cosmopenseur
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cosmopenseur
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$ウーバー テクノロジーズ(UBER.US$JPモルガンチェースは、Uber(UBER.US)の「ウェイト増加」の格付けを維持し、その目標株価を72米ドルから68米ドルに引き下げたというリサーチレポートを発行しました。
シャオモのアナリストであるダグ・アンマスは、経済がよりデジタル化されるにつれて、Uberのポジションが2022年には発生前よりも強くなると考えています。ただし、「より多様なストックパフォーマンスが続く」と予想し、新しい王冠流行病後の正常化における同社のビジネスはより大きな要因であるとしています。
Anmuthは、多くの企業が厳しい競争に直面し、正常化に向けて移行するため、成長水準が低下すると予想しています。2022年までに、投資家はオンライン広告企業よりもeコマース企業や定期購入企業を一般的に好むようになるでしょう。
米国の株式調査機関からの記事抜粋
シャオモのアナリストであるダグ・アンマスは、経済がよりデジタル化されるにつれて、Uberのポジションが2022年には発生前よりも強くなると考えています。ただし、「より多様なストックパフォーマンスが続く」と予想し、新しい王冠流行病後の正常化における同社のビジネスはより大きな要因であるとしています。
Anmuthは、多くの企業が厳しい競争に直面し、正常化に向けて移行するため、成長水準が低下すると予想しています。2022年までに、投資家はオンライン広告企業よりもeコマース企業や定期購入企業を一般的に好むようになるでしょう。
米国の株式調査機関からの記事抜粋
翻訳済み
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cosmopenseur
がいいねしました
$テスラ(TSLA.US$
億万長者たちはいつも、平均的なジョー小売投資家に比べて賢いです。
なぜ、ElonはFOMC会議の数週間前に彼の株を売り抜けたと思いますか?
もちろん、彼は肥満化する権利行使の税金を支払う必要があると言う人もいますが...
ゲスというのは彼がTSLAの価値がピークに近づいており、近い将来維持されなくなる可能性があることを知っているための言い訳にすぎないということです。
最後に、彼は株を1株あたり6ドルで行使していますが、あなたがどの価格で購入しているかを考えてください。それらは同じ株です...
ただ、イーロン・マスクは銀行に笑いをこぼし、小売業者は下落相場の中で泳ぎます。
私の考えです。Muskファンの方、私の考えを変えてくださいね〜
億万長者たちはいつも、平均的なジョー小売投資家に比べて賢いです。
なぜ、ElonはFOMC会議の数週間前に彼の株を売り抜けたと思いますか?
もちろん、彼は肥満化する権利行使の税金を支払う必要があると言う人もいますが...
ゲスというのは彼がTSLAの価値がピークに近づいており、近い将来維持されなくなる可能性があることを知っているための言い訳にすぎないということです。
最後に、彼は株を1株あたり6ドルで行使していますが、あなたがどの価格で購入しているかを考えてください。それらは同じ株です...
ただ、イーロン・マスクは銀行に笑いをこぼし、小売業者は下落相場の中で泳ぎます。
私の考えです。Muskファンの方、私の考えを変えてくださいね〜
翻訳済み
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cosmopenseur
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Asia stocks set for mixed open in countdown to Fed
Asian stocks are set for a mixed start Wednesday after the latest inflation data added to the case for tighter Federal Reserve policy, weighing on U.S. shares. The dollar rose with Treasury yields.
Australian shares slipped, futures for Japan fell and Hong Kong contracts were little changed. $S&P 500 Index(.SPX.US$ and $NASDAQ 100 Index(.NDX.US$ futures wavered. Technology shares led the drop on Wall Street as investors fret over reduced stimulus and sour on costlier parts of the stock market.
JPMorgan says it's OK if you're still in love with risky stocks
Investors should reconsider their affection for the safety of technology megacaps and start seeking out risky assets like beaten-down high-growth stocks and Chinese shares.
So says Dubravko Lakos-Bujas, $JPモルガン チェース(JPM.US$'s global head of equity research. "In the first half next year, assuming inflation shows signs of normalization, assuming the Fed ends up being more balanced and doesn't continue to move forward with tightening, which I believe the market is pricing in, and assuming the Covid situation starts to come back under control, I think you'll see a rotation from lower-beta megacaps into higher-beta."
