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道琼斯指数
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iPhone 8
道琼斯指数
纳斯达克综合指数
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iPhone 8
纳斯达克综合指数
标普500指数
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iPhone 8
标普500指数
恒生指数
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iPhone 8
恒生指数
富时新加坡海峡指数
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iPhone 8
富时新加坡海峡指数
标普/澳交所200指数
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iPhone 8
标普/澳交所200指数
1.46万
躺平躺到地狱了
·
2024-01-27
本周芯片股带崩了半导体指数拖累了纳指,NQ100期指周五收盘破5日均线,超短空头趋势,警惕指数继续回落风险,强支撑位10日均线--NQ100期指1月26日(周五)复盘和(下周)走势预判
下周走势预判(1月29日-2月2日):压力位:前高17793.5点(1.65%);支撑位:10日均17309点。 下周一走势预判:压力位:周五高点17632点;支撑位:前低17466点。强支撑位:10日均17309点。 躺观大盘(NQ100期指): 一、消息面:多空交织,空方短线占优。 美股收盘:标普、纳指终结五连涨 道指连创历史新高 英特尔创逾两年最大跌幅。美联储青睐的指标显示通胀降温——美国核心PCE物价指数12月同比增长超预期放缓至2.9%,创2021年3月以来增速新低。同时,受薪资强劲增长推动,12月调整后实际个人消费者支出(PCE)连续两个月环比增长0.7%,创近一年来最大连月增幅。美联储青睐的核心通胀指标降至3%以下。美国12月成屋签约销售创三年多来最大增幅。欧元区通胀正缓慢逼近2%,但着陆料会不稳。耶伦称重返低利率时代尚无定论,释放转向信号 二、技术面: 1、均线 超短:5日均下,超短空头趋势; 短期:20日均上,20均走平,短期多头趋势。 中期:5周均上,20周均上,20周均向上,中期多头趋势。周涨跌幅:0.24%,周线3连阳。 长期:5月均上,20月均上,20月均向上,长期多头趋势。23年12月涨跌幅:6.59%。2023年涨跌幅:53.92%(东财小型纳指当月连续) 2、macd:日线周线月线金叉共振。 3、美十年期国债收益率期指:20均上,多头趋势。 4、Vix:20均粘合,振荡趋势。 5、周期:从14140.25点数浪,看似周5浪上涨第3周。 6、神奇9转(日线低9作用大):日线:高7,周线:无,月线:无。 三、走势分析(盘中11:00左右变盘点): (一)行情回顾:NQ100期指时间1月25日周四下午17:00期指开盘后沿5时均线振荡阴跌,创出17466点后急速反弹,盘前上20时均至55时均。美股开盘后急跌回踩20时均获得支撑后,快速上行,再受55
本周芯片股带崩了半导体指数拖累了纳指,NQ100期指周五收盘破5日均线,超短空头趋势,警惕指数继续回落风险,强支撑位10日均线--NQ100期指1月26日(周五)复盘和(下周)走势预判
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不离亦不弃:
👏 突如其来的复盘,点燃了我对股市的热爱!
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1.06万
么么哒121
·
2024-01-27
$特斯拉(TSLA)$
1利空出尽,财报也出来了,经历了停产,财报,一系列的利空,没什么坏消息了, 2.后面累计皮卡高毛利订单大量交付,会有一个好成绩,押注布局第一季度的财报 3主要大量的180的空单也要大量买入止盈平仓,掉头开始了,现在就是多空心理博弈的时候,明显买入做多赢面大 做空风险更高。
$特斯拉(TSLA)$ 1利空出尽,财报也出来了,经历了停产,财报,一系列的利空,没什么坏消息了, 2.后面累计皮卡高毛利订单大量交付,会有一个好成绩,押...
