點擊 要加入！
點擊 要喜歡我。 (The )

$富途控股 (FUTU.US)$ $特斯拉 (TSLA.US)$ $蘋果 (AAPL.US)$ $AMC院線 (AMC.US)$   $遊戲驛站 (GME.US)$ $3B家居 (BBBY.US)$ $黑莓 (BB.US)$ $奈飛 (NFLX.US)$ $新加坡航空公司 (C6L.SG)$ $海庭 (S51.SG)$ $凱德商用新加坡信托 (C38U.SG)$ $ARK Innovation ETF (ARKK.US)$ $Imperial Petroleum (IMPP.US)$ $阿里巴巴 (BABA.US)$ $比特幣 (BTC.CC)$ $以太幣 (ETH.CC)$ $S&P/ASX 200 VIX Index (.XVI.AU)$ $S&P/ASX 200 (.XJO.AU)$ $道瓊斯指數 (.DJI.US)$ $標普500指數 (.SPX.US)$ $SPDR 標普500指數ETF (SPY.US)$ $納斯達克綜合指數 (.IXIC.US)$ $羅素3000ETF-iShares (IWV.US)$ $iShares安碩羅素中盤ETF (IWR.US)$ $恒生指數 (800000.HK)$ $富時新加坡海峽指數 (.STI.SG)$ $上證指數 (000001.SH)$

$谷歌-A (GOOGL.US)$ 潛力股

富途的9周年挑戰遊戲 最近已經啟動。這麼短的通知時間內，吸引了大量用戶熱情參與遊戲。
對於新參與者來說，操作我們的英雄'moomoo'在遊戲中可能會很困難。 moomoo若在遊戲中無法上升到更高級別，可能會失去獲得最終獎品的機會。 $200,000元 不用擔心！
不用擔心！ 以下是一些有用的提示，可指导你进行游戏。
提示1： 请记住，额外的生命可以极大地提高获胜的几率。 为了获得额外的生命，你可以完成列出的任务以获得更多的游戏机会、得分更高和更好的奖励。请尽可能多且尽快地完成任务。
提示2：如果你是iPhone用户，你可以关闭低电量模式或在电池充满的情况下开始游戏。 高刷新率模式将是理想的选择，因为它可以在游戏中实现更高的帧率，从而提升你的游戏体验并可能改善你的表现。
小貼士3：當你跳躍時，最好一次只跳過一個障礙物。 由於每次跳躍到中心點都會獲得一分，如果一次跳過多個障礙物，只能獲得一分。此外，一次跳過多個障礙物要更困難一些。
小貼士4：隨著進入下一個等級，遊戲變得更加困難。 前三個等級是最容易的。請盡力練習跳躍到障礙物之間的中心點，充分利用這些等級。通過更多的練習，你可能會更容易適應更困難的模式。
小貼士5：遊戲通關的次數越多，障礙物越多，難度越高。 請注意，更多的風險可能會帶來更高的分數。克服障礙物後，您將獲得額外的分數，因此跳過更多的障礙物可以幫助您累積更多的分數。這樣，您有可能在更高的等級中獲得更高的分數，但在風險增加時仍需小心。
小貼士6： For the newbies of the game who are not confident in their ability to reach the central points, you can firstly take small steps to the front of the obstacle and then jump over it. Despite of the more steps you have to take, it’s more secure in this way.
Tip 7: According to data collected, failure happens the most frequently at the corners in the game. You must be careful with corners by taking small steps when pass through them.
Tip 8: Going fast does not always lead to success. Keeping your own pace during the game and your investment journey brings more safety and success.
有了這些建議，現在可以放心地和mooer們競爭了 現在可以和mooer們競爭了!

$谷歌-C (GOOG.US)$ $谷歌-A (GOOGL.US)$ Good news for shareholders. Former Google Cloud chief, Diane Greene, understandably wanted to pursue U.S. federal government Cloud contracts, but, she had to fight Sundar Pichai on this score -- Pichai having indefensibly backed Google employees' nonsensical, infantile and indefensible opposition to their company doing business with the U.S. government. Can you imagine? These infants are reaping the fruits of peace, liberty and prosperity, working for a company that could have only been created in the U.S., yet, they're unwilling to help their country's government, when it needs assistance in technology matters.
I'm glad that Thomas Kurian is pursuing Cloud business opportunities wherever they lie. To not bid on U.S. federal government contracts is sheer foolishness.