New fund chasing day-trader favorites slammed by meme stock slide
The $ROUNDHILL MEME ETF(MEME.US$ has fallen every day since its launch last Wednesday.
So far this week, $ゲーム ストップ A(GME.US$ and $AMCエンターテインメント HD A(AMC.US$ have shed 15% and 16%, respectively. Meanwhile, the fund's top holding $Digital World Acquisition Corp(DWAC.US$ -- the special purpose acquisition company taking former president Donald Trump's media company public -- is down 11%, bringing its losses to 23% since the ETF launched.
Elon Musk's stock sales could total $18 billion by the end of year
Elon Musk sold $906 million in $テスラ(TSLA.US$ stock Monday. As of Tuesday morning, he has sold a total of 11.9 million shares, according to InsiderScore/Verity. Musk is making two kinds of stock sales — one to pay taxes on his compensation package and the other for straight cash-outs, or "to-pocket" sales.
Based on his 10% sale target, Musk will likely only sell another $5 billion before the year is out.
Dogecoin spikes more than 20% after Elon Musk says Tesla will accept it as payment for merch
Dogecoin skyrocketed more than 20% on Tuesday after Elon Musk said Tesla would accept it as payment for some merchandise. Musk has frequently talked up dogecoin, calling it his favorite digital coin and mentioning it in an appearance on "Saturday Night Live." Dogecoin hit a record-high price above 74 cents in May but has since plunged sharply.
Red-hot chip stocks are cooling
The $PHLX Semiconductor Index(.SOX.US$, home to the likes of $エヌビディア(NVDA.US$ and $アドバンスト マイクロ デバイシズ(AMD.US$, has gained 36% in 2021 after advances of more than 50% in both 2019 and 2020. That brings the three-year cumulative return including dividends to almost 250%, exceeding gains seen in any similar span of the late-1990s technology mania.
However, global growth in chip sales slowed in October to May levels and has been cooling for three straight months, industry show.
Adobe, Cloudflare lead plunge in cloud stocks after JPMorgan issues wave of downgrades on valuation concerns
JPMorgan analysts downgraded Adobe, Datadog, Cloudflare, Zscaler and other software stocks in an outlook report for 2022. "With rates climbing, this adds risk to higher multiple software stocks trading over 20 times revenue," the analysts wrote.
$アドビ(ADBE.US$ fell almost 7%, $クラウドフレア A(NET.US$ tumbled 9% and $Z スケーラー(ZS.US$ was off almost 8%.
UK regulator says Google and Apple hold 'vice-like' grip on consumers
$アルファベット A(GOOGL.US$ and $アップル(AAPL.US$ hold a "vice-like" grip over how people use mobile phones, Britain's Competition and Markets Authority said Tuesday.
The statement is a fresh warning to tech groups after the regulator stepped up scrutiny of the power they wield in a world increasingly lived online. It recently told $Meta Platforms(FB.US$ it had to sell Giphy, the popular animated images platform it bought in 2020.
Source: Bloomberg, CNBC
Asian stocks are set for a mixed start Wednesday after the latest inflation data added to the case for tighter Federal Reserve policy, weighing on U.S. shares. The dollar rose with Treasury yields.
Australian shares slipped, futures for Japan fell and Hong Kong contracts were little changed. $S&P 500 Index(.SPX.US$ and $NASDAQ 100 Index(.NDX.US$ futures wavered. Technology shares led the drop on Wall Street as investors fret over reduced stimulus and sour on costlier parts of the stock market.
JPMorgan says it's OK if you're still in love with risky stocks
Investors should reconsider their affection for the safety of technology megacaps and start seeking out risky assets like beaten-down high-growth stocks and Chinese shares.
So says Dubravko Lakos-Bujas, $JPモルガン チェース(JPM.US$'s global head of equity research. "In the first half next year, assuming inflation shows signs of normalization, assuming the Fed ends up being more balanced and doesn't continue to move forward with tightening, which I believe the market is pricing in, and assuming the Covid situation starts to come back under control, I think you'll see a rotation from lower-beta megacaps into higher-beta."