精彩
艋胛:
别太乐观了,感觉一季度也不会太高,震荡吧不看涨也不看跌,如果大盘跌估计探160
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5
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1.50万
窝轮女神Fifi
·
2024-01-27
【财报解读】Visa第一财季调整后每股收益高于预期
$Visa(V)$
第一财季调整后每股收益2.41美元,分析师预期2.34美元;第一财季净营收86亿美元,分析师预期85.7亿美元;第一财季支付交易量3.28万亿美元,分析师预期3.28万亿美元。 目前公司估值30.87,高于行业均值22.67。 本季度资产负债率略有下降,为56.53%。 以下是我对本季财报的详细要点梳理与解读,供大家参考。 Visa在第一财季的业绩表现表明公司整体处于强劲状态,主要体现在一下五个方面: (一)每股收益表现: 调整后每股收益为2.41美元,超过分析师预期的2.34美元,这表明公司在盈利能力方面表现良好。 (二)净营收情况: 第一财季净营收达到86亿美元,略高于分析师预期的85.7亿美元,反映了公司在业务收入方面的健康增长。 (三)支付交易量: 公司第一财季支付交易量为3.28万亿美元,与分析师预期持平,显示了Visa在处理支付交易方面的稳定性和高效性。 (四)估值水平: 公司的估值水平为30.87,相对于行业均值22.67较高,这反映了市场对Visa强劲业绩的高度认可,但投资者需要注意高估值带来的风险。 (五)资产负债率变化: 资产负债率略有下降,为56.53%,这表明公司在管理资产和负债方面取得了一定的进展。 总结: 总体而言,Visa的第一财季表现超过市场预期,显示了公司在支付行业的领导地位和良好的财务状况。 投资者应该继续关注公司未来的增长策略、市场竞争以及全球经济状况的变化,以更全面地评估其长期投资潜力。 目前阶段观望更为合适。 免责声明:上述内容仅代表个人观点,仅供参考,不构成任何投资建议。股市有风险,投资需谨慎。
【财报解读】Visa第一财季调整后每股收益高于预期
# 我是如何玩转财报的
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港女虐我千百遍
·
2024-01-28
1-27【周末复盘】药明系大跌,空头趁机反扑
$恒生指数主连 2401(HSImain)$
$英伟达(NVDA)$
$特斯拉(TSLA)$
恒指本周初经过三天的反弹出底后,周四回调收阴,周五上午开盘时,恒指选择先冲高到16250附近后回调,回落位置与开盘接近,中午时段再次向上,上午来看,恒指大概率继续走十字星过度回调的压力,但午后风云突变,一则美国《生命安全法案》提议里面,点名药明生物,华大基因,类似制裁利空,药明系个股随即跳水,带崩了整个港股大盘。 其实类似这种形式的“制裁”利空,药明系过往几年遇到过很多次了,但每次利空对药明的实际影响都很有限,而空头资金一直对此屡试不爽,周五这天也趁着这个消息反扑,把近几天一直强势的大盘指数也打了下去,庆幸的是,我们在周五晚上的夜期,看到了恒指和科指的态度,分钟线连续反弹,已基本修复了白天药明的利空影响,恒指重新站上16000上方,科指回到3200上方。 现时恒指5天线金叉10天,但力度不够强,希望下周能够一鼓作气,突破16300压力,开始反弹第二浪去找60天线压力16700。支撑15900/15820。科指日线回调比恒指大一些,暂时20天线还没突破过去,理论上来说,科指反弹的空间还很大,前提是下周初必须回到3300附近,然后周二晚开始有机会突破,向上找3440,权重方面,寄望美团和汽车连续弱势后的补涨行情来带起指数。 美市方面,芯片天团走势开始转弱,英伟达和AMD收跌,英伟达小周期K线已有顶背离现象,如能突破617站稳,有望挑战627新高并继续升势;特斯拉大跌后,周五晚反弹极弱,下周很可能继续向下寻底,
1-27【周末复盘】药明系大跌,空头趁机反扑
# PE8.5的恒指,本月能否触底反弹?
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大厂码农
·
2024-01-28
滴滴是否被低估,是否有投资价值?
