JOHNNY 10
liked
The CPI increased 0.3% for the month, higher than the 0.2% estimate. On a 12-month basis, the CPI closed 2023 up 3.4%. Economists surveyed by Dow Jones had been looking for readings of 3.3%.
Food costs were up 2.7% compared with one year ago, down from 2.9% YoY compared to last month.
Energy costs decreased by 2.0% YoY. Energy costs decreased by 5.4% YoY in November.
Used cars and trucks prices decreased by 1.3% YoY.
Shelter costs were up ...
Food costs were up 2.7% compared with one year ago, down from 2.9% YoY compared to last month.
Energy costs decreased by 2.0% YoY. Energy costs decreased by 5.4% YoY in November.
Used cars and trucks prices decreased by 1.3% YoY.
Shelter costs were up ...
![Here's the Inflation Breakdown for December, in One Chart](https://ussnsimg.moomoo.com/feed_image/77777019/ec47e07c994137f18817ddba5fbf4fc4.png/thumb)
![Here's the Inflation Breakdown for December, in One Chart](https://ussnsimg.moomoo.com/feed_image/77777019/4018196160363306bd758bbe0ddbf615.jpg/thumb)
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$AUD/USD(AUDUSD.FX$ 上週澳元多頭在捍衛 0.6380 支撐位方面表現出色。這意味著澳元/美元自 7 月中旬跌破 0.6900 關口以來首次停止創造更低的高點和更低的低點。
這是否意味著澳元/美元已準備好出現看漲逆轉?
澳大利亞好於預期的零售銷售報告以及中國財政部和國家稅務總局通過降低印花稅和降低保證金要求推動資本市場提振中國股市,也可能為澳元多頭帶來支撐。
然後是鮑威爾在傑克遜霍爾的演講,他在演講中表示,他和他的團隊將“謹慎行事”下一次貨幣政策變化,一些交易員認為這意味著“不那麼鷹派”,並略微反美元。在英國市場放假期間,澳元/美元也可能很難獲得看漲動力。
一旦澳元/美元持續高於 0.6490 阻力位,考慮買入。如果不確定看漲逆轉,可以考慮在重新測試 0.6450 中間阻力位和 0.6490阻力位時進行多頭交易。
之前的 0.6600 阻力區域可能是一個不錯的利潤目標,但如果有足夠的動力,也可以瞄準之前感興趣的 0.6700 或 0.6740 區域。
這是否意味著澳元/美元已準備好出現看漲逆轉?
澳大利亞好於預期的零售銷售報告以及中國財政部和國家稅務總局通過降低印花稅和降低保證金要求推動資本市場提振中國股市,也可能為澳元多頭帶來支撐。
然後是鮑威爾在傑克遜霍爾的演講,他在演講中表示,他和他的團隊將“謹慎行事”下一次貨幣政策變化,一些交易員認為這意味著“不那麼鷹派”,並略微反美元。在英國市場放假期間,澳元/美元也可能很難獲得看漲動力。
一旦澳元/美元持續高於 0.6490 阻力位,考慮買入。如果不確定看漲逆轉,可以考慮在重新測試 0.6450 中間阻力位和 0.6490阻力位時進行多頭交易。
之前的 0.6600 阻力區域可能是一個不錯的利潤目標,但如果有足夠的動力,也可以瞄準之前感興趣的 0.6700 或 0.6740 區域。
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JOHNNY 10
voted
$Amazon(AMZN.US$ Q1 FY23:
• Revenue +9% Y/Y to $127.4B ($2.9B beat).
• Operating margin 4% (+1pp Y/Y).
• FCF ($3.3B) TTM.
• EPS $0.31 ($0.11 beat).
AWS:
• Revenue +16% Y/Y to $21.4B.
• Operating margin 24% (-11pp Y/Y).
Q2 FY23 Guidance:
• Revenue ~$130B (in-line).
By business, North America contributed revenue of $76.9 billion in the first quarter, an 11% year-over-year growth rate, high...
