$苹果(AAPL.US$ $微软(MSFT.US$ $谷歌-C(GOOG.US$
关键背景
各公司现在有充足的现金可以进行股票回购——彭斯表示,截至2020年底,标准普尔500指数公司持有1.9万亿美元的现金——这是有史以来的最高水平,与2019年相比增加了近4000亿美元。彭斯说,就目前而言,进行大部分股票回购的公司目前的交易价格低于整个市场,这表明他们对未来股价上涨持乐观态度。格雷厄姆还指出,大银行正面临美联储规定的压力测试,以确定它们能否恢复正常的股票回购水平。但是,由于这些银行 “拥有大量过剩资本”,这应该使它们能够轻松应对下个月的压力测试,并最终加快股票回购计划,这反过来可能导致投资者增加对银行股的敞口。EPFR Global的分析师温斯顿·蔡列举了公司回购股票的另一个原因。“回购增加了公司的每股收益,而利润却没有实际增加。这反过来会降低 [市盈率],使公司看起来更具吸引力,” 他告诉《福布斯》。
令人惊讶的事实
一些股票回购实际上可能对公司不利,因为它们会降低公司抵御危机的能力。彭斯以航空公司为例。他说,在过去的十年中,美国最大的航空公司将其自由现金流的96%用于回购,因此,当Covid抑制航空旅行需求时,美国政府不得不在《冠状病毒援助、救济和经济安全法》(CARES)、综合Covid救济协议和美国救援计划之间获得约540亿美元的支持。
要注意什么
达拉斯NFJ投资集团董事总经理兼投资组合经理伯恩斯·麦金尼告诉《福布斯》,他预计今年全年回购将 “增加”。他说:“公司现金余额仍然很高,乐观情绪正在上升。”“随着对回购和分红的限制 [到期],银行可能尤其如此。”
关键背景
各公司现在有充足的现金可以进行股票回购——彭斯表示,截至2020年底,标准普尔500指数公司持有1.9万亿美元的现金——这是有史以来的最高水平,与2019年相比增加了近4000亿美元。彭斯说,就目前而言,进行大部分股票回购的公司目前的交易价格低于整个市场,这表明他们对未来股价上涨持乐观态度。格雷厄姆还指出,大银行正面临美联储规定的压力测试,以确定它们能否恢复正常的股票回购水平。但是,由于这些银行 “拥有大量过剩资本”,这应该使它们能够轻松应对下个月的压力测试,并最终加快股票回购计划,这反过来可能导致投资者增加对银行股的敞口。EPFR Global的分析师温斯顿·蔡列举了公司回购股票的另一个原因。“回购增加了公司的每股收益,而利润却没有实际增加。这反过来会降低 [市盈率],使公司看起来更具吸引力,” 他告诉《福布斯》。
令人惊讶的事实
一些股票回购实际上可能对公司不利,因为它们会降低公司抵御危机的能力。彭斯以航空公司为例。他说,在过去的十年中,美国最大的航空公司将其自由现金流的96%用于回购,因此,当Covid抑制航空旅行需求时,美国政府不得不在《冠状病毒援助、救济和经济安全法》(CARES)、综合Covid救济协议和美国救援计划之间获得约540亿美元的支持。
要注意什么
达拉斯NFJ投资集团董事总经理兼投资组合经理伯恩斯·麦金尼告诉《福布斯》,他预计今年全年回购将 “增加”。他说:“公司现金余额仍然很高,乐观情绪正在上升。”“随着对回购和分红的限制 [到期],银行可能尤其如此。”
已翻译
2
$美国超微公司(AMD.US$ Chipmaker AMD, rebounds from short downtrend
AMD stock rebounded from its 50-day moving average line in a show of strength on Monday. However, trading volume in AMD stock has been underwhelming lately. Volume on Monday was 23% below average. Aggressive investors could have used 106.98 as an entry point. That's just above last Thursday's high.
- AMD stock rebounded from its 50-day moving average line
- Aggressive investors could have used 106.98 as an entry point
- AMD is forming a double-bottom base with a 114.59 buy point
AMD stock rebounded from its 50-day moving average line in a show of strength on Monday. However, trading volume in AMD stock has been underwhelming lately. Volume on Monday was 23% below average. Aggressive investors could have used 106.98 as an entry point. That's just above last Thursday's high.
- AMD stock rebounded from its 50-day moving average line
- Aggressive investors could have used 106.98 as an entry point
- AMD is forming a double-bottom base with a 114.59 buy point
2
1
$PayPal(PYPL.US$ Paypal price has currently met two strong supports and is looking like a very good buy to hold onto for the next few weeks/months.
2
$AMC院线(AMC.US$ Same set up on a weekly. All time low to all time high 50% retracement retest. stops below the 61.8. Profit target at 88.
1
1
$恒生指数(800000.HK$ The Hang Seng Index was blocked at 24700, and there is no upward momentum for the time being. In practice again and again, we found that the Hang Seng Index has its own independent trend. It is not necessary to follow the mom or dad, and often run away from home, and it will be a big drop in the slightest pressure.
$腾讯控股(00700.HK$ The funds for the purchase of Hong Kong stocks are bought for one day and sold for one day (and they are often chased in at high prices), and then they fall and sell quickly. In recent months, there has only been a range of fluctuations.
$腾讯控股(00700.HK$ Actually, there have been no major moves in the past few days. Investors return today, there is still a wave of market trends, but the specifics still depend on whether there is continuity tomorrow.
$波音(BA.US$
- Price has found a level of support
- Looking for a move towards the 200 ma then $245 zone
- A daily close below $207 negates the idea
- Price has found a level of support
- Looking for a move towards the 200 ma then $245 zone
- A daily close below $207 negates the idea
1
市场和观察名单表现不佳,暂时没有动力同意买入股票。 $罗素2000成长股指数ETF-iShares(IWO.US$, $iShares罗素2000指数ETF(IWM.US$ 自二月以来,罪恶浪潮一直在前进。完全没有趋势。
已翻译