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异动盘点1212 |内房股早盘普涨,消费概念股多数走高;美股太空概念股再起升势,甲骨文大跌10.83%
贝塔投资智库· 2025-12-12 04:02
Group 1 - Xuan Bamboo Bio-B (02575) surged over 22.09% after announcing that its innovative drug Xuan Yue Ning was included in the national basic medical insurance drug list [1] - Zhaoyan New Drug (06127) rose over 13.4% as the price of crab-eating macaques exceeded 100,000 yuan, with reports indicating a supply shortage and prices reaching 120,000 to 130,000 yuan [1] - Domestic property stocks saw a broad increase, with Rongxin China (03301) up 5.26%, Shimao Group (00813) up 1.45%, and others, following the Central Economic Work Conference that outlined key tasks for the economy next year [1] Group 2 - Haidilao (06862) increased over 2.5% as it announced the internal testing phase for its first large-scale hot pot restaurant in Guangzhou [1] - Sutech Juchuang (02498) rose over 6.26% ahead of the International Consumer Electronics Show (CES) scheduled for January 6-9, 2026, in Las Vegas [1] - Consumer concept stocks mostly advanced, with notable increases in Jiumaojiu (09922) by 3.61% and others, following the Central Economic Work Conference emphasizing domestic demand [2] Group 3 - Yituo Co., Ltd. (00038) surged over 8%, with a cumulative increase of over 20% in three trading days, as Goldman Sachs highlighted its favorable position in China's agricultural modernization [2] - Jin Jie Holdings (03918) fell nearly 2% amid ongoing border conflicts between Cambodia and Thailand, prompting safety advisories for Chinese citizens [2] - Smoore International (06969) dropped nearly 3% after British American Tobacco (BTI.US) provided a weak earnings outlook due to regulatory pressures in the U.S. e-cigarette market [2] Group 4 - Zijin Mining (02899) rose over 3% following remarks at the 2025 China International Gold Market Annual Conference about new opportunities for the gold industry in the Hainan Free Trade Port [3][4] - Lumexa Imaging (LMRI.US) debuted on the U.S. stock market with an opening increase of over 1.6%, providing outpatient imaging services across 13 states [5] - Rare earth stocks strengthened, with Perpetua Resources (PPTA.US) up 13.42% after announcing a partnership to enhance domestic mineral processing capabilities [5] Group 5 - Bitcoin-related stocks showed mixed results as Bitcoin fell below 90,000 yuan, with Coinbase (COIN.US) down 2.21% and others experiencing slight changes [6] - Space-related stocks surged, with Planet Labs PBC (PL.US) up 35.01% after reporting a 33% year-over-year revenue increase [7] - Disney (DIS.US) saw a 2.42% increase after announcing a $1 billion investment in OpenAI, allowing the use of its IP for AI-generated video content [7]
Tracking the Top-Performing Russell 2000 Stocks Against the Zacks Rank
ZACKS· 2025-12-12 02:26
Core Viewpoint - The Russell 2000 index is positioned to potentially be the second-best-performing index in the U.S. stock exchanges as 2025 approaches, driven by a significant shift towards small-cap stocks due to the Federal Reserve's easing cycle [1]. Interest Rate Impact - The Federal Reserve has reduced the benchmark federal funds rate by 25 basis points, bringing it to a range of 3.5-3.75%, down from a high of 5.25-5.5% in 2023 during a tightening cycle aimed at controlling post-pandemic inflation [2]. Small Business Financing - Lower interest rates are favorable for small businesses, particularly as the period from mid-December to early March is historically strong for the Russell 2000 due to tax-loss harvesting and increased investor risk appetite at the start of the new year [3]. Top Performers in Russell 2000 - **Celcuity (CELC)**: - Stock Price: $100 - YTD Return: +695% - Market Cap: $4.71 billion - The company focuses on cellular analysis and precision oncology, experiencing significant stock price increases due to breakthrough clinical trials [5][6]. - **Better Home & Finance (BETR)**: - Stock Price: $48 - YTD Return: +442% - Market Cap: $794.72 million - Operates as an AI-powered mortgage lender and fintech company, with projected annual sales growth of over 50% this year and 67% next year [9][12]. - **Cogent Biosciences (COGT)**: - Stock Price: $40 - YTD Return: +413% - Market Cap: $5.58 billion - Focused on precision therapies for genetically defined diseases, with strong clinical progress on its lead drug, bezuclastinib [13][14]. Earnings Projections - Celcuity is expected to report a loss of -$3.86 per share in FY25 and -$4.05 in FY26, despite positive EPS revisions [8]. - Better Home's EPS revisions for FY25 and FY26 have slightly decreased, indicating potential short-term momentum loss [12]. - Cogent is projected to have a narrower adjusted loss of -$1.77 per share in FY26, with modestly higher EPS revisions in the last 60 days [14]. Investment Considerations - The strong performance of the Russell 2000 suggests that these top-performing stocks may be worth monitoring, although better buying opportunities may arise in the future [16].
