에 대한 최신 뉴스 Xiaomi (OTC:XIACF) 주식

Xiaomi is a technology product and services company founded in early 2010, focusing mainly on smartphones and Internet of Things products and related internet services. An early adopter of online smartphone sales, Xiaomi uses Android as its operating system but has its own customized user interface called MIUI. As competition in its home Chinese smartphone market intensified and growth has slowed, it has expanded into other markets and has become the smartphone market leader in India and is gaining market share in Europe. From 2020 to 2024, from a country perspective, around 50% of its overall revenue was generated in mainland China, down from 94% in 2015. The company listed on the Hong Kong market at the beginning of July 2018.

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AAPL

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XIACF

XIACY

벤징가는 지난주 많은 투자자들이 선호하는 주식들의 전망을 조사한 결과를 바탕으로, 다음과 같이 주요 뉴스 몇 가지를 요약했다.
다우, S&amp;P 500 그리고 나스닥이 각각 3.7%, 2.9% 및 2.5% 상승하며 모두 몇 주 만에 가장 강력한 상승폭을 기록했다.

벤징가 불스 앤 베어스: 테슬라, 애플, 메타, 록히드 마틴 및 도지코인 인플루언서

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iShares Trust S&P Global Information Technology Sector Index Fund

SSNLF

인터내셔널 데이터 코퍼레이션(International Data Corp: IDC)는 2024년 4분기 전 세계 스마트폰 출하량이 2.4% 증가한 3억 3,170만 대를 기록했다는 예비 데이터를 발표했다. 

IDC 보고서: 2024년 애플의 시장 점유율 감소, 중국 스마트폰 브랜드의 글로벌 성장

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Regulations

BABA

중국이 스마트폰과 기타 전자기기를 포함한 소비 보조금을 확대하고 있다. 무슨 일이 있었나: 현재 가전제품과 차량을 포함하는 국가 차원에서의 보상 프로그램이 이제 휴대폰, 태블릿 그리고 스마트워치와 같은 개인 기기로 확장된다

중국이 스마트폰 구매자에게 보조금을 지급, 애플의 라이벌인 화웨이, 알리바바 등이 도약

Xiaomi Corp

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Jefferies analyst Kaumil Gajrawala downgraded the rating for PepsiCo, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>) from Buy to Hold and lowered the price target from $171 to $170. PepsiCo shares closed at $152.33 on Tuesday. <a href="https://www.benzinga.com/quote/pep/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Ladenburg Thalmann analyst Jeffrey Cohen downgraded Zynex, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZYXI#NASDAQ">ZYXI</a>) from Buy to Neutral. Zynex shares closed at $7.00 on Tuesday. <a href="https://www.benzinga.com/quote/zyxi/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wedbush analyst Robert Driscoll downgraded Arvinas, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARVN#NASDAQ">ARVN</a>) from Outperform to Neutral and lowered the price target from $57 to $12. Arvinas shares closed at $8.30 on Tuesday. <a href="https://www.benzinga.com/quote/arvn/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>UBS analyst Graham Doyle downgraded the rating for Smith &amp; Nephew plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNN#NYSE">SNN</a>) from Buy to Neutral. Smith &amp; Nephew shares closed at $29.84 on Tuesday. <a href="https://www.benzinga.com/quote/snn/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>William Blair analyst Maggie Nolan downgraded Magic Software Enterprises Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MGIC#NASDAQ">MGIC</a>) from Outperform to Market Perform. Magic Software shares closed at $13.39 on Tuesday. <a href="https://www.benzinga.com/quote/mgic/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying PEP stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="602" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/12130446/image-88-1024x602.png" alt="" class="wp-image-821432" style="width:642px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/12130446/image-88-1024x602.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/12130446/image-88-300x176.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/12130446/image-88-768x451.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/12130446/image-88.png 1152w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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CROX

Crocs shares are trading higher after Loop Capital upgraded the company from Hold to Buy and maintained a $110 price target. Epic Games began its Crocs collaboration on Fortnite.

Whales with a lot of money to spend have taken a noticeably bearish stance on Intuit.
Looking at options history for Intuit (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>) we detected 9 trades.
If we consider the specifics of each trade, it is accurate to state that 22% of the investors opened trades with bullish expectations and 77% with bearish.
From the overall spotted trades, 7 are puts, for a total amount of $437,935 and 2, calls, for a total amount of $125,300.
<h3>What's The Price Target?</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $250.0 and $670.0 for Intuit, spanning the last three months.
<h3>Volume &amp; Open Interest Trends</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Intuit's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Intuit's whale activity within a strike price range from $250.0 to $670.0 in the last 30 days. 
<h3>Intuit Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741798982_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>INTU</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$90.6</td>
<td>$88.1</td>
<td>$90.6</td>
<td>$670.00</td>
<td>$99.6K</td>
<td align="right">60</td>
<td align="right">11</td>
</tr>
<tr>
<td>INTU</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$36.9</td>
<td>$34.8</td>
<td>$36.5</td>
<td>$590.00</td>
<td>$83.9K</td>
<td align="right">204</td>
<td align="right">23</td>
</tr>
<tr>
<td>INTU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$24.0</td>
<td>$23.9</td>
<td>$24.0</td>
<td>$590.00</td>
<td>$72.0K</td>
<td align="right">138</td>
<td align="right">35</td>
</tr>
<tr>
<td>INTU</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$36.5</td>
<td>$34.8</td>
<td>$36.5</td>
<td>$590.00</td>
<td>$65.7K</td>
<td align="right">204</td>
<td align="right">38</td>
</tr>
<tr>
<td>INTU</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$36.5</td>
<td>$34.7</td>
<td>$36.3</td>
<td>$590.00</td>
<td>$54.4K</td>
<td align="right">204</td>
<td align="right">38</td>
</tr>
</tbody>
</table>

<h3>About Intuit</h3>
Intuit serves small and midsize businesses with accounting software QuickBooks and online marketing platform Mailchimp. The company also operates retail tax filing tool TurboTax, personal finance platform Credit Karma, and a suite of professional tax offerings for accountants. Founded in the mid-1980s, Intuit enjoys a dominant market share for small business accounting and do-it-yourself tax filing in the US.
After a thorough review of the options trading surrounding Intuit, we move to examine the company in more detail. This includes an assessment of its current market status and performance.
<h3>Where Is Intuit Standing Right Now?</h3>
<ul>
<li>With a volume of 882,177, the price of INTU is up 0.66% at $590.58. </li>
<li>RSI indicators hint that the underlying stock may be approaching overbought.</li>
<li>Next earnings are expected to be released in 71 days.</li>
</ul>
<h3>What Analysts Are Saying About Intuit</h3>
A total of 5 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $723.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; In a cautious move, an analyst from Piper Sandler downgraded its rating to Overweight, setting a price target of $785. 
&#x2A; An analyst from BMO Capital has decided to maintain their Outperform rating on Intuit, which currently sits at a price target of $714. 
&#x2A; An analyst from JP Morgan upgraded its action to Overweight with a price target of $660. 
&#x2A; Consistent in their evaluation, an analyst from Citigroup keeps a Buy rating on Intuit with a target price of $726. 
&#x2A; In a positive move, an analyst from Morgan Stanley has upgraded their rating to Overweight and adjusted the price target to $730. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Intuit with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Options

INTU

Decoding Intuit's Options Activity: What's the Big Picture?

Investors with a lot of money to spend have taken a bearish stance on Lam Research (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with LRCX, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 18 uncommon options trades for Lam Research.
This isn't normal.
The overall sentiment of these big-money traders is split between 38% bullish and 61%, bearish.
Out of all of the special options we uncovered, 10 are puts, for a total amount of $1,018,961, and 8 are calls, for a total amount of $737,848.
<h3>Predicted Price Range</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $58.0 to $105.0 for Lam Research during the past quarter. 
<h3>Analyzing Volume &amp; Open Interest</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Lam Research's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Lam Research's substantial trades, within a strike price spectrum from $58.0 to $105.0 over the preceding 30 days.
<h3>Lam Research 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741798977_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>LRCX</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$12.35</td>
<td>$12.25</td>
<td>$12.35</td>
<td>$85.00</td>
<td>$368.0K</td>
<td align="right">904</td>
<td align="right">299</td>
</tr>
<tr>
<td>LRCX</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$14.55</td>
<td>$14.5</td>
<td>$14.55</td>
<td>$85.00</td>
<td>$165.8K</td>
<td align="right">237</td>
<td align="right">12</td>
</tr>
<tr>
<td>LRCX</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$10.5</td>
<td>$10.25</td>
<td>$10.25</td>
<td>$75.00</td>
<td>$164.0K</td>
<td align="right">191</td>
<td align="right">220</td>
</tr>
<tr>
<td>LRCX</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$10.05</td>
<td>$9.9</td>
<td>$9.95</td>
<td>$75.00</td>
<td>$159.2K</td>
<td align="right">191</td>
<td align="right">720</td>
</tr>
<tr>
<td>LRCX</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$9.8</td>
<td>$9.75</td>
<td>$9.8</td>
<td>$75.00</td>
<td>$156.7K</td>
<td align="right">191</td>
<td align="right">550</td>
</tr>
</tbody>
</table>

<h3>About Lam Research</h3>
Lam Research is one of the largest semiconductor wafer fabrication equipment manufacturers in the world. It specializes in deposition and etch, which entail the buildup of layers on a semiconductor and the subsequent selective removal of patterns from each layer. Lam holds the top market share in etch and holds the clear second share in deposition. It is more exposed to memory chipmakers for DRAM and NAND chips. It counts as top customers the largest chipmakers in the world, including TSMC, Samsung, Intel, and Micron.
<h3>Current Position of Lam Research</h3>
<ul>
<li>With a volume of 5,040,148, the price of LRCX is up 4.81% at $76.89. </li>
<li>RSI indicators hint that the underlying stock is currently neutral between overbought and oversold.</li>
<li>Next earnings are expected to be released in 42 days.</li>
</ul>
<h3>What Analysts Are Saying About Lam Research</h3>
A total of 4 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $106.25.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Cantor Fitzgerald persists with their Overweight rating on Lam Research, maintaining a target price of $100. 
&#x2A; An analyst from Cantor Fitzgerald downgraded its action to Overweight with a price target of $100. 
&#x2A; An analyst from Susquehanna has elevated its stance to Positive, setting a new price target at $125. 
&#x2A; Consistent in their evaluation, an analyst from Mizuho keeps a Outperform rating on Lam Research with a target price of $100. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Lam Research options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

