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2021年是全球股市又一个剧烈波动的一年,就像2020年一样。因此,如果这种趋势持续下去,我们所有人都应该为2022年的更多事情做好准备。中国主题股票仍然相对疲软,但我预计它们将在2022年与美国股市一起表现更好。我想提供一些有用的技术图表,但迄今为止(至少对我而言)最好的图表是心理学、说服力和视角的图表合而为一:
2022 年新年快乐!
$阿里巴巴 (BABA.US)$ $富途控股 (FUTU.US)$ $富途控股 (FUTU.US)$ $向上融科 (TIGR.US)$ $苹果 (AAPL.US)$ $蔚来 (NIO.US)$ $高通 (QCOM.US)$ $联电 (UMC.US)$ $Sea (SE.US)$ $Lucid Group (LCID.US)$ $Sono Group (SEV.US)$ $Rivian Automotive (RIVN.US)$ $摩根大通 (JPM.US)$ $应用材料 (AMAT.US)$ $英伟达 (NVDA.US)$ $Axon Enterprise (AXON.US)$ $Unity Software (U.US)$ $Grab Holdings (GRAB.US)$ $WeWork (WE.US)$ $Phunware (PHUN.US)$ $Digital World Acquisition Corp (DWAC.US)$ $涂鸦智能 (TUYA.US)$ $Hippo Holdings (HIPO.US)$ $GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF (GTEK.US)$ $爱彼迎 (ABNB.US)$ $DocuSign (DOCU.US)$ $MongoDB (MDB.US)$ $辉瑞 (PFE.US)$ $泛林集团 (LRCX.US)$ $腾讯控股(ADR) (TCEHY.US)$ $哔哩哔哩 (BILI.US)$ $Snowflake (SNOW.US)$ $美光科技 (MU.US)$ $百度 (BIDU.US)$ $Stellantis NV (STLA.US)$ $通用汽车 (GM.US)$ $福特汽车 (F.US)$ $Robinhood (HOOD.US)$ $美国超微公司 (AMD.US)$ $白银ETF-iShares (SLV.US)$ $阿斯麦 (ASML.US)$ $Twitter(已退市) (TWTR.US)$ $温蒂汉堡 (WEN.US)$ $美国银行 (BAC.US)$ $诺瓦瓦克斯医药 (NVAX.US)$ $维珍银河 (SPCE.US)$ $黑莓 (BB.US)$ $IBM Corp (IBM.US)$ $GE航天航空 (GE.US)$ $诺基亚 (NOK.US)$ $UiPath (PATH.US)$ $Roblox (RBLX.US)$ $小鹏汽车 (XPEV.US)$ $滴滴(已退市) (DIDI.US)$ $克瑞拓斯安全防卫 (KTOS.US)$ $动视暴雪 (ATVI.US)$ $ContextLogic (WISH.US)$ $SoFi Technologies (SOFI.US)$ $Etsy Inc (ETSY.US)$ $Snap Inc (SNAP.US)$ $Block (SQ.US)$ $Shopify (SHOP.US)$ $Cloudflare (NET.US)$ $Palantir (PLTR.US)$ $台积电 (TSM.US)$ $拼多多 (PDD.US)$ $京东 (JD.US)$ $Coinbase (COIN.US)$ $AMC院线 (AMC.US)$ $迪士尼 (DIS.US)$ $波音 (BA.US)$ $奈飞 (NFLX.US)$ $Roku Inc (ROKU.US)$ $优步 (UBER.US)$ $谷歌-A (GOOGL.US)$ $Meta Platforms (FB.US)$
所以,你告诉我正确的方法是什么?!
2022 年新年快乐!
