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Mei Mei 103097577 保密 ID: 103097577
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    每周市场回顾
    由于投资者继续努力应对Covid病例的卷土重来以及美联储宽松货币政策即将发生的转变,股票期货在周日的隔夜交易中波动。
    主要平均指数本周表现为负数, $标普500指数(.SPX.US)$ 下降了1.9%。以科技为主的 $纳斯达克综合指数(.IXIC.US)$ 上周下跌近3%,原因是投资者因利率上升的前景抛售了飞涨的成长型股票,而 $道琼斯指数(.DJI.US)$ 下跌了1.7%。
    以下是标准普尔500指数板块的回报情况
    未来一周是焦点
    为庆祝圣诞节,世界各地的股票和债券市场将于周五休市。在假期休息之前, 耐克 和 美光科技 周一报道, 黑莓 和 通用磨坊 星期二,以及 CarMax、Cintas 和 Paychex 星期三。
    这将是繁忙的一周经济数据发布。周一,会议委员会公布了11月份的领先经济指数,随后在周三公布了12月的消费者信心指数。
    周四,经济分析局公布了11月份的个人收入和消费支出。预计消费者收入将增长0.6%,而支出预计将增长0.5%。美联储首选的通货膨胀指标,即核心个人消费支出价格指数,预计将在11月飙升4.5%。
    同样在周四,人口普查局发布了11月份的耐用品报告,该报告将为了解经济中的投资支出提供一个窗口。预计新订单将增长2.1%。本周公布的房地产市场指标包括周三的11月份现有房屋销售和周四的11月份新房销售。
    12 月 20 日星期一
    $美光科技(MU.US)$ $耐克(NKE.US)$ 报告季度业绩。
    会议委员会发布了11月份的领先经济指数。共识估计读数为119,将比10月份的水平高出0.6%。会议委员会目前预计,第四季度国内生产总值的增长率为5%,2022年将放缓但仍然强劲的2.6%。
    12 月 21 日星期二
    $黑莓(BB.US)$, $辉盛研究系统(FDS.US)$,以及 $通用磨坊(GIS.US)$ 公布收益。
    12 月 22 日星期三
    NAR报告了11月份的现有房屋销售。经济学家预测,经季节性调整后的年销售率为640万套,略高于10月份,为年初以来的最高水平。
    $车美仕(KMX.US)$, $信达思(CTAS.US)$,以及 $沛齐(PAYX.US)$ 举行电话会议,讨论季度业绩。
    经济分析局报告了第三季度GDP的第三次也是最终估计。经济学家预测,经季节性调整后的年增长率为2.1%,与11月的第二次估计持平。
    会议委员会公布了12月份的消费者信心指数。预期读数为110,与11月份的数据大致持平。由于对价格上涨的担忧,以及在较小程度上对Covid-19变体的担忧,该指数比今年6月达到的大流行后峰值低15%。
    12 月 23 日星期四
    劳工部公布了截至12月18日当周的首次申请失业救济人数。11月和12月,平均每周申请失业救济人数为225,667人,终于达到了疫情前的水平。
    人口普查局报告了11月份的新房销售情况。共识估计经季节性调整后的年销售率为77万套新单户住宅,比10月份增加了2.5万套。10月份售出的新房的中位销售价格为407,700美元,而平均销售价格为477,800美元,均为历史新高。
    东亚银行报告了11月份的个人收入和消费支出。经济学家预测,收入每月增长0.6%,消费增长0.5%。相比之下,10月份的涨幅分别为0.5%和1.3%。美联储首选的通货膨胀指标,即核心个人消费支出价格指数,在10月份同比上涨4.1%,为1991年以来最快的涨幅。预计它将在11月份飙升4.6%。
    人口普查局发布了11月份的耐用品报告。耐用制成品的新订单预计将增长2.1%,达到2656亿美元。不包括运输,新订单预计增长0.6%,而10月份增长0.5%。
    12 月 24 日星期五
    为庆祝圣诞节,美国股票和固定收益市场休市。
    来源:CNBC、jhinvestments、道琼斯通讯社
    已翻译
    未来一周会发生什么(CCL、MU、NKE、BB)
    未来一周会发生什么(CCL、MU、NKE、BB)
    未来一周会发生什么(CCL、MU、NKE、BB)
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    Once more, Co-Wise: moomoo Tutorial Contest Part 5, "How to build a portfolio with a windfall of $1 million?" ended successfully. Thanks for participating in the contest. With the $1 million windfalls, everyone has a different asset allocation method and a unique way to build the best portfolio. The top three candidates to be put into the portfolio are stocks, ETFs, and cryptocurrencies. Asset allocation aims to maximize future returns and minimize risks. However, high returns come with high stakes. There is no best, only the most suitable portfolio for investors. Would you please follow me to review some of the high-quality posts from mooers?
