지 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>)</td>
<td>2.22%</td>
<td>-32.11%</td>
</tr>
<tr>
<td>마이크론 테크놀로지 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>)</td>
<td>4.43%</td>
<td>-3.46%</td>
</tr>
<tr>
<td>폴라 파워 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/POLA#NASDAQ">POLA</a>)</td>
<td>-29.51%</td>
<td>-16.33%</td>
</tr>
<tr>
<td>로켓랩 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>)</td>
<td>-23.90%</td>
<td>348%</td>
</tr>
<tr>
<td>스카이워터 테크놀로지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SKYT#NASDAQ">SKYT</a>)</td>
<td>-35.93%</td>
<td>-24.96%</td>
</tr>
<tr>
<td>텍사스 인스투르먼트 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>)</td>
<td>4.22%</td>
<td>14.18%</td>
</tr>
<tr>
<td>TSMC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>)</td>
<td>-10.71%</td>
<td>33.36%</td>
</tr>
<tr>
<td>울프스피드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOLF#NYSE">WOLF</a>)</td>
<td>-20.51%</td>
<td>-80.08%</td>
</tr>
</tbody>
</table>
</figure>
이 기사도 읽어보세오: <a href="https://kr.benzinga.com/news/usa/stocks/%EB%A7%A4%EA%B7%B8-7-%EB%B9%85%ED%85%8C%ED%81%AC-%EC%A2%85%EB%AA%A9-2025%EB%85%84-sp-500-%EC%88%98%EC%9D%B5%EB%A5%A0-%EC%83%81%EC%9C%84-50%EC%9C%84-%EB%B0%96%EC%9C%BC%EB%A1%9C-%EB%B0%80/" target="_blank" rel="noopener">‘매그 7' 빅테크 종목, 2025년 S&amp;P 500 수익률 상위 50위 밖으로 밀려나</a>
왜 중요한가: 트럼프의 의회 연설 몇 시간 전, TSMC는 미국 내 첨단 반도체 제조에 1,000억 달러를 추가로 <a href="https://www.benzinga.com/trading-ideas/movers/25/03/44124444/taiwan-semiconductor-rises-as-100-billion-u-s-expansion-defies-market-downturn" target="_blank" rel="noopener">투자할 계획이라고 발표했다.</a> 애리조나에서 이미 진행 중인 650억 달러 규모의 프로젝트를 기반으로 한 이번 투자 확대로 TSMC의 미국 내 총 투자액은 1,650억 달러에 달하게 된다.
트럼프 대통령은 TSMC의 최근 투자에 대해 이렇게 말했다. "그들에게 중요한 것은 관세를 내고 싶지 않다는 것이었다. 그래서 그들은 와서 공장을 짓고 있다. 그리고 다른 많은 회사들도 오고 있다. 우리는 그들에게 돈을 줄 필요 없이 우리 기업과 우리 국민을 보호하고 싶을 뿐이며, 그들이 미국에 지으면 관세를 내지 않아도 되기 때문에 올 것이다.&#8221;
가격 움직임: 각각 S&amp;P 500 지수와 나스닥 100 지수를 각각 추종하는 SPDR S&amp;P 500 ETF Trust(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)와 Invesco QQQ Trust ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)는 화요일에 하락했다. <a href="//pro.benzinga.com/dashboard"" target="_blank" rel="noopener">벤징가 프로</a> 데이터에 따르면 SPY는 1.18% 하락한 576.86달러, QQQ는 0.30% 하락한 495.55달러를 기록했다.
수요일 다우존스 선물은 0.47%, S&amp;P 500 선물은 0.60% 상승한 반면 나스닥 100 선물은 0.72% 상승했다.
사진 출처: Shutterstock
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Polar Power

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수요일, 3월 05, 2025

사람들이 또한 지켜본다

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