Hello everyone, welcome to the Wavetop Trading Club.
Tesla's clean energy business is rapidly becoming the growth engine for the next decade. As a leading electric car manufacturer in the USA, Tesla is rapidly expanding its energy storage products and solar systems globally, especially in China. In the second quarter of 2023, Tesla's energy storage deployments reached a record 9.4 GWh, a 158% year-on-year increase, with energy business revenue reaching $3 billion, while electric vehicle business revenue declined by 7%.
The gross margin of the energy business has increased to 24.6%, far exceeding the automotive business's 18.5%. Analysts are optimistic that this business will significantly boost company profits. Renowned analyst Adam Jonas has raised Tesla's target stock price to $310, calling the energy business a "bright spot." Similar to how Amazon Web Services drives profits, Tesla's energy business also has the potential to become a new profit engine.
Tesla is partnering with Sunrun (RUN) in Texas to help households establish "virtual power plants", optimize energy management through Tesla Electric, and sell electricity. Each Powerwall user can receive $400 in compensation annually. This initiative enhances the resilience of the Texas grid, addressing the increasing demand for electrical utilities and weather disasters.
Despite facing short-term challenges, Tesla's dual layout in clean energy and electric vehicle fields gives it tremendous potential for future development. Analyst...
Tesla's clean energy business is rapidly becoming the growth engine for the next decade. As a leading electric car manufacturer in the USA, Tesla is rapidly expanding its energy storage products and solar systems globally, especially in China. In the second quarter of 2023, Tesla's energy storage deployments reached a record 9.4 GWh, a 158% year-on-year increase, with energy business revenue reaching $3 billion, while electric vehicle business revenue declined by 7%.
The gross margin of the energy business has increased to 24.6%, far exceeding the automotive business's 18.5%. Analysts are optimistic that this business will significantly boost company profits. Renowned analyst Adam Jonas has raised Tesla's target stock price to $310, calling the energy business a "bright spot." Similar to how Amazon Web Services drives profits, Tesla's energy business also has the potential to become a new profit engine.
Tesla is partnering with Sunrun (RUN) in Texas to help households establish "virtual power plants", optimize energy management through Tesla Electric, and sell electricity. Each Powerwall user can receive $400 in compensation annually. This initiative enhances the resilience of the Texas grid, addressing the increasing demand for electrical utilities and weather disasters.
Despite facing short-term challenges, Tesla's dual layout in clean energy and electric vehicle fields gives it tremendous potential for future development. Analyst...
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Hello everyone, welcome to Langjian Trading Society. Today we experienced a significant drop, almost triggering a circuit breaker. The Nasdaq opened with a 6% decline, although it eventually stabilized. What will be the future trend? We will analyze the current situation of the large cap in detail using wave theory, discussing whether it will continue to decline or has already bottomed out and rebounded.
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The main reason for the decline in the US stock market today is weak economic data and a sharp sell-off of chip stocks, which has caused market concerns. The contraction of manufacturing, the increase in unemployment claims, and the decrease in construction spending have intensified concerns about economic slowdown. Although the Federal Reserve may cut interest rates in September, investors still feel uncertain about the future economic outlook.
Yesterday's rise and Powell's affirmation of the upcoming rate cut have made investors relatively optimistic about the market. Many people have used up their positions to bottom fish. Today's decline is undoubtedly desperate for some investors, as the market volatility easily dominates investor sentiment.
However, establishing the correct trading system and trading approach will enable us to calmly face market fluctuations. In fact, as mentioned in the weekend video, we mentioned that the large cap may continue to decline this week, ...
Yesterday's rise and Powell's affirmation of the upcoming rate cut have made investors relatively optimistic about the market. Many people have used up their positions to bottom fish. Today's decline is undoubtedly desperate for some investors, as the market volatility easily dominates investor sentiment.
However, establishing the correct trading system and trading approach will enable us to calmly face market fluctuations. In fact, as mentioned in the weekend video, we mentioned that the large cap may continue to decline this week, ...
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Columns 今天鲍威尔说了什么?九月降息前景与美联储政策前瞻 浪尖交易社
大家好,欢迎来到浪尖交易社!