LRCX

Market Whales and Their Recent Bets on LRCX Options

Investors with a lot of money to spend have taken a bullish stance on GEO Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEO#NYSE">GEO</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with GEO, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 13 uncommon options trades for GEO Group.
This isn't normal.
The overall sentiment of these big-money traders is split between 69% bullish and 23%, bearish.
Out of all of the special options we uncovered, 6 are puts, for a total amount of $384,945, and 7 are calls, for a total amount of $487,940.
<h3>Projected Price Targets</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $21.0 to $40.0 for GEO Group over the last 3 months. 
<h3>Volume &amp; Open Interest Trends</h3>
Examining the volume and open interest provides crucial insights into stock research. This information is key in gauging liquidity and interest levels for GEO Group's options at certain strike prices. Below, we present a snapshot of the trends in volume and open interest for calls and puts across GEO Group's significant trades, within a strike price range of $21.0 to $40.0, over the past month.
<h3>GEO Group 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741798971_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>GEO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$2.1</td>
<td>$1.95</td>
<td>$2.1</td>
<td>$40.00</td>
<td>$168.0K</td>
<td>11.9K</td>
<td>800</td>
</tr>
<tr>
<td>GEO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$6.2</td>
<td>$6.1</td>
<td>$6.1</td>
<td>$27.00</td>
<td>$103.1K</td>
<td>76</td>
<td>169</td>
</tr>
<tr>
<td>GEO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$10.0</td>
<td>$9.8</td>
<td>$9.8</td>
<td>$32.00</td>
<td>$89.1K</td>
<td>56</td>
<td>193</td>
</tr>
<tr>
<td>GEO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$1.75</td>
<td>$1.6</td>
<td>$1.6</td>
<td>$25.00</td>
<td>$80.1K</td>
<td>8.5K</td>
<td>1.4K</td>
</tr>
<tr>
<td>GEO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$1.7</td>
<td>$1.5</td>
<td>$1.55</td>
<td>$24.50</td>
<td>$77.5K</td>
<td>48</td>
<td>503</td>
</tr>
</tbody>
</table>

<h3>About GEO Group</h3>
The GEO Group Inc specializes in detention facilities and community reentry centers. It operates in four segments: U.S. Secure Services, which mainly encompasses U.S.-based secure services business; Electronic Monitoring and Supervision Services, which conducts its services in the United States, represents services provided to adults for monitoring services and evidence-based supervision and treatment programs for community-based parolees, probationers, and pretrial defendants; Reentry Services conducts its services in the United States represents services provided to adults for residential and non-residential treatment, educational and community-based programs, pre-release and half-way house programs; and International Services.
<h3>Current Position of GEO Group</h3>
<ul>
<li>Currently trading with a volume of 1,947,309, the GEO's price is up by 6.31%, now at $25.1. </li>
<li>RSI readings suggest the stock is currently is currently neutral between overbought and oversold.</li>
<li>Anticipated earnings release is in 55 days.</li>
</ul>
<h3>Expert Opinions on GEO Group</h3>
2 market experts have recently issued ratings for this stock, with a consensus target price of $55.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Consistent in their evaluation, an analyst from Jones Trading keeps a Buy rating on GEO Group with a target price of $55. 
&#x2A; Maintaining their stance, an analyst from Jones Trading continues to hold a Buy rating for GEO Group, targeting a price of $55. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for GEO Group, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Unpacking the Latest Options Trading Trends in GEO Group

Elon Musk is struggling to balance his leadership at Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), SpaceX, X, and other companies while juggling his new role in the Department of Government Efficiency in President Donald Trump's administration. And while some investors are only now sounding the alarm, his father, Errol Musk, saw this coming back in November.
<h2 class="wp-block-heading">Errol Musk&#8217;s Warning</h2>
In an <a href="https://www.youtube.com/watch?v=-Oa8Xe-htBA">interview</a> with Al Arabiya News last year, <a href="https://www.benzinga.com/startups/24/11/42093399/elon-musks-father-says-it-would-be-a-big-concern-if-elon-had-to-step-away-from-board-meetings-at-his-companies-to-go-to-government">Errol expressed concerns</a> about Elon taking on government duties, saying it would be a &#8220;big concern&#8221; if he had to step away from board meetings and company leadership.
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&#8220;Elon has a tremendous task on his hands,&#8221; Errol said. &#8220;He has a couple hundred thousand employees and a lot of very serious things going on in his life, so he has to be available for all that he started… [he] can't just walk away from things.&#8221;
At the time, Errol acknowledged that Elon was well-suited for improving efficiency in government but warned that his businesses needed his attention. &#8220;To have him sit in an office somewhere in Washington, waiting and twiddling his thumbs – no, no. He has to be called upon on a sort of consultancy basis.&#8221;
Fast forward to today, and it seems like his fears were justified.
Trending: Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing —<a href="https://www.benzinga.com/money/boxabl"> this is your last chance to become an investor for $0.80 per share.</a>
<h2 class="wp-block-heading">Tesla Stock Crashes as Musk Admits Struggles</h2>
Tesla's stock has been in free fall, <a href="https://www.benzinga.com/25/03/44208979/tesla-stock-crashes-about-40-since-trump-took-office-in-january-2025-brand-takes-a-hit-and-musk-faces-criticism-top-analyst-says-dark-times-for-bulls-but-not-enough-to-head-for-the-hills">plunging about 40%</a> since Trump took office in January. Investors are growing worried, and high-profile voices, including Barstool Sports founder Dave Portnoy, are calling out Musk.
Portnoy recently <a href="https://www.benzinga.com/news/25/03/44140016/tesla-stock-is-tumbling-and-dave-portnoy-is-calling-out-elon-musk-how-far-does-tsla-stock-have-to-crash-before-elon-goes-back-to-work">took to X, asking</a>, &#8220;How far does TSLA stock have to crash before Elon goes back to work?&#8221;
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">If I'm gonna be fair these questions needs to be asked today. Why is the release of the Epstein list always a shit show? What's the point of booting out illegals and criminals while somehow becoming a safe haven for the Tate brothers? Why is Crypto in the toilet if Trump…
&mdash; Dave Portnoy (@stoolpresidente) <a href="https://twitter.com/stoolpresidente/status/1895227410649395339?ref_src=twsrc%5Etfw">February 27, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Musk himself admitted in a recent Fox Business interview that he is running his businesses &#8220;with great difficulty.&#8221; On Monday alone, Tesla's stock dropped 15%, <a href="https://www.benzinga.com/markets/25/03/44242181/elon-musk-admits-juggling-between-tesla-doge-is-difficult-says-running-businesses-with-great-difficulty-as-tsla-stock-plunges-50-in-3-months">wiping out $130 billion</a> in market value, more than the combined worth of Ford (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) and General Motors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>).
Trending: This data platform is reshaping how you invest in private companies —<a href="https://www.benzinga.com/money/kingscrowd-adv"> and you can be a part of it for $0.18 per share</a>
<h2 class="wp-block-heading">Political Fallout and Tesla's Declining Sales</h2>
Tesla is also losing ground to competitors. In Europe, for example, Tesla sales <a href="https://www.benzinga.com/news/25/03/44209579/unprecedented-slide-tesla-sales-plummet-45-in-europe-as-musks-net-worth-dives-5-2b-in-a-week">plummeted 45%</a> in January, while the broader EV market grew. Other markets show similar drops, some even worse. Analysts point to Musk's political involvement as a factor, with a Morning Consult survey showing that 32% of U.S. consumers wouldn't consider buying a Tesla, up from 27% last year.
Protests against Tesla have emerged in both the U.S. and Europe, with demonstrators criticizing Musk's political ties and questioning whether he is too distracted to lead the company effectively.
<h2 class="wp-block-heading">Trump Defends Musk</h2>
Despite the backlash, Trump has publicly supported Musk, accusing &#8220;Radical Left Lunatics&#8221; of trying to harm Tesla. Trump even announced his intention to <a href="https://www.benzinga.com/markets/25/03/44240714/trump-says-he-will-buy-a-brand-new-tesla-to-support-elon-musk-as-stock-falls-over-53-erasing-nearly-800-billion-in-investor-wealth-since-december-peak">buy a Tesla</a> as a show of support. Meanwhile, some analysts, including Dan Ives from Wedbush, <a href="https://x.com/DivesTech/status/1898067322268795242">believe</a> this could be a buying opportunity for investors, expecting a potential rebound in the future.
See Also: <a href="https://www.benzinga.com/money/elon-musk-told-the-u-n-if-they-could-show-a-plan-for-ending-world-hunger-hed-donate-6-billion-i-will-sell-tesla-stock-right-now-and-do-it">Elon Musk Told The U.N. If They Could Show A Plan For Ending World Hunger He'd Donate $6 Billion – ‘I Will Sell Tesla Stock Right Now And Do It'</a>
<h2 class="wp-block-heading">Was Errol Right All Along?</h2>
When Errol spoke about his son's new government role last November, he made it clear that splitting Elon's time between business and politics could be risky. &#8220;I can&#8217;t think of anyone more suited to a role like this than Elon,&#8221; he said at the time. But he also stressed that Musk&#8217;s core strength was building and running companies, not sitting in government meetings.
With Tesla's stock in freefall, sales struggling, and investors growing restless, it seems Errol Musk&#8217;s warning wasn't just fatherly concern—it was a prediction that may now be playing out in real time.
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Elon Musk's Father Warned In November That If Elon Had To Step Away From His Companies For Government Duties, It Could Be 'A Big Concern'

Goldman Sachs analyst Lizzie Dove reiterated a <a target="_blank" href="https://www.benzinga.com/quote/VIK/analyst-ratings" rel="noreferrer noopener">Neutral rating</a> on the shares of Viking Holdings Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VIK#NYSE">VIK</a>) and raised the price forecast from $49.00 to $51.00.
VIK experienced a slight slowdown in bookings during February, following a <a target="_blank" href="https://www.benzinga.com/news/earnings/25/03/44254442/viking-holdings-beats-on-q4-earnings-says-88-passenger-cruise-days-for-fy25-already-booked" rel="noreferrer noopener">strong fourth-quarter performance</a> and record bookings in January.
Despite this, the company is 88% booked for 2025, with inventory for the year almost sold out. While February&#8217;s softness may reflect a pull-forward in spending during the holiday season, the luxury market exposure provides protection in case of a prolonged consumer slowdown.
Overall, VIK&#8217;s strong booking visibility and high-end clientele offer a buffer, and pricing is expected to align with projections for 2025/2026.
Also Read: <a target="_blank" href="https://www.benzinga.com/general/entertainment/25/03/44271371/spotify-distributed-10-billion-in-music-royalties-in-2024-details" rel="noreferrer noopener">Spotify Distributed $10 Billion In Music Royalties In 2024: Details</a>
As of now, 88% of 2025 capacity is sold with a 7% year-over-year pricing growth, maintaining the same pace as the previous quarter.
VIK&#8217;s fourth-quarter vessel operating costs, excluding fuel, increased by 0.4% year-over-year, driven by higher capacity days from an extended river season, which provided fixed cost leverage.
While similar cost management may not continue in 2025, some cost leverage from SG&amp;A is expected, assuming the consumer environment doesn&#8217;t worsen, said the analyst.
Over 90% of VIK&#8217;s revenues come from ticket sales, reducing reliance on more volatile onboard spending and 2026 shows growth both in volume and pricing.
In short, VIK maintains strong visibility into future trends, and the extended booking curve offers more flexibility in navigating the uncertain macro conditions.
The analyst continues to favor VIK&#8217;s exposure but will remain cautious until more evidence of 2026 pricing surfaces, which is expected to come up in the next quarter.
Price Action: VIK shares are trading higher by 1.86% at $40.90 at last check Wednesday.
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</ul>
Photo via Shutterstock.