Eric Jackson Names Nextdoor Stock His New '100-Bagger'
Benzinga· 2025-12-11 17:20
Eric Jackson, the architect behind the massive retail rally in Opendoor Technologies, Inc. (NASDAQ:OPEN) , has identified his next high-conviction “100-bagger” candidate as Nextdoor Holdings, Inc. (NYSE:NXDR) .NXDR stock is climbing. See the chart and price action here. Jackson lit a fire in the stock on Wednesday when he declared Nextdoor “the most mispriced Agentic-AI platform of the 2020s.” The recommendation immediately sent shares soaring, much like the previous “meme stock” rallies Jackson inspired in ...
美股异动 Nextdoor Holdings(NXDR.US)盘前续涨近19% Eric Jackson称其为2020年代最具低估性的代理型AI平台
Jin Rong Jie· 2025-12-11 15:21
本文源自:智通财经网 智通财经获悉,继周三大涨25%后,周四Nextdoor Holdings(NXDR.US)盘前续涨近19%,现报3.01美 元。消息面上,此前,曾推动Opendoor Technologies(OPEN.US)和Better Home & Finance(BETR.US)等散 户爆炒股大涨的幕后推手——Eric Jackson在社交媒体发帖称"NEXTDOOR: 2020年代最具低估性的代理 型AI平台。潜在多S曲线重新评级的王朝蓝图。每个周期,总有一些平台多年被误解……直到某一刻彻 底改变一切。今日Nextdoor约2美元的价格感觉就是那样的时刻之一……" ...
美股异动 | Nextdoor Holdings(NXDR.US)盘前续涨近19% Eric ...
Xin Lang Cai Jing· 2025-12-11 14:42
来源:智通财经网 继周三大涨25%后,周四Nextdoor Holdings(NXDR.US)盘前续涨近19%,现报3.01美元。消息面上,此 前,曾推动Opendoor Technologies(OPEN.US)和Better Home & Finance(BETR.US)等散户爆炒股大涨的幕 后推手——Eric Jackson在社交媒体发帖称"NEXTDOOR: 2020年代最具低估性的代理型AI平台。潜在多 S曲线重新评级的王朝蓝图。每个周期,总有一些平台多年被误解……直到某一刻彻底改变一切。今日 Nextdoor约2美元的价格感觉就是那样的时刻之一……" ...
Nextdoor Holdings(NXDR.US)盘前续涨近19% Eric Jackson称其为2020年代最具低估性的代理型AI平台
Zhi Tong Cai Jing· 2025-12-11 14:34
继周三大涨25%后,周四Nextdoor Holdings(NXDR.US)盘前续涨近19%,现报3.01美元。消息面上,此 前,曾推动Opendoor Technologies(OPEN.US)和Better Home&Finance(BETR.US)等散户爆炒股大涨的幕 后推手——Eric Jackson在社交媒体发帖称"NEXTDOOR:2020年代最具低估性的代理型AI平台。潜在多S 曲线重新评级的王朝蓝图。每个周期,总有一些平台多年被误解……直到某一刻彻底改变一切。今日 Nextdoor约2美元的价格感觉就是那样的时刻之一……" ...
