iancyan
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Investors will be awaiting Fed meeting minutes, scheduled to be released today. The minutes will probably highlight that inflation is still sticky, and that more rate hikes are on the cards. But this should not come as a surprise as Powell has mentioned 2 possible rate hikes.
At this point, it is widely expected that Fed will hike once in July. But we don’t know if there’s another one, and if there is, when is it?
$SPDR 标普500指数ETF(SPY.US$ $标普500指数(.SPX.US$ $纳指100ETF-Invesco QQQ Trust(QQQ.US$ $纳斯达克100指数(.NDX.US$ $亚马逊(AMZN.US$ $苹果(AAPL.US$ $特斯拉(TSLA.US$ $Meta Platforms(META.US$ $微软(MSFT.US$ $谷歌-C(GOOG.US$ $谷歌-A(GOOGL.US$ $美国超微公司(AMD.US$ $英伟达(NVDA.US$ $奈飞(NFLX.US$ $摩根士丹利(MS.US$ $迪士尼(DIS.US$ $可口可乐(KO.US$ $iShares罗素2000指数ETF(IWM.US$ $Snowflake(SNOW.US$ $Lemonade(LMND.US$ $Lucid Group(LCID.US$ $Rivian Automotive(RIVN.US$ $阿里巴巴(BABA.US$
At this point, it is widely expected that Fed will hike once in July. But we don’t know if there’s another one, and if there is, when is it?
$SPDR 标普500指数ETF(SPY.US$ $标普500指数(.SPX.US$ $纳指100ETF-Invesco QQQ Trust(QQQ.US$ $纳斯达克100指数(.NDX.US$ $亚马逊(AMZN.US$ $苹果(AAPL.US$ $特斯拉(TSLA.US$ $Meta Platforms(META.US$ $微软(MSFT.US$ $谷歌-C(GOOG.US$ $谷歌-A(GOOGL.US$ $美国超微公司(AMD.US$ $英伟达(NVDA.US$ $奈飞(NFLX.US$ $摩根士丹利(MS.US$ $迪士尼(DIS.US$ $可口可乐(KO.US$ $iShares罗素2000指数ETF(IWM.US$ $Snowflake(SNOW.US$ $Lemonade(LMND.US$ $Lucid Group(LCID.US$ $Rivian Automotive(RIVN.US$ $阿里巴巴(BABA.US$
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iancyan
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$苹果(AAPL.US$
Aapl did a good rally yesterday to break 152 resistance as expected and even went up to test 155 resistance.
Aapl being a market moving stock it is important to note that if Aapl is in a bull rally which is what we currently have now, likely the market will also rally together. Ndx/QQQ also broke out of bullish wedge yesterday and did not close back below the wedge trend line.
Does this mean Aapl will go back up to retest 155 straight and break new high? Maybe. But I feel it may go sideways for abit or even pullback a little due to OpEx this week to eat up time decay and to let options expire worthless.
When Aapl breaks the 155 resistance, it is almost clear to say it will break 157 high and create brand new highs at 162 or even 164. So sit tight and let the market do its thing.
As always, trade safe & invest wise!
Aapl did a good rally yesterday to break 152 resistance as expected and even went up to test 155 resistance.
Aapl being a market moving stock it is important to note that if Aapl is in a bull rally which is what we currently have now, likely the market will also rally together. Ndx/QQQ also broke out of bullish wedge yesterday and did not close back below the wedge trend line.
Does this mean Aapl will go back up to retest 155 straight and break new high? Maybe. But I feel it may go sideways for abit or even pullback a little due to OpEx this week to eat up time decay and to let options expire worthless.
When Aapl breaks the 155 resistance, it is almost clear to say it will break 157 high and create brand new highs at 162 or even 164. So sit tight and let the market do its thing.
As always, trade safe & invest wise!