Analyst Color

Equities

Price Target

Reiteration

General

Viking Holdings' 2025 Nearly Sold Out, But Goldman Sachs Seeks More Pricing Clarity For 2026

Top Wall Street analysts initiated coverage on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>BMO Capital analyst Kostas Biliouris initiated coverage on Avidity Biosciences, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RNA#NASDAQ">RNA</a>) with an Outperform rating and announced a price target of $72. Avidity Biosciences shares closed at $29.58 on Tuesday. <a href="https://www.benzinga.com/quote/rna/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>B. Riley Securities analyst Yuan Zhi initiated coverage on Radiopharm Theranostics Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RADX#NASDAQ">RADX</a>) with a Buy rating and announced a price target of $15. Radiopharm Theranostics shares closed at $5.75 on Tuesday. <a href="https://www.benzinga.com/quote/radx/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Morgan Stanley analyst David Arcaro initiated coverage on Talen Energy Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLN#NASDAQ">TLN</a>) with an Overweight rating and announced a price target of $243. Talen Energy shares closed at $176.56 on Tuesday. <a href="https://www.benzinga.com/quote/tln/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Mizuho analyst Sean Kennedy initiated coverage on S&amp;P Global Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPGI#NYSE">SPGI</a>) with an Outperform rating and announced a price target of $599. S&amp;P Global shares closed at $480.00 on Tuesday. <a href="https://www.benzinga.com/quote/spgi/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Scotiabank analyst Nat Schindler initiated coverage on Upwork Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UPWK#NASDAQ">UPWK</a>) with a Sector Perform rating and announced a price target of $15. Upwork shares closed at $13.39 on Tuesday. <a href="https://www.benzinga.com/quote/upwk/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying SPGI stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="557" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/12125552/image-87-1024x557.png" alt="" class="wp-image-821416" style="width:468px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/12125552/image-87-1024x557.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/12125552/image-87-300x163.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/12125552/image-87-768x418.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/12125552/image-87.png 1106w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Initiation

RADX

SPGI

UPWK

This S&P Global Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Wednesday

AMAT

AMBA

KLAC

MRVL

MTSI

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

UCTT

Shares of chip stocks are trading higher as tech stocks rebound following softer-than-expected Feb. CPI figures. It was also reported that TSMC pitched a joint venture to Nvidia, AMD, Broadcom and Qualcomm to operate Intel's factories.

On Wednesday, Gilead Sciences, Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>) presented data from its HIV treatment portfolio and pipeline at the&nbsp;Conference on Retroviruses and <a target="_blank" href="https://www.benzinga.com/general/health-care" rel="noreferrer noopener">Opportunistic Infections&nbsp;(CROI 2025)</a>.
ALLIANCE is an ongoing Phase 3 study evaluating Biktarvy versus dolutegravir 50 mg (DTG) + emtricitabine 200 mg/tenofovir disoproxil fumarate 300 mg, F/TDF, DTG+F/TDF, in adults with HIV-1/HBV <a target="_blank" href="https://www.benzinga.com/pressreleases/25/03/b44273943/gilead-presents-new-hiv-treatment-and-cure-research-data-at-croi-2025-including-an-investigational" rel="noreferrer noopener">coinfection initiating treatment</a>.
<ul>
<li><a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.thelancet.com%2Fjournals%2Flanhiv%2Farticle%2FPIIS2352-3018%252823%252900151-0%2Ffulltext&amp;esheet=54222729&amp;newsitemid=20250311386143&amp;lan=en-US&amp;anchor=Previously+reported+results&amp;index=3&amp;md5=10debf8f20cc3e5d6237cdbbcf58ee3a" target="_blank" rel="noreferrer noopener">Previously reported results</a> demonstrated the efficacy of both antiretroviral regimens.</li>
<li>The newly presented data shows that Biktarvy maintained high rates of HIV-1 (95.4%) and HBV (86.6%) virologic suppression, defined as HIV RNA &lt;50 copies/ mL and HBV DNA &lt;29 IU/ mL, respectively, in participants (n=89) following a switch to Biktarvy after 96 weeks of treatment with DTG+ F/TDF.</li>
<li>Study drug-related treatment-emergent adverse events were reported in 19% of participants and most were mild to moderate, with zero discontinuations due to TEAEs.</li>
</ul>
Also Read: <a target="_blank" href="https://www.benzinga.com/general/biotech/25/02/43673047/gilead-ups-2025-outlook-eyes-lenacapavir-launch-for-hiv-prevention" rel="noreferrer noopener">Gilead Ups 2025 Outlook, Eyes Lenacapavir Launch For HIV Prevention</a>
At CROI 2025, the primary results of a Phase 2 study evaluating lenacapavir (LEN) with teropavimab (TAB) and zinlirvimab (ZAB) (LTZ) were presented.
<ul>
<li>The study met its primary endpoint: the proportion of participants with HIV-1 RNA ≥ 50 copies/mL at Week 26.</li>
<li>The Week 26 data demonstrated the high efficacy of the LTZ regimen, with 96% of participants who received LTZ and 96% (n=26 of 27) who received SBR, remained virologically suppressed.</li>
<li>CD4 cell counts also increased from baseline to week 26 in both groups.</li>
<li>The most common AEs with LTZ were injection site reactions related to subcutaneous LEN administration.</li>
</ul>
The Phase 2a GS-US-382-5445 trial enrolled 20 South African cisgender women who had received antiretroviral therapy (ART) soon after acquiring HIV and were virologically suppressed for at least 12 months.
<ul>
<li>Participants received up to 10 oral doses of Gilead&#8217;s vesatolimod, every 2 weeks starting on day 0, plus IV infusions of broadly neutralizing antibodies (bNAbs) VRC07-523LS and CAP256V2LS, provided by the National Institutes of Health.</li>
<li>Results presented at CROI showed the treatment combination was generally well-tolerated with no treatment-related serious adverse events (TEAEs) reported.</li>
</ul>
Price Action: GILD stock is up 0.04% at $114.47 at the last check Wednesday.
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</ul>
Photo via Shutterstock

Biotech

Large Cap

Health Care

GILD

Gilead Presents New HIV Treatment And Cure Research Data

Macro Economic Events

Econ #s

Economics

Trump: NATO Can Be A Force For The Good

AVGO

NVDA

QCOM

Shares of NVIDIA, Broadcom, Qualcomm and AMD are trading higher following a report suggesting TSMC pitched a joint venture to the companies to operate Intel's factories.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Piper Sandler analyst Dave Weiner upgraded the rating for Myriad Genetics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MYGN#NASDAQ">MYGN</a>) from Neutral to Overweight and raised the price target from $11.5 to $12.5. Myriad Genetics shares closed at $10.25 on Tuesday. <a href="https://www.benzinga.com/quote/MYGN/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>CL King analyst Andrew Wolf upgraded the rating for United Natural Foods, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNFI#NYSE">UNFI</a>) from Neutral to Buy and announced a $33 price target. United Natural Foods shares closed at $24.57 on Tuesday. <a href="https://www.benzinga.com/quote/UNFI/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Barclays analyst Ryan Macwilliams upgraded HubSpot, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUBS#NYSE">HUBS</a>) from Equal-Weight to Overweight and maintained the price target of $815. HubSpot shares closed at $590.67 on Tuesday. <a href="https://www.benzinga.com/quote/HUBS/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Loop Capital analyst Laura Champine upgraded the rating for Crocs, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CROX#NASDAQ">CROX</a>) from Hold to Buy and maintained the price target of $110. Crocs shares closed at $98.32 on Tuesday. <a href="https://www.benzinga.com/quote/CROX/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Keybanc analyst Jeffrey Hammond upgraded Eaton Corporation plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETN#NYSE">ETN</a>) from Sector Weight to Overweight and announced a $340 price target. Eaton shares closed at $282.31 on Tuesday. <a href="https://www.benzinga.com/quote/ETN/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying HUBS stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="582" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/12124655/image-86-1024x582.png" alt="" class="wp-image-821390" style="width:598px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/12124655/image-86-1024x582.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/12124655/image-86-300x171.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/12124655/image-86-768x437.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/12124655/image-86.png 1073w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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</ul>

