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RaymondYap 保密 ID: 101662116
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    $甲骨文 (ORCL.US)$ $塞納 (CERN.US)$ 甲骨文預計以每股約90美元收購Cerner。市場對甲骨文潛在收購Cerner持消極態度,甲骨文股價周五收跌6.39%,而Cerner收盤上漲12.93%。此外, $瑞銀 (UBS.US)$ 指出甲骨文收購Cerner將對股價產生負面影響。
    已翻譯
    $甲骨文 (ORCL.US)$ $塞納 (CERN.US)$ $亞馬遜 (AMZN.US)$ 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
    $優步 (UBER.US)$ 摩根大通發布了一份研究報告稱,它維持優步(UBER.US)的「超重」評級,並將其目標價格從 72 美元降低至 68 美元。
    小莫分析師道格·安穆(Doug Anmuth)認為,隨著經濟越來越數字化,優步 2022 年的地位將比疫情爆發前更強大。然而,他預計「更多元化的股票表現將繼續」,並且該公司的業務是新冠疫情後正常化的更大因素。
    Anmuth 預測,隨著許多公司面臨激烈的競爭並邁向正常化,增長水平將下降。到 2022 年,投資者通常會更喜歡電子商務和訂閱型公司,而不是在線廣告公司。
    文章摘自美國股票研究機構
    已翻譯
    $Affirm Holdings (AFRM.US)$ $PayPal (PYPL.US)$ $Afterpay Ltd. (AFTPF.US)$整個板塊今天因為消費金融保護局宣布對買入現在付款的板塊進行調查而受到打擊,尤其是Affirm、Afterpay、klarna(臨時代碼)、paypal和zip。
    消費金融保護局周四表示,對熱門的“買入現在付款”計劃進行調查。
    金融監管機構表示,他們特別關注BNPL計劃對消費者債務的影響,以及適用哪些消費者保護法律以及付款提供商如何蒐集數據。
    “現在買入,以後付款是舊的分期計劃的新版本,但是有了現代、更快的變化,消費者立即得到產品,但也立即有債務。” CFPb理事Rohit Chopra在一份聲明中表示:“人們是在繼續買入還是在等待這結果呢?”
    人們是在趁低買入還是在等待看看事態的發展呢?
    已翻譯
    $微軟 (MSFT.US)$ 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
    $特斯拉 (TSLA.US)$ 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.
    Elon Musk Says SpaceX Plans To Extract Carbon Dioxide From Atmosphere And Use As Rocket Fuel, Invites Talent
    $納指100ETF-Invesco QQQ Trust (QQQ.US)$ $標普500指數 (.SPX.US)$ 想法?
    「報告的通貨膨脹低估了。業主等值租金(OER)依賴業主調查來估計房屋成本的通脹。這是一個非常不精確的度量。單戶租賃市場提供更準確的數據。今日公報的核心消費物價指數為按年 3.5%。
    全國單一家庭租賃的最大業主報告了 17% 的租金增長。OER 是核心消費者價格指數計算的 30% 和報告消費者價格指數的 24%。在計算中採用較實證措施,今日的核心消費物價指數由 4.9% 上升至 9.0%,而消費物價指數則由 6.8% 上升至 10.1%
    根據供需趨勢,房屋通脹不太可能減弱。家庭實際上正在經歷的通貨膨脹,遠遠超過了報告的政府統計數據。」
    已翻譯
    11
    $蘋果 (AAPL.US)$ 除非您一直躲在岩石底下,否則您肯定見證了蘋果在過去幾周的瘋狂運行。在過去一個月裡,蘋果股價上漲了20.7%,並在上週五以收盤。
    蘋果擁有大量現金,通脹已經來臨,加息在望,AR和EV的傳言已經被提及,股價升級已經發布,蘋果的超級週期顯然已經開啟。
    根據您的經驗,蘋果似乎會走向何方?隨著假日季節持續進入1月底盈利,我們會看到更多短期上行嗎?蘋果會失去動力並穩定在較低水平嗎?或者在波動市場中,蘋果和其他高飛股票很快會迎頭趕上整個市場?
    3兆快來了嗎?你覺得呢?!
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    4
    $Enphase Energy (ENPH.US)$
    恩階段已經在我的購買清單上有一段時間了,當它星期一下跌時,我拿起了一個 230 美元的 2023 電話。我一直在考慮購買股票,但通過 ETF 有相當穩定的敞口。我仍然在這個名字非常有信心,因為他們繼續增長收益逐年增長, 在一個空間,我認為將繼續增長.它們也是許多綠色 ETF 中持有的頭號,這些 ETF 表明它們在該領域的占主導地位。
    已翻譯