$阿里巴巴 (BABA.US)$ $富途控股 (FUTU.US)$ $富途控股 (FUTU.US)$ $向上融科 (TIGR.US)$ $苹果 (AAPL.US)$ $蔚来 (NIO.US)$ $高通 (QCOM.US)$ $联电 (UMC.US)$ $Sea (SE.US)$ $Lucid Group (LCID.US)$ $Sono Group (SEV.US)$ $Rivian Automotive (RIVN.US)$ $摩根大通 (JPM.US)$ $应用材料 (AMAT.US)$ $英伟达 (NVDA.US)$ $Axon Enterprise (AXON.US)$ $Unity Software (U.US)$ $Grab Holdings (GRAB.US)$ $WeWork (WE.US)$ $Phunware (PHUN.US)$ $Digital World Acquisition Corp (DWAC.US)$ $涂鸦智能 (TUYA.US)$ $Hippo Holdings (HIPO.US)$ $GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF (GTEK.US)$ $爱彼迎 (ABNB.US)$ $DocuSign (DOCU.US)$ $MongoDB (MDB.US)$ $辉瑞 (PFE.US)$ $泛林集团 (LRCX.US)$ $腾讯控股(ADR) (TCEHY.US)$ $哔哩哔哩 (BILI.US)$ $Snowflake (SNOW.US)$ $美光科技 (MU.US)$ $百度 (BIDU.US)$ $Stellantis NV (STLA.US)$ $通用汽车 (GM.US)$ $福特汽车 (F.US)$ $Robinhood (HOOD.US)$ $美国超微公司 (AMD.US)$ $白银ETF-iShares (SLV.US)$ $阿斯麦 (ASML.US)$ $Twitter(已退市) (TWTR.US)$ $温蒂汉堡 (WEN.US)$ $美国银行 (BAC.US)$ $诺瓦瓦克斯医药 (NVAX.US)$ $维珍银河 (SPCE.US)$ $黑莓 (BB.US)$ $IBM Corp (IBM.US)$ $GE航天航空 (GE.US)$ $诺基亚 (NOK.US)$ $UiPath (PATH.US)$ $Roblox (RBLX.US)$ $小鹏汽车 (XPEV.US)$ $滴滴(已退市) (DIDI.US)$ $克瑞拓斯安全防卫 (KTOS.US)$ $动视暴雪 (ATVI.US)$ $ContextLogic (WISH.US)$ $SoFi Technologies (SOFI.US)$ $Etsy Inc (ETSY.US)$ $Snap Inc (SNAP.US)$ $Block (SQ.US)$ $Shopify (SHOP.US)$ $Cloudflare (NET.US)$ $Palantir (PLTR.US)$ $台积电 (TSM.US)$ $拼多多 (PDD.US)$ $京东 (JD.US)$ $Coinbase (COIN.US)$ $AMC院线 (AMC.US)$ $迪士尼 (DIS.US)$ $波音 (BA.US)$ $奈飞 (NFLX.US)$ $Roku Inc (ROKU.US)$ $优步 (UBER.US)$ $谷歌-A (GOOGL.US)$ $Meta Platforms (FB.US)$
所以,你告诉我正确的方法是什么?!
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凯蒂伍德的ArkInvestment Management管理的etf购买了969,890股UiPath。
ARK的买入
$UiPath (PATH.US)$ $Ginkgo Bioworks (DNA.US)$ $Stratasys (SSYS.US)$
ARK的卖出
$迪士尼 (DIS.US)$ $特斯拉 (TSLA.US)$ $PayPal (PYPL.US)$ $Shopify (SHOP.US)$
ARK的买入
$UiPath (PATH.US)$ $Ginkgo Bioworks (DNA.US)$ $Stratasys (SSYS.US)$
ARK的卖出
$迪士尼 (DIS.US)$ $特斯拉 (TSLA.US)$ $PayPal (PYPL.US)$ $Shopify (SHOP.US)$
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瑞士信贷周二潜入软件行业,分析师Phil Winslow开始或继续对22家软件公司进行覆盖,包括诸如 $微软 (MSFT.US)$, $甲骨文 (ORCL.US)$ 和 $Adobe (ADBE.US)$.
