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2021年是全球股市又一个剧烈波动的一年,就像2020年一样。因此,如果这种趋势持续下去,我们所有人都应该为2022年的更多事情做好准备。中国主题股票仍然相对疲软,但我预计它们将在2022年与美国股市一起表现更好。我想提供一些有用的技术图表,但迄今为止(至少对我而言)最好的图表是心理学、说服力和视角的图表合而为一:
2022 年新年快乐!
$阿里巴巴(BABA.US$ $富途控股(FUTU.US$ $富途控股(FUTU.US$ $向上融科(TIGR.US$ $苹果(AAPL.US$ $蔚来(NIO.US$ $高通(QCOM.US$ $联电(UMC.US$ $Sea(SE.US$ $Lucid Group(LCID.US$ $Sono Group(SEV.US$ $Rivian Automotive(RIVN.US$ $摩根大通(JPM.US$ $应用材料(AMAT.US$ $英伟达(NVDA.US$ $Axon Enterprise(AXON.US$ $Unity Software(U.US$ $Grab Holdings(GRAB.US$ $WeWork(WE.US$ $Phunware(PHUN.US$ $Digital World Acquisition Corp(DWAC.US$ $涂鸦智能(TUYA.US$ $Hippo Holdings(HIPO.US$ $GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF(GTEK.US$ $爱彼迎(ABNB.US$ $DocuSign(DOCU.US$ $MongoDB(MDB.US$ $辉瑞(PFE.US$ $泛林集团(LRCX.US$ $腾讯控股(ADR)(TCEHY.US$ $哔哩哔哩(BILI.US$ $Snowflake(SNOW.US$ $美光科技(MU.US$ $百度(BIDU.US$ $Stellantis NV(STLA.US$ $通用汽车(GM.US$ $福特汽车(F.US$ $Robinhood(HOOD.US$ $美国超微公司(AMD.US$ $白银ETF-iShares(SLV.US$ $阿斯麦(ASML.US$ $Twitter(已退市)(TWTR.US$ $温蒂汉堡(WEN.US$ $美国银行(BAC.US$ $诺瓦瓦克斯医药(NVAX.US$ $维珍银河(SPCE.US$ $黑莓(BB.US$ $IBM Corp(IBM.US$ $GE航天航空(GE.US$ $诺基亚(NOK.US$ $UiPath(PATH.US$ $Roblox(RBLX.US$ $小鹏汽车(XPEV.US$ $滴滴(已退市)(DIDI.US$ $克瑞拓斯安全防卫(KTOS.US$ $Activision Blizzard(ATVI.US$ $ContextLogic(WISH.US$ $SoFi Technologies(SOFI.US$ $Etsy Inc(ETSY.US$ $Snap Inc(SNAP.US$ $Block(SQ.US$ $Shopify(SHOP.US$ $Cloudflare(NET.US$ $Palantir(PLTR.US$ $台积电(TSM.US$ $拼多多(PDD.US$ $京东(JD.US$ $Coinbase(COIN.US$ $AMC院线(AMC.US$ $迪士尼(DIS.US$ $波音(BA.US$ $奈飞(NFLX.US$ $Roku Inc(ROKU.US$ $优步(UBER.US$ $谷歌-A(GOOGL.US$ $Meta Platforms(FB.US$
所以,你告诉我正确的方法是什么?!
2022 年新年快乐!