Upgrades

HUBS

MYGN

UNFI

This HubSpot Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday

Tesla Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) trend might not be in a good space. The <a href="https://www.benzinga.com/topic/tesla" target="_blank" rel="noreferrer noopener">new U.S. registrations</a> for the Elon Musk led electric vehicle maker slipped 11% in January 2025, while rival registrations noted a 44% rise, led by Ford Motor Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), Chevrolet, and Volkswagen AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/VWAGY#OTC">VWAGY</a>), Automotive News <a href="https://www.autonews.com/tesla/an-tesla-us-sales-fall-as-evs-rise-overall-0312/#:~:text=U.S.%20registrations%20sink%2011%25%20in%20January%20as%20EV%20rivals%20surge%2044%25&amp;text=Tesla's%20new%20U.S.%20registrations%20fell,S%26P%20Global%20Mobility%20data%20showed." target="_blank" rel="noreferrer noopener">cited</a> S&amp;P Global Mobility data on Wednesday.
Another report last week from the <a target="_blank" href="https://www.benzinga.com/news/global/25/02/43934934/new-tesla-registrations-dip-by-50-in-eu-in-january-despite-rising-overall-bev-market-share" rel="noreferrer noopener">auto industry body</a> said 7,517 new Tesla cars were registered in the E.U. in January,&nbsp;down from 15,130 in 2024.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/emerging-markets/25/03/44229408/alibaba-unveils-new-ai-chip-to-power-chinas-open-source-tech-push-challenge-us-chip-giants" rel="noreferrer noopener">Alibaba Unveils New AI Chip To Power China&#8217;s Open-Source Tech Push, Challenge US Chip Giants</a>
According to the European Automobile Manufacturers Association (ACEA), Tesla&#8217;s new car registration&nbsp;in the E.U. fell by over 50%&nbsp;in January despite a rise in overall battery electric vehicle registrations.
According to the Society of Motor Manufacturers and Traders (SMMT) data, Tesla had <a target="_blank" href="https://www.benzinga.com/tech/25/02/43520687/byd-overtakes-tesla-in-uk-after-elon-musk-led-ev-makers-new-vehicle-registrations-drop-in-january" rel="noreferrer noopener">1,458 registrations in</a> January in the U.K., down from the 1,581 registered in 2024. BYD Co (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BYDDY#OTC">BYDDY</a>), in comparison, had 1,614 registrations, up by 551%.
Tesla researcher&nbsp;Troy Teslike&nbsp;said the EV company would likely not deliver 500,000 vehicles in a quarter in 2025, citing <a target="_blank" href="https://www.benzinga.com/tech/25/02/43967968/tesla-unlikely-to-deliver-500000-evs-in-a-quarter-in-2025-says-researcher-doesnt-seem-possible-this-year-either" rel="noreferrer noopener">brand sentiment issues</a>.
On the flip side, Tesla chief Elon Musk&nbsp;<a target="_blank" href="https://www.benzinga.com/markets/equities/25/03/44269513/elon-musk-says-tesla-will-double-us-production-in-2-years-after-trump-backs-ev-giant-amid-stock-slump" rel="noreferrer noopener">has announced that</a> Tesla&nbsp;will double vehicle production in the U.S. within two years.
Recently, President Donald Trump transformed the White House to showcase Tesla vehicles in solidarity with&nbsp;his senior advisor and de facto head of the Department of Government Efficiency (DOGE), Musk and his company. Trump also&nbsp;purchased a Tesla Model S Plaid.
Musk has acknowledged the challenges of running his business while working with DOGE amid a massive decline in Tesla&#8217;s stock price.&nbsp;
Tesla has faced protests against the company in the U.S. and Europe, with demonstrators criticizing Musk&#8217;s political activities.&nbsp;
According to <a target="_blank" href="https://www.statista.com/outlook/mmo/electric-vehicles/united-states" rel="noreferrer noopener">Statista</a>, the EV market in the U.S. could generate revenue of $104.7 billion in 2025 <a target="_blank" href="https://www.statista.com/outlook/mmo/electric-vehicles/united-states" rel="noreferrer noopener">and grow at an annual</a> rate (CAGR 2025-2029) of 10.53%, resulting in a projected market volume of $156.3 billion by 2029. Tesla&#8217;s upcoming earnings in April might be a good proxy for the recent reports on declining trends.
Price Action: TSLA stock is up 7.60% at $248.11 at last check Wednesday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/media/25/03/44229157/apple-supplier-foxconn-unveils-ai-model-using-nvidia-tech" target="_blank" rel="noreferrer noopener">Apple Supplier Foxconn Unveils AI Model Using Nvidia Tech</a></li>
</ul>
Photo via Shutterstock

Movers

BYDDY

VWAGY

Tesla Loses Ground in US EV Market While Rivals Accelerate Ahead in January: Report

B. Riley Securities analyst Mike Crawford maintains Redwire (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDW#NYSE">RDW</a>) with a Neutral and lowers the price target from $27 to $25.

B. Riley Securities Maintains Neutral on Redwire, Lowers Price Target to $25

Ciena Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) shares were climbing Wednesday after the company announced <a href="https://www.benzinga.com/news/earnings/25/03/44245291/ciena-q1-earnings-revenue-and-eps-beat-estimates-ceo-eyes-ai-cloud-network-tailwinds">upbeat fiscal first-quarter results</a>.
The company reported its results amid an <a href="https://www.benzinga.com/earnings">exciting earnings season</a>. Here are some key analyst takeaways.
<h1 class="wp-block-heading">Needham On Ciena</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5bab9cad211e200001963493/ryan-koontz">Analyst Ryan Koontz</a> maintained a Buy rating while reducing the price target from $95 to $90.
Ciena's quarterly revenues grew 3% year-on-year to $1,072 million, beating consensus of $1,052 million, Koontz said in a note. Non-GAAP earnings of 64 cents per share were well above expectations of 41 cents per share, with gross margins coming in much higher than expected, he added.
Some investors grew concerned as management's fiscal second-quarter guidance was only in line with expectations, the analyst stated. "Strong execution paired with best-in-class technology and customer relationships should see CIEN continue to gain meaningful market share in its core TAM, although we are less bullish on its two new product segments," he further wrote.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
<h1 class="wp-block-heading">Rosenblatt Securities On Ciena</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/628b6bab3547bd000104dc00/mike-genovese">Analyst Mike Genovese</a> reaffirmed a Neutral rating while cutting the price target from $79 to $73.
Ciena's healthy quarterly results were highlighted by strong orders, backlog build and gross margins, Genovese said. He added that the company's revenue guidance for the fiscal second quarter was not as strong as the beat.
Management maintained the full-year gross margin guidance at 42%-44% despite the first-quarter gross margins of 44.7%, which exceeded consensus by 270 basis points, the analyst stated.
The Street seemed to be concerned about the impact of tariffs and "demand destruction" from a potential recession this year, he further wrote.
<h1 class="wp-block-heading">Stifel On Ciena</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58ad935ab85e930001f97192/ruben-roy">Analyst Ruben Roy</a> reiterated a Buy rating and price target of $95.
Ciena reported strong results across the board, Roy said. The company's order momentum continued, with direct orders from cloud service providers representing over 50% of overall orders during the quarter, he added.
With SP revenues growing 14% in the first quarter, "We continue to believe that CIEN is the best way to play our expectations for a continued SP recovery over the next 12-18 months," the analyst wrote. 
Management indicated that its guidance could be missed depending on "the outcome of proposed tariffs," he further stated.
CIEN Price Action: Shares of Ciena had risen by 4.18% to $66.62 at the time of publication on Wednesday.
Read More: • <a href="https://www.benzinga.com/government/regulations/25/02/43949618/cisco-and-nvidia-expand-ai-partnership-secure-us-government-authorization-for-cloud-security">Cisco and Nvidia Expand AI Partnership, Secure US Government Authorization for Cloud Security</a>
Photo: Courtesy Ciena

Earnings Beats

Guidance

CIEN

Ciena Posts Solid Q1 Beat, Raise; Guidance Could Be Missed Depending On 'Outcome Of Proposed Tariffs'

B. Riley Securities analyst Ryan Pfingst maintains FuelCell Energy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FCEL#NASDAQ">FCEL</a>) with a Neutral and lowers the price target from $12 to $9.

