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$优步(UBER.US$ 摩根大通发布了一份研究报告,称其维持优步(UBER.US)的 “增持” 评级,并将目标价格从72美元下调至68美元。
小米分析师道格·安默斯认为,随着经济变得更加数字化,优步在2022年的地位将比疫情爆发前更加强大。但是,他预计,“更多样化的股票表现将继续下去”,而在新冠疫情之后,该公司的业务将成为实现正常化的更大因素。
Anmuth预测,随着许多公司面临激烈的竞争并走向正常化,增长水平将下降。到2022年,投资者通常会更喜欢电子商务和订阅型公司,而不是在线广告公司。
文章摘自美国证券研究机构
小米分析师道格·安默斯认为,随着经济变得更加数字化,优步在2022年的地位将比疫情爆发前更加强大。但是,他预计,“更多样化的股票表现将继续下去”,而在新冠疫情之后,该公司的业务将成为实现正常化的更大因素。
Anmuth预测,随着许多公司面临激烈的竞争并走向正常化,增长水平将下降。到2022年,投资者通常会更喜欢电子商务和订阅型公司,而不是在线广告公司。
文章摘自美国证券研究机构
已翻译
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$特斯拉(TSLA.US$
像往常一样,亿万富翁肯定比普通的散户投资者更聪明。
你为什么会认为埃隆像联邦公开市场委员会会议前的整整几周一样抛售股票?
当然,有人会说哦他需要纳税才能行使即将到期的期权...
猜猜这些只是他知道TSLA估值已接近顶峰并且在不久的将来可能无法持续的借口
最后一件事是,顺便说一句,他正在以每股6美元的价格行使期权,而你又在以每股什么价格买入期权?请记住,这些股票是相同的...
只是 Elon 会对银行大笑零售商就会陷入困境...
我的想法,马斯克的粉丝们请改变主意嘿嘿
像往常一样,亿万富翁肯定比普通的散户投资者更聪明。
你为什么会认为埃隆像联邦公开市场委员会会议前的整整几周一样抛售股票?
当然,有人会说哦他需要纳税才能行使即将到期的期权...
猜猜这些只是他知道TSLA估值已接近顶峰并且在不久的将来可能无法持续的借口
最后一件事是,顺便说一句,他正在以每股6美元的价格行使期权,而你又在以每股什么价格买入期权?请记住,这些股票是相同的...
只是 Elon 会对银行大笑零售商就会陷入困境...
我的想法,马斯克的粉丝们请改变主意嘿嘿
已翻译
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Asia stocks set for mixed open in countdown to Fed
Asian stocks are set for a mixed start Wednesday after the latest inflation data added to the case for tighter Federal Reserve policy, weighing on U.S. shares. The dollar rose with Treasury yields.
Australian shares slipped, futures for Japan fell and Hong Kong contracts were little changed. $标普500指数(.SPX.US$ and $纳斯达克100指数(.NDX.US$ futures wavered. Technology shares led the drop on Wall Street as investors fret over reduced stimulus and sour on costlier parts of the stock market.
JPMorgan says it's OK if you're still in love with risky stocks
Investors should reconsider their affection for the safety of technology megacaps and start seeking out risky assets like beaten-down high-growth stocks and Chinese shares.
So says Dubravko Lakos-Bujas, $摩根大通(JPM.US$'s global head of equity research. "In the first half next year, assuming inflation shows signs of normalization, assuming the Fed ends up being more balanced and doesn't continue to move forward with tightening, which I believe the market is pricing in, and assuming the Covid situation starts to come back under control, I think you'll see a rotation from lower-beta megacaps into higher-beta."
New fund chasing day-trader favorites slammed by meme stock slide
The $ROUNDHILL MEME ETF(MEME.US$ has fallen every day since its launch last Wednesday.
So far this week, $游戏驿站(GME.US$ and $AMC院线(AMC.US$ have shed 15% and 16%, respectively. Meanwhile, the fund's top holding $Digital World Acquisition Corp(DWAC.US$ -- the special purpose acquisition company taking former president Donald Trump's media company public -- is down 11%, bringing its losses to 23% since the ETF launched.
Elon Musk's stock sales could total $18 billion by the end of year
Elon Musk sold $906 million in $特斯拉(TSLA.US$ stock Monday. As of Tuesday morning, he has sold a total of 11.9 million shares, according to InsiderScore/Verity. Musk is making two kinds of stock sales — one to pay taxes on his compensation package and the other for straight cash-outs, or "to-pocket" sales.
Based on his 10% sale target, Musk will likely only sell another $5 billion before the year is out.
Dogecoin spikes more than 20% after Elon Musk says Tesla will accept it as payment for merch
Dogecoin skyrocketed more than 20% on Tuesday after Elon Musk said Tesla would accept it as payment for some merchandise. Musk has frequently talked up dogecoin, calling it his favorite digital coin and mentioning it in an appearance on "Saturday Night Live." Dogecoin hit a record-high price above 74 cents in May but has since plunged sharply.
Red-hot chip stocks are cooling
The $费城半导体指数(.SOX.US$, home to the likes of $英伟达(NVDA.US$ and $美国超微公司(AMD.US$, has gained 36% in 2021 after advances of more than 50% in both 2019 and 2020. That brings the three-year cumulative return including dividends to almost 250%, exceeding gains seen in any similar span of the late-1990s technology mania.
However, global growth in chip sales slowed in October to May levels and has been cooling for three straight months, industry show.
Adobe, Cloudflare lead plunge in cloud stocks after JPMorgan issues wave of downgrades on valuation concerns
JPMorgan analysts downgraded Adobe, Datadog, Cloudflare, Zscaler and other software stocks in an outlook report for 2022. "With rates climbing, this adds risk to higher multiple software stocks trading over 20 times revenue," the analysts wrote.
