嘿 mooer们，
通货膨胀仍然很热，但7月的消费者价格指数可能无法说明投资者的全部情况。有人从通货膨胀飙升中获益吗？让我们在这里找出答案。别惊慌，我们会度过难关的！
每月热议
你读过关于你投资的股票的突发新闻吗？清单上有你没有关注的公司吗？看看你可能错过的热门股票！
Buzzing 股票清单
七月精选
@iamiam
别再试图平息风暴了...

2021年12月21日星期二
作者：达尼洛
$蒙特利尔银行 (BMO.US)$ $美光科技 (MU.US)$ $阿里巴巴 (BABA.US)$ $甲骨文 (ORCL.US)$ $Vuzix (VUZI.US)$ $GoodRx (GDRX.US)$

$Moderna (MRNA.US)$ Vaccine maker Moderna said on Monday that its COVID-19 booster shot protected against the fast-spreading omicron strain in laboratory tests. Moderna also said that development of a vaccine for Omicron would continue and that it was expected to enter clinical trials in early 2022. Moderna shares rose more than 6.5% in pre-market trading after the announcement.

$PayPal (PYPL.US)$  $Block (SQ.US)$ 
The digital payment industry has been on a steady climb for many years given the e-commerce revolution. The Covid 19 situation, has further led to new users who usually would not have shopped online to come onboard. All these bode well for a good runway for further consistent growth ahead.
With the coming of the new era of Metaverse by Meta, where the future could be split between your virtual and physical world, the need for a digital wallet would be essential. The digital wallet could be used for keeping your digital currency, digital assets (NFTs) and other digital-related items.
Source: Mordor Intelligence
The transaction value of the digital payments market was USD 5.44 trillion in 2020, and it is projected to be worth USD 11.29 trillion by 2026, registering a CAGR of 11.21% from 2021 to 2026
Source: Mordor Intelligence
The global payments market is expected to grow from $466.29 billion in 2020 to $517.68 billion in 2021 at a compound annual growth rate (CAGR) of 11%. The market is expected to reach $735.39 billion in 2025 at a CAGR of 9.2%.
Source: Businesswire.com
The growth as predicted by both Modor Intelligence and Businesswire for the digital payment industry would be in the region of around 11% for the next 5 years. This is consistent growth rather than exceptional growth but one thing is for sure, it is still a sunrise sector. Hence, it is going to be a good place to look for potential investments.
Paypal- The Gateway to Digital Payments
PayPal would need no introduction as it has been around since 1998 where their famous co-founder, Elon Musk, is now the richest man in the world; courtesy of Tesla's stake. It was part of eBay from 2002 till it was hived off in 2015 through an IPO. PayPal is therefore well entrenched internationally and not just in the US.
It has since evolved to include not only a payment mode but also a digital wallet, Venmo. You could use their app to trade cryptocurrencies and they are looking into shares trading too in the future. You are also able to store your digital assets (NFTs).
Paypal has also recently launched their digital credit card, Venmo Visa, where they have recently announced a collaboration with Amazon. They are also having their own Buy Now Pay Later solution to be up to par with competitors.
The vision for PayPal is to be a super app fighting the likes of Wechat, Alipay, Grab and Sea. 
Financial Metrics
Based on the analysis of the Financial Metrics which we compared to their competitor Square which was set up in 2009. Their co-founder is Jack Dorsey who also helm Twitter. Given the earlier industry growth outlook of teens in the next 5 years, a PE of 46 would not be exactly in the bargain zone.
Nonetheless, comparing the average PE since 2016 of 57 (source: YCharts), we might be heading into a reasonable valuation zone based on the historical PE range.
Though they have a debt to equity of 0.36, if we include the cash holdings, it is in a net cash position. This gives PayPal a strong financial position. On the whole, it is a safer bet than Square in the payment sector but Square is growing at a much faster pace, they have also not expanded their base in the international markets yet.
PayPal has been the better capital allocator given its stellar return on equity and invested capital numbers.
Paypal Historical Growth
Source: Reuters
Looking at the revenue growth from 2016 to 2020, the compounded growth rate was 18.6%. The growth in earnings outshoots the revenue growth by growing at a compounding rate of 31.6%. It was more commendable given their gradual loss of eBay business since 2018.
The payment agreement between eBay and PayPal was till June 2020- 5 years after their spin-off. At their spin-off (2015), eBay makes up to 50% of the profits for PayPal. It is just less than 4% of their total revenue and it could go to nil by 2023 as eBay is coming up with their payment solutions.
Why has PayPal fallen almost 37% from the Peak?
Based on the latest Q3 results, their growth quarter on quarter has slowed to around 13% for their revenue- factoring in a reduction of 46% revenue from eBay. Excluding eBay, revenue has grown at around the 25% mark over the past 2 years. Nonetheless, there was a reduction in guidance for Q4.
PayPal expects fourth-quarter adjusted earnings to be about $1.12 per share versus the estimate of $1.27 per share. The company expects fourth-quarter revenue to be in a range of $6.85 billion to $6.95 billion versus the estimate of $7.24 billion.
Also, PayPal expects growth for 2022 to be around 18% which falls short of analysts estimates at 22%. This disappointing outlook has led to the recent share price weakness.
Their recent interest in Pinterest has also gathered mixed reactions with some critics highlighting that PayPal’s growth could be filtering off as they have to acquire non-core business to generate growth. Also, a move into e-commerce when they have spun off from eBay earlier seems to highlight the synergies might not work.
At 45 billion dollars, it is buying growth at a hefty price tag of 20x Price to Sales. Moreover, the co-founder, Evan Sharp, would be leaving Pinterest for LoveForm. Also, Pinterest was listed in April 2019 at just a valuation of 10 billion dollars but the deal would value it at 45 billion dollars.
From another angle, the social media investment could be a good move to capture more customers for their payment app with a whole new demographics. Also, social commerce is up and coming. The acquisition would help PayPal gain a foothold in this lucrative market, hence taking a step closer to the goal of being a super app with numerous features.
On the whole, we find the no-deal on Pinterest would be a net positive for PayPal, as it is not within their core business of digital payments.
Chartist Point of View
Looking at the charts, it is an ugly sight where it has fallen almost 37% from their peak of 310. It has just broken through the psychological 200 level last Friday. This is what catching a falling knife will look like.
Nonetheless, looking at the historical valuation from price to book and price to earnings, a bottom could be established soon as we are near their average and even below-average historical valuation.
Support would be found at firstly the 175–185 region. The next support would be the 145–160 region which coincides with our box method projection- price range of 240–310 forming the box used.
Summing Up
Given the digital payments industry outlook, the sector is still on a secular uptrend. The growth could be in the healthy teens’ region. With so much talk about Metaverse, it will likely lead to more growth if the scenario where virtual and augmented reality takes over a portion of our daily life.
PayPal, with their recent price drop, would be a safer proxy to invest in this sector given their pedigree and great track record.
PayPal is currently trading at forward PE of 36, which is the average mean for the past 5 years. We are therefore getting it at a reasonable valuation based on historical metrics. Moreover, it is in a net cash position and generating healthy positive free cash flow.
With eBay making up just less than 4% of their revenue, they are embarking and ready for an eBay-less form going into 2022. Without an agreement with eBay, they could have more latitude to tie up with other e-commerce platforms. This was shown through their recent collaboration with Amazon announced in the Q3 results briefing.
However, the chart is akin to a falling knife now. Potential attractive entry region would be firstly the 175–185 region followed by 145–160 region based on our charting analysis.
From a fundamental angle, if valuation drops below forward PE of 30, that could be another indicator that we will be investing in this established payment provider at a good price.
The fall in PayPal price could be seen as an optimal opportunity to pick up a great consistent growth stock at a reasonable valuation.