FCEL

B. Riley Securities Maintains Neutral on FuelCell Energy, Lowers Price Target to $9

Xiaomi

벤징가는 지난주 <a href="http://www.benzinga.com/trading-ideas" target="_blank" rel="noopener" data-google-interstitial="false">많은 투자자들이 선호하는 주식들</a>의 전망을 조사한 결과를 바탕으로, 다음과 같이 주요 뉴스 몇 가지를 요약했다.
다우, S&amp;P 500 그리고 나스닥이 각각 3.7%, 2.9% 및 2.5% 상승하며 모두 몇 주 만에 가장 강력한 상승폭을 기록했다.
12월 인플레이션 보고서에서 2.9% 상승과 <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/43003047/stocks-rise-on-core-inflation-slowdown-banks-rally-after-strong-q4-earnings-treasury-yields-plummet" target="_blank" rel="noopener" data-google-interstitial="false">완화된 핵심 인플레이션</a>이 발표되어 올해 연준 금리 인하에 대한 낙관론을 불러일으켰다. 주요 은행들이 뛰어난 실적을 발표하면서 금융 주식이 6% 급등했으며, 골드만삭스는 11% 상승하여 기록적인 최고가를 기록했다.
한편, 비트코인(CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>)이 100,000달러를 넘어서며 암호화폐 친화적인 정책에 대한 기대감이 커졌다. 이는 <a href="https://www.benzinga.com/markets/cryptocurrency/25/01/43068335/wall-street-rallies-as-inflation-fears-recede-banks-smash-earnings-bitcoin-reclaims-100000-this-week-in-the-markets">트럼프 행정부</a>의 출범과 관련이 있다.
벤징가는 투자자들이 가장 선호하는 주식들에 대한 일일 보고서를 제공한다. 지난주 가장 긍정적(bullish)이고 부정적(bearish)인 포스트 몇 가지를 다시 살펴보겠다.
<h3 class="wp-block-heading">긍정적인 소식들</h3>
"<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/43036902/tesla-stock-valuation-analyst-flags-long-term-growth-opportunities-robotaxis-fsd">테슬라 주식 &#8216;가치 평가가 이미 충분하다&#8217;: 애널리스트가 로보택시와 FSD를 통한 장기 성장 기회를 강조하다</a>"라는 제목의 기사에서 Chris Katje는 테슬라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)에 대해 완전 자율주행(FSD) 기술이 발전함에 따라 로보택시에서 2027년 매출이 1억 1,500만 달러에 이를 것으로 예측하는 골드만삭스 애널리스트의 통찰력을 다루었다.
"<a href="https://kr.benzinga.com/crypto/dogecoin/%EB%8F%84%EC%A7%80%EC%BD%94%EC%9D%B8-%ED%8A%B8%EB%9F%BC%ED%94%84-%EC%B7%A8%EC%9E%84-%ED%9B%84-%EC%82%AC%EC%83%81-%EC%B5%9C%EA%B3%A0%EC%B9%98-%EB%8F%8C%ED%8C%8C%ED%95%A0%EA%B9%8C/" target="_blank" rel="noopener">도지코인, 트럼프 취임 후 사상 최고가 갱신할까? 인플루언서가 &#8216;패턴이 거의 동일하다&#8217;고 말하다</a>"라는 제목의 기사에서는 Aniket Verma가 도지코인(CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/doge/usd">DOGE</a>)이 2021년 취임 후 랠리를 재현할 수 있다는 추측을 다루었다. 한 인플루언서는 역사적 패턴이 반복된다면 DOGE가 0.73달러로 두 배 상승할 수 있다고 주장했다.
"<a href="https://www.benzinga.com/analyst-ratings/initiation/25/01/43010706/doge-fears-for-defense-contractors-lockheed-martin-northrop-grumman-overblown-analyst-says">DOGE, 방산업체 록히드 마틴과 노스롭 그루먼 우려 &#8216;과장됐다&#8217;고 애널리스트는 말하다</a>"라는 제목의 기사에서는 Erica Kollmann은 한 애널리스트가 록히드 마틴(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>)과 노스롭 그루먼(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOC#NYSE">NOC</a>)에 매수 등급과 목표 주가를 각각 579달러와 544달러로 설정하며, 도널드 트럼프의 정부 효율부 제안과 관련된 우려는 과장되었다고 일축했다고 보도했다.
추가적인 긍정적 의견들은 다음과 같다:
<a href="https://www.benzinga.com/25/01/42948649/goldman-sachs-warns-of-90-oil-risk-trump-may-not-ease-sanctions-once-he-takes-office">골드만삭스, 유가 90달러 경고: &#8216;트럼프, 취임 후 제재 완화 안할 듯&#8217;</a>
<a href="https://kr.benzinga.com/news/usa/stocks/%E7%BE%8E-%EB%8C%80%EC%84%A0-%EC%9D%B4%ED%9B%84-%EB%AF%BC%EA%B0%84-%EA%B5%90%EB%8F%84%EC%86%8C-%EC%BD%94%EC%96%B4%EC%8B%9C%EB%B9%85%EA%B3%BC-%EC%A7%80%EC%98%A4-%EA%B7%B8%EB%A3%B9%EC%9D%98-%EC%A3%BC/" target="_blank" rel="noopener">코어시빅, 지오 그룹, 선거일 이후 두 자릿수 상승: 왜 트럼프가 민간 교도소 주식을 부양하는가</a>
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/43035566/taiwan-semiconductor-projects-ai-revenue-to-double-in-2025-highlights-advanced-packaging-as-growth-driver-analyst">대만 반도체, AI 매출 2025년 두 배 증가 예상: 고급 패키징을 성장 동력으로 강조</a>
<h3>부정적인 소식들</h3>
"<a href="https://kr.benzinga.com/news/usa/stocks/%EB%A9%94%ED%83%80%EC%9D%98-%EC%BD%98%ED%85%90%EC%B8%A0-%EC%A4%91%EC%9E%AC-%EC%A0%95%EC%B1%85-%EB%B3%80%EA%B2%BD%EC%97%90-%EA%B4%91%EA%B3%A0%EC%A3%BC%EB%93%A4-%EC%9A%B0%EB%A0%A4/" target="_blank" rel="noopener">메타의 콘텐츠 조정 변화가 광고주들을 불안하게 하다: 저커버그가 트럼프와 머스크에 동조하다</a>"라는 제목의 기사에서 Anusuya Lahiri는 메타 플랫폼스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)가 일론 머스크의 X에 영감을 받은 &#8220;표현의 자유&#8221; 콘텐츠 조정 스타일을 채택하여 광고주들의 유해한 콘텐츠에 대한 우려를 불러일으켰다고 보도했다.
"<a href="https://www.benzinga.com/trading-ideas/short-ideas/25/01/43037214/drone-maker-red-cat-set-to-be-blown-out-of-the-sky-short-seller-claims-management-set-almost-impossible-expectations">드론 제작사 레드 캣 &#8216;하늘에서 날아갈 위기&#8217;: 공매도 투자자가 경영진이 &#8216;거의 불가능한&#8217; 기대치를 설정했다고 주장하다</a>"라는 제목의 기사에서 Adam Eckert는 케리스데일 캐피털(Kerrisdale Capital)이 레드 캣 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RCAT#NASDAQ">RCAT</a>)에 공매도 포지션을 취하며, 이 회사의 가치는 미군 SRR 드론 계약에 대한 비현실적인 기대치로 부풀려졌다고 주장했다.
"<a href="https://www.benzinga.com/25/01/42986042/apple-sees-market-share-decline-in-2024-as-chinese-smartphone-brands-surge-globally-idc">애플, 2024년 시장 점유율 감소 전망: IDC에 따르면 중국 스마트폰 브랜드가 전 세계적으로 급증하다</a>"라는 제목의 기사에서 Anusuya Lahiri는 애플(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)이 샤오미(OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACF#OTC">XIACF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACY#OTC">XIACY</a>)와 같은 중국 경쟁자들에게 글로벌 시장 점유율을 잃고 있다고 보도하였다. 이는 2024년에 스마트폰 출하량이 6.4% 증가하면서 발생한 일이다.
더 많은 부정적인 소식은 다음과 같다:
<a href="https://www.benzinga.com/25/01/42970112/nvidia-order-delays-and-ai-sanctions-threaten-global-sales-offer-growth-opportunity-for-us-tech-giants">미국 반도체 제재는 엔비디아에 문제를 일으키지만, 빅테크에는 기회를 제공할 수 있다</a>
<a href="https://www.benzinga.com/government/regulations/25/01/43017875/southwest-airlines-is-sued-by-department-of-transportation-over-chronically-delayed-flights">사우스웨스트 항공, &#8216;지연이 만성적&#8217;인 비행편으로 교통부에 고소당하다</a>
<a href="https://kr.benzinga.com/news/usa/stocks/%EC%95%84%EC%84%9C-%ED%97%A4%EC%9D%B4%EC%A6%88-%EB%A7%88%EC%9D%B4%ED%81%AC%EB%A1%9C%EC%8A%A4%ED%8A%B8%EB%A0%88%ED%8B%B0%EC%A7%80-%EB%B9%84%ED%8A%B8%EC%BD%94%EC%9D%B8-%EB%B3%80%EB%8F%99%EC%84%B1/" target="_blank" rel="noopener">마이클 세일러의 마이크로스트레티지는 비트코인 변동성이 떨어지면 어려움을 겪을 것이다, 아서 헤이즈가 말하다 &#8211; 나는 MSTR을 전혀 거래하지 않을 것이다</a>
 
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인터내셔널 데이터 코퍼레이션(International Data Corp: IDC)는 2024년 4분기 <a href="https://www.benzinga.com/topic/smartphones" target="_blank" rel="noopener">전 세계 스마트폰 출하량</a>이 2.4% 증가한 3억 3,170만 대를 기록했다는 예비 데이터를 발표했다.
이는 6개 분기 연속 출하량 성장이며, 지난 2년간의 감소세 이후 2024년은 6.4% 성장과 12억 4천만 대의 출하량으로 한 해를 마감했다.
<a href="//www.idc.com/getdoc.jsp?containerId=prUS53072325"" target="_blank" rel="noopener">IDC의 애널리스트</a>인 나빌라 포팔(Nabila Popal)은 공급업체들이 프로모션에 집중하고, 다양한 가격대의 디바이스를 출시하고, 무이자 할부 프로그램을 제공하고, 공격적으로 디바이스를 거래하여 프리미엄화를 촉진했으며, 특히 중국과 신흥 시장에서 저가형 디바이스를 강화함으로써 성장을 촉진하기 위한 전략을 성공적으로 조정했다고 언급했다.
포팔은 2025년의 지속적인 성장에 대해 낙관적인 전망을 내놓으면서도 업계에 불확실성을 촉발한 도널드 트럼프 행정부의 관세 위협을 지적했다.
IDC는 2025년에도 교체 주기가 계속 길어지고, 억눌린 수요가 충족됨에 따라 시장이 더딘 속도로 성장할 것으로 예상한다.
애플(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)과 삼성전자(OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>)는 4분기 및 한 해 동안 상위 1, 2위 자리를 유지했지만, 두 회사 모두 전년 대비 하락세를 보였고 올해에는 저렴한 디바이스, 빠른 확장, 중국 내 개발에 주력하며 전체 시장을 주도한 중국 업체들에게 시장 점유율을 빼앗겼다.
한편 샤오미(OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACF#OTC">XIACF</a>)(OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACY#OTC">XIACY</a>)는 상위 5개 업체 중 가장 높은 전년 대비 성장률을 기록하며 분기 및 연간 3위를 차지했다. 트랜션(Transsion)은 4위를 차지했지만 분기별로는 비보(Vivo), 연간으로는 오포(Oppo)와 동률을 기록했다.
프란시스코 제로니모(Francisco Jeronimo)는 4분기에 괄목할 만한 성과를 거둔 업체로 샤오미, 오포, 비보, 아너(Honor), 화웨이(Huawei), 레노보(Lenovo), 리얼미(Realme), 트랜션, TCL, ZTE를 꼽았다. 이들 업체는 분기 사상 최대 출하량을 기록하며 전 세계 스마트폰 출하량의 56%를 차지했다.
제로니모는 이들 브랜드의 핵심 시장은 여전히 중국과 아시아지만, 중저가 디바이스 덕분에 유럽과 아프리카에서 입지를 넓혀가고 있다고 언급했다. 화웨이는 하이엔드 및 프리미엄 부문에서 대부분의 출하량을 기록하며 차별화되고 있다.
또한 이번 주에 카운터포인트(Counterpoint)는 2024년에 애플 인텔리전스 기능이 없는 아이폰이 중국에서 인기를 얻지 못하면서, 국내 업체들에게 자리를 내주었다고 <a href="https://www.benzinga.com/markets/emerging-markets/25/01/42951487/apples-iphone-market-share-declines-in-china-huawei-and-xiaomi-gain-momentum-in-2024-counterpoint" target="_blank" rel="noopener">지적했다</a>.
카운터포인트에 따르면 2024년 전 세계 스마트폰 판매량은 유럽, 중국, 라틴 아메리카를 중심으로 4% 성장했다.
카운터포인트는 AI 기능을 갖춘 스마트폰이 중급 기기의 표준이 될 것으로 예상한다. 카운터포인트는 2028년까지 250달러 이상 스마트폰의 90%가 생성형 AI를 지원할 것으로 예상한다.
지난 12개월 동안 애플 주가는 28% 급등했다. 투자자들은 iShares Global Tech ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IXN#NYSE">IXN</a>)와 Fidelity MSCI Information Technology Index ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FTEC#NYSE">FTEC</a>)를 통해 애플 주식에 노출될 수 있다.
주가 움직임: 애플 주가는 화요일 0.48% 하락한 233.28달러에 마감했다.
이 기사도 읽어보세요: <a href="https://kr.benzinga.com/news/usa/stocks/2025%EB%85%84-%EB%B0%98%EB%8F%84%EC%B2%B4-%EC%8B%9C%EC%9E%A5%EC%9D%98-%EB%9E%A0%EB%A6%AC-%ED%99%95%EB%8C%80-%EC%A0%84%EB%A7%9D-%EC%B6%94%EC%B2%9C-%EC%A2%85%EB%AA%A9%EA%B3%BC-%ED%94%BC%ED%95%B4/" target="_blank" rel="noopener">2025년 반도체 시장의 랠리 확대 전망: 추천 종목과 피해야 할 종목은?</a>
사진 제공: 애플
Benzinga Pro의 독점 뉴스 및 도구로 수익률을 높이세요.
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

