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老股董 Male ID: 103124802
物竞天择
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    老股董 commented on
    $DBS Group Holdings (D05.SG)$ will go to 37 in this week ma?
    4
    老股董 commented on
    $Grab Holdings (GRAB.US)$ I am staying clear of this stock as the company is not doing business. deposited money and cannot use it even when the account is verified. customer service just brush me off... definitely shady
    1
    老股董 liked and commented on
    It will be a short week of trading, with markets closed on Thursday for Thanksgiving and then closing early on Black Friday as the holiday shopping rush begins.
    Earnings season is winding down but there will still be some notable reports next week, including $Zoom Video Communications (ZM.US)$ and $Dell Technologies (DELL.US)$ on Monday; $Best Buy (BBY.US)$, $Dick's Sporting Goods (DKS.US)$, $Nordstrom (JWN.US)$, and ...
    What to Expect in the Week Ahead (Fed Minutes, Thanksgiving, Black Friday and DLTR Earnings)
    What to Expect in the Week Ahead (Fed Minutes, Thanksgiving, Black Friday and DLTR Earnings)
    What to Expect in the Week Ahead (Fed Minutes, Thanksgiving, Black Friday and DLTR Earnings)
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    pls up up up
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    $NASDAQ 100 Index (.NDX.US)$ 经济观察报 记者 梁冀 通胀压力未减,货币紧缩持续。美欧央行近期相继发布货币政策会议纪要,重申将继续收紧货币政策以抑制通胀。
    当地时间2022年11月23日,美联储发布11月议息会议纪要。其中显示,美联储将继续加息,但加息步伐将会放缓,并开始考虑经济衰退后的政策转变。市场预计,美联储将按照预期在12月加息50个基点(BP),激进加息动作可能告一段落。
    北大西洋彼岸,欧洲央行传递的加息信息则颇显坚定。当地时间11月24日,欧洲央行发布10月货币政策会议纪要。其中显示,成员国均同意鉴于目前的通胀前景,应该取消宽松政策以使货币政策正常化,确保需求不再持续。市场预计欧洲央行将进一步提高利率以防止通胀预期脱锚的风险。
    欧美货币政策持续紧缩之际,市场开始将目光转至折射经济的衰退信号,“11月,美欧采购经理指数(PMI)双双落入萎缩区间。美国货币政策拐点或尚未到来,美联储或将继续加息至5%,持续加息将加大经济下行风险,2023年走向‘滞胀式’衰退或是大概率事件;”中金公司认为,“尽管美国10月...
    $Baidu (BIDU.US)$ 投资需要一点坚持,而对于价投而言,熊市机会才多。有个牛逼的F1车手叫埃尔顿·塞纳,他曾说,天气好的时候你不可能完成15次超车,要雨战的时候才可以,因为机会总是存在于转折中。这句话我都怀疑他是在借赛车,谈炒股。他一定也炒股。
    熊市里没有什么太多要操作,在“保本出”伟大信念的支撑下,坚决对一切的瞎操作、骚操作 say no。剩下每个季度要做的,就是一遍遍梳理自己的投资组合,check一下每一辆F1赛车状态如何呀,油还够不够啊要不要保个胎啊,云云。
    所以从投资人的角度点评一下百度财报。
    1. 价值型的现金流业务
    百度业务纷繁复杂,但是用奥卡姆的剃刀来庖丁解牛起来,简单可以分为两块,这里不是指官方财报的分类:核心收入+非核心(爱奇艺+携程+快手的股权);而是我个人比较喜欢的分法:1. 价值型的现金流业务和 2. 成长型的需要现金流业务,在财报里主要反映为marketing (广告)收入 与non-marketing(非广告,主要包括云与AI相关)收入。广告收入估值一般可给8-10倍市盈率,且目前现金流的基...
    百度Q2财报点评:你需要一场大雨才能超车15次
    百度Q2财报点评:你需要一场大雨才能超车15次
    $Tesla (TSLA.US)$ $Micro E-mini Nasdaq-100 Index Futures(DEC4) (MNQmain.US)$ $Apple (AAPL.US)$ Recently, some information about Tesla (TSLA) has been summarized, mainly based on the references from Troy Teslike and some information from the USA.
    From the current data perspective:
    1) Q4 Tesla's production volume is estimated to be 466,165 units, and the estimated annual production volume for 2022 is 1.396 million units.
    2) Q4 Tesla's delivery estimate is 0.42 million, with the main delivery locations being the USA and Canada at 0.165 million, China at 0.12 million, Europe at 0.101 million, and other regions at 0.033 million.
    3) Looking at the order backlog, there are currently 0.285 million globally, with China's estimate at the end of October being 0.032 million (after the price reduction, the order volume has increased).
    Looking at the distribution of battery demand
    1) This year, the supply of LFP batteries in China has alleviated the demand in the USA, but IRA will change the supply of the US market in the future.
    2) Next year, the main supply of the US market will be the 4680 and 2170 batteries.
    Based on Tesla's performance this year, we have seen a concentration on developing autonomous driving technology without directly changing the order volume. This order backlog is rapidly depleting in a highly competitive market. The biggest issue in China is the fluctuation in Model 3 data.
    ...
    Translated
    A Summary of Tesla's Recent Situation and Q4 Sales Forecast
    A Summary of Tesla's Recent Situation and Q4 Sales Forecast
    A Summary of Tesla's Recent Situation and Q4 Sales Forecast
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