New fund chasing day-trader favorites slammed by meme stock slide
The $ROUNDHILL MEME ETF(MEME.US$ has fallen every day since its launch last Wednesday.
So far this week, $ゲーム ストップ A(GME.US$ and $AMCエンターテインメント HD A(AMC.US$ have shed 15% and 16%, respectively. Meanwhile, the fund's top holding $Digital World Acquisition Corp(DWAC.US$ -- the special purpose acquisition company taking former president Donald Trump's media company public -- is down 11%, bringing its losses to 23% since the ETF launched.
Elon Musk's stock sales could total $18 billion by the end of year
Elon Musk sold $906 million in $テスラ(TSLA.US$ stock Monday. As of Tuesday morning, he has sold a total of 11.9 million shares, according to InsiderScore/Verity. Musk is making two kinds of stock sales — one to pay taxes on his compensation package and the other for straight cash-outs, or "to-pocket" sales.
Based on his 10% sale target, Musk will likely only sell another $5 billion before the year is out.
Dogecoin spikes more than 20% after Elon Musk says Tesla will accept it as payment for merch
Dogecoin skyrocketed more than 20% on Tuesday after Elon Musk said Tesla would accept it as payment for some merchandise. Musk has frequently talked up dogecoin, calling it his favorite digital coin and mentioning it in an appearance on "Saturday Night Live." Dogecoin hit a record-high price above 74 cents in May but has since plunged sharply.
Red-hot chip stocks are cooling
The $PHLX Semiconductor Index(.SOX.US$, home to the likes of $エヌビディア(NVDA.US$ and $アドバンスト マイクロ デバイシズ(AMD.US$, has gained 36% in 2021 after advances of more than 50% in both 2019 and 2020. That brings the three-year cumulative return including dividends to almost 250%, exceeding gains seen in any similar span of the late-1990s technology mania.
However, global growth in chip sales slowed in October to May levels and has been cooling for three straight months, industry show.
Adobe, Cloudflare lead plunge in cloud stocks after JPMorgan issues wave of downgrades on valuation concerns
JPMorgan analysts downgraded Adobe, Datadog, Cloudflare, Zscaler and other software stocks in an outlook report for 2022. "With rates climbing, this adds risk to higher multiple software stocks trading over 20 times revenue," the analysts wrote.
$アドビ(ADBE.US$ fell almost 7%, $クラウドフレア A(NET.US$ tumbled 9% and $Z スケーラー(ZS.US$ was off almost 8%.
UK regulator says Google and Apple hold 'vice-like' grip on consumers
$アルファベット A(GOOGL.US$ and $アップル(AAPL.US$ hold a "vice-like" grip over how people use mobile phones, Britain's Competition and Markets Authority said Tuesday.
The statement is a fresh warning to tech groups after the regulator stepped up scrutiny of the power they wield in a world increasingly lived online. It recently told $Meta Platforms(FB.US$ it had to sell Giphy, the popular animated images platform it bought in 2020.
Source: Bloomberg, CNBC
![Wall Street Today | Tesla to accept dogecoin as payment for merch, says Musk](https://ussnsimg.moomoo.com/3022521903513202950.jpg/thumb)
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cosmopenseur
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cosmopenseur
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ディズニー $ウォルト ディズニー(DIS.US$ディズニー+の加入者数の成長が遅くなることが報じられています。私も同様にネットフリックスにも同じことが起こると感じています。 $ネットフリックス(NFLX.US$ .
一方はポジティブなセンチメントを持っているだけで、もう一方は持っていないだけの違いです。それゆえ、アナリストは、ネットフリックスのセンチメントが変化するまで、このベアケースを出すのを待っているでしょう。あなたが言ったように、スルメゲームがなかったら、前の決算報告でガイダンスを切ることがあったので、ネットフリックスは簡単にさらに10〜15%下落していたかもしれません。![]()
一方はポジティブなセンチメントを持っているだけで、もう一方は持っていないだけの違いです。それゆえ、アナリストは、ネットフリックスのセンチメントが変化するまで、このベアケースを出すのを待っているでしょう。あなたが言ったように、スルメゲームがなかったら、前の決算報告でガイダンスを切ることがあったので、ネットフリックスは簡単にさらに10〜15%下落していたかもしれません。
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cosmopenseur
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