$Adobe(ADBE.US$ fell almost 7%, $Cloudflare(NET.US$ tumbled 9% and $Zscaler(ZS.US$ was off almost 8%.
UK regulator says Google and Apple hold 'vice-like' grip on consumers
$谷歌-A(GOOGL.US$ and $苹果(AAPL.US$ hold a "vice-like" grip over how people use mobile phones, Britain's Competition and Markets Authority said Tuesday.
The statement is a fresh warning to tech groups after the regulator stepped up scrutiny of the power they wield in a world increasingly lived online. It recently told $Meta Platforms(FB.US$ it had to sell Giphy, the popular animated images platform it bought in 2020.
Source: Bloomberg, CNBC
Asian stocks are set for a mixed start Wednesday after the latest inflation data added to the case for tighter Federal Reserve policy, weighing on U.S. shares. The dollar rose with Treasury yields.
Australian shares slipped, futures for Japan fell and Hong Kong contracts were little changed. $标普500指数(.SPX.US$ and $纳斯达克100指数(.NDX.US$ futures wavered. Technology shares led the drop on Wall Street as investors fret over reduced stimulus and sour on costlier parts of the stock market.
JPMorgan says it's OK if you're still in love with risky stocks
Investors should reconsider their affection for the safety of technology megacaps and start seeking out risky assets like beaten-down high-growth stocks and Chinese shares.
So says Dubravko Lakos-Bujas, $摩根大通(JPM.US$'s global head of equity research. "In the first half next year, assuming inflation shows signs of normalization, assuming the Fed ends up being more balanced and doesn't continue to move forward with tightening, which I believe the market is pricing in, and assuming the Covid situation starts to come back under control, I think you'll see a rotation from lower-beta megacaps into higher-beta."
New fund chasing day-trader favorites slammed by meme stock slide
The $ROUNDHILL MEME ETF(MEME.US$ has fallen every day since its launch last Wednesday.
So far this week, $游戏驿站(GME.US$ and $AMC院线(AMC.US$ have shed 15% and 16%, respectively. Meanwhile, the fund's top holding $Digital World Acquisition Corp(DWAC.US$ -- the special purpose acquisition company taking former president Donald Trump's media company public -- is down 11%, bringing its losses to 23% since the ETF launched.
Elon Musk's stock sales could total $18 billion by the end of year
Elon Musk sold $906 million in $特斯拉(TSLA.US$ stock Monday. As of Tuesday morning, he has sold a total of 11.9 million shares, according to InsiderScore/Verity. Musk is making two kinds of stock sales — one to pay taxes on his compensation package and the other for straight cash-outs, or "to-pocket" sales.
Based on his 10% sale target, Musk will likely only sell another $5 billion before the year is out.
Dogecoin spikes more than 20% after Elon Musk says Tesla will accept it as payment for merch
Dogecoin skyrocketed more than 20% on Tuesday after Elon Musk said Tesla would accept it as payment for some merchandise. Musk has frequently talked up dogecoin, calling it his favorite digital coin and mentioning it in an appearance on "Saturday Night Live." Dogecoin hit a record-high price above 74 cents in May but has since plunged sharply.
Red-hot chip stocks are cooling
The $费城半导体指数(.SOX.US$, home to the likes of $英伟达(NVDA.US$ and $美国超微公司(AMD.US$, has gained 36% in 2021 after advances of more than 50% in both 2019 and 2020. That brings the three-year cumulative return including dividends to almost 250%, exceeding gains seen in any similar span of the late-1990s technology mania.
However, global growth in chip sales slowed in October to May levels and has been cooling for three straight months, industry show.
Adobe, Cloudflare lead plunge in cloud stocks after JPMorgan issues wave of downgrades on valuation concerns
JPMorgan analysts downgraded Adobe, Datadog, Cloudflare, Zscaler and other software stocks in an outlook report for 2022. "With rates climbing, this adds risk to higher multiple software stocks trading over 20 times revenue," the analysts wrote.
$Adobe(ADBE.US$ fell almost 7%, $Cloudflare(NET.US$ tumbled 9% and $Zscaler(ZS.US$ was off almost 8%.
UK regulator says Google and Apple hold 'vice-like' grip on consumers
$谷歌-A(GOOGL.US$ and $苹果(AAPL.US$ hold a "vice-like" grip over how people use mobile phones, Britain's Competition and Markets Authority said Tuesday.
The statement is a fresh warning to tech groups after the regulator stepped up scrutiny of the power they wield in a world increasingly lived online. It recently told $Meta Platforms(FB.US$ it had to sell Giphy, the popular animated images platform it bought in 2020.
Source: Bloomberg, CNBC
![Wall Street Today | Tesla to accept dogecoin as payment for merch, says Musk](https://ussnsimg.moomoo.com/3022521903513202950.jpg/thumb)
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Disney $迪士尼(DIS.US$ is getting hit that their Disney+ subscriber growth will slow. I feel it will also happen to Netflix $奈飞(NFLX.US$ .
The difference is just one has positive sentiment around it the other doesn't. So analyst will wait until sentiment changes on Netflix to bring out this bear case. Like you said if it wasnt for Squid game Netflix could easily have been down another 10-15% because they had cut guidance at a previous earnings report.![]()
The difference is just one has positive sentiment around it the other doesn't. So analyst will wait until sentiment changes on Netflix to bring out this bear case. Like you said if it wasnt for Squid game Netflix could easily have been down another 10-15% because they had cut guidance at a previous earnings report.
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