중국이 스마트폰과 기타 전자기기를 포함한 소비 보조금을 확대하고 있다.
무슨 일이 있었나: 현재 가전제품과 차량을 포함하는 국가 차원에서의 보상 프로그램이 이제 휴대폰, 태블릿 그리고 스마트워치와 같은 개인 기기로 확장된다.
중국의 최고 경제 계획 기관 관계자들은 금요일 브리핑에서 이러한 확대를 발표했다고 블룸버그가 <a href="https://www.bloomberg.com/news/articles/2025-01-03/china-to-subsidize-smartphone-purchases-in-bid-to-lift-spending" target="_blank" rel="noopener">보도</a>했다.
이 보조금은 세계 최대 스마트폰 시장을 활성화할 것으로 예상되며, 화웨이 테크놀로지스 및 샤오미(OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACF#OTC">XIACF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACY#OTC">XIACY</a>)와 같은 브랜드 그리고 알리바바 그룹 홀딩(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) 및 JD닷컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>)과 같은 플랫폼들에 혜택을 줄 것이다.
참고: <a href="https://www.benzinga.com/24/12/42716915/porn-on-spotify-users-discover-explicit-content-hidden-in-search-results-sparking-outrage-over-moderation-loopholes?itm_source=parsely-api">스포티파이 사용자가 검색 결과에 숨겨진 성인 콘텐츠를 발견하여 검열 허점에 대한 분노를 불러일으킴</a>
이 이니셔티브는 소비를 촉진하고 잠재적인 새로운 <a href="https://www.benzinga.com/news/24/11/41737933/trump-tariff-proposed-may-cost-americans-78b-in-spending-study">미국의 중국산 수출품 관세</a>에 대응하기 위한 중국의 전략의 일환이다.
2024년 말 여러 지방에서 자체 보상 프로그램을 시작했지만, 전국적인 노력이 더 큰 영향을 미칠 것으로 예상다. 이번 프로그램 확대에 대한 자세한 계획은 곧 발표될 예정이다.
모든 최신 기술 개발 소식을 이메일로 받아보려면 <a href="https://bztechtrends.beehiiv.com/subscribe">Benzinga Tech Trends 뉴스레터</a>를 구독하세요.
왜 중요한가: 화웨이는 이미 애플(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)의 <a href="https://www.benzinga.com/media/25/01/42759147/apple-discounts-iphone-16-prices-in-china-by-up-to-68-5-as-it-battles-huaweis-resurgence-in-the-country">시장 점유율을 빼앗고</a> 있다. 아이폰은 화웨이의 차세대 메이트(Mate) 시리즈와 치열한 경쟁을 벌이고 있다.
7월에 보도된 바에 따르면, 애플의 순위가 <a href="https://www.benzinga.com/markets/equities/24/07/39954971/apple-drops-from-3rd-to-6th-in-china-amid-intensifying-competition-huawei-shipments-surge-41-in-">중국 시장에서</a> 3위에서 6위로 떨어졌다. 같은 기간 동안 화웨이는 전년 대비 41% 증가했다.
3분기에는 이 기술 대기업의 중국 내 스마트폰 판매가 전년 대비 0.3% 감소하여 시장 점유율이 15.6%에 불과했다. 한편, 화웨이는 놀라운 <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/12/42721523/apples-chinese-rival-huawei-slashes-prices-for-new-year-boost-should-tim-cook-led-company-be-worried-heres-what-analysts-are-saying-about-aapl-stock">42% 성장</a>을 기록하며 15.3%의 시장 점유율로 올라섰다.
현재 쿠퍼티노는 중국에서 아이폰 16 모델에 대해 최대 500위안(약 $68.50)의 할인 혜택을 제공하고 있다. 프로모션 기간은 1월 4일부터 1월 7일까지이다.

Benzinga의 소비자 기술 관련 보도를 더 보려면 <a href="https://www.benzinga.com/topic/consumer-tech">이 링크를 따라가세요</a>.
다음 읽어볼 것:
<ul>
<li><a href="https://www.benzinga.com/tech/24/12/42739523/apple-amazon-samsung-and-nintendo-what-tech-marvels-are-these-giants-cooking-in-2025?itm_source=parsely-api">애플, 아마존, 삼성전자 그리고 닌텐도: 이 거대 기업들이 2025년에 어떤 기술적 경이로움을 선보일까요?</a></li>
</ul>
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<article>최신 기술에 대한 매력적인 할인으로 유명한 블랙 프라이데이는 항상 쇼핑객이 기대하는 할인 혜택을 제공하지 못할 수도 있다. KnownHost의 최근 연구에 따르면 이러한 <a href="https://www.benzinga.com/news/retail-sales/24/11/42220200/black-friday-discounts-too-good-to-be-true-survey-shows-only-42-of-sales-are-authentic" target="_blank" rel="noreferrer noopener">&#8220;딜&#8221;의 거의 3분의 1이 실제 비용 절감이 아닌 것</a>으로 나타났다.
실적
HP(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPQ#NYSE">HPQ</a>)는 4분기 주당 93센트의 실적을 발표하였으며, 이는 애널리스트의 컨센서스 추정치와 일치했다. 분기 매출은 140억 5천만 달러로 애널리스트의 <a href="https://kr.benzinga.com/news/usa/stocks/hp-4%EB%B6%84%EA%B8%B0-%EC%8B%A4%EC%A0%81-%EB%B0%8F-%EC%95%BD%EC%84%B8-%EC%A0%84%EB%A7%9D-%EB%B0%9C%ED%91%9C-%EC%9D%B4%ED%9B%84-%EC%8B%9C%EA%B0%84%EC%99%B8-7-%EC%9D%B4%EC%83%81-%ED%95%98%EB%9D%BD/" target="_blank" rel="noopener">컨센서스 추정치</a>인 139억 9천만 달러를 초과했다.
델 테크놀로지스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>)는 3분기 주당 2.15달러의 실적을 발표하였으며, 이는 애널리스트의 컨센서스 추정치인 2.05달러를 초과했습니다. 분기 매출은 243억 7천만 달러로, <a href="https://kr.benzinga.com/news/usa/stocks/%EB%8D%B8-%ED%85%8C%ED%81%AC%EB%86%80%EB%A1%9C%EC%A7%80%EC%8A%A4%EC%9D%98-3%EB%B6%84%EA%B8%B0-%EB%A7%A4%EC%B6%9C%EC%9D%B4-%EC%98%88%EC%83%81%EC%9D%84-%ED%95%98%ED%9A%8C-%EC%A3%BC%EA%B0%80%EB%8A%94/" target="_blank" rel="noopener">컨센서스 추정치</a>인 246억 5천만 달러를 밑돌았다.
게임
소니 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>)은 12월 PS 플러스 게임으로 &#8216;잇 테익스 투(It Takes Two),&#8217; &#8216;에일리언: 다크 디센트(Aliens: Dark Descent)&#8217; 및 &#8216;템템(TemTem)&#8217;을 발표하였으며, <a href="https://www.benzinga.com/24/11/42222962/ps-plus-december-lineup-new-games-exclusive-trials-30th-anniversary-surprises" target="_blank" rel="noreferrer noopener">12월 3일부터 1월 6일까지 이용 가능</a>하다.
소니는 듀얼센스 엣지(DualSense Edge) 컨트롤러, 펄스 엘리트(Pulse Elite) 무선 헤드폰 및 펄스익스플로어 <a href="https://www.benzinga.com/general/gaming/24/11/42172580/black-playstation-accessories-may-appear-ahead-of-holiday-season-dealabs" target="_blank" rel="noreferrer noopener">무선 이어폰</a>의 블랙 버전을 소개할 준비를 하고 있다고 한다.
유비소프트 몬트리올(Ubisoft Montreal)은 알테라(Alterra)라는 코드명으로 소셜 시뮬레이션 게임을 개발 중이며, 닌텐도 ADR(OTCPK:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/ntdoy" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for NTDOY">NTDOY</a>)의 동물의 숲(Animal Crossing)과 마이크로소프트(NASDAQ:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/msft" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for MSFT">MSFT</a>)의 마인크래프트(Minecraft)에서 영감을 받은 요소가 혼합되어 있다.
닌텐도는 젤다의 전설 팬들 사이에서 가장 오랜 논쟁 중 하나를 해결하며 &#8216;지혜의 투영(Echoes of Wisdom)&#8217;이 <a href="https://www.benzinga.com/24/11/42195150/nintendo-confirms-where-echoes-of-wisdom-falls-in-the-zelda-timeline" target="_blank" rel="noreferrer noopener">프랜차이즈의 복잡한 타임라인</a>에서 어디에 해당하는지 확인했다.
액티비전(Activision)은 자사의 리코셰(Ricochet) 방지 팀이 &#8216;콜 오브 듀티: 블랙 옵스 6&#8217; <a href="https://www.benzinga.com/general/gaming/24/11/42198567/19000-bans-and-counting-but-players-say-cheating-still-dominates-call-of-duty-black-ops-6" target="_blank" rel="noreferrer noopener">랭크 플레이에서 19,000 계정을 금지했다</a>고 발표했다.
CD 프로젝트 SA(OTC:<a class="ticker" href="https://www.benzinga.com/stock/OTGLY#OTC">OTGLY</a>)는 새로운 위쳐 3부작의 첫 번째 작품인 프로젝트 폴라리스(Project Polaris)가 <a href="https://www.benzinga.com/general/gaming/24/11/42199470/project-polaris-hits-full-scale-production-whats-next-for-the-witcher-and-cd-projekt" target="_blank" rel="noreferrer noopener">사전 제작에서 본격적인 제작으로 전환</a>했다고 발표했다.
기술
미국 정부는 인텔(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>)의 <a href="https://www.benzinga.com/markets/24/11/42185698/qualcomms-interest-in-taking-over-intel-wanes-due-to-complexities-involved-report" target="_blank" rel="noreferrer noopener">85억 달러 연방 칩 보조금</a>을 줄일 계획이라고 한다.
러시아에 연계된 해킹 그룹 롬콤(RomCom)은 모질라 파이어폭스와 마이크로소프트의 윈도우의 취약점을 이용하여 사용자를 <a href="https://www.benzinga.com/24/11/42208148/russian-hackers-launch-widespread-cyber-assault-using-firefox-and-windows-zero-days-what-you-need-to-know-about-the-romcom-exploit" target="_blank" rel="noreferrer noopener">유럽과 북미 전역에서 공격</a>했다.
텔레그램은 2024년 상반기 동안 5억 2천 5백만 달러의 매출을 기록하며 강력한 암호화폐 보유 실적으로 상당한 재무 성장을 보고했다. 이는 CEO인 파벨 두로프의 <a href="https://www.benzinga.com/24/11/42180964/telegrams-crypto-boom-shields-business-amid-founder-pavel-durovs-legal-troubles-revenue-soars-to-525m-in-2024" target="_blank" rel="noreferrer noopener">법적 문제에도 불구하고</a> 발생한 일이다.
스마트폰
애플(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)은 소프트웨어 업데이트 접근 방식을 변경할 계획이라고 보도되었다. 이 기술 대기업은 <a href="https://www.benzinga.com/24/11/42183616/apple-could-delay-key-ios-19-features-plans-shifting-to-staggered-rollouts-with-2026-siri-overhaul-and-more" target="_blank" rel="noreferrer noopener">모든 기능을 연간 iOS 릴리스에 묶는 대신</a> 새로운 기능을 단계적으로 롤아웃하는 방향을 선택하는 것으로 보인다.
애플은 2024년 블랙 프라이데이 프로모션을 발표하였다. 이 프로모션은 11월 29일부터 12월 2일까지 진행되며, 고객이 적격 제품을 구매하면 <a href="https://www.benzinga.com/24/11/42155932/apple-black-friday-2024-get-up-to-200-in-gift-cards-on-iphones-macs-airpods-and-more-heres-everything-you-need-to-know" target="_blank" rel="noreferrer noopener">직접 할인 대신 기프트 카드를 제공</a>한다.
샤오미(OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACF#OTC">XIACF</a>)는 향후 스마트폰을 위한 자체 모바일 프로세서를 출시할 예정이며, 이는 퀄컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) <a href="https://www.benzinga.com/tech/24/11/42190353/xiaomi-set-to-challenge-qualcomm-mediatek-as-it-ventures-into-chipmaking-once-again" target="_blank" rel="noreferrer noopener">및 미디어텍</a>(OTC:<a class="ticker" href="https://www.benzinga.com/stock/MDTKF#OTC">MDTKF</a>)에 대한 의존도를 줄이기 위한 것이다.
중국의 화웨이 테크놀로지스는 내년부터 스마트폰과 <a href="https://www.benzinga.com/media/24/11/42207001/apples-premium-phone-reign-in-china-meets-challenger-in-huaweis-mate-70-as-new-smartphone-breaks-free-from-googles-grip" target="_blank" rel="noreferrer noopener">태블릿에서</a> 구글의 안드로이드를 자사 개발 운영체제로 교체할 것이다.
일론 머스크
일론 머스크가 이끄는 스페이스X는 연방 통신 위원회(FCC)로부터 스타링크 직접 연결(Starlink Direct-to-Cell) 서비스에 대한 상용 라이선스를 획득했다. 이는 <a href="https://www.benzinga.com/general/space/24/11/42208569/spacexs-starlink-direct-to-cell-service-gets-commercial-license-from-fcc-heres-what-it-means" target="_blank" rel="noreferrer noopener">위성 기반 모바일 연결성</a>의 범위를 확장하는 데 중요한 단계이다.
일론 머스크의 회사인 뉴럴링크(Neuralink)는 혁신적인 뇌 임플란트 기술과 로봇 팔을 포함한 새로운 타당성 시험을 시작할 예정이다. 이 시험은 뉴럴링크의 <a href="https://www.benzinga.com/tech/24/11/42181583/elon-musks-neuralink-to-launch-new-feasibility-trial-with-brain-implant-and-robotic-arm" target="_blank" rel="noreferrer noopener">무선 뇌-컴퓨터 인터페이스와 수술 로봇</a>의 안전성과 효과성을 탐색하는 것을 목표로 한다.
인공지능(AI)
테슬라와 스페이스X의 CEO인 일론 머스크는 그의 인공지능 스타트업인 xAI가 <a href="https://www.benzinga.com/general/gaming/24/11/42229052/elon-musks-xai-plans-to-make-games-great-again-with-ai-driven-game-studio-can-his-vision-reshape-a-gaming-industry-dominated-by-large-corporations" target="_blank" rel="noreferrer noopener">AI 기반 게임 스튜디오를 시작할 것이라고</a> 발표했다.
챗GPT 제작사인 오픈AI의 미출시된 소라(Sora) 텍스트-비디오 AI 모델이 베타 테스터 그룹에 의해 <a href="https://www.benzinga.com/24/11/42206104/openais-sora-video-model-leak-exposes-deep-rift-with-artists-unpaid-rd-pr-puppets-and-content-approval-fury-what-you-need-to-know" target="_blank" rel="noreferrer noopener">유출</a>되었다. 이는 아티스트에 대한 처리 방침을 항의하는 사건이다.
세일즈포스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>)의 CEO인 마크 베니오프는 <a href="https://www.benzinga.com/24/11/42156373/marc-benioff-warns-were-near-the-upper-limits-of-llms-the-future-of-ai-lies-in-autonomous-agents-not-bots-like-chatgpt" target="_blank" rel="noreferrer noopener">오픈AI의 챗GPT</a><a href="https://www.benzinga.com/24/11/42156373/marc-benioff-warns-were-near-the-upper-limits-of-llms-the-future-of-ai-lies-in-autonomous-agents-not-bots-like-chatgpt" target="_blank" rel="noreferrer noopener">와 같은</a> 대규모 언어 모델(LLM)의 &#8216;상한&#8217;에 세계가 도달하고 있다고 경고했다.
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소비자 기술 뉴스 (11월 25일-29): 소니가 12월 PS 플러스 게임 공개, 애플 블랙 프라이데이 등

