I was wondering if market multiples for 2025 might be understated because "companies sandbag" and EPS estimates just march higher over time - so that by the time we reach January of next year, the current 2025 SPY 19x EPS multiple ends up actually being 17-18x, etc. Yeah - turns out that's not the case at all historically. Over the past 10 years, the average difference between actual EPS in any given year vs the estimate at the beginning of that year is: $SPDR 標普500指數ETF(SPY.US)$: -2% (ie...
Last Friday night,$英偉達(NVDA.US)$plummeted by 10%, a level of decline unprecedented in the past year. Particularly in the past six months, the US stock market has been heavily reliant on NVIDIA's performance. When NVIDIA dips, the entire market is immediately shrouded in panic. Today, I'd like to discuss why NVIDIA suddenly fell, institutional attitudes toward NVIDIA, and potential investment strategies going forward. Hop...
$台積電(TSM.US)$reported quarterly earnings of $1.38 per share which beat the analyst consensus estimate of $1.32 by 4.55 percent. TSM reported quarterly sales of $18.873 billion which beat the analyst consensus estimate of $18.395 billion by 2.60 percent. That is a 12.88 percent increase over sales of $16.719 billion the same period last year. With this stellar earnings from TSMC, I believe the$半導體指數ETF-VanEck(SMH.US)$will goin...
Tuesday (16 April) trading session was hit by volatility by major indexes. The S&P 500 experienced a slight decrease of 0.2%, while the Nasdaq Composite saw a marginal decline of 0.1%. The only one that has managed to provide a modest increase of 0.2% was Dow Jones Industrial Average. The increase was being supported by a significant increase from$聯合健康(UNH.US)$which urged 5.2% following its earnings announcement. Market React To Fed Chair...
$英偉達(NVDA.US)$'s earnings report this afternoon is expected to be a key driver of investor sentiment in the days ahead, but it could have a more direct and immediate effect for those who own passive funds. Nvidia's rapid rise over the past year has driven its market cap above $1.6 trillion and made it a large component of many exchange-traded funds that track indexes. That means that the direction of Nvidia's stock after the earnings report will hav...
Yeah - turns out that's not the case at all historically.
Over the past 10 years, the average difference between actual EPS in any given year vs the estimate at the beginning of that year is:
$SPDR 標普500指數ETF(SPY.US)$ : -2% (ie...
Today, I'd like to discuss why NVIDIA suddenly fell, institutional attitudes toward NVIDIA, and potential investment strategies going forward. Hop...
TSM reported quarterly sales of $18.873 billion which beat the analyst consensus estimate of $18.395 billion by 2.60 percent. That is a 12.88 percent increase over sales of $16.719 billion the same period last year.
With this stellar earnings from TSMC, I believe the $半導體指數ETF-VanEck(SMH.US)$ will goin...
The only one that has managed to provide a modest increase of 0.2% was Dow Jones Industrial Average. The increase was being supported by a significant increase from $聯合健康(UNH.US)$ which urged 5.2% following its earnings announcement.
Market React To Fed Chair...
$Invesco Dynamic Semiconductors ETF(PSI.US)$ $Qraft AI-Enhanced U.S. Large Cap Momentum ETF(AMOM.US)$ $NASDAQ100指數ETF-Invesco(QQQM.US)$ $富達MSCI信息技術指數ETF(FTEC.US)$ $iShares U.S. Tech Independence Focused ETF(IETC.US)$ $安碩北美科技ETF(IGM.US)$ $美國科技ETF-iShares(IYW.US)$ $iShares費城交易所半導體ETF(SOXX.US)$ $半導體指數ETF-VanEck(SMH.US)$
Nvidia's rapid rise over the past year has driven its market cap above $1.6 trillion and made it a large component of many exchange-traded funds that track indexes. That means that the direction of Nvidia's stock after the earnings report will hav...
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