102325400 EP
參與了投票
第一輪比賽非常棒!超過 1,000 名流浪者分享了他們的答案,並積極與他人互動。而且所有合格參加者都獲得獎勵積分。
遊戲必須繼續。
穆莫復活節比賽第二輪來了!您準備好面對升級的挑戰了嗎?
解決難題並告訴球員!
規則:
• 請使用 提示器 解決難題。輸入「$」和首字母以選擇一個股票。
• 有...
穆莫復活節比賽第二輪來了!您準備好面對升級的挑戰了嗎?
解決難題並告訴球員!
規則:
• 請使用 提示器 解決難題。輸入「$」和首字母以選擇一個股票。
• 有...
已翻譯
![復活節競賽第二輪:奇蹟公司是哪些?](https://ussnsimg.moomoo.com/1649827446610-77777001-android-org.png/thumb)
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102325400 EP
參與了投票
優秀的摩埃爾們,
成功的企業家建立偉大的公司,激發人們成為持久的傳奇。他們用自己的天賦,智慧和勤奮創造財富。為了自己建立財富,我們應該嘗試找出他們如何賺錢,他們的資產管理技能是什麼,以及為什麼他們可以繼續取得巨大成功。認識偉大的思想和他們的故事可能會帶領我們到財富的階梯。現在,讓...
成功的企業家建立偉大的公司,激發人們成為持久的傳奇。他們用自己的天賦,智慧和勤奮創造財富。為了自己建立財富,我們應該嘗試找出他們如何賺錢,他們的資產管理技能是什麼,以及為什麼他們可以繼續取得巨大成功。認識偉大的思想和他們的故事可能會帶領我們到財富的階梯。現在,讓...
已翻譯
![復活節競賽第一輪:誰發現財富的秘密?](https://ussnsimg.moomoo.com/1649765018378-77777001-android-compress.png/thumb)
![復活節競賽第一輪:誰發現財富的秘密?](https://ussnsimg.moomoo.com/1649765018592-77777001-android-compress.png/thumb)
![復活節競賽第一輪:誰發現財富的秘密?](https://ussnsimg.moomoo.com/1649765018775-77777001-android-compress.png/thumb)
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693
102325400 EP
讚了
已翻譯
![圖片](https://ussnsimg.moomoo.com/1640084055162-70852517-android-org.png/thumb)
58
1
102325400 EP
讚了
$阿里巴巴 (BABA.US)$ yesterday we notice a rotation out of tech sector into value stocks. Tech sector is very over valued currently and with interest rate hikes 3 times next year, it will make value stocks a better buy than growth.
Stocks like tesla, nvda and apple fell badly while I'm actually surprised baba held 120 quite firmly despite that 2.5% fall on the NDX.
But do not rule out this fall in the tech sector might spread over to the China tech as well.
Fortunately BABA is not on QQQ unlike netease and JD.com which mean a sell off on NDX will not affect BABA directly.
We still need to see BABA hold above 118 to have any chance of the next rally up. Preferably above 120!
As always, trade safe and invest wise!
Stocks like tesla, nvda and apple fell badly while I'm actually surprised baba held 120 quite firmly despite that 2.5% fall on the NDX.
But do not rule out this fall in the tech sector might spread over to the China tech as well.
Fortunately BABA is not on QQQ unlike netease and JD.com which mean a sell off on NDX will not affect BABA directly.
We still need to see BABA hold above 118 to have any chance of the next rally up. Preferably above 120!
As always, trade safe and invest wise!