今天我们将深入分析美联储主席鲍威尔的最新讲话,探讨他对未来降息的暗示及其对市场的潜在影响。鲍威尔的言论中透露了哪些关键信号?九月是否真的会成为降息的转折点?本视频将逐字逐句剖析鲍威尔的发言,揭示美联储政策走向的细微变化:
今天我们将深入分析美联储主席鲍威尔的最新讲话,探讨他对未来降息的暗示及其对市场的潜在影响。鲍威尔的言论中透露了哪些关键信号?九月是否真的会成为降息的转折点?本视频将逐字逐句剖析鲍威尔的发言,揭示美联储政策走向的细微变化:
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Welcome to Futu Securities, today after hours two major technology companies announced their financial reports:
Microsoft reported its fourth quarter financial results, with earnings per share of $2.95 and revenue of $64.7 billion, exceeding expectations. However, its cloud business revenue was slightly below expectations, causing the stock price to drop by over 7% in after-hours trading. Microsoft's asia vets cloud division revenue was $28.5 billion, lower than the expected $28.7 billion. Nevertheless, total revenue increased by 21% year-on-year, with asia vets cloud revenue growing by 19%. Among them, AI services contributed 8 percentage points to the growth of cloud computing service revenue such as Azure. Influenced by Microsoft's financial report, the stock price of other AI-related companies like Meta also declined. Analysts pointed out that Microsoft continues to gain market share in the cloud market from Google and Amazon.
AMD announced its second quarter financial report, exceeding market expectations. The company reported adjusted earnings per share of $0.69, revenue of $5.8 billion, exceeding expectations of $0.68 and $5.7 billion respectively. Datacenter revenue reached $2.8 billion, a 115% year-on-year increase, driven by GPU and CPU sales fueled by AI demand. Despite a decrease in gaming business revenue, the PC chip division performed strongly, generating revenue of $1.5 billion. CEO Lisa Su stated that the growth of AI business will continue to drive annual revenue growth. Following the financial report release, AMD's stock price rose by 5%.
Following Microsoft's financial report, the large cap continued the daytime downtrend, continuing to decline after hours. However, following the impressive financial report of AMD, ...
Microsoft reported its fourth quarter financial results, with earnings per share of $2.95 and revenue of $64.7 billion, exceeding expectations. However, its cloud business revenue was slightly below expectations, causing the stock price to drop by over 7% in after-hours trading. Microsoft's asia vets cloud division revenue was $28.5 billion, lower than the expected $28.7 billion. Nevertheless, total revenue increased by 21% year-on-year, with asia vets cloud revenue growing by 19%. Among them, AI services contributed 8 percentage points to the growth of cloud computing service revenue such as Azure. Influenced by Microsoft's financial report, the stock price of other AI-related companies like Meta also declined. Analysts pointed out that Microsoft continues to gain market share in the cloud market from Google and Amazon.
AMD announced its second quarter financial report, exceeding market expectations. The company reported adjusted earnings per share of $0.69, revenue of $5.8 billion, exceeding expectations of $0.68 and $5.7 billion respectively. Datacenter revenue reached $2.8 billion, a 115% year-on-year increase, driven by GPU and CPU sales fueled by AI demand. Despite a decrease in gaming business revenue, the PC chip division performed strongly, generating revenue of $1.5 billion. CEO Lisa Su stated that the growth of AI business will continue to drive annual revenue growth. Following the financial report release, AMD's stock price rose by 5%.
Following Microsoft's financial report, the large cap continued the daytime downtrend, continuing to decline after hours. However, following the impressive financial report of AMD, ...
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Hello everyone, welcome to Wave Top Trading Society. Today, Bitcoin surged in the mid-session, briefly rising above 70,000 and then quickly falling back, currently stabilizing around 66,000. Is this a false breakthrough or a small retracement before the formal rise?
Let's take a look at today's video.
Let's take a look at today's video.
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Hello everyone, welcome to Langjian Trading
Next week, the US stock market will be tested by a series of important events.
First, the Federal Reserve's policy meeting is the focus of market attention. Investors will pay close attention to whether a signal to cut interest rates in September will be sent, which may have a significant impact on market expectations.
