#税改#,#耶伦#,#利率#,#财报#,#MLM#YouTube:游戏小股民BILI频道:一盆大葱老虎:大家一起来炒股消息历史上六次加税耶奶:得涨利率,去防止大规模基建带来的经济过热。“It may be that interest rates will have to rise somewhat to make sure that our economy doesn’t overheat,”"not predicting or recommending" rate hikes. not concerned about inflation.5.3万亿,还有4万亿在路上。制造业指数不及预期60 vs 65,M 64.7。财报:周一:CHGG,CAR,周二:RACE(法拉利),LPX,VMC,CRSR,MLM,ATVI,LYFT,TMUS,Z,PFE,CVS周三:GM,SPWR,ALB,UBER,ETSY,PYPL,TRMB,PETQ,BKNG,ADT周四:W,MRNA,FVRR,MGA,EXPI,SQ,DBX,BYND,ROKU,PTON,PGNY,EB,AMC周五:CVE,CCJ,DKNG,网络,医疗,基建,汽车,游戏MLM大超预期。100%。保持指引,未包括基建福利。VMC超预期。50%。小幅提高指引。CRSR大超预期。80%。提高指引,10%。XLNX小超预期。15%。被AMD收购,没有指引。TMUS大超。70%。不及同期。和Sprint合并,用户暴增80%。提高指引。RACE大超。指引保持不变。2022年翻倍变2023年。(33%-34%(38%)、3.5B-4.3B(5))•中长期COST$好市多(COST)$ T
#MSFT#, #AMD#, #BILI#YouTube:游戏小股民BILI频道:一盆大葱老虎:大家一起来炒股NVAX忘记说了。因为疫情再度爆发的原因得到更多关注。消息SP500 与公司加税与gdp更相关going back to 1945, the S&P 500 has averaged a 10% gain during years in which the U.S. corporate tax rate was below 35% compared to the 10.3% gain posted during years when the tax rate was 50% or higher.关注周二:UPS,RTX,TXN,V,GOOG,SBUX,MSFT,AMD,LAIX,PINS,周三:SONY,SHOP,GRMN,UMC,DISCA,AAPL,FB,MGM,QCOM,F,LOGI,TDOC,BA周四:IP,NVCR,TMO,MCD,CAT,RCL,WSC,NIO,AMZN,X,FSLR,ACA,STM,MRK周五:CVX,XOMFAAMG,电动车,半导体,运输,军火,基建,光伏,石油,生物医疗,网络SONY-28号预期19.455m,Y21%。0.43,Y377.8%上季度23.8m2.88MSFTEPS of $1.95 (0.17); GAAP EPS of $2.03 (0.26).收入$41.71B (+19.1% Y/Y) beats by $860M.指引:$43.6-44.5B,vs$42.94B consensus.50,50%TSLA指引,年均销量增长50%,今年稍微多。80万,100万。50万-75。丰田,奥迪。•中长期AMDAMD•中长期AMD短期 买:BILI 6月,NVAX吕超凡,SONY 7