• Revenue +9% Y/Y to $127.4B ($2.9B beat).
• Operating margin 4% (+1pp Y/Y).
• FCF ($3.3B) TTM.
• EPS $0.31 ($0.11 beat).
AWS:
• Revenue +16% Y/Y to $21.4B.
• Operating margin 24% (-11pp Y/Y).
Q2 FY23 Guidance:
• Revenue ~$130B (in-line).
By business, North America contributed revenue of $76.9 billion in the first quarter, an 11% year-over-year growth rate, high...
![Amazon Q1: AWS outperformed expectations, solid Q2 guidance, up over 11% after hours and then turned down](https://ussnsimg.moomoo.com/feed_image/70042948/df1d805bec9636138f9c29ca3c4760fe.png/thumb)
![Amazon Q1: AWS outperformed expectations, solid Q2 guidance, up over 11% after hours and then turned down](https://ussnsimg.moomoo.com/feed_image/70042948/28cc68e208123cb8a916620002b59a20.jpg/thumb)
![Amazon Q1: AWS outperformed expectations, solid Q2 guidance, up over 11% after hours and then turned down](https://ussnsimg.moomoo.com/feed_image/70042948/e27612aea1f03c879ac04bdd1b6bef98.png/thumb)
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$Tesla(TSLA.US$
FSD investment arguments are subject to regulatory approval
As Elon Musk emphasized during the recent FQ1 '23 earnings call,Tesla Inc.(NASDAQ stock code:TSLA) To launch another attack and re-promote the availability of its fully automated driving (“FSD”) technology by 2023:
However, the trend is very clear, towards fully autonomous driving and fully autonomous driving. As most investors are aware, since 2018、2019, 2020, and2021Since Robotaxis, TSLA's CEO has long touted the supposed usability of its FSD technology several times.Unfortunately, considering the 2016 promotional video that was reportedly fake, Optics are bad for automakers, Ashok Elluswamy, TSLA's director of autonomous driving software, said:
The purpose of this video is not to accurately describe what is available to customers in 2016. It describes what can be built into the system. (Technical austerity。)
On the one hand, TSLA's FSD technology has a lot of room for improvement over the past seven years, and the test plan has been reached since October 2020150 million miles of drivingmiles.
The car manufacturer'sFSD update 11.4It's also quite promising, except for more...
FSD investment arguments are subject to regulatory approval
As Elon Musk emphasized during the recent FQ1 '23 earnings call,Tesla Inc.(NASDAQ stock code:TSLA) To launch another attack and re-promote the availability of its fully automated driving (“FSD”) technology by 2023:
However, the trend is very clear, towards fully autonomous driving and fully autonomous driving. As most investors are aware, since 2018、2019, 2020, and2021Since Robotaxis, TSLA's CEO has long touted the supposed usability of its FSD technology several times.Unfortunately, considering the 2016 promotional video that was reportedly fake, Optics are bad for automakers, Ashok Elluswamy, TSLA's director of autonomous driving software, said:
The purpose of this video is not to accurately describe what is available to customers in 2016. It describes what can be built into the system. (Technical austerity。)
On the one hand, TSLA's FSD technology has a lot of room for improvement over the past seven years, and the test plan has been reached since October 2020150 million miles of drivingmiles.
The car manufacturer'sFSD update 11.4It's also quite promising, except for more...
Translated
![Tesla profit margin compression - investment costs are rising faster than product sales prices: uncertainty breeds opportunity](https://sgsnsimg.moomoo.com/feed_image/25260248/7d4a8ea1f3cb3a08b78dcf257c439e70.jpg/thumb)
![Tesla profit margin compression - investment costs are rising faster than product sales prices: uncertainty breeds opportunity](https://sgsnsimg.moomoo.com/feed_image/25260248/de766c77579a310bb5eb555fa79f707b.jpg/thumb)
JOHNNY 10
liked and voted
If Tesla shares fall back to $100, investors can buy more, and when the shares are at $150 or $160, investors can hold on to the stock.