23
7
102325400 EP
讚了
高盛:「.. $微軟 (MSFT.US)$ , $谷歌-A (GOOGL.US)$ , $蘋果 (AAPL.US)$ , $英偉達 (NVDA.US)$ 和 $特斯拉 (TSLA.US)$ 總計佔標普 500 指數年前 26% 回報率的三分之一超過三分之一。.. 這些股票現在按市值計算,佔標普 500 指數的 22%,比今年初增加了 4 百分點。」
已翻譯
![圖片](https://ussnsimg.moomoo.com/1639390685364-70040922-android-org.jpg/thumb)
33
102325400 EP
讚了
$Grab Holdings (GRAB.US)$
當我深入研究這家公司時,我很可能不會在短期內投資它,至少目前是這樣。
Grab在東南亞的市場顯然具有增長潛力,即人們變得富裕,數字增長等。然而,請注意,Grab在其所有業務/服務(車載服務、外賣概念和金融服務)中面臨激烈的競爭和挑戰。目前,我還沒看到他們展示出非常強大的防禦護城河,類似於 $優步 (UBER.US)$
1. 叫車服務 - 看起來他們不會擴展到東南亞以外的國家。這意味著有限的增長,至少在短期內是如此。此外,這個業務領域受到疫情的嚴重影響。計程車司機正在遭受困境(這在實地是一個真實問題)。
2. 外賣概念 - 自 2020 年以來,隨著人們開始在家工作,這個板塊的銷售額「飆升」。但是新加坡和其他幾個東南亞國家都太小了。在這個板塊上他們能賺多少是有限制的。加上 Foodpanda、Deliveroo 等等,他們的市場份額將進一步受限。就個人而言,我覺得在外賣概念上並沒有牌子忠誠度。我大部分時間都用 Grab,但是在有折扣、代金券等等時,我也會用另外兩家。
3. Financial services - there are so many financial institutions around. It’s going to be tough competing against the banks, and even giants like Apple $蘋果 (AAPL.US)$ and Google $谷歌-A (GOOGL.US)$ for their payments services. Once again, throw in Favpay, Singtel’s Dash $新電信 (Z74.SG)$ Alipay $阿里巴巴 (BABA.US)$ etc etc. How much pie / market shares can they capture?
Overall, the company’s financial situation isn’t fantastic. Their revenue did grow YOY, but they are not profitable yet. Things may change in 3 to 5 years’ time (expansion by the company, covid has gone etc). But for the short term, I don’t think I would invest my money in them. The dollars can be better invested into other stocks with higher growth. Would suggest to enter only when the coast is clear. Meantime, I will just remain as their consumer using their services.
不是金融建議。請小心查找資訊並安全投資。
$Grab Holdings (GRAB.US)$
當我深入研究這家公司時,我很可能不會在短期內投資它,至少目前是這樣。
Grab在東南亞的市場顯然具有增長潛力,即人們變得富裕,數字增長等。然而,請注意,Grab在其所有業務/服務(車載服務、外賣概念和金融服務)中面臨激烈的競爭和挑戰。目前,我還沒看到他們展示出非常強大的防禦護城河,類似於 $優步 (UBER.US)$
1. 叫車服務 - 看起來他們不會擴展到東南亞以外的國家。這意味著有限的增長,至少在短期內是如此。此外,這個業務領域受到疫情的嚴重影響。計程車司機正在遭受困境(這在實地是一個真實問題)。
2. 外賣概念 - 自 2020 年以來,隨著人們開始在家工作,這個板塊的銷售額「飆升」。但是新加坡和其他幾個東南亞國家都太小了。在這個板塊上他們能賺多少是有限制的。加上 Foodpanda、Deliveroo 等等,他們的市場份額將進一步受限。就個人而言,我覺得在外賣概念上並沒有牌子忠誠度。我大部分時間都用 Grab,但是在有折扣、代金券等等時,我也會用另外兩家。
3. Financial services - there are so many financial institutions around. It’s going to be tough competing against the banks, and even giants like Apple $蘋果 (AAPL.US)$ and Google $谷歌-A (GOOGL.US)$ for their payments services. Once again, throw in Favpay, Singtel’s Dash $新電信 (Z74.SG)$ Alipay $阿里巴巴 (BABA.US)$ etc etc. How much pie / market shares can they capture?
Overall, the company’s financial situation isn’t fantastic. Their revenue did grow YOY, but they are not profitable yet. Things may change in 3 to 5 years’ time (expansion by the company, covid has gone etc). But for the short term, I don’t think I would invest my money in them. The dollars can be better invested into other stocks with higher growth. Would suggest to enter only when the coast is clear. Meantime, I will just remain as their consumer using their services.
不是金融建議。請小心查找資訊並安全投資。
$Grab Holdings (GRAB.US)$
已翻譯
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