美股异动 | Nextdoor Holdings(NXDR.US)盘前续涨近19% Eric Jackson称其为2020年代最具低估性的代理型AI平台
智通财经网· 2025-12-11 14:30
Core Viewpoint - Nextdoor Holdings (NXDR.US) has experienced significant stock price increases, with a 25% rise followed by an additional nearly 19% increase, driven by positive sentiment from influential figures in the investment community [1] Group 1: Stock Performance - Following a 25% surge on Wednesday, Nextdoor Holdings saw a pre-market increase of nearly 19%, bringing its current price to $3.01 [1] - The stock's price movement indicates strong market interest and potential investor confidence in the company's future [1] Group 2: Influential Commentary - Eric Jackson, known for influencing retail stock movements, described Nextdoor as "the most undervalued agent-like AI platform of the 2020s" [1] - Jackson's commentary suggests that Nextdoor may be on the verge of a significant revaluation, likening its current price of around $2 to a pivotal moment in its growth trajectory [1]
Eric Jackson Could Make Nextdoor the Next Big Meme Stock. Should You Chase the Rally Here?
Yahoo Finance· 2025-12-10 21:46
Core Viewpoint - Nextdoor (NXDR) stock experienced a significant surge of up to 45% after Eric Jackson labeled it as "the most mispriced Agentic-AI platform of the 2020s," indicating strong market interest and potential undervaluation [1][3]. Group 1: Stock Performance - At its peak, Nextdoor stock reached a new year-to-date high but later retraced some gains, currently trading around $2.53 [2]. - Jackson's analysis suggests that NXDR could be valued at $11 based on a 14.6x sales multiple, with a long-term potential of $374 if AI-driven revenue streams develop as anticipated [4]. Group 2: User Base and Monetization - Nextdoor boasts approximately 100 million real users, which Jackson claims is an asset that cannot be easily replicated [3]. - Despite a large user base, Nextdoor has struggled with monetization, as its advertising revenue growth has not kept pace with competitors like Reddit and Meta Platforms [5]. Group 3: Operational Improvements and Challenges - Operational enhancements, such as increased revenue per employee and reduced spam alerts, support upward revisions of estimates for Nextdoor [4]. - However, the company's focus on localized engagement limits scalability compared to global social networks, and muted cash flow generation raises concerns about potential dilution risks if capital raises are needed [6]. Group 4: Market Sentiment - The relative strength index for Nextdoor currently sits at approximately 79, suggesting that the upward momentum may be nearing exhaustion [7].
This Hedge Fund Founder Helped Fuel Opendoor's Meme Rally. His Next Target Is Nextdoor
Investopedia· 2025-12-10 20:40
Core Insights - Nextdoor shares experienced a nearly 50% increase to about $3, driven by bullish comments from hedge fund founder Eric Jackson on social media, bringing the stock back into positive territory for the year [1][6] - Jackson described Nextdoor as "The Most Mispriced Agentic-AI Platform of the 2020s," suggesting significant growth potential due to its unique combination of identity, trust, proximity, and AI [2] - Nextdoor, which went public via a SPAC merger in 2001, has reported rising revenues but continues to struggle with profitability [3] Significance - The volatility in Nextdoor's stock price may reflect ongoing uncertainty about its business model if the recent momentum does not sustain [4] - Jackson noted that some platforms remain misunderstood for years until a pivotal moment reframes their value, indicating that Nextdoor's current valuation around $2 could be such a moment [4] - Jackson's previous bullish comments on companies like Opendoor Technologies and Better Home & Finance have led to significant stock price increases, with Opendoor up approximately 370% and Better Home & Finance soaring 460% in 2025 [4]
The Hedge Fund Manager Who Called Opendoor's 10X Move Thinks This Micro-Cap Could Be the Next 100X Stock
The Motley Fool· 2025-12-10 17:35
Eric Jackson just revealed his next big investment idea in a series of social media posts.Hedge fund manager Eric Jackson just revealed his newest home-run investment opportunity, and many people are paying attention. It's not hard to see why -- Jackson is widely credited with calling the 100x move in Carvana (CVNA +1.51%) a few years ago, and the more recent 10x move in real estate technology platform Opendoor (OPEN 2.38%).Jackson's next 100x investment idea is...I won't keep you in suspense. In a lengthy ...