$亞馬遜 (AMZN.US)$ $蘋果 (AAPL.US)$
亞馬遜對蘋果具有顯著優勢，因為其零售平台作為Prime會員的強大錨定點。這使亞馬遜能夠向Prime添加新服務，增加整體價值主張，並使其有能力提高價格。蘋果沒有類似的錨定服務。
蘋果音樂擁有大量訂閱用戶，但亞馬遜音樂也擁有強大的訂閱基礎。除此之外，亞馬遜通過其Echo設備在智能音箱領域擁有巨大的市場份額。亞馬遜一直以低價出售Echo設備，並對使用此服務的亞馬遜音樂無限用戶提供巨額折扣。
亞馬遜還可以透過其他服務來賺取用戶收益。據報導，Echo用戶在亞馬遜的零售平台上購買力較強。因此，亞馬遜能夠為Echo設備和音樂串流提供折扣。這也迫使蘋果在次100美元以下的類別中推出HomePod Mini。但蘋果將無法像亞馬遜那樣對音樂服務提供折扣，因為這將擠壓其利潤。蘋果也沒有其他服務可以賺取低利潤音樂串流業務的客戶收益。
The smart speaker segment can have a halo effect on many services. This segment also has a very loyal customer base because users generally prefer to have additional smart speakers from the same brand to get a seamless experience. Apple's market share is in low single-digit despite launching lower-priced devices. Amazon has also leveraged its dominant position in smart speaker devices to launch a wide variety of devices which now includes even a home robot.
Apple is trying to build a base service through Apple One which is good enough for customers to try other services like fitness+. But Apple's lack of anchor service will hurt the growth of Apple One. Apple would need to rapidly expand the attraction of its TV+ to make it an anchor service within Apple One. This would require massive investment. At the same time, other players like Disney (DIS), Netflix (NFLX), HBO Max (T), and Amazon are also increasing their investments in this segment which will make it difficult for Apple TV+ to gain a big following.
Takeway
蘋果現在直接與亞馬遜在音樂、視頻、遊戲和許多其他服務上競爭。蘋果One沒有吸引類似Prime會員零售平臺的主要服務。與蘋果服務業務增長相比，亞馬遜的訂閱收入增長速度也更快。亞馬遜音樂有更大的折扣，高投資於視頻流媒體的舉措可以讓Prime會員成為理想的「足夠好」服務，這將限制蘋果的訂閱增長。
蘋果已經以非常高的倍數進行交易，利潤下降或訂閱業務增長緩慢都可能對這支股票造成嚴重影響，並導致大幅調整。

Investing is heavily dependent on expectation where "Stocks are bought on expectations, not facts" quoted from Gerald Loeb.
The expectations of investors are in turn driven by the numbers raised during the earnings announcement, how much surprise/dismay arise based on the announced figures?
Will the profitability of the company be continuous based on the earnings Y-T-Y growth? For this, the growth rate is key 🔑.
Let's take a retrospective look at one of the smart money's favourites: $奇波雷墨西哥燒烤 (CMG.US)$
For this example, the positive surprise in earnings growth led to a reaction from the market catapulting the stock price to 1800 & 1900 range from the 1600 range. Lo' and behold, this was considered "expensive" to some given its trading P/E multiple of 40 in Jan 2020.
$奇波雷墨西哥燒烤 (CMG.US)$
The "high" P/E multiple is justified  based on the growth of the company's earnings and the fast company expansion results in such P/E multiple where investors are willing to buy at the current level as they expect the earnings to grow in comparison to other low growth companies.
Besides numbers, how could earnings release be complete without Guidance?
To put it simply, guidance are projections be it for sales, drivers to sales etc.
A classic example: $奈飛 (NFLX.US)$
 The market reacted negatively (-7.40%) simply based on guidance that subscriber growth would be dampen, bearing in mind the driver for $奈飛 (NFLX.US)$'s earnings growth.
The market is a vibrant place where not all companies are equal hence guidance release for other companies would differ, e.g. $特斯拉 (TSLA.US)$ focuses on vehicle deliveries
So earnings is truly one key event to a stock price, without doubt. The volatility surging (based on possible erratic up or down stock movement) is expected during the earning period which to some is another window of opportunity.
Trade safe everyone! None of the above is financial advice and should not be taken as one.
$亞馬遜 (AMZN.US)$ earnings 28 Oct 21
$Phunware (PHUN.US)$ earnings 8 Nov 21
$AMC院線 (AMC.US)$ earnings 1 Nov 21
$遊戲驛站 (GME.US)$ earnings 14 Dec 21
Source: Nasdaq.com
A short poll: Do you trade during earnings?

$恒生指數 (800000.HK)$好