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我们在大规模全球气候变化中的个人足迹几乎可以忽略不计——把责任归咎于你自己,而不是那些会在几秒钟内污染你一生中可能污染的跨国公司和多代公司,这有点荒谬。尽管在地方和个人层面上你可以做很多事情,但我们最终是更大社会的一部分,而这个系统的某些方面是我们个人无法触及的。没有...
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The Doc
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除了研究优质股票进入和退出的技术指标外,公司的基本面对于维持长期增长最为重要。股票的价值必须确保良好的领导力、现金流和研发投资,才能在竞争中保持领先地位。许多公司的外表看起来确实不错,就像市盈率一样,但基本上基础松散,因此要注意价值陷阱。不要投资模因股,因为炒作不是基本面,纯粹是投机。
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好吧- $福特汽车(F.US$拥有或拥有大约 12% 的股份 $Rivian Automotive(RIVN.US$,所以从本质上讲,福特确实通过Rivian的首次公开募股进入了股票市场。F高管们在一周内赚了很多钱。如果他们很聪明,他们会卖掉部分股票来增加现金。通过投资各种合资企业等,通用汽车和福特都将从电动汽车热潮中从市场上获利。
福特分拆电动汽车根本没有意义——他们的整个电动汽车战略都利用了他们先前存在的品牌、服务/经销商网络以及通常是现有的工厂。可以想象通用汽车可能有更好的前景,但我怀疑从长远来看,他们是否会发现它有利可图。
在自动驾驶领域,两家公司当然都会让独立公司 “拥有” 这些系统,以限制自己的责任。福特选择了 Argo AI,通用汽车当然有 Cruise。Argo AI 也有来自 $大众汽车(ADR)(VWAGY.US$。
然后是电池企业。
“传统” cos遵循的类似策略限制了负债并削减了投资成本,因此我不确定尝试分拆来容纳实际电动汽车所带来的任何短期收益能否带来长期收益。
福特分拆电动汽车根本没有意义——他们的整个电动汽车战略都利用了他们先前存在的品牌、服务/经销商网络以及通常是现有的工厂。可以想象通用汽车可能有更好的前景,但我怀疑从长远来看,他们是否会发现它有利可图。
在自动驾驶领域,两家公司当然都会让独立公司 “拥有” 这些系统,以限制自己的责任。福特选择了 Argo AI,通用汽车当然有 Cruise。Argo AI 也有来自 $大众汽车(ADR)(VWAGY.US$。
然后是电池企业。
“传统” cos遵循的类似策略限制了负债并削减了投资成本,因此我不确定尝试分拆来容纳实际电动汽车所带来的任何短期收益能否带来长期收益。
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The $纳斯达克100指数(.NDX.US$-1.3% falls the most among the three broad stock market indexes at Monday's close, struggling as a rebound in rates hit growth names and megacaps also face selling pressure.
Names like $DoorDash(DASH.US$and $Peloton Interactive(PTON.US$and other shares that gained during the pandemic are sliding.
The $标普500指数(.SPX.US$-0.3% finishes the session lower, while the $道琼斯指数(.DJI.US$+0.1% performs the best thanks to price gains from $高盛(GS.US$and $摩根大通(JPM.US$.
Six of the 11 S&P sectors are higher, led by Energy and Financials. Communication Services fall the most.
The megacaps are mostly lower, with $亚马逊(AMZN.US$the worst performer.
"The SPX continues to consolidate within a bullish pennant formation," Craig Johnson, technical market strategist at Piper Sandler says. "A close above 4,705 would validate a topside breakout. While last week’s advance lacked participation, the bullish breakouts and/or improving technical setups among its mega-caps is encouraging."
The $美国10年期国债收益率(US10Y.BD$yield is up 8 basis points to 1.62%, while the $美国2年期国债收益率(US2Y.BD$is also up 8 points to 0.59%.
Rates rose after news hit that the White House is renominating Chairman Jerome Powell, while naming Lael Brainard as vice chair.
"This decision also removes uncertainty with Powell’s current term ending in February," ING says. "Had there been any delay in appointing a new Chair due to a lack of political support this could have caused significant financial market nervousness, particularly if we are right and the economy is soaring, inflation is above 6% and the Fed is still stimulating the economy with QE."
October existing home sales rose unexpectedly to 6.34M.
