Stephen A Sidlowski
留下了心情
2024 年,科技七巨头公司之间的人工智能军备竞赛仍在进行中。但是,根据股票表现,这些科技巨头之间的差距似乎正在扩大。
截至本周四收盘时, $Meta Platforms (META.US)$ 今年迄今已飙升超过50%。虽然它没有达到人工智能宠儿所看到的150%的飞速增长 $英伟达 (NVDA.US)$,Meta 已经把其他超级盘股同行抛在了很远的地方...
截至本周四收盘时, $Meta Platforms (META.US)$ 今年迄今已飙升超过50%。虽然它没有达到人工智能宠儿所看到的150%的飞速增长 $英伟达 (NVDA.US)$,Meta 已经把其他超级盘股同行抛在了很远的地方...
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一流机构已经连续披露了他们在第二季度的投资组合,13F申报文件揭示了这些"聪明的资金"的分配情况。
伯克希尔哈撒韦公司
沃伦·巴菲特在周三更详细地介绍了他最近出售的股票,包括确认他在第二季度出售了超过38900万股。 $苹果 (AAPL.US)$ 在第二季度他卖掉了超过38900万股。
伯克希尔·哈撒韦仍然持有4000万股...
伯克希尔哈撒韦公司
沃伦·巴菲特在周三更详细地介绍了他最近出售的股票,包括确认他在第二季度出售了超过38900万股。 $苹果 (AAPL.US)$ 在第二季度他卖掉了超过38900万股。
伯克希尔·哈撒韦仍然持有4000万股...
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With the U.S. Producer Prices increased less than expected in July, hopes for a Fed rate cut in September have once again sparked upbeat sentiment in the U.S. stock market. Overnight, the three major indices surged, with the $纳斯达克综合指数 (.IXIC.US)$ climbing over 2%.
The chipmaker $英伟达 (NVDA.US)$ surged 6.53% on Tuesday. It has soared 17% in the past four sessions, adding nearly $4240亿 in market ...
The chipmaker $英伟达 (NVDA.US)$ surged 6.53% on Tuesday. It has soared 17% in the past four sessions, adding nearly $4240亿 in market ...
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$特斯拉 (TSLA.US)$ Dont buy anything as of now until the scenario is clear. Read this before buying tesla.
(1) Sahm rule recession indicator: It is 0.5 and history suggests that if it is 0.5 and above it certainly leads to recession.
(2) 10 y - 2 y treasury is inverted from long time but now it is showing signs of steepening into a positive territory. Another indicator that recession is around the corner.
Tesla has many more challenges with loss in earning, decreasing automotive gross profit an...
(1) Sahm rule recession indicator: It is 0.5 and history suggests that if it is 0.5 and above it certainly leads to recession.
(2) 10 y - 2 y treasury is inverted from long time but now it is showing signs of steepening into a positive territory. Another indicator that recession is around the corner.
Tesla has many more challenges with loss in earning, decreasing automotive gross profit an...
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晨间活动
上涨缺口
$阿斯麦 (ASML.US)$ BofA reaffirmed its €1,302 price objective for ASML shares, citing increased EBITDA expansion and the scarcity value of AI in Europe. BofA emphasized the unique position of ASML in the AI infrastructure sector, noting that all companies producing AI processors and DRAm utilize ASML's EUV technology for chip manufacturing. Shares rose by 0.63% in premarket trading.
$特斯拉 (TSLA.US)$ stock in...
上涨缺口
$阿斯麦 (ASML.US)$ BofA reaffirmed its €1,302 price objective for ASML shares, citing increased EBITDA expansion and the scarcity value of AI in Europe. BofA emphasized the unique position of ASML in the AI infrastructure sector, noting that all companies producing AI processors and DRAm utilize ASML's EUV technology for chip manufacturing. Shares rose by 0.63% in premarket trading.
$特斯拉 (TSLA.US)$ stock in...
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Stephen A Sidlowski
留下了心情并评论了
$特斯拉 (TSLA.US)$周二发布的特斯拉最新季度交付数据,给投资者带来了惊喜。 Q2交付量超过市场预期,储能表现非常强劲,引发了看好情绪,使得特斯拉股价在周二上涨10%以上,收于231.26美元。该股在7月的头两个交易日累计上涨了近17%。从技术上来看,特斯拉首次突破了200日移动平均线,这是该股走势的另一个积极因素。特斯拉突破了200日移动平均线,这是六个月来的首次,也是股票走势的又一利好因素。
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6月26日上午9:00 PT, $英伟达 (NVDA.US)$ 将举办年度股东大会。在五月的一则消息中,首席执行官黄仁勋称2024年是公司的“分水岭时刻”,而这一动力是显而易见的。英伟达的市值飙升至3.3万亿美元,几天前超过了微软成为市值最高的上市公司。英伟达此周继续处于聚光灯下,其股价从创纪录的高点回落并进入修正区域。这次股东聚会将会激起市场的轰动并动摇股价吗?
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