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07-30

$东方甄选(01797)$ 铁老师该退了

2023-09-28

这篇文章不错，转发给大家看看

@美股解毒师:科技权重股回调，抄底要抄哪只？

2020-07-13

$微美全息(WIMI)$怎么不能做空？

去老虎APP查看更多动态

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MSFTQ2业绩前可谓是AI预期最高的时候，因此微软无论是财报当日，还是财报以来的表现都是交差的，原因很简单，市场“抢跑”了，提前在上半年加入了太多预期。虽然微软的年初以来表现是大科技里最差的，但也是最稳定的票，因为在2022年去年乃至2021年回调的时候，也是相对波动较小的。微软不是胜在涨幅，而是稳定。 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> GOOGQ2以来谷歌的表现是最好的，也是","text":"进入10月，投资者年底业绩冲刺正式开始。由于10月也将开启Q3财报季，从目前来看，整体趋势还是乐观，重点应该放在对Q4以及2024年的预期上。近期债收益率不断走高，也不断压制美股，但是市场对11月加息预期也在走低之，目前虽是未知数，但继续加息对美国经济的影响肯定会进一步增强，这也会让美联储承压。大科技公司的回调，往往也是价值投资者思考重新配置仓位的时候。我们总结了Q2业绩以来，7只权重科技股的表现：其中GOOG、AMZN、META在Q2财报当日大涨，财报日前一天至今变动，仅GOOG涨幅在5%以上，META基本持平，其余基本回撤了10%以上。对它们的预期如下：AAPLQ2业绩之后当日的跌幅是算大的，虽然业绩降降让投资者满意（硬件一般、软件惊喜），但属于典型的预期太高后的落空。市场此前盼望有实在的AI产品落地，但并没有，终究还是对苹果缺席AI盛宴深表遗憾。9月的新品发布会又被市场完全猜中，再次走了一波“创意不足”的低开剧本。叠加当下的iPhone15销售普通，唯一好的Pro MAX缺又供给不足。此外，“苹果税”一直被诟病，可能是一个影藏的雷。这种预期下，苹果自然也需要一定程度的避险。当然。当股价回调到一定水平，仍然还是会迎来抄底资金。 $苹果(AAPL)$ MSFTQ2业绩前可谓是AI预期最高的时候，因此微软无论是财报当日，还是财报以来的表现都是交差的，原因很简单，市场“抢跑”了，提前在上半年加入了太多预期。虽然微软的年初以来表现是大科技里最差的，但也是最稳定的票，因为在2022年去年乃至2021年回调的时候，也是相对波动较小的。微软不是胜在涨幅，而是稳定。 $微软(MSFT)$ GOOGQ2以来谷歌的表现是最好的，也是","images":[{"img":"https://static.tigerbbs.com/89cd55732dcba9839a7b75f9fcd3f60a","width":"1429","height":"732"},{"img":"https://static.tigerbbs.com/c1961baaf056402d0ccf773560a61311","width":"1380","height":"331"},{"img":"https://static.tigerbbs.com/84b2a52c7915fadb7c15576e93086c0d","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/224324414652528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943529292,"gmtCreate":1594653031216,"gmtModify":1704206220945,"author":{"id":"3506504874155404","authorId":"3506504874155404","name":"zusheng","avatar":"https://static.tigerbbs.com/c6e61e192e3a5a6f4db745e0fef24025","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3506504874155404","idStr":"3506504874155404"},"themes":[],"htmlText":"<a 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MSFTQ2业绩前可谓是AI预期最高的时候，因此微软无论是财报当日，还是财报以来的表现都是交差的，原因很简单，市场“抢跑”了，提前在上半年加入了太多预期。虽然微软的年初以来表现是大科技里最差的，但也是最稳定的票，因为在2022年去年乃至2021年回调的时候，也是相对波动较小的。微软不是胜在涨幅，而是稳定。 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> GOOGQ2以来谷歌的表现是最好的，也是","text":"进入10月，投资者年底业绩冲刺正式开始。由于10月也将开启Q3财报季，从目前来看，整体趋势还是乐观，重点应该放在对Q4以及2024年的预期上。近期债收益率不断走高，也不断压制美股，但是市场对11月加息预期也在走低之，目前虽是未知数，但继续加息对美国经济的影响肯定会进一步增强，这也会让美联储承压。大科技公司的回调，往往也是价值投资者思考重新配置仓位的时候。我们总结了Q2业绩以来，7只权重科技股的表现：其中GOOG、AMZN、META在Q2财报当日大涨，财报日前一天至今变动，仅GOOG涨幅在5%以上，META基本持平，其余基本回撤了10%以上。对它们的预期如下：AAPLQ2业绩之后当日的跌幅是算大的，虽然业绩降降让投资者满意（硬件一般、软件惊喜），但属于典型的预期太高后的落空。市场此前盼望有实在的AI产品落地，但并没有，终究还是对苹果缺席AI盛宴深表遗憾。9月的新品发布会又被市场完全猜中，再次走了一波“创意不足”的低开剧本。叠加当下的iPhone15销售普通，唯一好的Pro MAX缺又供给不足。此外，“苹果税”一直被诟病，可能是一个影藏的雷。这种预期下，苹果自然也需要一定程度的避险。当然。当股价回调到一定水平，仍然还是会迎来抄底资金。 $苹果(AAPL)$ MSFTQ2业绩前可谓是AI预期最高的时候，因此微软无论是财报当日，还是财报以来的表现都是交差的，原因很简单，市场“抢跑”了，提前在上半年加入了太多预期。虽然微软的年初以来表现是大科技里最差的，但也是最稳定的票，因为在2022年去年乃至2021年回调的时候，也是相对波动较小的。微软不是胜在涨幅，而是稳定。 $微软(MSFT)$ GOOGQ2以来谷歌的表现是最好的，也是","images":[{"img":"https://static.tigerbbs.com/89cd55732dcba9839a7b75f9fcd3f60a","width":"1429","height":"732"},{"img":"https://static.tigerbbs.com/c1961baaf056402d0ccf773560a61311","width":"1380","height":"331"},{"img":"https://static.tigerbbs.com/84b2a52c7915fadb7c15576e93086c0d","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/224324414652528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943529292,"gmtCreate":1594653031216,"gmtModify":1704206220945,"author":{"id":"3506504874155404","authorId":"3506504874155404","name":"zusheng","avatar":"https://static.tigerbbs.com/c6e61e192e3a5a6f4db745e0fef24025","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3506504874155404","authorIdStr":"3506504874155404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>怎么不能做空？","listText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>怎么不能做空？","text":"$微美全息(WIMI)$怎么不能做空？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/943529292","isVote":1,"tweetType":1,"viewCount":1510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}