本周操作 本周有两个操作,一个是卖出了TLT,换成了滴滴,再一个是将COIN
$Coinbase Global, Inc.(COIN)$
2月2日到期的PUT期权进行了展期,后面会具体说下这两个操作 为啥要买入滴滴
$DiDi Global Inc.(DIDIY)$
之前在年终总结时也说过,本来计划在COIN达到止盈位置后卖出一部分,当时的计划是卖出以后换成滴滴的,但是COIN在ETF上市后结果大跌,这也在情理之中,毕竟ETF上市的利好兑现了,但是我依然看好大饼的未来,而且距离减半还有不到3个月时间了,我依然看好大饼在25年超过10w刀的目标价格。 所以,既然看好大饼,当前又大跌不能减持,那是否还有必要买滴滴呢 滴滴被严重低估了 我们看上面表格,先拿滴滴和同是做网约车的uber来对比一下,uber营收对比滴滴每个季度在1.3 ~ 1.5倍之间,但是市值却是滴滴的7.5倍,从营收和市值来看,如果uber当前估值是合理的,那滴滴就是被严重低估了。 我们再对比美团和滴滴,美团营收是滴滴的大概1.5倍,但是市值却是滴滴的3倍,这还是再美团最近因为本地生活、外卖被字节偷袭或者竞争风险下的估值 大家要知道滴滴在网约车的绝对主导地位是在前两年不让下载app的情况下都没有任何玩家能抢到滴滴市场的 其它滴滴相关的利好信息 传言滴滴将于24年底港交所上市,预期寻求的估值是500亿美元,是当前市值的3倍 滴滴当前股价3.7美元,内部新招的高端岗位给的期权对应的股价是按照9美元左右给的,也是匹配未来港股上市价格 这周末有滴滴的前同事被要求加班,滴滴在搞机票、旅游、火车票、酒店业务,这在未来对于估值会有较大的想象和提升空间 滴滴从Q3的财报
滴滴是否被低估,是否有投资价值?
# BTC减半完成!能否迎来历史性大涨?
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拉南:
有一个要考虑的,和宁德合作换电站,换电站是重资本投入,短期可能拖累滴滴盈利
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林氪
·
2024-01-29
这两天很多讨论美团该不该放弃优选业务的帖子很多,很多人认为优选这个赔钱业务,应该趁早关停。 我觉得优选之所以今天这么讨人嫌,主要还是和美团主站的业务一点也不契合。 我们对比多多买菜,会发现: 多多买菜和拼多多主战,互相导流,相互契合。 而美团优选和美团主站,互不打扰,貌合神离。 只要多多买菜覆盖的地区,大概率是网购也是能收到货的。 但是美团优选覆盖的地区,有多大比例是可以点外卖、进行到店团购的呢? 但是美团应该放弃优选吗? 我觉得不应该。就一个简单的结论: 如果美团没有优选业务,拼多多一定会做本地生活。
$美团-W(03690)$
$拼多多(PDD)$
这两天很多讨论美团该不该放弃优选业务的帖子很多,很多人认为优选这个赔钱业务,应该趁早关停。 我觉得优选之所以今天这么讨人嫌,主要还是和美团主站的业务一点也...
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vision:
优选是啥?[微笑]
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5,723
big龙
·
2024-01-26
$小鹏汽车(XPEV)$
今年看来只会亏损得更多,谁能想到小鹏自己创造出来一套智能驾驶模式,结果拿到市场上根本没人买账。只有小鹏车主愿意捧场买单,不过毕竟也没什么其他的办法,车都买了,总不能承认自己当了韭菜吧。
$小鹏汽车(XPEV)$ 今年看来只会亏损得更多,谁能想到小鹏自己创造出来一套智能驾驶模式,结果拿到市场上根本没人买账。只有小鹏车主愿意捧场买单,不过毕竟...
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以肉克刚
·
2024-01-26
小鹏汽车到底是低估还是高估?
