276045399
2021-08-03
[微笑]
@小虎周报:
7月科技股季报后表现小结:仍不逊色
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src=\"https://static.tigerbbs.com/5996e1803bbfccf12f54f7a238e4d55c\" tg-width=\"-1\" tg-height=\"-1\">在这之外,22家季报后交易日下跌,平均跌幅为3.3%,不过这里面也仅有3家盈利逊于预期。<img src=\"https://static.tigerbbs.com/3003f16a1d1a3b3e8d61a87cb3b1fe35\" tg-width=\"-1\" tg-height=\"-1\"><b>二、大型科技股年初至今表现仍不逊色</b></p> <p>尽管季报后涨跌不一,但如果从全年来看,在今年成长与价值交错对抗、流动性若即若离的年份,大型成长股整体表现仍不逊色,甚至在年内流动性脆弱的阶段,体现了一定的防御性。(年初至今,<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> +10%,<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> +54%,<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a> 30%+)</p> <p>我们认为这和成长性是分不开的,一般来讲,收入能不能持续高速增长,毛利率能不能保持稳定扩张,是衡量成长股是否具备投资价值最直接的财务指标,也是必要条件,前者体现的是公司市场份额扩张的能力,后者反应的是公司的产品的竞争力,议价权,在市场机制下,大型科技企业往往正好具备这两点。<a href=\"https://laohu8.com/S/XLK\">$高科技指数ETF-SPDR(XLK)$</a> <a href=\"https://laohu8.com/S/QQQ\">$纳指ETF(QQQ)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <img src=\"https://static.tigerbbs.com/044d2a0e18f799de710d2b384b219dd5\" tg-width=\"-1\" tg-height=\"-1\"></p></body></html>","htmlText":"<html><head></head><body><p><b>一、Q3科技季报后表现</b></p> <p>我们选取标普500成分里面的信息技术、通讯服务这两个科技类的行业作为样本来观察,七月以来已有42家公司公布业绩,这里面有20家季报后交易日上涨,平均涨幅为3.9%,值得一提的是这些季报后上涨的公司里面,盈利全部超出预期;<img src=\"https://static.tigerbbs.com/5996e1803bbfccf12f54f7a238e4d55c\" tg-width=\"-1\" tg-height=\"-1\">在这之外,22家季报后交易日下跌,平均跌幅为3.3%,不过这里面也仅有3家盈利逊于预期。<img src=\"https://static.tigerbbs.com/3003f16a1d1a3b3e8d61a87cb3b1fe35\" tg-width=\"-1\" tg-height=\"-1\"><b>二、大型科技股年初至今表现仍不逊色</b></p> <p>尽管季报后涨跌不一,但如果从全年来看,在今年成长与价值交错对抗、流动性若即若离的年份,大型成长股整体表现仍不逊色,甚至在年内流动性脆弱的阶段,体现了一定的防御性。(年初至今,<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> +10%,<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> +54%,<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a> 30%+)</p> <p>我们认为这和成长性是分不开的,一般来讲,收入能不能持续高速增长,毛利率能不能保持稳定扩张,是衡量成长股是否具备投资价值最直接的财务指标,也是必要条件,前者体现的是公司市场份额扩张的能力,后者反应的是公司的产品的竞争力,议价权,在市场机制下,大型科技企业往往正好具备这两点。<a href=\"https://laohu8.com/S/XLK\">$高科技指数ETF-SPDR(XLK)$</a> <a href=\"https://laohu8.com/S/QQQ\">$纳指ETF(QQQ)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <img src=\"https://static.tigerbbs.com/044d2a0e18f799de710d2b384b219dd5\" tg-width=\"-1\" tg-height=\"-1\"></p></body></html>","text":"一、Q3科技季报后表现 我们选取标普500成分里面的信息技术、通讯服务这两个科技类的行业作为样本来观察,七月以来已有42家公司公布业绩,这里面有20家季报后交易日上涨,平均涨幅为3.9%,值得一提的是这些季报后上涨的公司里面,盈利全部超出预期;在这之外,22家季报后交易日下跌,平均跌幅为3.3%,不过这里面也仅有3家盈利逊于预期。二、大型科技股年初至今表现仍不逊色 尽管季报后涨跌不一,但如果从全年来看,在今年成长与价值交错对抗、流动性若即若离的年份,大型成长股整体表现仍不逊色,甚至在年内流动性脆弱的阶段,体现了一定的防御性。(年初至今,$苹果(AAPL)$ +10%,$谷歌(GOOG)$ +54%,$Facebook(FB)$ 30%+) 我们认为这和成长性是分不开的,一般来讲,收入能不能持续高速增长,毛利率能不能保持稳定扩张,是衡量成长股是否具备投资价值最直接的财务指标,也是必要条件,前者体现的是公司市场份额扩张的能力,后者反应的是公司的产品的竞争力,议价权,在市场机制下,大型科技企业往往正好具备这两点。$高科技指数ETF-SPDR(XLK)$ $纳指ETF(QQQ)$ 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