$苹果 (AAPL.US)$ 目标价格是210美元，会达到吗？

对于新加坡/香港的零售交易者而言，对我们来说是晚上，因此日内交易（晚间交易）对于兼职交易者来说是棘手的，我建议不要这样做。
我更建议投资基本面强劲的股票，并使用技术面分析作为进场点。
然而有些股票可以在夜间大赚一笔。
示例 $Moderna (MRNA.US)$ $Longeveron (LGVN.US)$ $Rivian Automotive (RIVN.US)$ $Sono Group (SEV.US)$和许多其他示例
像 股票 一样 $Longeveron (LGVN.US)$在一夜之间或者在3-5天的时间内有时候会增长5-10倍...
很多像 股票 一样 $Moderna (MRNA.US)$ 和 $Rivian Automotive (RIVN.US)$在一夜之间甚至更多地增加了30%——因此，总是在您的账户中保留一些备用资金...您可以用于日内交易...
在美国市场上，几乎没有涨停板。股票的价格可以随意上涨。
在你睡觉之前，不要设定限价单，如果达到限价，选择市价或追踪止损。
你可以轻松在这些股票上赚好钱。
在2-3天的时间框架内，基于新闻的股票在美国市场上涨后开始下跌。
当股票上涨或下跌（通过卖空）时，您都可以赚钱。有时候富途不允许您卖空 - 这就是为什么您需要有多个账户..与多家经纪公司。

