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你好,我是莫莉。我会与您分享有关财富管理的信息,尤其是专业投资者的持股和观点,以及适合初学者的书籍。
感谢你关注我!
百达资产管理公司表示,尽管随着利率的上升,债券将遭受损失,但由于强劲的企业利润抵消了股票收益倍数的下降,股票应该会带来可观的个位数收益。
创纪录的估值、更紧缩的货币政策、扩张性的财政措施和飙升的通货膨胀表明,在市场从疫情低点强劲复苏之后,2022年股市将略有上涨。明年夏天美国加息将推高全球债券收益率,尽管美联储和其他中央银行仍然担心维持增长和就业,而不是狭隘地遵守通货膨胀范围,这一事实将缓解这一举措的幅度。
他们说 在经历了三年的丰厚两位数回报之后,股票的轻松之路即将走到尽头。
基于Pictet资产配置框架,该框架考虑了经济状况、流动性、资产类别估值和技术读数, 这种典型的周期中期拔河比赛的结果应该是2022年的个位数回报。 他们预测周围 全球股票的回报率为5-10%,反映出市盈率(PE)下降了10%,收益增长了15%(大约是共识观点的两倍),股息持续增加。
他们期望 周期性价值市场和板块将在2022年跑赢大盘 随着经济继续重新开放和债券收益率上升。当货币政策正常化导致实际利率上升时,市场往往会跑赢大盘——这种情况将在2022年展开。
至于中国,他们不仅看到 中国科技股的价值 继他们在2021年表现严重不佳之后,但也预计 中国政府债券继续脱颖而出 该资产类别在充满挑战的背景下具有诱人的收益率。
$道琼斯指数(.DJI.US$ $纳斯达克综合指数(.IXIC.US$ $纳斯达克100指数(.NDX.US$ $标普500指数(.SPX.US$ $恒生指数(800000.HK$ $恒生科技指数(800700.HK$ $上证指数(000001.SH$
感谢你关注我!
百达资产管理公司表示,尽管随着利率的上升,债券将遭受损失,但由于强劲的企业利润抵消了股票收益倍数的下降,股票应该会带来可观的个位数收益。
创纪录的估值、更紧缩的货币政策、扩张性的财政措施和飙升的通货膨胀表明,在市场从疫情低点强劲复苏之后,2022年股市将略有上涨。明年夏天美国加息将推高全球债券收益率,尽管美联储和其他中央银行仍然担心维持增长和就业,而不是狭隘地遵守通货膨胀范围,这一事实将缓解这一举措的幅度。
他们说 在经历了三年的丰厚两位数回报之后,股票的轻松之路即将走到尽头。
基于Pictet资产配置框架,该框架考虑了经济状况、流动性、资产类别估值和技术读数, 这种典型的周期中期拔河比赛的结果应该是2022年的个位数回报。 他们预测周围 全球股票的回报率为5-10%,反映出市盈率(PE)下降了10%,收益增长了15%(大约是共识观点的两倍),股息持续增加。
他们期望 周期性价值市场和板块将在2022年跑赢大盘 随着经济继续重新开放和债券收益率上升。当货币政策正常化导致实际利率上升时,市场往往会跑赢大盘——这种情况将在2022年展开。
至于中国,他们不仅看到 中国科技股的价值 继他们在2021年表现严重不佳之后,但也预计 中国政府债券继续脱颖而出 该资产类别在充满挑战的背景下具有诱人的收益率。
$道琼斯指数(.DJI.US$ $纳斯达克综合指数(.IXIC.US$ $纳斯达克100指数(.NDX.US$ $标普500指数(.SPX.US$ $恒生指数(800000.HK$ $恒生科技指数(800700.HK$ $上证指数(000001.SH$
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$向上融科(TIGR.US$ 估计futu,tigr颓废,估计跟futu财报有关,买美股的散户都会闪开财报日,因为95%下跌,无论好坏消息都照跌。futu明天公布财报了
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$阿里巴巴(BABA.US$ Alibaba, the ecommerce giant warned on its revenue outlook and said profit collapsed in the second quarter. Alibaba dived 10.71 per cent.
This will happen to $滴滴(已退市)(DIDI.US$ $富途控股(FUTU.US$ and $向上融科(TIGR.US$ If their revenues and profits cannot meet expectations...
Next week or ! ? !
This will happen to $滴滴(已退市)(DIDI.US$ $富途控股(FUTU.US$ and $向上融科(TIGR.US$ If their revenues and profits cannot meet expectations...
Next week or ! ? !
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$Pubmatic(PUBM.US$发布与尼尔森的数据合作。预计今天将上涨20%,至34.00。
已翻译
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$高通(QCOM.US$ shares rose almost 8%, Tuesday, as the chipmaker used its investor day gathering to discuss matters such as its future business with $苹果(AAPL.US$ and a new self-driving technology deal with BMW.