"Another upside surprise relative to both the mortgage applications numbers and the pending sales index, leaving sales at a nine-month high, after reversing about three-fifths of the drop in the first half of the year," Pantheon Macro's Ian Shepherdson writes. "Most of the increase in recent months, and all the October gain, is in the core single-family home component; condo/co-op sales dipped last month."
On the M&A front Monster Beverage is reportedly looking for a deal with Constellation.
Names like $DoorDash(DASH.US$and $Peloton Interactive(PTON.US$and other shares that gained during the pandemic are sliding.
The $标普500指数(.SPX.US$-0.3% finishes the session lower, while the $道琼斯指数(.DJI.US$+0.1% performs the best thanks to price gains from $高盛(GS.US$and $摩根大通(JPM.US$.
Six of the 11 S&P sectors are higher, led by Energy and Financials. Communication Services fall the most.
The megacaps are mostly lower, with $亚马逊(AMZN.US$the worst performer.
"The SPX continues to consolidate within a bullish pennant formation," Craig Johnson, technical market strategist at Piper Sandler says. "A close above 4,705 would validate a topside breakout. While last week’s advance lacked participation, the bullish breakouts and/or improving technical setups among its mega-caps is encouraging."
The $美国10年期国债收益率(US10Y.BD$yield is up 8 basis points to 1.62%, while the $美国2年期国债收益率(US2Y.BD$is also up 8 points to 0.59%.
Rates rose after news hit that the White House is renominating Chairman Jerome Powell, while naming Lael Brainard as vice chair.
"This decision also removes uncertainty with Powell’s current term ending in February," ING says. "Had there been any delay in appointing a new Chair due to a lack of political support this could have caused significant financial market nervousness, particularly if we are right and the economy is soaring, inflation is above 6% and the Fed is still stimulating the economy with QE."
October existing home sales rose unexpectedly to 6.34M.
"Another upside surprise relative to both the mortgage applications numbers and the pending sales index, leaving sales at a nine-month high, after reversing about three-fifths of the drop in the first half of the year," Pantheon Macro's Ian Shepherdson writes. "Most of the increase in recent months, and all the October gain, is in the core single-family home component; condo/co-op sales dipped last month."
On the M&A front Monster Beverage is reportedly looking for a deal with Constellation.
![Dow Jones gains slightly at the close, S&P 500, Nasdaq slide as yields surge](https://ussnsimg.moomoo.com/5563494417883721655.jpg/thumb)
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价值要么 成长股?长期以来,许多投资者一直在争论这个难题。
最近几天,所谓的成长型股票经历了艰难时期。飞速增长的股票接近修正区间。
熟悉的名字,例如 $Palantir(PLTR.US$, $CrowdStrike(CRWD.US$, $Snowflake(SNOW.US$ $赛富时(CRM.US$ 等等
在谈论颠覆性创新时,投资者想到的名字必须是”方舟“。对于凯西·伍德的旗舰基金来说,这是惨淡的一周, $ARK Innovation ETF(ARKK.US$ ,这使她几乎所有的持股都留在了熊市中。
ARKK 下跌了12.6% 本周是自2月以来最糟糕的一周。它 下降了5.5% 在星期五。
这是否表明人们不赞成成长型股票和颠覆性创新公司?或者也许只是因为投资者需要一些东西 在风险下从根本上更坚固 Omicron? 你能在下方评论一下然后把你的想法告诉穆尔吗?
最近几天,所谓的成长型股票经历了艰难时期。飞速增长的股票接近修正区间。
熟悉的名字,例如 $Palantir(PLTR.US$, $CrowdStrike(CRWD.US$, $Snowflake(SNOW.US$ $赛富时(CRM.US$ 等等
在谈论颠覆性创新时,投资者想到的名字必须是”方舟“。对于凯西·伍德的旗舰基金来说,这是惨淡的一周, $ARK Innovation ETF(ARKK.US$ ,这使她几乎所有的持股都留在了熊市中。
ARKK 下跌了12.6% 本周是自2月以来最糟糕的一周。它 下降了5.5% 在星期五。
这是否表明人们不赞成成长型股票和颠覆性创新公司?或者也许只是因为投资者需要一些东西 在风险下从根本上更坚固 Omicron? 你能在下方评论一下然后把你的想法告诉穆尔吗?
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![每日民意调查:颠覆性创新股票及其颠覆性股价。](https://ussnsimg.moomoo.com/1638764863914-77777000-android-org.gif/thumb)
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