$S&P 500 Index (.SPX.US)$ $iShares Core S&P 500 ETF (IVV.US)$ $SPDR S&P 500 ETF (SPY.US)$
The prospect of Fed policy tightening is likely to boost market volatility.
In the "mid-cycle period", we are optimistic about high-quality stocks, "dividend growth stocks" and global healthcare stocks. Continued profit growth and "reasonable valuations" make the healthcare sector attractive, and betting on stocks in this sector ca...
The prospect of Fed policy tightening is likely to boost market volatility.
In the "mid-cycle period", we are optimistic about high-quality stocks, "dividend growth stocks" and global healthcare stocks. Continued profit growth and "reasonable valuations" make the healthcare sector attractive, and betting on stocks in this sector ca...
2
$SPDR S&P 500 ETF (SPY.US)$ $iShares Core S&P 500 ETF (IVV.US)$ $S&P 500 Index (.SPX.US)$
2022 will be a year of economic recovery and strong cyclical asset performance
Boosted by "strong profit growth" and the relief of supply chain difficulties. It is expected that international stocks, emerging markets and cyclical market sectors will perform significantly. However, in view of expectations of interest rate hikes and a slight tightening of monetary polic...
2022 will be a year of economic recovery and strong cyclical asset performance
Boosted by "strong profit growth" and the relief of supply chain difficulties. It is expected that international stocks, emerging markets and cyclical market sectors will perform significantly. However, in view of expectations of interest rate hikes and a slight tightening of monetary polic...
4
$SPDR S&P 500 ETF (SPY.US)$ $iShares Core S&P 500 ETF (IVV.US)$ $S&P 500 Index (.SPX.US)$
Strong expectations of real and nominal economic growth, further increases in cyclical corporate profit margins, increased repurchases, and the Fed’s tightening policy, the discount rate is still beneficial to companies. Combining these factors, Credit Suisse made this constructive outlook
Credit Suisse ...
Strong expectations of real and nominal economic growth, further increases in cyclical corporate profit margins, increased repurchases, and the Fed’s tightening policy, the discount rate is still beneficial to companies. Combining these factors, Credit Suisse made this constructive outlook
Credit Suisse ...
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$SPDR S&P 500 ETF (SPY.US)$ $iShares Core S&P 500 ETF (IVV.US)$ $S&P 500 Index (.SPX.US)$
David Kostin, chief U.S. equity strategist at Goldman Sachs, said that corporate profits will become the driving force for further stock market gains next year. S&P 500 earnings per share will increase by 8% to 226 US dollars in 2022, and 4% to 236 US dollars in 2023.
Kostin also said that the Fed will start raising interest rates in...
David Kostin, chief U.S. equity strategist at Goldman Sachs, said that corporate profits will become the driving force for further stock market gains next year. S&P 500 earnings per share will increase by 8% to 226 US dollars in 2022, and 4% to 236 US dollars in 2023.
Kostin also said that the Fed will start raising interest rates in...
4
$S&P 500 Index (.SPX.US)$ $iShares Core S&P 500 ETF (IVV.US)$ $SPDR S&P 500 ETF (SPY.US)$
Oppenheimer strategist John Stoltzfus is particularly optimistic about the stock market in 2022, predicting that as economic growth remains strong and policy makers take action to address concerns about price increases, the stock market will again experience double-digit growth.
Stoltzfus pointed out that the company is still ...
Oppenheimer strategist John Stoltzfus is particularly optimistic about the stock market in 2022, predicting that as economic growth remains strong and policy makers take action to address concerns about price increases, the stock market will again experience double-digit growth.
Stoltzfus pointed out that the company is still ...
10
$DocuSign (DOCU.US)$ $Zoom Communications (ZM.US)$ Bleakley analyst Peter Boockvar said on Tuesday that the valuation of home stocks such as DocuSign (DOCU) and Zoom (ZM) may still need to be adjusted according to the world after the epidemic, even if they have recently suffered a sell-off.
"I think these companies will adapt to the post-epidemic environment, but I think their internal multiples are still quite high and still need to be...
"I think these companies will adapt to the post-epidemic environment, but I think their internal multiples are still quite high and still need to be...
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$Shopify (SHOP.US)$ Roth Capital lowered the Shopify target price from US$1800 to US$1650. Its analyst Darren Aftahi maintained a buy rating on the stock, calling Shopify a "strong growth story." However, due to multiple compressions in the e-commerce field, although Shopify "can be said to be a different animal with a SaaS perspective," he is not optimistic about the stock. Aftahi believes that as growth slows, valuations will s...
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$Microsoft (MSFT.US)$ A new Microsoft patent reveals the prototype of the company's "multi-panel device" with a tri-fold design.
The patent was granted by the United States Patent and Trademark Office (USPTO) last week and shows a sketch of a device with two hinges. When opened, you can see a larger three-part screen. When folded, the device can be used as a traditional smartphone, and it looks like a Surface Duo mold wi...
The patent was granted by the United States Patent and Trademark Office (USPTO) last week and shows a sketch of a device with two hinges. When opened, you can see a larger three-part screen. When folded, the device can be used as a traditional smartphone, and it looks like a Surface Duo mold wi...
9
$Veeva Systems (VEEV.US)$ According to reports, on December 23, 2021, director Ronald EF Codd sold 11,625 shares of Veeva Systems (VEEV) for $3,034,725. After submitting Form4 documents to the US Securities and Exchange Commission, Codd controlled a total of 15,978 shares of the company, of which 221 shares were directly held and 15,757 shares were indirectly controlled. According to the transaction price, the market value of direct and indirect holdings is approximatel...
3
$ARK Innovation ETF (ARKK.US)$ $Palantir (PLTR.US)$ $UiPath (PATH.US)$ $Robinhood (HOOD.US)$ According to Monday’s daily public trading records, Cathie Wood, CEO and CIO of ARK Invest, and her team sold most of their holdings in five ETFs they actively manage.
ARK clarified in their transaction notice that "all trading activities today (December 27, 2021) are for the purpose of raising cash for the 2021 ...
ARK clarified in their transaction notice that "all trading activities today (December 27, 2021) are for the purpose of raising cash for the 2021 ...
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