感觉大家现在都不看基本面了。 科技股的盈利其实很好的 CNBC: Following a brutal stretch that’s seen one cloud computing indextumble 38% from an all-time high in November, two key members of the group — ServiceNow and Qualtrics — delivered optimistic numbers on Wednesday, spurring an after-market rally in their share prices. Tech stocks entered earnings season in a downward spiral, with the 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. 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.
感觉大家现在都不看基本面了。 科技股的盈利其实很好的 CNBC: Following a brutal stretch that’s seen one cloud computing indextumble 38% from an all-time high in November, two key members of the group — ServiceNow and Qualtrics — delivered optimistic numbers on Wednesday, spurring an after-market rally in their share prices. Tech stocks entered earnings season in a downward spiral, with the 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. 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. 大众一员 发表于 2022-01-26 22:48
那还有大涨的呢 Following a brutal stretch that’s seen one cloud computing indextumble 38% from an all-time high in November, two key members of the group — ServiceNow and Qualtrics — delivered optimistic numbers on Wednesday, spurring an after-market rally in their share prices. ServiceNow, whose software automates back-office IT tasks and workflows, jumped 10% on better-than-expected first-quarter results and an upbeat outlook for the year. Qualtrics, a provider of software that helps companies communicate with customers and track their experience, climbed more than 9% after soaring past estimates for the fourth quarter and in beating expectations with its 2022 guidance.
感觉大家现在都不看基本面了。 科技股的盈利其实很好的 CNBC: Following a brutal stretch that’s seen one cloud computing indextumble 38% from an all-time high in November, two key members of the group — ServiceNow and Qualtrics — delivered optimistic numbers on Wednesday, spurring an after-market rally in their share prices. Tech stocks entered earnings season in a downward spiral, with the 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. 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. 大众一员 发表于 2022-01-26 22:48
🔥 最新回帖
追赶的不一定是福特吧。蔚来,小鹏,理想,这些新的公司。
传统车企那么多固定资产投资,转型电动很难的,而且企业文化也完全是不一样的。不然新兴公司无负担。
马金call ?
同震惊。。除了emergency的钱,我还有2万闲钱,等再跌一点再进场
我的天,你们太疯狂了。
tesla财报不错居然都会跌成这样,是要下到400了吗?
🛋️ 沙发板凳
Mark 一下橫盤到2027年
感觉大家现在都不看基本面了。 科技股的盈利其实很好的 CNBC: Following a brutal stretch that’s seen one cloud computing indextumble 38% from an all-time high in November, two key members of the group — ServiceNow and Qualtrics — delivered optimistic numbers on Wednesday, spurring an after-market rally in their share prices.
Tech stocks entered earnings season in a downward spiral, with the 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.
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.
Earnings Miss, Forecast Miss, Supply Chain Issue broadens.
没用的,纳指最近一直领跌,😭
不奇怪。话说他们海外工厂扩建项目进展怎么样,有没有提到?
那还有大涨的呢
Following a brutal stretch that’s seen one cloud computing indextumble 38% from an all-time high in November, two key members of the group — ServiceNow and Qualtrics — delivered optimistic numbers on Wednesday, spurring an after-market rally in their share prices.
ServiceNow, whose software automates back-office IT tasks and workflows, jumped 10% on better-than-expected first-quarter results and an upbeat outlook for the year. Qualtrics, a provider of software that helps companies communicate with customers and track their experience, climbed more than 9% after soaring past estimates for the fourth quarter and in beating expectations with its 2022 guidance.
Msft 的盈利和预期是好消息,你说的这些也都是。特斯拉刚报,增长好,但supply chain issue 说也是问题。明天一堆季报的,看经济情况了。 现在是两条腿,一条是经济增长,目前为止我看财报都还好,经济还行. Labor cost 和supply chain 要看更多的公司怎么说。 另一条腿就是fed. 其实今天Powell 说的很鹰,但没啥具体信息,现在市场是作鹰信号5次加息来看待的,但有可能Powell 就是嘴硬,把inflation expectation 吓下去了他到时边走边看data, 也许还不用加那么多次了。
这几天就看季报了,季报不好的话会一直跌。季报好的话我觉得fed 的事消化两天这一轮就算过去了。
不搞定inflation,原材料和labor cost继续增加,加上supply chain 的问题,产量上不去,缩减加提息导致企业借贷成本增加,这样下去企业earnings能好到哪里
Powell真的拎不清,加息可以,幅度不要太大,现在的通胀是供给方面的问题,加息缩表能降肉价菜价?
关键跌起来没完没了,拖累大盘。
加息了房子跌20%就几千块钱了,汽油吃饭才几百块。
他今天嘴炮放的这么大,如果inflation 预期还是下不来,那就真是supply side 的问题了,供给跟不上他再加息也没用啊。
SC问题,operating costs增加,而且产量上不去,sales revenue 就受影响,net profit %也会下降。财报不会好看。
特斯拉的PE真是个迷,一年多前还是1000多,现在层主说是187,今天mitbbs股版上有说特斯拉的PE已经降到两位数了
这周大幅度震荡让散户存有侥幸心理,明天苹果财报一出来估计就定论了
现在的通胀部分原因是因为supply chain,还有一大部分是covid期间货币供应太多了。
Supply chain的原因主要还是covid引起的,随着时间会慢慢缓解。这个fed做不了什么,应该是拜登政府干预。
fed减少money supply的手段就这些,升息,open market operation就是把之前买的债券卖了,也就是缩表
两位那个说的是forward PE.
专家啊!
有道理👍
看来未来五年要涨了
Tech盈利好的前提是乱印钱乱发钱,人人都有钱去买tech的产品和服务不心疼 把大水停了试试看一般人花钱是不是还像天上掉钱一样随便?