애플(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)은 국내 플레이어들이 입지를 굳히면서 중국의 중요한 시장에서 활력을 잃고 있다. 해당 국가에서 애플 인텔리전스(Apple Intelligence) 기능의 가용성에 대한 불확실성은 추가적인 악재이다.
이 아이폰 제조사의 중국 시장 점유율은 2024년 <a href="https://www.benzinga.com/markets/equities/24/07/39954971/apple-drops-from-3rd-to-6th-in-china-amid-intensifying-competition-huawei-shipments-surge-41-in-" target="_blank" rel="noreferrer noopener">2분기</a>에 3위에서 6위로 하락했다. 카날리스(Canalys)에 따르면, 애플의 시장 점유율은 14%로, 전년 대비 2bp(베이시스 포인트) 하락했다.
추가 읽기: <a href="https://www.benzinga.com/government/24/09/40748185/chinas-markets-still-manage-to-get-nvidia-ai-chips-via-smuggling-report" target="_blank" rel="noreferrer noopener">중국 시장은 여전히 밀수를 통해 엔비디아 AI 칩을 확보하고 있습니다: 보도</a>
중국의 스마트폰 출하량은 2분기에 7천만 대 이상으로 전년 대비 10% 증가했다. 비보(Vivo)는 1위로 부상하여 19%의 시장 점유율을 차지했으며, <a href="https://www.canalys.com/newsroom/china-smartphone-market-Q2-2024" target="_blank" rel="noreferrer noopener">1,310만 대를 출하</a>했고, 이는 전년 대비 15% 증가한 수치이다. 이는 오프라인 채널의 견고한 성과와 중국 전자상거래 축제 기간 동안의 강력한 온라인 판매에 힘입은 덕분이다.
오포(OPPO)는 1,130만 대를 출하하여 16%의 시장 점유율로 2위를 유지했다. 아너(HONOR)는 1,070만 대를 출하하여 15%의 시장 점유율로 3위를 차지했으며, 이는 전년 대비 4% 성장한 것이다.
화웨이 테크놀로지스는 전년 동기 대비 41% 성장한 1,060만 대의 출하량을 바탕으로 15%의 시장 점유율로 4위를 차지했다. 샤오미(OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACF#OTC">XIACF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACY#OTC">XIACY</a>)는 전년 대비 17% 증가한 1,000만 대의 출하량에 힘입어 시장 점유율 14%로 5위를 차지했다.
카날리스는 현지 브랜드들의 성공을 오프라인 채널 개선을 바탕으로 한 초기의 대폭적인 할인 및 프로모션에 기인했다.
카날리스는 현지 브랜드들이 생성형 인공 지능(AI)을 통합하여 중국 프리미엄 스마트폰 시장을 계속 공략하고 있으며 지역 공급망과의 긴밀한 협력이 상당한 이점이라고 지적했다.
카날리스는 또한 애플이 적절한 재고 수준을 유지하고 소매 가격을 통제하며 채널 파트너의 마진을 유지하는 데 어려움을 겪고 있다고 지적했다.
화웨이의 $2,800 메이트(Mate) XT 트리폴드 폰은 <a href="https://www.benzinga.com/government/24/09/40793314/huawei-targets-iphones-premium-market-with-2-800-foldable-mate-xt-launch-report" target="_blank" rel="noreferrer noopener">9월 20일 출시</a>로 아이폰 16 모델의 출시와 겹친다. 애플의 아이폰 16 프로 맥스는 $1,199부터 시작하며, 일반 아이폰 16은 $799이다.
인터내셔널 데이터 코퍼레이션(IDC)은 전 세계 스마트폰 출하량이 <a href="https://www.benzinga.com/news/24/08/40600289/apples-market-share-poised-to-gain-genai-and-iphone-16-lead-the-way-idc" target="_blank" rel="noreferrer noopener">2024년 12억 3천만 대로 5.8% 증가할 것</a>으로 예상하며, 이는 생성형 AI가 중요한 촉매제가 될 것이라고 밝혔다.
그러나 중국 내 경쟁 심화로 인해 안드로이드 성장이 애플 iOS를 앞지를 것으로 예상된다. IDC에 따르면 애플의 성공은 중국에서 현지 AI 파트너십을 구축하는 능력에 달려 있다.
카운터포인트 리서치(Counterpoint Research)의 수석 분석가 이반 램(Ivan Lam)은 <a href="https://www.scmp.com/tech/big-tech/article/3277043/iphone-16s-lack-apple-intelligence-china-leaves-market-open-rivals-huawei" target="_blank" rel="noreferrer noopener">SCMP에</a> 화웨이 및 기타 중국 브랜드가 견인력을 얻으면서 프리미엄 부문에서 아이폰 시장 점유율이 하락할 가능성이 높다고 말했다.
SCMP는 카날리스의 분석가 루카스 종(Lucas Zhong)을 인용하여 애플이 아직 중국에서의 AI 통합 계획을 공개하지 않았으며 이로 인해 AI 구현 경쟁에서 불리해질 수 있다고 말했다. 그러나 램은 아이폰 업그레이드에 대한 억눌린 수요가 여전히 중국에서의 판매를 증가시킬 수 있다고 지적했다.
가격 동향: 애플 주가는 수요일 1.12% 상승한 $222.56에 마감했다.
이미지 출처: Shutterstock
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중국은 애플의 시장을 잠식: 이 스마트폰 제조업체의 아시아 경쟁자들과의 순위는?