温斯洛通过引用马克·安德森(Marc Andreessen)在2011年的声明开始了他的新报道,当时他说:“软件正在改变世界”,现在他说:“软件即生活。”
温斯洛表示:“关于软件行业,不论是上市还是私人公司,很大一部分争论仍然集中在估值上,而不是那些最优秀公司的长期价值创造潜力。”
温斯洛开始了他对 $甲骨文 (ORCL.US)$, $ServiceNow (NOW.US)$, $Workday (WDAY.US)$Splunk (ORCL)的报道, $威睿 (VMW.US)$, $Zscaler (ZS.US)$, $Snowflake (SNOW.US)$ , $欧特克 (ADSK.US)$ , $UiPath (PATH.US)$ , $MongoDB (MDB.US)$ 和 $Confluent (CFLT.US)$ 具有跑赢市场的评级,并且还承担了覆盖 $微软 (MSFT.US)$ , $赛富时 (CRM.US)$ 和 $Palo Alto Networks (PANW.US)$ 和他们的表现评级。
Winslow给予中立评级 $Adobe (ADBE.US)$ , $Workday (WDAY.US)$ , $Zendesk (ZEN.US)$ , $Palantir (PLTR.US)$ , $Cloudflare (NET.US)$ 和 $Zeta Global (ZETA.US)$ ,并开始对其进行覆盖 $Check Point软件 (CHKP.US)$ 和 $天睿公司 (TDC.US)$ at underperform.
Even with software having what he called an "outsized influence" on the stock market, and the strategic paths many companies have taken, Winslow said he believes the industry "is still in the early stages of disruptive and powerful technological advances."
With regards to some of the companies in his coverage, Winslow said that for at least the next five years, Microsoft should deliver "mid-to-high teens revenue growth" that will be driven by 20% growth in its Intelligent Cloud business.
Winslow said that he is impressed by Adobe's "successful transition to subscription[s], which increased the value of its large creative and document-centric installed bases," but that those positive items are already reflected in the company's current stock price valuation.
Winslow said $Splunk (SPLK.US)$'s stock price hasn't reflected the growth of company's core products, its shift to the cloud, or its expansion into data-streaming, which he said should grow the company's recurring revenue by 25% to 30% annually. On Monday, Splunk said Chief Executive Doug Merritt is stepping down after six years at the data-management software company.
温斯洛通过引用马克·安德森(Marc Andreessen)在2011年的声明开始了他的新报道,当时他说:“软件正在改变世界”,现在他说:“软件即生活。”
温斯洛表示:“关于软件行业,不论是上市还是私人公司,很大一部分争论仍然集中在估值上,而不是那些最优秀公司的长期价值创造潜力。”
温斯洛开始了他对 $甲骨文 (ORCL.US)$, $ServiceNow (NOW.US)$, $Workday (WDAY.US)$Splunk (ORCL)的报道, $威睿 (VMW.US)$, $Zscaler (ZS.US)$, $Snowflake (SNOW.US)$ , $欧特克 (ADSK.US)$ , $UiPath (PATH.US)$ , $MongoDB (MDB.US)$ 和 $Confluent (CFLT.US)$ 具有跑赢市场的评级,并且还承担了覆盖 $微软 (MSFT.US)$ , $赛富时 (CRM.US)$ 和 $Palo Alto Networks (PANW.US)$ 和他们的表现评级。
Winslow给予中立评级 $Adobe (ADBE.US)$ , $Workday (WDAY.US)$ , $Zendesk (ZEN.US)$ , $Palantir (PLTR.US)$ , $Cloudflare (NET.US)$ 和 $Zeta Global (ZETA.US)$ ,并开始对其进行覆盖 $Check Point软件 (CHKP.US)$ 和 $天睿公司 (TDC.US)$ at underperform.
Even with software having what he called an "outsized influence" on the stock market, and the strategic paths many companies have taken, Winslow said he believes the industry "is still in the early stages of disruptive and powerful technological advances."
With regards to some of the companies in his coverage, Winslow said that for at least the next five years, Microsoft should deliver "mid-to-high teens revenue growth" that will be driven by 20% growth in its Intelligent Cloud business.
Winslow said that he is impressed by Adobe's "successful transition to subscription[s], which increased the value of its large creative and document-centric installed bases," but that those positive items are already reflected in the company's current stock price valuation.
Winslow said $Splunk (SPLK.US)$'s stock price hasn't reflected the growth of company's core products, its shift to the cloud, or its expansion into data-streaming, which he said should grow the company's recurring revenue by 25% to 30% annually. On Monday, Splunk said Chief Executive Doug Merritt is stepping down after six years at the data-management software company.
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