    Here are the rewards for your active participation: 1 FREE $福特汽车(F.US)$ share for the five best posts, 1 FREE $ContextLogic(WISH.US)$ share for the five outstanding posts, and 66 points for posts with a minimum of 30 words. Congratulations to all the winners!
    *The rewards will be distributed to winners within 15 working days. The ranking is sorted in alphabetical order.
    Part Ⅰ: High-Quality Post Collection
    @AxThePro  Balanced portfolio
    1 million is a huge sum to begin with, it is very important to have growth for this portfolio. At the same time, we also must make sure it is safe from significant losses. I’ll allocate my portfolio with 4-3-2-1 strategy. I am an agreesive investors, I do not believe in bonds, so I will allocate 100% in equity portfolio.
    @Dadacai  My Portfolio If I Had A S$1 Million Windfall
    If I had a $1 million windfall, I would put 90% of it in an S&P ETF like $标普500ETF-Vanguard(VOO.US)$ , $SPDR 标普500指数ETF(SPY.US)$ and $标普500ETF-iShares(IVV.US)$ , and 5% in Treasury bills. The remaining 5% will be reserved for stocks that I think have the potential to become the next $亚马逊(AMZN.US)$ , $特斯拉(TSLA.US)$ , $Sea(SE.US)$ , $苹果(AAPL.US)$ and $微软(MSFT.US)$ .
    @David W Clark  How would I invest $1,000,000
    I'd put it in an account that at least pays as much interest as possible while researching for stocks, bonds, ETFs and other such ways to invest and grow. I may do this with a 45/45/10 split, Dividend Stocks/ Value Stocks / Cash.
    @Mars Mooo  The Squid Game Multi-Portfolios Portfolio
    The Squid Game Multi-Portfolios portfolio is made up of 4 main portfolios, as follows:
    40% weightage: Player 456 (Seong Gi-hun) Portfolio.
    30% weightage: Player 218 (Cho Sang-woo) Portfolio.
    20% weightage: Player 067 (Kang Sae-byeok) Portfolio.
    10%: weightage: Liquid Portfolio.
    @Panda2102  Barbell strategy to build a portfolio with a $1m windfall
    One portfolio (85-90%) holds extremely safe investments, while the other aggressive portfolio (10-15%) holds highly speculative or leveraged investments. Depending if you are in the Wealth Accumulation stage or Wealth Preservation stage of your life, you can tweak the two portfolio accordingly.
    @atelophobia  Portfolio building
    Building a portfolio is aka finding the best equilibrium and striking a balance of allocation across the different classes. There is no right or wrong answer to how should one build a portfolio for the fact that Trading/Investment is an Art not a Sciene as such there is no scientific way to judge an artpiece as beauty lies in the eyes of beholder!
    @Mama Cass  $1M Playmoney!
    If lucky enough to find or be given $1M to invest I'm afraid that at my age (55) I wouldn't go crazy with aggressive return seeking investments. Different age groups have different portfolio allocations. I'm a caviar kind of gal so I'm going to get a pro to take my million and make it pay off without loss.
    @nickelrust  Buy. Hold. Sell. Repeat.
    Me as a lower risk taker would opt for a safer option, to put the money into a basket of bluechip stocks and let it grow over a period of 3 to 5 years. With the current market still at its low, and globally economies are opening up and striving to stabilise and enter the real new normal.
    @Sufy87  It comes down to portfolio allocation and what you know best.
    Personally, I would allocate 60% stocks, 20% into ETFs, 15% options, 5% cash. Stocks are basically what builds wealth. ETFs are basically to get exposure to segments of the economy. Options are just to hedge against some of my positions. Cash is always as "bullets" when opportunity arise.
    @102252718  What is your purpose to invest?
    Everyone invest for a different reason. For me, I invest to grow my wealth pot for retirement and my child's education.
    70-80% GROWTH STOCKS $TSLA $PLTR.
    10% ETF $ARK Innovation ETF(ARKK.US)$ $ARKF.
    10% Crypto $ETH. $BTC.
    Please click "How to build a portfolio with a windfall of $1 million?" for more engaging posts. If you are inspired by any post from "How to build a strong portfolio?",  please share your thoughts and join us for further discussion. Don't forget to leave your comments and tell mooers what you have learned.