After a two-day delay, SpaceX launched the most powerful starship system ever built by man from Texas. The Starship successfully took off from the launch pad, but about four minutes after launch, the booster and the ship failed to separate from each other.
Simple summary: it blew up.![]()
The same "bomb" also overnight $Tesla(TSLA.US$'s stock p...
After a two-day delay, SpaceX launched the most powerful starship system ever built by man from Texas. The Starship successfully took off from the launch pad, but about four minutes after launch, the booster and the ship failed to separate from each other.
Simple summary: it blew up.
The same "bomb" also overnight $Tesla(TSLA.US$'s stock p...
![Where is the BOTTOM of Tesla's stock?](https://ussnsimg.moomoo.com/77777888/editor_image/22d0810e4dc5399898d9468fd8d81e68.webp/bigjpg)
![Where is the BOTTOM of Tesla's stock?](https://ussnsimg.moomoo.com/77777888/editor_image/1bf720ac34193fa4a43179380128c9bf.png/thumb)
![Where is the BOTTOM of Tesla's stock?](https://ussnsimg.moomoo.com/77777888/editor_image/63ca232907603eaabef6acfb8b14d768.png/thumb)
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JOHNNY 10
liked
The Chinese economy continues to grow and the food industry presents a great opportunity for companies to leverage food delivery services. With the help of cutting-edge technology, China's tech giants are taking advantage of this food delivery bloom enhancing the overall consumer experience by providing faster, more efficient and convenient food delivery options.
The restaurant industry is flourishing in this growth as small businesses alike are now able to gain access to a br...
The restaurant industry is flourishing in this growth as small businesses alike are now able to gain access to a br...
![Chinese Tech Giants](https://ussnsimg.moomoo.com/feed_image/73234714/78d69f9dca653c20b585e8d0db58c1f9.png/thumb)
![Chinese Tech Giants](https://ussnsimg.moomoo.com/feed_image/73234714/02a4dd6823583494896c75a3bc6e2e0b.png/thumb)
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$ZIM Integrated Shipping(ZIM.US$ rundown
Due to falling freight rates and the outlook for the container market, I don't expect ZIM's adjusted EBITDA and free cash flow even close to their levels in 2023.
The company was unable to pay a high dividend in 2023. However, you don't need to buy a stock just because the dividends are high.
The stock's current price is down 70% year over year, and 80% below its all-time high in March 2022.
ZIM's container capacity increased in the first quarter of 2023, and the company's chartering strategy enabled it
It can benefit from the improved market conditions expected in the second half of 2023 and the first half of 2024.
It is expected that by the second half of 2021, container freight rates will not even be close to current levels. In its 2020 financial results, ZIM Integrated Shipping Services (NYSE: ZIM) expects its adjusted EBITDA for the full year of 2021 to be between $1.4 billion and $1.6 billion. However, due to an unexpected increase in container freight rates, the company reported an adjusted EBITDA of $6.6 billion, 340% higher than expected. As container freight rates remained significantly high in the first nine months of 2022, the company reported an adjusted EBITDA of $7.5 billion in 2022. Due to high inflation, high energy prices, and declining consumer purchasing power, plus Hong Kong...
Due to falling freight rates and the outlook for the container market, I don't expect ZIM's adjusted EBITDA and free cash flow even close to their levels in 2023.
The company was unable to pay a high dividend in 2023. However, you don't need to buy a stock just because the dividends are high.
The stock's current price is down 70% year over year, and 80% below its all-time high in March 2022.
ZIM's container capacity increased in the first quarter of 2023, and the company's chartering strategy enabled it
It can benefit from the improved market conditions expected in the second half of 2023 and the first half of 2024.