Second, the July jobs report will provide new data on the health of the US labor market, especially given recent signs of a cooling in the job market.
Additionally, financial reports from tech giants Apple, Amazon, Microsoft, and Meta will reveal the latest performance of these companies, while earnings reports from other companies such as AMD, Boeing, McDonald's, and Starbucks will also provide investors with extensive market information.
At the same time, the release of data on consumer confidence and manufacturing activity will provide a more comprehensive perspective on the economic outlook. All of this could trigger market fluctuations and set the tone for August's trend.
The market will close next week. In today's video, let's take a look at the key positions and potential trend analysis of the market:
Next week, the US stock market will be tested by a series of important events.
First, the Federal Reserve's policy meeting is the focus of market attention. Investors will pay close attention to whether a signal to cut interest rates in September will be sent, which may have a significant impact on market expectations.
Second, the July jobs report will provide new data on the health of the US labor market, especially given recent signs of a cooling in the job market.
Additionally, financial reports from tech giants Apple, Amazon, Microsoft, and Meta will reveal the latest performance of these companies, while earnings reports from other companies such as AMD, Boeing, McDonald's, and Starbucks will also provide investors with extensive market information.
At the same time, the release of data on consumer confidence and manufacturing activity will provide a more comprehensive perspective on the economic outlook. All of this could trigger market fluctuations and set the tone for August's trend.
The market will close next week. In today's video, let's take a look at the key positions and potential trend analysis of the market:
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Welcome to Langjian Trade Community.
After the market opened today, it fell all the way, with the nasdaq once falling more than 1.5% and semiconductor stocks like nvidia falling more than 6% at one point. Just when investors were desperate, the market experienced a major rebound, with the nasdaq recovering all its losses at one point and rising nearly 1%. However, in the afternoon, the market started to fall again, and the nasdaq closed down 1.1%.
Some people say that with Trump taking office, the market will shift from technology stocks to traditional stocks, leading to significant declines in previously hot ai chip technology stocks.
However, from a technical analysis perspective, all these price actions are reasonable. Two weeks ago, we predicted that nvidia might fall to around 106, and at that time, not many people might have believed it. So let's watch today's video to see if it's time to bottom out in the large cap market and if nvidia is still worth buying.
After the market opened today, it fell all the way, with the nasdaq once falling more than 1.5% and semiconductor stocks like nvidia falling more than 6% at one point. Just when investors were desperate, the market experienced a major rebound, with the nasdaq recovering all its losses at one point and rising nearly 1%. However, in the afternoon, the market started to fall again, and the nasdaq closed down 1.1%.
Some people say that with Trump taking office, the market will shift from technology stocks to traditional stocks, leading to significant declines in previously hot ai chip technology stocks.
However, from a technical analysis perspective, all these price actions are reasonable. Two weeks ago, we predicted that nvidia might fall to around 106, and at that time, not many people might have believed it. So let's watch today's video to see if it's time to bottom out in the large cap market and if nvidia is still worth buying.
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The market fell sharply today, with significant breakouts in the S&P and Nasdaq. Technology stocks are particularly dismal, as Google and Tesla's financial reports did not meet Wall Street's expectations, causing market concerns that other technology companies may follow suit. Investors have also panicked, and Ford's disappointing financial report after market close today shows a 10% drop in stock price. So, is this adjustment a normal technical correction, or a medium to long-term reversal? Let's take a look at today's video.
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Hello everyone, welcome to Langjian Trading Co., Ltd.!
Today, let's thoroughly analyze Tesla's Q2 earnings report. Although on the surface, profit margins, production, and delivery volumes all declined, careful analysis revealed that the actual situation was not that bad.
Let's take a look at today's content:
#特斯拉财报
#特斯拉财报大跌
#抄底特斯拉
Today, let's thoroughly analyze Tesla's Q2 earnings report. Although on the surface, profit margins, production, and delivery volumes all declined, careful analysis revealed that the actual situation was not that bad.
Let's take a look at today's content:
#特斯拉财报
#特斯拉财报大跌
#抄底特斯拉
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