RaymondYap
赞了
RaymondYap
赞了
$甲骨文 (ORCL.US)$ $塞纳 (CERN.US)$ 甲骨文预计以每股约90美元的价格收购Cerner。市场对甲骨文潜在收购Cerner持负面看法,甲骨文股价周五收盘下跌6.39%,而Cerner上涨12.93%。此外, $瑞银 (UBS.US)$ 指出,甲骨文收购Cerner将成为股价的负面催化剂。
已翻译
9
RaymondYap
赞了
Oracle is reported to be in talks to buy electronic medical records company Cerner for US$30 billion
$甲骨文 (ORCL.US)$ $塞纳 (CERN.US)$ $亚马逊 (AMZN.US)$ According to the Wall Street Journal, Oracle (ORCL.N) is negotiating to purchase electronic medical records company Cerner (CERN.O), and the total value of the transaction may reach US$30 billion. Cerner cooperated with Amazon's (AMZN.O) cloud service AWS in 2019 to provide artificial intelligence services for medical companies. If Oracle’s acquisition is successful this time, it will be able to bring a large amount of health and medical data to the company to train and improve cloud services based on artificial intelligence.
Article excerpted from the US Stock Research Agency
Article excerpted from the US Stock Research Agency
19
RaymondYap
赞了
$优步 (UBER.US)$ 摩根大通发布研究报告,维持对Uber (UBER.US)的"超配"评级,并将目标价从72美元降至68美元。
小莫分析师Doug Anmuth认为,随着经济的数字化程度越来越高,Uber在2022年的地位将比疫情爆发前更加坚固。然而,他预计"更多样化的股票表现将继续",公司的业务在新冠疫情后的正常化过程中将是一个更大的因素。
Anmuth预测,随着许多公司面临激烈竞争并向正常化迈进,增长水平将下降。到2022年,投资者普遍更偏好电子商务和订阅制公司,而非线上广告公司。
文章摘自美国股票研究机构
小莫分析师Doug Anmuth认为,随着经济的数字化程度越来越高,Uber在2022年的地位将比疫情爆发前更加坚固。然而,他预计"更多样化的股票表现将继续",公司的业务在新冠疫情后的正常化过程中将是一个更大的因素。
Anmuth预测,随着许多公司面临激烈竞争并向正常化迈进,增长水平将下降。到2022年,投资者普遍更偏好电子商务和订阅制公司,而非线上广告公司。
文章摘自美国股票研究机构
已翻译
68
RaymondYap
赞了
$Affirm Holdings (AFRM.US)$ $PayPal (PYPL.US)$ $Afterpay Ltd. (AFTPF.US)$整个板块今天受到打击,因为消费金融保护局宣布正在调查买现付后板块,尤其是Affirm、Afterpay、Klarna、paypal和Zip。
消费金融保护局周四表示,正在对热门的“买现付后”计划进行调查。
监管机构表示,特别关注BNPL如何影响消费者债务积累,以及哪些消费者保护法适用以及支付提供商如何收集数据。
“买现付后是旧分期付款计划的新版本,但具有现代化、更快捷的特点,消费者可以立即获得产品,但也立即产生债务。” CFPb主任Rohit Chopra在一份声明中表示:“人们是在买入此低点吗?还是在等待后续发展?”
人们是在买入此低点吗?还是在等待后续发展?
消费金融保护局周四表示,正在对热门的“买现付后”计划进行调查。
监管机构表示,特别关注BNPL如何影响消费者债务积累,以及哪些消费者保护法适用以及支付提供商如何收集数据。
“买现付后是旧分期付款计划的新版本,但具有现代化、更快捷的特点,消费者可以立即获得产品,但也立即产生债务。” CFPb主任Rohit Chopra在一份声明中表示:“人们是在买入此低点吗?还是在等待后续发展?”
人们是在买入此低点吗?还是在等待后续发展?
已翻译
17
RaymondYap
赞了
$微软 (MSFT.US)$ Morgan Stanley analyst Keith Weiss pointed out in a research report that in the first half of 2021, the revenue from data platform solutions accounted for approximately 12% of Microsoft's (MSFT.US) total revenue, which was higher than About 10% in the same period in 2017.
Weiss said: "Investors often overlook Microsoft's absolute leadership in this area."
Weiss pointed out that considering Microsoft's leading position in data platforms and related businesses, including large data platforms such as Azure database, Azure analytics, SQL Server database and Power BI, the analyst believes that the strong database demand environment will have strong performance for Microsoft in 2022 Growth plays a vital role.
Weiss had previously rated Microsoft as "overweight" and maintained the target price at $364. As of yesterday's close, Microsoft's stock price fell 3.26% to $328.340.
Article excerpted from the US Stock Research Agency
Weiss said: "Investors often overlook Microsoft's absolute leadership in this area."
Weiss pointed out that considering Microsoft's leading position in data platforms and related businesses, including large data platforms such as Azure database, Azure analytics, SQL Server database and Power BI, the analyst believes that the strong database demand environment will have strong performance for Microsoft in 2022 Growth plays a vital role.
Weiss had previously rated Microsoft as "overweight" and maintained the target price at $364. As of yesterday's close, Microsoft's stock price fell 3.26% to $328.340.
Article excerpted from the US Stock Research Agency
22
RaymondYap
赞了
$特斯拉 (TSLA.US)$ CEO Elon Musk-owned SpaceX has a plan to draw carbon dioxide from the earth’s atmosphere and use it as rocket fuel.