It is expected that by the second half of 2021, container freight rates will not even be close to current levels. In its 2020 financial results, ZIM Integrated Shipping Services (NYSE: ZIM) expects its adjusted EBITDA for the full year of 2021 to be between $1.4 billion and $1.6 billion. However, due to an unexpected increase in container freight rates, the company reported an adjusted EBITDA of $6.6 billion, 340% higher than expected. As container freight rates remained significantly high in the first nine months of 2022, the company reported an adjusted EBITDA of $7.5 billion in 2022. Due to high inflation, high energy prices, and declining consumer purchasing power, plus Hong Kong...
Translated
![ZIM Ingegreted: Forget dividends, stocks are too cheap](https://sgsnsimg.moomoo.com/feed_image/25260248/2e0b5baa28363ec5b63bb086e67adc30.jpg/thumb)
![ZIM Ingegreted: Forget dividends, stocks are too cheap](https://sgsnsimg.moomoo.com/feed_image/25260248/d5485b32f61c33209b197b0903f9c053.jpg/thumb)
![ZIM Ingegreted: Forget dividends, stocks are too cheap](https://sgsnsimg.moomoo.com/feed_image/25260248/149e25065a1436fc92ac6979fffb232d.jpg/thumb)
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$Amazon(AMZN.US$ “If the value of common stock falls by 50% in a short period of time and causes you extreme pain, then you shouldn't hold common stock.” —Warren Buffett
Easier said than done! The share price of Berkshire Hathaway (Berkshire Hathaway). BRK B shares — Buffett's investment group) have fallen 50% several times. As a result, Amazon's (NASDAQ: AMZN) stock price drop of 50% in 2022 is praiseworthy of historical significance. This isn't the first time since Amazon went public that its stock price has dropped by more than 50%. That's not going to make things any better.
So what really happened? Why did Amazon's stock price drop in the past 12 months while the stock market is underperforming? Investors are concerned about four key issues:
macroeconomic pressure on consumer e-commerce spending,
High costs have affected Amazon's e-commerce business and Amazon web services.
Amazon Web Services (AWS) growth is slowing, and
Stay away from high-growth tech businesses.
macroeconomic environment
Admittedly, the macroeconomic environment has deteriorated in 2022, and Amazon, like most businesses, is facing a more challenging business environment. Amazon is a leading e-commerce company in the US and many international markets (excluding China). Excluding AWS, its revenue far exceeds $400 billion. Eliminate...
Easier said than done! The share price of Berkshire Hathaway (Berkshire Hathaway). BRK B shares — Buffett's investment group) have fallen 50% several times. As a result, Amazon's (NASDAQ: AMZN) stock price drop of 50% in 2022 is praiseworthy of historical significance. This isn't the first time since Amazon went public that its stock price has dropped by more than 50%. That's not going to make things any better.
So what really happened? Why did Amazon's stock price drop in the past 12 months while the stock market is underperforming? Investors are concerned about four key issues:
macroeconomic pressure on consumer e-commerce spending,
High costs have affected Amazon's e-commerce business and Amazon web services.
Amazon Web Services (AWS) growth is slowing, and
Stay away from high-growth tech businesses.
macroeconomic environment
Admittedly, the macroeconomic environment has deteriorated in 2022, and Amazon, like most businesses, is facing a more challenging business environment. Amazon is a leading e-commerce company in the US and many international markets (excluding China). Excluding AWS, its revenue far exceeds $400 billion. Eliminate...
Translated
![Amazon's corporate value is close to $1 trillion, and its fair value is $93.50 per share, which is close to the current market price.](https://sgsnsimg.moomoo.com/feed_image/25260248/4004a24bfb713590a1c6570de0879d6c.jpg/thumb)
![Amazon's corporate value is close to $1 trillion, and its fair value is $93.50 per share, which is close to the current market price.](https://sgsnsimg.moomoo.com/feed_image/25260248/edd3d319902a37a586e89e4a81238743.jpg/thumb)
![Amazon's corporate value is close to $1 trillion, and its fair value is $93.50 per share, which is close to the current market price.](https://sgsnsimg.moomoo.com/feed_image/25260248/62fb3662669f3fb29e0ed08941721f36.jpg/thumb)
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