Tech很多产品是商用不是民用的,公司不买不行。而且现在很多远程,物流更需要tech. 民用也有不少是必需品。什么tech产品是乱发钱以后买的呢? 真没钱,首先砍的不是娱乐,旅游,休闲吗?
你猜要是不乱发钱的话Apple产品的销量会不会这么好,Google的广告单能不能接这么多,特斯拉的订单会不会等这么久? 真没钱了就会发现其实几年旧的iPhone iPad还是很好用,花大价钱在Google打广告回不了本,油车开着也挺好的电车反而一堆麻烦。 你这是大笔钱砸在股市房市里了吧,为自己利益说话倒也没错,就是吃相难看了点。
Apple产品销量高要怪发钱也是财政方面发的stimulus check, 不是Fed 发的。 特斯拉订单久是供给问题不是Fed问题,一龙自己都说了是supply issue.
看问题,要抓重点,如果注意过多的细枝末节,会模糊你的视线,影响你的判断
应对过度经济就下行了,钱不够了大家还会出门吃饭旅游看电影买新衣服?什么电车油车,只开得起旧车。不光是tech, 所有板块全部完蛋。
你这人真是没教养。大家好好讨论,你说的过别人就说,说不过就人身攻击真是无聊
财政部发stimulate check的钱就是Fed买国债时给的 没钱了就会发现油车真香。什么特斯拉,买它干啥? 认知水平有待提高哈
”你对我人身攻击” ”怎么攻击的” ”你把我做的事情说了一遍”
经济本来就是下行的,暂时被强心针掩盖了而已。强心针要是一直打下去这病人没等病死估计就先撑不住挂了
旧车就不烧油了吗?油还是会涨吧。
油长期趋势是跌的,不是我说的,是华尔街说的,但我也同意,因为低碳经济是大方向
经济下行多了又要放水刺激经济啊,就会精分下去。度不好掌握,就怕这次矫枉过正。
油太多因素影响了,但总体趋势肯定还是推电车。电车开不起的坐公共交通或者骑车走路。。。
想太多了。炒股只看三个月 catalyst. 六个月都没人等。
你说的是短期炒油吗?那要打仗了肯定涨啊。但是已经涨了很多了,我反正不会追高,未来找机会空一空倒是可能。
白粉吸多了会死人的,看看联储资产负债表,老鲍去年早该停qe了。印钱印的没人上班房价物价飞上天。既然政策错了就要付出代价。硬要人为推迟经济危机只能爆个大的。资本主义本来就是隔一阵一个经济危机的
点评很准确
去年下半年没有加息是失误,现在通胀已经peak了,过于鹰派的政策可能也是失误。
长期不一定跌吧。
有可能是稳定的。油价主要是供需决定的,如果供给有限制,那价格很可能就是稳定的。垄断性资源其实有这个好处的,大家卡特尔商议一下,稳定下供给。
完全同意。
Powell去年为了连任,一直口硬说是transitory。拿到连任马上改口,完全没有credibility,经济完全没有他个人的前途来的重要。
这个时代,不发生大的社会结构变化,是低利率时代。covid搞乱了supply chain(不是demand),利率一上来,很多健康经济活动会cool down,最惨情况就是来一次真正的recession
加息不是用来均贫富,但会造成均贫富
现在劳工短缺创新高
下调股市那些收入一般的人的养老保险不就更缩水了?不得更绝望?
好事,任何时候定投,都是底。
哈哈哈,科技股就是你不知道哪一个会中枪。
LRCX 一樣慘
看看新闻里的panel discussion 吧,兼听则明。 我个人觉得新闻里几百个各方面的精英分析比还是网民们的判断更有信息量。所以看到夸个别网友神分析的就觉得很好笑。 在这里讨论就是聊天,跟一群人看球是一个意思。具体操作要是看这里的“牛人”那就等着见外婆吧。
开盘涨大多都要暴跌,然后收盘的时候能回来一点
焉知非福
转手赶紧卖掉50不就好了
很多中下产美国人401K里就没什么钱
退休以后没钱也没有现在吃不上牛肉加不上油痛苦
LOL咋又红了?自以为自己很懂?以后别谈经济了
你可是真反指哈哈。11点08发帖,11点30开始跌
现在tech分化了,我不买QQQ了,因为就中和了。tech 里的权重value 股,PE还行的,比如软软,只要财报还行,大经济面不出问题就很稳,我那天买了点,如果再跌我再买。growth 公司,PE100左右的那些还在挣扎,我现在不会买,等再挤挤挤出forward PE还能看的时候再买。现在不盈利的科幻股,这轮要被抽死了,啥时候能稳定目前看不出来,没有买的日程。你去看看几个代表股票最近的走势就体现了这种分化。那现在买QQQ就错过了这个分化走向的趋势。
那股市接下来会咋走?
主要是用来调节经济危机。总不能一直靠印钱。多少年不加息才引起这么严重的通货膨胀。
这个价钱我今天已经出手了,下面再降接着买。反正又不卖
根本不敢抄,每天都是史新低 🤣
哈哈哈哈哈,大妈可真mean/干得漂亮!
大盘才跌到去年五六月的水平,要想跌空间很大很大啊
特斯拉可千万不能泻,散户的希望呀!😭
等我反应过来以后已经是一两个小时了 就这样吧 本来想留点钱买点tsla 算了
我胆子非常小 就这样吧
就冲你这一句,就知道花街收割散户全靠特斯拉了
是啊 现在冲进去的都是勇士
🤣
感觉可以再来10%
我在650等着