有许多不同类型的交易者：日间交易者，波段交易者，长期交易者等。每种交易者类型都有适合他们的不同策略。一般来说，我将讨论良好的交易习惯...
您可以阅读许多书籍、文章等，以养成良好的交易习惯。许多人会提供您应该如何进行交易以及他们的经验（失败或成功）。关键是，这对他们来说效果很好。他们知道自己策略的内部运作方式。但是，如果你尝试自己复制，它可能对你不起作用。那你是做什么的？找别人关注、争先恐后、放弃？
好吧，你可能不必放弃，因为那是你最不想做的事情。你需要向自己证明你可以做到这一点。以下是一些可以提供帮助的提示，希望能有所帮助：
1。创建计划
2。进行尽职调查（研究、文章、新闻等）
3.以积极的态度进行交易
4。不要冲动行事或做出反应
5。使用止损来限制亏损交易
6。从损失中吸取教训
7。不要贪婪，也不要获利
据我了解，我的账户就是继续进行小额投资（称为复利的力量）。现在你不会看到太多的回报，但假设10年后它将急剧增长。然后，如果你回顾10年，你就会意识到复利的力量。要在这方面取得成功，你必须投资知名和成功的股票，例如 $苹果 (AAPL.US)$,  $亚马逊 (AMZN.US)$, $微软 (MSFT.US)$, $谷歌-A (GOOGL.US)$, $奈飞 (NFLX.US)$, $可口可乐 (KO.US)$，等等。如今，您无需购买全部股票，因为许多经纪人允许您购买股票（这是一股股票）。现在，如果你以这种方式自动购买，最终它将开始快速增长。此外，如果股票派发股息，那么你应该再投资购买一股股票，而不是将其兑现。作为复利的一部分，这也很有帮助。
要记住的一个注意事项是，如果你的工作时间、工作日、周或月都很糟糕，也不要灰心。继续投资，因为每天都不一样。每个人都有适合自己的策略。你应该查看他们的想法，看看它是否适合你。如果没有，则必须进行调整以使其适合您。再做一些尽职调查（研究、文章、新闻等）。试着找出你的处决出了什么问题。进行所需的更改再试一次。如果它再次无法正常工作，请继续尝试进行更改，直到它对你起作用为止。你会看到事情会改变，你会成功。但是你需要继续努力，不要因为第一、第二、第三等失败而灰心。
好吧，所以我不想让任何人感到无聊。简而言之，养成良好交易习惯的最佳方法是对您的投资进行研究，选择适合您的策略，执行该策略，然后尝试使用复利法。作为保守的投资者，这对我来说效果很好。我高度认为每个人都可以从这种策略中受益。不要试图模仿别人的想法，因为这对他们有用。你需要深入了解它，然后自己尝试一下。这将使你成功。实践造就完美，这是你过去可能听过的话。这绝对是真的。希望这可以帮助你。
请随时留下您对该主题的任何意见或建议。我也非常乐意为任何可能想更多地谈论这个话题或需要任何帮助的人提供帮助。
祝您在投资中取得圆满成功。

$富途控股 (FUTU.US)$ buy in

大家好，moomoo用户们，欢迎回来。
在这个讨论中，我想分享一些帮助我更好地交易的习惯。
当我打开我的 $富途控股 (FUTU.US)$ 在使用MooMoo应用时，我首先会查看我感兴趣的股票的报价。
我会点击“评论”部分，来了解mooer们对股票的看法。（例如： $AMC院线 (AMC.US)$ mooer们几乎每天都在与对冲基金对抗。猿族之间的紧密联系，为了猿族互相HODL。猿族在一起，强大。 )
接下来，我会点击“资讯”部分，获取关于股票的最新新闻。这将帮助我评估股票是否具有增长潜力，例如有新的创新产品和服务的到来。（例如： $Cenntro Electric (NAKD.US)$ 进入电动车领域。)
之后，我会进入'分析'部分，查看股票的趋势。这有助于我判断股票是否超买或超卖，以及是看好还是看淡。(例如：COVID概念股， $Moderna (MRNA.US)$ 由于新的COVID变种'omicron'，股票看好并在2021年11月26日黑色星期五上涨20.57%。)
接下来，我会进入'财务'部分，查看财务分析师的营业收入预估。如果至少有25位财务分析师支持更高的营业收入预估，预估的准确性就会更高。(例如： $美国超微公司 (AMD.US)$ 有29位财务分析师对其营业收入进行预估。)
最后，我会去“汇总”部分查看有多少机构持有该股票，以及是否还有更多机构持有该股票。 （示例： $苹果 (AAPL.US)$ 有4816家机构持有该股票，截至2021年11月25日。）
这些习惯帮助我获取我感兴趣的股票的有用见解，并协助我做出投资组合再平衡决策。我感谢 $富途控股 (FUTU.US)$ 提供这些出色的功能，期待未来更多的功能。
希望mooer们在股票交易中会发现我的分享有用。
在我们结束这次讨论之前，我想请您投票，选择您将要检查并加入您的交易习惯中的板块。
这次讨论就到这里了。如果您喜欢这篇帖子，请给予支持。
谢谢大家，很快再见。