세계가 실리콘밸리에 집중하는 동안, 한 투자 전략가는 중국의 <a href="https://www.benzinga.com/topic/artificial-intelligence" target="_blank" rel="noopener" data-google-interstitial="false">인공 지능(AI) 분야에서</a>의 대담한 움직임에 주목하고 있다.
무슨 일이 (What Happened): 크레인셰어스(KraneShares)의 수석 투자 전략가인 데릭 얀(Derek Yan)은 벤징가(Benzinga)와 중국의 거대 인터넷 기업들이 어떻게 대규모 AI 도입을 위한 기반을 마련하고 있는지에 대해 이야기했다.
미국 투자자들은 KraneShares Hang Seng TECH Index ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KTEC#NYSE">KTEC</a>)와 같은 ETF를 통해 중국 AI 기회에 접근할 수 있다. 이 ETF는 홍콩의 30대 기술 기업들을 추적하며, 클라우드, 전자상거래 및 핀테크와 같은 고성장 혁신 분야에 대한 노출을 제공한다. 주식당 8% 상한이 있는 시가총액 가중 방식이다.
이 ETF의 주요 보유 종목으로는 알리바바 그룹 홀딩(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>)(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABAF#NYSE">BABAF</a>), 메이투안(OTCPK:<a href="https://www.benzinga.com/quote/MPNGF" target="_blank" rel="noopener">MPNGF</a>), 텐센트 홀당스(OTCPK: <a href="https://www.benzinga.com/quote/TCEHY" target="_blank" rel="noopener">TCEHY</a>), 징동닷컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>), 샤오미(OTCPK:<a href="https://www.benzinga.com/quote/XIACF">XIACF</a>), 콰이쇼우 테크놀로지(OTCPK:<a href="https://www.benzinga.com/quote/KUASF" target="_blank" rel="noopener">KUASF</a>)가 포함다.
중국 기업들이 선두를 달리고 있는 한 가지 방법은 자체 모델을 훈련시키거나 오픈 소스 모델을 사용하는 것이다. 특히 엔터테인먼트, 마케팅 그리고 헬스케어와 같은 산업에서 그렇다고 얀이 말했다.
10억 명이 넘는 인터넷 사용자들로부터 수집된 방대한 데이터는 대규모 언어 모델(LLM)을 훈련할 때 기업들에게 유리하다고 그는 덧붙였다.
&#8220;중국의 인터넷 기업들은 새로운 기술을 상용화하는 데 성공한 경험이 있다&#8221;고 말하며, 얀은 이러한 거대 기업들이 성장하게 만든 모바일 기술 붐을 예로 들었다.
또한 읽기: <a href="https://www.benzinga.com/news/24/07/39702149/china-dominates-global-generative-ai-adoption-as-local-startups-face-fierce-competition-from-the-lik">중국은 글로벌 생성 AI 채택을 지배하며, 현지 스타트업들은 알리바바와 바이두와 같은 기업들의 치열한 경쟁에 직면</a>
중요한 이유 (Why It Matters): 중국의 채택 속도는 인상적이라고 이 전략가가 말했다.
&#8220;중국 소비자들은 새로운 기술을 전 세계 동료들보다 빠르게 채택하는 경향이 있다&#8221;고 말하며, 얀은 이 민첩성이 AI가 얼마나 빠르게 통합되고 있는지에 잘 나타난다고 덧붙였다. 예를 들어 콰이쇼우와 같은 회사들은 이미 성공을 거두고 있으며, 그들의 AI 모델 클링(Kling)은 오픈AI의 소라(Sora)와 경쟁하고 있다.
2025년까지 우리는 큰 중국 기업들이 AI를 대규모로 채택하는 것을 보게 될 것이라고 얀이 말했다.
생성형 AI가 중국의 비즈니스 환경을 변화시킬 준비가 되어 있으며, 이는 인터넷 기업들의 실적에 큰 성장을 가져올 수 있다고 그가말했다.
AI 도구들이 고객 경험과 비용 효율성을 개선하고 있기 때문에, 중국이 단순히 뒤처지고 있는 것이 아니라 미래로 도약할 준비를 하고 있는 것이 분명하다.
다음 읽기: 
<ul>
<li><a href="https://www.benzinga.com/government/24/09/40748185/chinas-markets-still-manage-to-get-nvidia-ai-chips-via-smuggling-report">중국 시장은 여전히 밀수로 엔비디아 AI 칩을 확보합니다: 보도</a></li>
</ul>
이미지: Shutterstock
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독점: 중국의 AI - 잠자는 거인이 깨어난다? 크레인셰어스 전략가, 우리가 주목해야 할 이유

샤오미(OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACY#OTC">XIACY</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACF#OTC">XIACF</a>)는 3월 분기 매출이 27% 증가한 755억 1천만 위안을 기록했다고 발표했다.
해당 분기 총 이익은 45.2% 증가한 168억 2천만 위안을 기록했고, 영업 이익은 37.6% 감소한 37억 위안을 기록했다.
2024년 1분기 회사의 글로벌 스마트폰 출하량은 전년 동기 대비 33.7% 증가한 4,060만 대에 이르렀다.
3월 전 세계 월간 활성 사용자(MAU)는 6억 5,810만 명에 이르렀고, 샤오미의 AIoT 플랫폼에 연결된 IoT 장치(스마트폰, 태블릿, 노트북 제외)의 수는 전년 대비 27.2% 증가한 7억 8,610만 명으로 증가했다.
블룸버그에 따르면 이 회사는 올해 SU7 전기 자동차 120,000대를 납품하는 것을 목표로 하며, 경쟁사들과 경쟁하려는 모델에 대한 목표를 높였다고 <a href="https://www.bloomberg.com/news/articles/2024-05-23/xiaomi-s-sales-grow-fastest-in-two-years-on-smartphone-recovery?srnd=technology-vp&amp;sref=TBDibEcD" target="_blank" rel="noreferrer noopener">블룸버그</a>가 보도했다.. 이 회사는 3월 말에 SU7을 공개했으며 <a href="https://www.benzinga.com/markets/asia/24/05/38838737/chinese-ev-greenhorn-xiaomi-has-already-delivered-its-10-000th-ev-within-2-months-of-launch" target="_blank" rel="noreferrer noopener">처음에는 100,000대 이상의 배송</a>을 예상했다.
4월말까지 SU7 시리즈 주문량은 9만대에 육박했다. 이 보도는 또한 이 회사가 6월에 10,000대의 SU7을 출하하여 처음 43일 동안의 판매량에 맞춰 잠재적으로 <a href="https://www.benzinga.com/markets/asia/24/05/38838737/chinese-ev-greenhorn-xiaomi-has-already-delivered-its-10-000th-ev-within-2-months-of-launch" target="_blank" rel="noreferrer noopener">연간 목표인 120,000대</a>를 달성할 계획이라고 밝혔다.
샤오미 매출의 60% 이상이 스마트폰에서 나오고 있지만, 국내 시장의 부진한 수요로 인해 이 회사는 다각화하고 있다.
3월 분기 순이익이 42억 위안으로 1% 감소했음에도 불구하고 모바일 시장은 점진적인 회복 조짐을 보이고 있다.
샤오미의 글로벌 스마트폰 출하량은 전년 동기 대비 33.7% 증가했다. 이로 인해 경쟁업체인 삼성전자(OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>)와 애플(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)와의 격차가 줄어들었다고 이 보도는 시장 조사 IDC를 인용했다.
블룸버그 인텔리전스의 분석가들에 따르면 EV 사업은 2024년 이 회사 매출의 중간에서 높은 한 자릿수 비율을 기여할 수 있다.
이 보도에 따르면 샤오미는 2024년 말까지 46개 도시에 걸쳐 219개 판매 매장 네트워크를 구축해 도달 범위와 시장 입지를 강화할 계획이다.
주식 움직임: 목요일 마지막 확인 시간 기준, 미국에 상장된 샤오미(XIACY)의 주가는 2.13% 하락한 11.97달러에 마감했다.
면책 성명: AI 도구의 도움을 받아 일부 컨텐츠가 제작되었으며, Benzinga 편집자들이 검토한 내용으로 게시된 컨텐츠입니다.

Earnings

샤오미: 1분기 매출 27% 상승, 글로벌 스마트폰 출하량 급증에도 순이익 감소로 주가 하락

중국 스마트폰 제조업체 샤오미(OTC:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/xiacf" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for XIACF">XIACF</a>)의 첫 번째 전기차 <a href="https://www.benzinga.com/news/24/03/38000440/xiaomis-su7-sedan-aims-to-challenge-teslas-model-s-with-price-lower-than-entry-level-model-3">판매가</a> 기대치를 3~5배 초과한 것으로 알려졌다.
어떤 일이 있었나 (What Happened): 로이터에 따르면 회사 최고경영자(CEO) 레이쥔(Lei Jun)은 중국의 틱톡(TikTok)에 해당하는 두인(Douyin)의 라이브 스트림에서 예상치 못한 매출 수치를 공개했다고 한다.
지난 달 출시된 SU7는 시작 가격이 215,900 위안(약 29,829 달러)로, 중국에서는 심지어 테슬라 모델 3보다도 낮다. 프로(Pro) 및 맥스(Max)와 같은 더 비싼 변형 모델은 각각 245,900 위안(33,973 달러) 및 299,900 위안(41,434 달러)에서 시작된다. 샤오미는 지난 달 말 주문을 받기 시작한 지 반 시간도 채 되지 않아 5만 건 이상의 주문을 받았으며, 이미 차량의 일부 버전을 배송하기 시작했다.
라이브 스트림에서 CEO는 또한 샤오미가 오프로드 차량을 건설할 계획이 없으며 주로 SU7에 중점을 둘 것이라고 로이터가 덧붙였다.
레이준 CEO는 라이브 방송에서 또한 샤오미가 오프로드 차량을 만들 계획이 없으며 주로 SU7에 초점을 맞출 것이라고 밝혔다고 로이터가 덧붙였다.
왜 중요한가 (Why It Matters): SU7 출시 이후 지커(Zeekr)와 같은 중국의 소규모 업체들은 시장 점유율을 지키기 위해 차량 가격을 <a href="https://www.benzinga.com/markets/asia/24/04/38141148/chinas-newest-ev-entrant-ignites-another-fierce-price-war-even-small-fry-feel-the-heat" target="_blank" rel="noopener">인하</a>했다.
&#8220;샤오미의 자동차가 공식적으로 데뷔하고, 스마트 자동차의 진정한 혁명이 공식적으로 시작되었다. 중국에서는 반드시 테슬라와 같은 위대한 회사가 탄생할 것&#8221;이라고 CEO인 레이쥔이 이달 초 창립자 에디션 자동차 인도식에서 <a href="https://www.benzinga.com/markets/asia/24/04/38064533/xiaomi-ceo-predicts-tesla-like-success-as-chinese-ev-debutants-1st-electric-offering-zooms-off-the-l">밝혔다</a>고 한다.
벤징카의 미래 모빌리티 컨텐츠를 확인하려면 <a href="https://www.benzinga.com/topic/mobility" target="_blank" rel="noopener">여기</a>를 클릭하세요.
자세히 읽기: <a href="https://www.benzinga.com/news/24/04/38309742/laid-off-by-tesla-heres-what-you-get-and-cant-do-with-their-severance-offer">테슬라가 해고했나요? 퇴직금 제안으로 얻을 수 있는 것(할 수 없는 것)은 다음과 같다</a>
면책 조항 이 콘텐츠는 부분적으로 <a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>의 도움을 받아 제작되었으며 Benzinga 편집자의 심의를 거쳐 게재되었습니다.

Retail Sales

중국의 EV 경쟁자인 샤오미의 예산형 '테슬라 킬러'가 예상 판매량을 3-5배 초과

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