    Part Ⅱ: Voting on the “Mentor Moo” Title
    It's time for voting! Let's vote for the candidates to see who will win the "Mentor Moo" title. Whose idea do you think is the best? When evaluating the posts, please take the following factors into account: logic, practical content, type settings, picture displays, and engagement.
    By the end of the poll, the one with the most votes will win the "Mentor Moo" title. What a great honor! Come and vote for your favorite mentors. Your vote means a lot to them.
    Diversification is a critical concept in portfolio management. Different levels of risk tolerance and holding time could directly affect the category selections of investors. Do you have any other portfolio-building methods? Share your portfolio with mooers to explore investment opportunities together.
    Disclaimer: All investment involves risk. Neither Futu Inc, nor Futu SG, nor moomoo endorses any particular investment strategy. You should carefully consider your investment goals and objectives when deciding on an investment strategy. Past performance is no guarantee of future results.
    Mooers' Strategies: Tips for Building a Million-Dollar Portfolio
    32
    发生了什么: 古尔曼这么说 $奈飞(NFLX.US)$ 允许其用户通过以下方式在游戏内注册订阅 $苹果(AAPL.US)$ 的应用内购买系统。
    “这使苹果削减了多达30%。更令人惊讶的是,这些订阅也适用于Netflix的主要视频流媒体应用程序。” 古尔曼在每周时事通讯中写道。
    古尔曼说,这表明苹果和Netflix之间的紧张局势 “似乎正在降温”。
    它为何重要:根据古尔曼的说法,围绕应用内支付的发展值得注意,因为Netflix在2018年停止允许其客户通过苹果的服务进行订阅。
    古尔曼说:“现在,它提供了一种新的注册方式,可以让苹果再次占有一席之地。”
    Netflix尚未通过其主应用程序恢复应用内购买。古尔曼说,他预计不会发生这种情况,他称游戏特许权是 “重大变化”。
    “我很想知道这是什么前兆。也许Netflix会要求苹果豁免对多合一游戏应用程序的禁令,让这家流媒体巨头为其客户提供更简化的服务。”
    上周,Netflix通过App Store市场上提供的应用程序为iPhone和iPad用户推出了5款游戏。
    已翻译
    3
    与前几代相比,Z世代确实具有多种优势,例如更快的互联网接入(5G网络),更大的社交媒体( $Facebook(FB.US)$ , $Twitter(已退市)(TWTR.US)$ )、更智能的移动设备( $苹果(AAPL.US)$ )以及更多的在线交易平台和经纪商( $富途控股(FUTU.US)$ MooMoo),使他们不仅可以交易股票,还可以交易外汇,期权,期货,差价合约,加密货币等等。此外,他们中的一些人很富有,已经开始了自己的生意。因此,毫无疑问,增长了90%,尽管我原本预计会增长300%。
    已翻译
    1
    上市公司的财务报告主要侧重于上市公司的会计数据和财务指标、报告期末的股东总数和可流通股前十名股东的持股数量、管理层的讨论与分析、报告期的利润和利润分配表等。为了进行信息披露,市场上的上市公司通常有明确的信息、预期的信息和意想不到的信息来向市场发布公告。
    对于上市公司发布的季度报告来说,上市公司的突发信息比预期的信息更具影响力,对股价的影响将更加严重。例如,由于对上市公司的业绩处以罚款,中央通信的股票在季度报告中遭受了巨额损失,这影响了当时的股价。
    上市公司的预期公告将逐步发酵市场的股票投资情绪,其影响将是渐进的。例如,在上市公司发布季度报告之前,上市公司的预期季度业绩将翻一番,这将提高市场的投资情绪,并可能促进股票的上涨。
    投资者需要注意这样一个事实,即收益报告发布后低于预期,这将对股价产生负面影响。如果符合预期,则很有可能有一小部分股价回落。如果发布的财务报告明显高于预期,则股价很有可能在短期内迅速上涨。
    一般而言,股票财务报告可以有效地分析最新的股票基本面,投资者在参考上市公司报告时需要认识到这些报告的真实性。如果报告被修改或省略,报告将被扭曲。但是,投资市场上没有完美的投资方法和解释方法。它们都需要与其他市场指标和市场环境以及个别股票相结合以供参考。
    例如, $苹果(AAPL.US)$ 这家公司在8月份面临各种诉讼,并在财务报告发布后继续上涨!所以我也认为,在10月份的财务报告之后,它也会给投资者一个不错的价格!
    已翻译
    图片
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