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iancyan
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$苹果(AAPL.US$ this stock is so damn dumb full of retards shorting huh
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iancyan
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$苹果(AAPL.US$我不特别喜欢在这里盈利之前买入AAPL股票的风险/回报。我之前曾模拟过按当前价格购买苹果的投资者的年回报率约为7%——目前的价格意味着大致相同的回报。AAPL曾经是我最大的持股公司,但自2019年底以来的价格上涨已远远超过了该业务的实际能力。我将AAPL评为持仓,预计长期回报适中,持续的供应链混乱在短期内会带来一些下行风险。苹果预计在2022年的收入将达到5.63美元,这将打破周四公布2021财年时可能创下的历史纪录。随着通货膨胀/供应链压力的增加和刺激措施的结束,我认为2022财年的收益估计对AAPL股票来说可能有点过于乐观,因此,目前的风险/回报并不乐观。
已翻译
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iancyan
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专栏 TSM 将在第四季度增长
$台积电(TSM.US$尽管在库存增加的情况下,预计半导体将在第四季度放缓,但TSM仍将收入定为155.5亿美元的中点,而下一季度的共识收入为152.9亿美元。该指南表示同比增长20.5%,同比增长4.5%。同比来看,这略低于上个季度的22.5%的年增长率,但该指南的高端产品有可能与之匹敌。
这是在谣言中发生的 $苹果(AAPL.US$预计将削减1000万部iPhone 13的订单,直接影响台积电最大的业务——智能手机。
iPhone的传闻将直接影响TSM,因为苹果占该公司年收入的近四分之一,而有传言称减产是由于TSM的短缺 $德州仪器(TXN.US$和 $博通(AVGO.US$。因此,从逻辑上讲,它将得出iPhone的削减将影响TSM的结论。如果是这样的话,否则,TSM在第四季度的收入要多得多。但是,更有可能的情况是,苹果本季从未计划过9000万部iPhone 13。
尽管据说库存增加会减缓订单和减产传闻,但TSM仍计划同比增长4.5%。问题在于市场在半导体行业正在发生的事情、股价和未来之间存在脱节。股价让供应链头痛不已,过去库存水平也一直处于较高水平。
否则,市场不会被说服,在需求和更好预期等因素出现之前,它不会奖励美光或台湾半导体的股票。但是,我们不需要市场同意我们今天的估值方式;我们只需要知道从长远来看,市场是不对的。在历史背景之外看待局势会创造市场不愿看到的机会。市场坚信历史会重演,但我认为输入变量是不同的,因此,与过去相同的结论并不是理所当然的。
TSM股票的横向波动是由于这一点,也是为了在这里积累股票,因为市场预计市场将走过它认为半导体注定要失败的2022年。根据过去 “周期” 的不同因素和外部变量,很明显,库存增加与该行业的现状并不是一对一的相关性。
这是在谣言中发生的 $苹果(AAPL.US$预计将削减1000万部iPhone 13的订单,直接影响台积电最大的业务——智能手机。
iPhone的传闻将直接影响TSM,因为苹果占该公司年收入的近四分之一,而有传言称减产是由于TSM的短缺 $德州仪器(TXN.US$和 $博通(AVGO.US$。因此,从逻辑上讲,它将得出iPhone的削减将影响TSM的结论。如果是这样的话,否则,TSM在第四季度的收入要多得多。但是,更有可能的情况是,苹果本季从未计划过9000万部iPhone 13。
尽管据说库存增加会减缓订单和减产传闻,但TSM仍计划同比增长4.5%。问题在于市场在半导体行业正在发生的事情、股价和未来之间存在脱节。股价让供应链头痛不已,过去库存水平也一直处于较高水平。
否则,市场不会被说服,在需求和更好预期等因素出现之前,它不会奖励美光或台湾半导体的股票。但是,我们不需要市场同意我们今天的估值方式;我们只需要知道从长远来看,市场是不对的。在历史背景之外看待局势会创造市场不愿看到的机会。市场坚信历史会重演,但我认为输入变量是不同的,因此,与过去相同的结论并不是理所当然的。
TSM股票的横向波动是由于这一点,也是为了在这里积累股票,因为市场预计市场将走过它认为半导体注定要失败的2022年。根据过去 “周期” 的不同因素和外部变量,很明显,库存增加与该行业的现状并不是一对一的相关性。
已翻译
![TSM 将在第四季度增长](https://ussnsimg.moomoo.com/2925944406338122886.jpg/thumb)
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