$美国超微公司 (AMD.US)$至少星期二有CES展会,半导体行业可能需要一个催化剂,这通常是一个好的触发器。暂时搁置有关合并确认的消息,因为目前没有任何迹象表明他们还需要多久。
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祝你好运,Cathy。我们所有人在选择股票时都会犯错,这可能会损害整个投资组合。希望你的所有基金在明年表现优于市场...干杯
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$美光科技 (MU.US)$ tomorrow it might be trading at 93 to 95 bucks! I will add to my position
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$美光科技 (MU.US)$ Micron sees DRAM chip delays from lockdown affecting Chinese factory… maybe s slight speed bump on the way …
MU still very cheap vs rest of the mkt…9.5 forward looking. PE over the next four quarters ,
MU still very cheap vs rest of the mkt…9.5 forward looking. PE over the next four quarters ,
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$美国超微公司 (AMD.US)$ $赛灵思 (XLNX.US)$ $苹果 (AAPL.US)$ $微软 (MSFT.US)$
Today was a VERY low volume day for the market, but not for AMD.
NVDA had 85% of the average volume
AAPL about 60%
MSFT about 60%
AMD had about 95% of average daily volume
I don't think merger arbitrage fully explains everything because XLNX only had about 73% of average volume. I think folks are vanilla shorting AMD in anticipation of China approving the deal. Don't be discourage by today's price action. Those f...
Today was a VERY low volume day for the market, but not for AMD.
NVDA had 85% of the average volume
AAPL about 60%
MSFT about 60%
AMD had about 95% of average daily volume
I don't think merger arbitrage fully explains everything because XLNX only had about 73% of average volume. I think folks are vanilla shorting AMD in anticipation of China approving the deal. Don't be discourage by today's price action. Those f...
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$谷歌-C (GOOG.US)$ $吉利汽车(ADR) (GELYY.US)$ Dec 28 (Reuters) - China's Geely Holding GEELY.UL said its premium electric mobility brand, Zeekr, will make electric vehicles for Waymo, Alphabet Inc's GOOGL self-driving unit, to be deployed as fully autonomous ride-hailing vehicles across the United States.
The vehicles will be designed and developed at Zeekr's facility in Sweden, and later integrated with Waymo's self-drivin...
The vehicles will be designed and developed at Zeekr's facility in Sweden, and later integrated with Waymo's self-drivin...
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$Upstart (UPST.US)$ UPST FY2021 预期市盈率约为 70
我认为以这个价格看起来很有吸引力,尽管它显然不便宜。
我喜欢UPST的一点是,它们的投资叙事非常有吸引力,在 “金融科技” 领域使用 “人工智能” 是 “颠覆性” 的,等等。我并不是说这些东西一定值得获得更高的倍数,但是投资者对像UPST这样应该有助于支撑价格的股票有很大的兴趣。
它们的增长也非常迅速,我已经...
我认为以这个价格看起来很有吸引力,尽管它显然不便宜。
我喜欢UPST的一点是,它们的投资叙事非常有吸引力,在 “金融科技” 领域使用 “人工智能” 是 “颠覆性” 的,等等。我并不是说这些东西一定值得获得更高的倍数,但是投资者对像UPST这样应该有助于支撑价格的股票有很大的兴趣。
它们的增长也非常迅速,我已经...
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$亚马逊 (AMZN.US)$ $Meta Platforms (FB.US)$ $英伟达 (NVDA.US)$ I have notoced that ads even for things like Imax are pivoting their verbiage to enable a simple future pivot into VR. I'll have a keen eye to hardware sales from this season and was wondering what tickers you all are keeping keen eyes on in this space?
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$强生 (JNJ.US)$ JNJ在即将到来的分裂中可能会大放异彩。他们的一些新药也有大量支持,可能有数十亿美元的收入。
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