最大的利空

2019-05-02

最大的利空就是没有预期了，财报季结束了，这季度财报最大的特点就是没有一个超预期增长的，市场风向已经有初期的太悲观引发的修复，转到了这种历史难见的低增长的危险预期。低增长的滞胀可能真正成立了，重演过去的经历。想想这期没有一个超预期利好的，唯一的Facebook，增长25%也算利好？真心不知道市场垃圾到什么地步？其他的那就是一地鸡毛了。亚马逊，奈飞很一般，twlo也一般，我觉得真正利好的就微软。谷歌可能要惨一段了，广告业务放缓。预示着经济商业活动的放缓，这是经济预期在变弱。变盘了要。$Facebook(FB)$ $Netflix, Inc.(NFLX)$ $谷歌(GOOG)$

我对这事儿有想法

抛出一个观点、一种看法，虽然不一定对，也想听听虎友怎么看！

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

美股圈种草
2019-05-02
美股圈种草
目前很不好说，看盘面走势，日线这两三天有一定高位出货的迹象，但是周线还很好看。机构持仓者看完了这期财报，可能要开始高位震荡一小段时间跑路了。两周内日线再有个四五天增量下跌我就也跑路。
麦麦卢
2019-05-08
麦麦卢
Google这种体型的公司，指望40/50的增长，更别提他所在的市场规模。
三戒贪嗔痴
2019-05-02
三戒贪嗔痴
在国人眼里美国经济就没好过，呵呵了
Claire1988
2019-05-02
Claire1988
太片面了

发表看法

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