Account Info
Log Out
English
Back
Log in to access Online Inquiry
Back to the Top

avatar
老股董 Male ID: 103124802
物竞天择
Follow
    老股董 commented on
    $DBS Group Holdings(D05.SG)$ will go to 37 in this week ma?
    4
    老股董 commented on
    $Grab Holdings(GRAB.US)$ I am staying clear of this stock as the company is not doing business. deposited money and cannot use it even when the account is verified. customer service just brush me off... definitely shady
    1
    老股董 liked and commented on
    It will be a short week of trading, with markets closed on Thursday for Thanksgiving and then closing early on Black Friday as the holiday shopping rush begins.
    Earnings season is winding down but there will still be some notable reports next week, including $Zoom Video Communications(ZM.US)$ and $Dell Technologies(DELL.US)$ on Monday; $Best Buy(BBY.US)$, $Dick's Sporting Goods(DKS.US)$, $Nordstrom(JWN.US)$, and ...
    What to Expect in the Week Ahead (Fed Minutes, Thanksgiving, Black Friday and DLTR Earnings)
    What to Expect in the Week Ahead (Fed Minutes, Thanksgiving, Black Friday and DLTR Earnings)
    What to Expect in the Week Ahead (Fed Minutes, Thanksgiving, Black Friday and DLTR Earnings)
    +3
    11
    pls up up up
    Picture
    $NASDAQ 100 Index(.NDX.US)$ Economic Observer reporter Liang Ji's inflationary pressure has not abated, and monetary tightening continues. The central banks of the US and Europe recently released the minutes of monetary policy meetings one after another, reaffirming that they will continue to tighten monetary policy to curb inflation.
    On November 23, 2022, local time, the Federal Reserve released the minutes of the November interest rate meeting. It shows that the Federal Reserve will continue to raise interest rates, but the pace of rate hikes will slow down and begin considering policy changes after the recession. The market expects that the Federal Reserve will raise interest rates by 50 basis points (BP) in December as expected, and the aggressive rate hike may come to an end.
    On the other side of the North Atlantic, the ECB conveyed an interest rate hike message quite firm. On November 24, local time, the ECB released the minutes of the October monetary policy meeting. It shows that member states all agree that in view of current inflation prospects, easing policies should be abolished to normalize monetary policy and ensure that demand is no longer sustainable. The market expects the ECB to raise interest rates further to prevent the risk of inflation expectations becoming unanchored.
    As monetary policies in Europe and the US continue to tighten, the market is beginning to look at the signs of economic decline. “In November, the US and Europe Purchasing Managers' Index (PMI) both fell into a contraction range. The inflection point of US monetary policy may not yet be reached. The Federal Reserve may continue to raise interest rates to 5%. Continued interest rate hikes will increase the downside risk of the economy, and a 'stagflationary' recession or a probable event in 2023;” CICC believes, “Although the US is in October...
    Translated
    $Baidu(BIDU.US)$ 投资需要一点坚持,而对于价投而言,熊市机会才多。有个牛逼的F1车手叫埃尔顿·塞纳,他曾说,天气好的时候你不可能完成15次超车,要雨战的时候才可以,因为机会总是存在于转折中。这句话我都怀疑他是在借赛车,谈炒股。他一定也炒股。
    熊市里没有什么太多要操作,在“保本出”伟大信念的支撑下,坚决对一切的瞎操作、骚操作 say no。剩下每个季度要做的,就是一遍遍梳理自己的投资组合,check一下每一辆F1赛车状态如何呀,油还够不够啊要不要保个胎啊,云云。
    所以从投资人的角度点评一下百度财报。
    1. 价值型的现金流业务
    百度业务纷繁复杂,但是用奥卡姆的剃刀来庖丁解牛起来,简单可以分为两块,这里不是指官方财报的分类:核心收入+非核心(爱奇艺+携程+快手的股权);而是我个人比较喜欢的分法:1. 价值型的现金流业务和 2. 成长型的需要现金流业务,在财报里主要反映为marketing (广告)收入 与non-marketing(非广告,主要包括云与AI相关)收入。广告收入估值一般可给8-10倍市盈率,且目前现金流的基...
    百度Q2财报点评:你需要一场大雨才能超车15次
    百度Q2财报点评:你需要一场大雨才能超车15次
    $Tesla(TSLA.US)$   $Micro E-mini Nasdaq-100 Index Futures(SEP4)(MNQmain.US)$   $Apple(AAPL.US)$ Recently, I've sorted out some information about $Tesla (TSLA) $, mainly referring to some information from Troy Teslike and the US.
    Judging from the current data:
    1) The production volume of Q4 Tesla is estimated at 46,6165 units, and the production volume for the full year of 2022 is estimated at 1.396 million units
    2) Tesla's delivery estimate for Q4 is 420,000, of which the main delivery locations are 165,000 in the US and Canada, 120,000 in China, 101,000 in Europe, and 33,000 in other regions
    3) Looking at the order pool, there are currently 285,000 in the world, and China's estimate at the end of October is 32,000 (after the price reduction, the number of orders increased)
    Judging from the distribution of battery demand
    1) The supply of LFP this year, Chinese batteries have mitigated US demand, but the IRA will change the supply in the US market in the future
    2) Next year, 4680 and 2170 batteries will be the main supply in the US market
    Judging from Tesla's performance this year, we have seen that the focus on developing autonomous driving technology has not been exchanged for direct order changes. This order pool is rapidly being consumed in a competitive market. The biggest problem in China is the change in Model 3 data.
    ...
    Translated
    Tesla's recent situation sorting and Q4 sales forecast
    Tesla's recent situation sorting and Q4 sales forecast
    Tesla's recent situation sorting and Q4 sales forecast
    +1
No more