Diversification was a central theme of Qualcomm (QCOM), as company officials went over details about areas such as mobile handsets, Internet of Things technologies and moves into the automotive industry.
"Demand for tech continues to accelerate," said Chief Executive Cristiano Amon. "The time for Qualcomm is now. Our technology roadmap extends to cover every growth opportunity."
As part of its diversification, Qualcomm (QCOM) announced a new deal with BMW in which the automaker will use Qualcomm's (QCOM) Snapdragon Ride chipsets for vision perception and advanced drivers assisted systems [ADAS] controllers. BMW will use the Qualcomm (QCOM) chip systems for its upcoming stack of automated driving technologies.
"This is just the beginning," Amon said. "It's an incredible opportunity to scale very fast in our auto pipeline."
Chief Financial Officer Akash Palkhiwala said that Qualcomm (QCOM) believes it can grow its automotive revenue from about $1 billion this year to $8 billion a decade from now. Palkhiwala also said that as the company grows more of its Android-based mobile business, and Apple (AAPL) develops its own chipsets, Qualcomm (QCOM) expects it will provide just 20% of the chipsets for Apple's (AAPL) iPhones by 2023.
"[For Qualcomm] 87% of our addressable market is Android," Palkhiwala said. "That’s where the market is."
Last week, a federal appeals court judge ruled that Apple (AAPL) can't revive a challenge to Qualcomm's (QCOM) mobile-phone patents due to a settlement previously reached between the companies.
Diversification was a central theme of Qualcomm (QCOM), as company officials went over details about areas such as mobile handsets, Internet of Things technologies and moves into the automotive industry.
"Demand for tech continues to accelerate," said Chief Executive Cristiano Amon. "The time for Qualcomm is now. Our technology roadmap extends to cover every growth opportunity."
As part of its diversification, Qualcomm (QCOM) announced a new deal with BMW in which the automaker will use Qualcomm's (QCOM) Snapdragon Ride chipsets for vision perception and advanced drivers assisted systems [ADAS] controllers. BMW will use the Qualcomm (QCOM) chip systems for its upcoming stack of automated driving technologies.
"This is just the beginning," Amon said. "It's an incredible opportunity to scale very fast in our auto pipeline."
Chief Financial Officer Akash Palkhiwala said that Qualcomm (QCOM) believes it can grow its automotive revenue from about $1 billion this year to $8 billion a decade from now. Palkhiwala also said that as the company grows more of its Android-based mobile business, and Apple (AAPL) develops its own chipsets, Qualcomm (QCOM) expects it will provide just 20% of the chipsets for Apple's (AAPL) iPhones by 2023.
"[For Qualcomm] 87% of our addressable market is Android," Palkhiwala said. "That’s where the market is."
Last week, a federal appeals court judge ruled that Apple (AAPL) can't revive a challenge to Qualcomm's (QCOM) mobile-phone patents due to a settlement previously reached between the companies.
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亲爱的mooer们, $阿里巴巴(BABA.US$ 2022 年第二季度财报即将上线!
作为中国最成功的高科技冠军之一,阿里巴巴仍然是一项风险很大的长期投资。深层的趋势将是什么?
在收益方面有何期待?这将如何影响股价?
是时候加入游戏了!
赢取奖励:
将赌注押在BABA收盘价的百分比变化上(即+3%)美国东部时间 11 月 18 日/11 月 19 日 SGT以前11 月 18 日美国东部时间上午 4:00 /11 月 18 日下午 5:00 SGT。下注最接近的 mooer 将获胜300 点积分!
注意:
奖励积分将在结果公布后的5-10个工作日内发放。
奖励积分可用于在奖励俱乐部兑换礼物。
您可能还对以下内容感兴趣:
BABA 2022 年第二季度财报电话会议
作为中国最成功的高科技冠军之一,阿里巴巴仍然是一项风险很大的长期投资。深层的趋势将是什么?
在收益方面有何期待?这将如何影响股价?
是时候加入游戏了!
赢取奖励:
将赌注押在BABA收盘价的百分比变化上(即+3%)美国东部时间 11 月 18 日/11 月 19 日 SGT以前11 月 18 日美国东部时间上午 4:00 /11 月 18 日下午 5:00 SGT。下注最接近的 mooer 将获胜300 点积分!
注意:
奖励积分将在结果公布后的5-10个工作日内发放。
奖励积分可用于在奖励俱乐部兑换礼物。
您可能还对以下内容感兴趣:
BABA 2022 年第二季度财报电话会议
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Ahmoonnaa : 让我们拭目以待!!