$阿里巴巴(BABA.US$ $富途控股(FUTU.US$ $富途控股(FUTU.US$ $向上融科(TIGR.US$ $苹果(AAPL.US$ $蔚来(NIO.US$ $高通(QCOM.US$ $联电(UMC.US$ $Sea(SE.US$ $Lucid Group(LCID.US$ $Sono Group(SEV.US$ $Rivian Automotive(RIVN.US$ $摩根大通(JPM.US$ $应用材料(AMAT.US$ $英伟达(NVDA.US$ $Axon Enterprise(AXON.US$ $Unity Software(U.US$ $Grab Holdings(GRAB.US$ $WeWork(WE.US$ $Phunware(PHUN.US$ $Digital World Acquisition Corp(DWAC.US$ $涂鸦智能(TUYA.US$ $Hippo Holdings(HIPO.US$ $GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF(GTEK.US$ $爱彼迎(ABNB.US$ $DocuSign(DOCU.US$ $MongoDB(MDB.US$ $辉瑞(PFE.US$ $泛林集团(LRCX.US$ $腾讯控股(ADR)(TCEHY.US$ $哔哩哔哩(BILI.US$ $Snowflake(SNOW.US$ $美光科技(MU.US$ $百度(BIDU.US$ $Stellantis NV(STLA.US$ $通用汽车(GM.US$ $福特汽车(F.US$ $Robinhood(HOOD.US$ $美国超微公司(AMD.US$ $白银ETF-iShares(SLV.US$ $阿斯麦(ASML.US$ $Twitter(已退市)(TWTR.US$ $温蒂汉堡(WEN.US$ $美国银行(BAC.US$ $诺瓦瓦克斯医药(NVAX.US$ $维珍银河(SPCE.US$ $黑莓(BB.US$ $IBM Corp(IBM.US$ $GE航天航空(GE.US$ $诺基亚(NOK.US$ $UiPath(PATH.US$ $Roblox(RBLX.US$ $小鹏汽车(XPEV.US$ $滴滴(已退市)(DIDI.US$ $克瑞拓斯安全防卫(KTOS.US$ $Activision Blizzard(ATVI.US$ $ContextLogic(WISH.US$ $SoFi Technologies(SOFI.US$ $Etsy Inc(ETSY.US$ $Snap Inc(SNAP.US$ $Block(SQ.US$ $Shopify(SHOP.US$ $Cloudflare(NET.US$ $Palantir(PLTR.US$ $台积电(TSM.US$ $拼多多(PDD.US$ $京东(JD.US$ $Coinbase(COIN.US$ $AMC院线(AMC.US$ $迪士尼(DIS.US$ $波音(BA.US$ $奈飞(NFLX.US$ $Roku Inc(ROKU.US$ $优步(UBER.US$ $谷歌-A(GOOGL.US$ $Meta Platforms(FB.US$
所以,你告诉我正确的方法是什么?!
已翻译
![🌟 我对 2021 年股票市场的个人评论和对 💕 的热爱](https://ussnsimg.moomoo.com/moo-1639492146-103029970-iPhone-1-org.jpg/thumb)
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凯西·伍德旗下的ArkInvestment Management管理的ETF购买了969,890股股票或UiPath。
ARK 的购买
$UiPath(PATH.US$ $Ginkgo Bioworks(DNA.US$ $Stratasys(SSYS.US$
方舟的卖出
$迪士尼(DIS.US$ $特斯拉(TSLA.US$ $PayPal(PYPL.US$ $Shopify(SHOP.US$
ARK 的购买
$UiPath(PATH.US$ $Ginkgo Bioworks(DNA.US$ $Stratasys(SSYS.US$
方舟的卖出
$迪士尼(DIS.US$ $特斯拉(TSLA.US$ $PayPal(PYPL.US$ $Shopify(SHOP.US$
已翻译
![ARK's Buys and Sells(12 月 9 日)](https://ussnsimg.moomoo.com/850158296131629686.jpg/thumb)
![ARK's Buys and Sells(12 月 9 日)](https://ussnsimg.moomoo.com/5345129339023732304.jpg/thumb)
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Credit Suisse dove headfirst into the software sector, Tuesday, as analyst Phil Winslow initiated or assumed coverage on 22 software companies, including giants such as $微软(MSFT.US$, $甲骨文(ORCL.US$ and $Adobe(ADBE.US$.
Winslow started his new coverage by referring to Marc Andreessen's 2011 statement in which he said, "Software is eating the world," by saying that now, "Software is life."
"Much of the debate about the software industry, publicly traded or privately held, is still around valuation, as opposed to the long-duration value creation potential of the best companies," Winslow said.