What Happened: Musk tweeted to his 66.3 million followers on Monday about the new program and invited those interested to join the company.
Musk later added that the program would be important for Mars, without revealing more details.
Why It Matters: Billionaire Musk dreams of colonizing Mars and founded SpaceX with the mission to make humanity multiplanetary. He has in the past said he remains “highly confident” that SpaceX would land humans on Mars by 2026.
Musk had in July said SpaceX is developing a fully-reusable Starship that can deliver a payload of around 150 tonnes to low Earth Orbit and about 250 tonnes when expendable.
SpaceX aims for Starship to replace its existing rockets — Falcon 9, Falcon Heavy, and Dragon 2 — and be able to carry much more mass into orbit.
The ambitious transportation system can also carry humanity to the moon, Mars and make interplanetary travel possible.
The Starship system was selected in April to assist NASA with its Artemis moon-landing program.
What Happened: Musk tweeted to his 66.3 million followers on Monday about the new program and invited those interested to join the company.
Musk later added that the program would be important for Mars, without revealing more details.
Why It Matters: Billionaire Musk dreams of colonizing Mars and founded SpaceX with the mission to make humanity multiplanetary. He has in the past said he remains “highly confident” that SpaceX would land humans on Mars by 2026.
Musk had in July said SpaceX is developing a fully-reusable Starship that can deliver a payload of around 150 tonnes to low Earth Orbit and about 250 tonnes when expendable.
SpaceX aims for Starship to replace its existing rockets — Falcon 9, Falcon Heavy, and Dragon 2 — and be able to carry much more mass into orbit.
The ambitious transportation system can also carry humanity to the moon, Mars and make interplanetary travel possible.
The Starship system was selected in April to assist NASA with its Artemis moon-landing program.
8
RaymondYap
赞了
$纳指100ETF-Invesco QQQ Trust (QQQ.US)$ $标普500指数 (.SPX.US)$ 您有何想法?
公布的通胀数据被低估了。所有者等效租金 (OER) 依靠房主的调查来估计住房成本的通胀情况。这是一种非常不精确的指标。单一家庭租赁市场提供了更准确的数据。今天公布的核心CPI中,OER的年同比增长率为3.5%。
全国范围内的单一家庭租赁的最大所有者报告了17%的年同比租金增长率。OER占核心CPI计算的30%,占公布的CPI的24%。在计算中使用更经验主义的测量方法,今天的核心CPI从4.9%增加到9.0%,CPI从6.8%增加到10.1%。
根据供需趋势,住房通胀不太可能减弱。家庭实际经历的通胀情况非常严重,远超过政府公布的统计数据。
公布的通胀数据被低估了。所有者等效租金 (OER) 依靠房主的调查来估计住房成本的通胀情况。这是一种非常不精确的指标。单一家庭租赁市场提供了更准确的数据。今天公布的核心CPI中,OER的年同比增长率为3.5%。
全国范围内的单一家庭租赁的最大所有者报告了17%的年同比租金增长率。OER占核心CPI计算的30%,占公布的CPI的24%。在计算中使用更经验主义的测量方法,今天的核心CPI从4.9%增加到9.0%,CPI从6.8%增加到10.1%。
根据供需趋势,住房通胀不太可能减弱。家庭实际经历的通胀情况非常严重,远超过政府公布的统计数据。
已翻译
184
11
RaymondYap
赞了
$苹果 (AAPL.US)$ 除非你一直生活在石头下,你应该已经看到了苹果过去几周的疯狂增长。过去一个月,苹果股价上涨了20.7%,而上周五收盘价。
苹果手头有大量现金,通胀已经来临,加息在即,AR和EV的传言已经被提起,股价上调已经发布,苹果的超级周期显然已经开始。
根据您的经验,苹果似乎未来会走向何方? 随着假日季度持续到1月底的财报季中,我们是否将迎来更多短期上涨? 苹果会失去动力并稳定在稍低水平吗? 或者苹果和其他高飞股在波动市场中很快会赶上整体市场?
3万亿会很快到来吗? 你怎么看?!
苹果手头有大量现金,通胀已经来临,加息在即,AR和EV的传言已经被提起,股价上调已经发布,苹果的超级周期显然已经开始。
根据您的经验,苹果似乎未来会走向何方? 随着假日季度持续到1月底的财报季中,我们是否将迎来更多短期上涨? 苹果会失去动力并稳定在稍低水平吗? 或者苹果和其他高飞股在波动市场中很快会赶上整体市场?
3万亿会很快到来吗? 你怎么看?!
已翻译
23
4
RaymondYap
赞了
$Enphase Energy (ENPH.US)$
Enphase has been on my buy list for a while and when it dipped Monday I picked up a $230 call for January 2023. I’ve been thinking about picking up shares as well but have pretty solid exposure through ETFs. I remain very confident in the name as they continue to grow earnings year over year, in a space that I think is going to continue growing. They are also a number one holding in many green ETFs which goes to show how dominant they are in the space.
Enphase has been on my buy list for a while and when it dipped Monday I picked up a $230 call for January 2023. I’ve been thinking about picking up shares as well but have pretty solid exposure through ETFs. I remain very confident in the name as they continue to grow earnings year over year, in a space that I think is going to continue growing. They are also a number one holding in many green ETFs which goes to show how dominant they are in the space.
14