$小鹏汽车(XPEV)$
是不是有好多人看到小鹏一个月跌了40%就觉得很便宜了,其实简单算算,今年的销量能超过去年吗?2024年无疑是新能源汽车最卷的一年,和过去相比,买车的用户只会越来越少,那今年的营收大概也难超去年,就算是净利润给你10% 30亿,现在的估值也有20多倍,汽车行业十几倍的比比皆是。所以说现在还是贵
小鹏汽车到底是低估还是高估?
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ClarkD:
开个玩笑吧,小鹏汽车就是个“泡泡汽车”。
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1.03万
权力的游戏厅
·
2024-01-26
小鹏快学学营销吧
$小鹏汽车(XPEV)$
特斯拉
$特斯拉(TSLA)$
都跌了,小鹏又能涨到哪里去。如今人家小米
$小米集团-W(01810)$
也推出汽车了,市场选择又更多了,眼看竞争更加激烈了。再等到华为智驾一出来,小鹏汽车就更没任何竞争优势了。但是话说回来,自动驾驶领域,小鹏还算有些技术积累的,理想
$理想汽车(LI)$
就没啥积累了,要想生存,理想需要补足技术,小鹏需要补足商业运营技能,学学人家的营销吧
小鹏快学学营销吧
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小牛快快飞:
嘿,行行好,小鹏能开车就不错了!
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灌饼高手00
·
2024-01-26
$美团-W(03690)$
看不透美团优选的人,多少缺乏一些基本的业务实操经验和战略视角。美团优选累计有4.9亿消费者,美团则有7亿左右,也就是说70%的美团用户都在用优选。而在优选上线前,美团的买家总量停在4亿多止步不前,只有在优选上线才有了突破,也就是说,美团优选至少给美团带来了2.5亿新增消费者,对不对?有了这么多消费者,不就也带来其他收益了?
$美团-W(03690)$ 看不透美团优选的人,多少缺乏一些基本的业务实操经验和战略视角。美团优选累计有4.9亿消费者,美团则有7亿左右,也就是说70%的...
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春日之后:
优选带来了增量用户,是美团的宝藏啊!经营得好,收益不会少哦!
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梅川洼子
·
2024-01-26
$美团-W(03690)$
买美团的逻辑很简单,其实就是看一把今年国内消费能不能起来。要是能起来,空头比例就会下降,市值也会升起来。其实分析一下当前基本面不难看出,整体基本面预期是向好的。鉴于此,股价起来是大概率事件。就看A股指数起来的幅度了。
$美团-W(03690)$ 买美团的逻辑很简单,其实就是看一把今年国内消费能不能起来。要是能起来,空头比例就会下降,市值也会升起来。其实分析一下当前基本面...
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纳指情报员
·
2024-01-26
还在买美团的人醒醒吧!
$美团-W(03690)$
我真是实在搞不明白大家为什么还要勇往直前的拿着手里的美团,那个竞争对手强大且前途并不明朗、业务没有护城河、几乎看不到成长性的美团,关键是估值还不低,图什么呢?最大的执念可能还是认为既然历史价格那么高,相对而言,显得现在便宜的不得了,对此我只想奉劝一句,这种看法是完全错的,奉劝各位还是不要爱上自己持股的公司,醒醒吧各位
还在买美团的人醒醒吧!
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途中相遇:
别慌,套不住就是爱情!
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一个人发呆
·
2024-01-26
最强流量入口(微信) + 迷你app store(微信小程序) + AI大模型 + 元宇宙(全球游戏龙头 & 强算力) + 靠谱的管理层 + 优秀的企业文化(内部赛马机制 & 不急于变现 & 合作共赢 & 敢为天下后 & 知进退)
$腾讯控股(00700)$
最强流量入口(微信) + 迷你app store(微信小程序) + AI大模型 + 元宇宙(全球游戏龙头 & 强算力) + 靠谱的管理层 + 优秀的企业文...
