虽然升息，但是应该已经price in 一部分了。 业绩这么好，市场都不看了 Nasdaq headed for its worst month since 2008. The index is still down 13% in January, but most of the companies that have reported so far have provided signs of optimism. “We are in a sustained demand environment here,” ServiceNow CEO Bill McDermott said on the earnings call after his company reported 29% growth in the fourth quarter and predicted 26% growth in subscription revenue for the year. Microsoft and Intel beat on the top and bottom lines this week and exceeded estimates with their guidance, while IBM and Tesla also reported better-than-expected results. Among the most notable large-cap names, only Netflix has disappointed investors, as the company’s prediction for subscriber growth came in far below estimates.
Nasdaq headed for its worst month since 2008. The index is still down 13% in January, but most of the companies that have reported so far have provided signs of optimism.
“We are in a sustained demand environment here,” ServiceNow CEO Bill McDermott said on the earnings call after his company reported 29% growth in the fourth quarter and predicted 26% growth in subscription revenue for the year. Microsoft and Intel beat on the top and bottom lines this week and exceeded estimates with their guidance, while IBM and Tesla also reported better-than-expected results. Among the most notable large-cap names, only Netflix has disappointed investors, as the company’s prediction for subscriber growth came in far below estimates.