Alex Gen
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$JPMorgan(JPM.US$
银行发布财报,我觉得都不用去看,只要看这股价,就知道银行赚的盆满钵满。
虽然我没看财报,但我猜这次的主要收入来源,那必须是放高利贷啊。美联储还指望银行收紧信贷,来控制通胀,那就是天方夜谭。鲍老鸽,你就老老实实的加息吧,该你干的活,你就得自己干,银行才不会帮你干活呢
不知道 $iShares 20+ Year Treasury Bond ETF(TLT.US$ 今天的下跌是不是这个原因,但我认为应该继续减持股票,买入债券。
$Tesla(TSLA.US$ 现在是垃圾时间,没什么意思。
$Alphabet-C(GOOG.US$ 看样子要突破三角形往上走?
$UnitedHealth(UNH.US$ 昨天有朋友建议止盈,确实非常中肯。我认为今天只是回调,逢低我还是买入。如果再跌,尽管已经是我的第一大持仓,我还是会从科技股那边调来仓位继续加。
$Moderna(MRNA.US$ 今天下跌看样子像是回踩,但我仓位已经很重,目前不会再加仓了。
从这些操作可以看出,我目前非常保守。要么是债券,要么是防御股。没错,我就是不信通胀...
银行发布财报,我觉得都不用去看,只要看这股价,就知道银行赚的盆满钵满。
虽然我没看财报,但我猜这次的主要收入来源,那必须是放高利贷啊。美联储还指望银行收紧信贷,来控制通胀,那就是天方夜谭。鲍老鸽,你就老老实实的加息吧,该你干的活,你就得自己干,银行才不会帮你干活呢
不知道 $iShares 20+ Year Treasury Bond ETF(TLT.US$ 今天的下跌是不是这个原因,但我认为应该继续减持股票,买入债券。
$Tesla(TSLA.US$ 现在是垃圾时间,没什么意思。
$Alphabet-C(GOOG.US$ 看样子要突破三角形往上走?
$UnitedHealth(UNH.US$ 昨天有朋友建议止盈,确实非常中肯。我认为今天只是回调,逢低我还是买入。如果再跌,尽管已经是我的第一大持仓,我还是会从科技股那边调来仓位继续加。
$Moderna(MRNA.US$ 今天下跌看样子像是回踩,但我仓位已经很重,目前不会再加仓了。
从这些操作可以看出,我目前非常保守。要么是债券,要么是防御股。没错,我就是不信通胀...
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Alex Gen
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This is especially true in the 150k RMB - 300k RMB segment, which $Tesla(TSLA.US$ , $BYD Company Limited(002594.SZ$ , and $XPeng(XPEV.US$ primarily operate in.
$NIO Inc(NIO.US$ and $Li Auto(LI.US$ , I think are relatively more insulated in the premium segment. They are in a much stronger position competitively in that segment.
$NIO Inc(NIO.US$ and $Li Auto(LI.US$ , I think are relatively more insulated in the premium segment. They are in a much stronger position competitively in that segment.
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Alex Gen
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Alex Gen
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Shares of $NVIDIA(NVDA.US$ popped after releasing better-than-expected results.
This has been quite a surprise as most semiconductor companies have been edgy on their upcoming forecasts.
So, what actually happened?
1. YoY drop on FY basis, but better quarter QoQ
Based on a YoY basis, revenue was flat. But in terms of margins, gross margins were down 8.0 pts, while operating income and net income was down by 58% & 55% respectively.
It does look gloomy from t...
This has been quite a surprise as most semiconductor companies have been edgy on their upcoming forecasts.
So, what actually happened?
1. YoY drop on FY basis, but better quarter QoQ
Based on a YoY basis, revenue was flat. But in terms of margins, gross margins were down 8.0 pts, while operating income and net income was down by 58% & 55% respectively.
It does look gloomy from t...
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Alex Gen
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$NVIDIA(NVDA.US$ It will plummet tomorrow afternoon
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Alex Gen
commented on
$NVIDIA(NVDA.US$ Hahaha I bought the right one and it's cool!! Happy birthday to myself
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$Tesla(TSLA.US$ Let me fall
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Alex Gen
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How to invest with rising inflation? Which stock do you hold to protect your portfolio?
Although CPI has dropped which should signaled that Fed rate hike has effectively killed demand, inflation remains high and interest rate hike will continue for a while. Business sentiment is still very negative as most think that recession is still imminent and that drives stock prices further down.
For defensive stocks against inflation, there are some sectors that stays in the...
Although CPI has dropped which should signaled that Fed rate hike has effectively killed demand, inflation remains high and interest rate hike will continue for a while. Business sentiment is still very negative as most think that recession is still imminent and that drives stock prices further down.
For defensive stocks against inflation, there are some sectors that stays in the...
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Alex Gen
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$Tesla(TSLA.US$ If I can break 190, I'll go with Powell
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