Winslow started his coverage of $甲骨文(ORCL.US$, $ServiceNow(NOW.US$, $Workday(WDAY.US$, Splunk (ORCL), $Vmware(VMW.US$, $Zscaler(ZS.US$, $Snowflake(SNOW.US$ , $欧特克(ADSK.US$ , $UiPath(PATH.US$ , $MongoDB(MDB.US$ and $Confluent(CFLT.US$ with outperform ratings, and also assumed coverage of $微软(MSFT.US$ , $赛富时(CRM.US$ and $Palo Alto Networks(PANW.US$ and their outperform ratings.
Winslow set neutral ratings on $Adobe(ADBE.US$ , $Workday(WDAY.US$ , $Zendesk(ZEN.US$ , $Palantir(PLTR.US$ , $Cloudflare(NET.US$ and $Zeta Global(ZETA.US$ , and started coverage of $Check Point软件(CHKP.US$ and $天睿公司(TDC.US$ at underperform.
Even with software having what he called an "outsized influence" on the stock market, and the strategic paths many companies have taken, Winslow said he believes the industry "is still in the early stages of disruptive and powerful technological advances."
With regards to some of the companies in his coverage, Winslow said that for at least the next five years, Microsoft should deliver "mid-to-high teens revenue growth" that will be driven by 20% growth in its Intelligent Cloud business.
Winslow said that he is impressed by Adobe's "successful transition to subscription[s], which increased the value of its large creative and document-centric installed bases," but that those positive items are already reflected in the company's current stock price valuation.
Winslow said $Splunk(SPLK.US$'s stock price hasn't reflected the growth of company's core products, its shift to the cloud, or its expansion into data-streaming, which he said should grow the company's recurring revenue by 25% to 30% annually. On Monday, Splunk said Chief Executive Doug Merritt is stepping down after six years at the data-management software company.
Winslow started his new coverage by referring to Marc Andreessen's 2011 statement in which he said, "Software is eating the world," by saying that now, "Software is life."
"Much of the debate about the software industry, publicly traded or privately held, is still around valuation, as opposed to the long-duration value creation potential of the best companies," Winslow said.
Winslow started his coverage of $甲骨文(ORCL.US$, $ServiceNow(NOW.US$, $Workday(WDAY.US$, Splunk (ORCL), $Vmware(VMW.US$, $Zscaler(ZS.US$, $Snowflake(SNOW.US$ , $欧特克(ADSK.US$ , $UiPath(PATH.US$ , $MongoDB(MDB.US$ and $Confluent(CFLT.US$ with outperform ratings, and also assumed coverage of $微软(MSFT.US$ , $赛富时(CRM.US$ and $Palo Alto Networks(PANW.US$ and their outperform ratings.
Winslow set neutral ratings on $Adobe(ADBE.US$ , $Workday(WDAY.US$ , $Zendesk(ZEN.US$ , $Palantir(PLTR.US$ , $Cloudflare(NET.US$ and $Zeta Global(ZETA.US$ , and started coverage of $Check Point软件(CHKP.US$ and $天睿公司(TDC.US$ at underperform.
Even with software having what he called an "outsized influence" on the stock market, and the strategic paths many companies have taken, Winslow said he believes the industry "is still in the early stages of disruptive and powerful technological advances."
With regards to some of the companies in his coverage, Winslow said that for at least the next five years, Microsoft should deliver "mid-to-high teens revenue growth" that will be driven by 20% growth in its Intelligent Cloud business.
Winslow said that he is impressed by Adobe's "successful transition to subscription[s], which increased the value of its large creative and document-centric installed bases," but that those positive items are already reflected in the company's current stock price valuation.
Winslow said $Splunk(SPLK.US$'s stock price hasn't reflected the growth of company's core products, its shift to the cloud, or its expansion into data-streaming, which he said should grow the company's recurring revenue by 25% to 30% annually. On Monday, Splunk said Chief Executive Doug Merritt is stepping down after six years at the data-management software company.
![Credit Suisse jumps into software with coverage of 22 companies](https://ussnsimg.moomoo.com/2295365726019066353.jpg/thumb)
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