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互联网野生股神
·
2024-01-26
$新东方(EDU)$
现在公司的基本面全靠直播带货撑着,可惜东方小孙又跟董宇辉产生了矛盾,而且最近的财务数据显示利润是下滑的,不是很看好,感觉要调整
$新东方(EDU)$ 现在公司的基本面全靠直播带货撑着,可惜东方小孙又跟董宇辉产生了矛盾,而且最近的财务数据显示利润是下滑的,不是很看好,感觉要调整
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重生之我是鲍威尔:
行吧,我就不跟你争了,反正你懂的比我多。
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高富不帅W
·
2024-01-26
$新东方(EDU)$
非学科辅导业务以及智慧学习设备业务增长还是蛮大的,东方甄选直播业务发 展以及不断恢复的成人考培业务,股价到100 美元还是蛮稳的
$新东方(EDU)$ 非学科辅导业务以及智慧学习设备业务增长还是蛮大的,东方甄选直播业务发 展以及不断恢复的成人考培业务,股价到100 美元还是蛮稳的
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绿肥红瘦02:
哈哈,同意同意!$新东方(EDU)$稳如老狗,100美元不费力!
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股票绿油油
·
2024-01-26
$新东方(EDU)$
据说俞敏洪上市庆典敲钟时候宴会的早餐都不想出钱,那早餐好像是200元每人,这格局没那么大,但是现在是熊市,熊市这件稳妥谨慎反而成了优点,谨慎看多吧
$新东方(EDU)$ 据说俞敏洪上市庆典敲钟时候宴会的早餐都不想出钱,那早餐好像是200元每人,这格局没那么大,但是现在是熊市,熊市这件稳妥谨慎反而成了优...
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摸摸兔头:
大佬,敲钟吃早餐不掏钱,感觉666🔥
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花梨坎站
·
2024-01-26
$谷歌(GOOG)$
看了谷歌的财报,谷歌的员工人数增长过快,同时员工薪酬过高,薪资中位数30万美元,在科技行业整体低迷的时期,这样的员工人数和薪资水平都太高了,对熊市的股价是比较大的压力
$谷歌(GOOG)$ 看了谷歌的财报,谷歌的员工人数增长过快,同时员工薪酬过高,薪资中位数30万美元,在科技行业整体低迷的时期,这样的员工人数和薪资水平都...
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听风于野:
员工多了就压力大?扑街了解一下!喜欢多一点员工疯狂奋斗的激情吗?$谷歌$这个“坑”我是要投的!
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突如其来的复盘,点燃了我对股市的热爱!","plainContent":"👏 突如其来的复盘,点燃了我对股市的热爱!","likeCount":0,"commentType":"valid","coins":0}],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":true,"highlightedFlag":true,"shareLink":"https://laohu8.com/post/267616606392472","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":2727,"displayRows":4,"foldSize":0,"subscribersOnly":false,"subscribersOnlyAccessible":false,"authorId":"3463057643110414"}]},{"cardType":"TWEET","cardId":"TWEET.267421975015552","cardData":[{"tweetId":"267421975015552","author":{"authorId":"3511079232281937","idStr":"3511079232281937","name":"么么哒121","avatar":"https://static.laohu8.com/default-avatar.jpg","userType":1,"introduction":"","crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"fanSize":33,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"<a 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调整后每股收益为2.41美元,超过分析师预期的2.34美元,这表明公司在盈利能力方面表现良好。 (二)净营收情况: 第一财季净营收达到86亿美元,略高于分析师预期的85.7亿美元,反映了公司在业务收入方面的健康增长。 (三)支付交易量: 公司第一财季支付交易量为3.28万亿美元,与分析师预期持平,显示了Visa在处理支付交易方面的稳定性和高效性。 (四)估值水平: 公司的估值水平为30.87,相对于行业均值22.67较高,这反映了市场对Visa强劲业绩的高度认可,但投资者需要注意高估值带来的风险。 (五)资产负债率变化: 资产负债率略有下降,为56.53%,这表明公司在管理资产和负债方面取得了一定的进展。 总结: 总体而言,Visa的第一财季表现超过市场预期,显示了公司在支付行业的领导地位和良好的财务状况。 投资者应该继续关注公司未来的增长策略、市场竞争以及全球经济状况的变化,以更全面地评估其长期投资潜力。 目前阶段观望更为合适。 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