〈美股盤後〉股債雙殺!台積電ADR領費半暴跌逾3%
週二 (28 日) 恐慌指數 VIX 飆高逾 23%,十年期美債殖利率突破 1.5%,上升至 6 月以來最高,美股四大指數一片血海,科技股領跌,道瓊收黑逾 500 點,那斯達克跌逾 2.8%,艾司摩爾、應材、台積電 ADR 拖累之下,費半暴跌逾 3%。
政經消息,債務上限僵局難解,聯邦政府可能將於 10 月 18 日用罄手頭資金,美國正面臨史上首度債務違約。
聯準會主席鮑爾和財政部長葉倫週二出席參議院出席聽證會時警告,國會提高債務上限以避免任何形式的違約是必不可少的,否則將對美國經濟造成毀滅性的後果。
週一參議院以 48 票贊成、50 票反對 (未達 60 票) 未能通過民主黨提出暫停舉債上限和短期撥款的法案。美國共和黨參議院領袖麥康奈爾堅持,民主黨應該利用國會手段,在沒有共和黨投票支持的情況下,暫時提高聯邦政府 28.427 兆美元的債務上限。
民主黨則稱,大約有 5 兆美元的債務是共和黨川普總統任期內通過的減稅和支出法案的結果。民主黨參議員庫恩斯 (Chris Coons) 週二稱,支持避免政府停擺的法案可能在週三於國會通過。
新冠肺炎 (COVID-19) 疫情持續蔓延全球,截稿前,據美國約翰霍普金斯大學 (Johns Hopkins University) 即時統計,全球確診數已飆破 2.32 億例,死亡數突破 476 萬例。美國累計確診超過 4319 萬例,累計死亡數超過 69.2 萬。印度累計確診超過 3369 萬例,巴西累計確診 2136 萬例。
週二 (28 日) 美股四大指數表現:
美股道瓊指數下跌 569.38 點,或 1.63%,收 34,299.99 點。
那斯達克指數下跌 423.29 點,或 2.83%,收 14,546.68 點。
標普 500 指數下跌 90.48 點,或 2.04%,收 4,352.63 點。
費城半導體指數下跌 131.1 點,或 3.80%,收 3,314.4 點。
標普 11 大板塊僅能源股收紅,資訊科技、通訊服務和非必需消費品領跌。(圖片:finviz)
標普 11 大板塊僅能源股收紅,資訊科技、通訊服務和非必需消費品領跌。(圖片:finviz)
焦點個股
科技五大天王無一倖免。蘋果 (AAPL-US) 下跌 2.38%;臉書 (FB-US) 跌 3.66%;Alphabet (GOOGL-US) 跌 3.72%;亞馬遜 (AMZN-US) 跌 2.64%;微軟 (MSFT-US) 跌 3.62%。
道瓊成分股僅兩檔上漲。Salesforce(CRM-US) 跌 2.65%;高盛跌 (GS-US)2.58%;波音 (BA-US) 跌 2.57%;迪士尼 (DIS-US) 跌 2.1%。雪佛龍 (CVX-US) 漲 0.38%;開拓重工 (CAT-US) 漲 0.28%。
費半成分股倒地不起。應材 (AMAT-US) 暴跌 6.9%;艾司摩爾 (ASML-US) 重挫 6.6%;超微 (AMD-US) 下挫 6.14%;泰瑞達 (TER-US) 跌 5.16%;輝達 (NVDA-US) 跌 4.44%。
台股 ADR 挫跌。台積電 ADR (TSM-US) 下跌 3.66%;日月光 ADR (ASX-US) 跌 5.01%;聯電 ADR (UMC-US) 跌 3.11%;中華電信 ADR (CHT-US) 跌 0.92%。
企業新聞
應材 (AMAT-US) 下跌 6.90% 至每股 132.89 美元。投資研究機構 New Street 將應材股票評級自「買入」下調為「持有」,主因是應材估值過高。週二 AMD、美光等半導體類股也骨牌式下跌。
富國銀行 (WFC-US) 下跌 3.45% 至每股 45.92 美元。摩根士丹利將富銀股票評級下調,理由是該銀行面臨持續的監管挑戰,而且將增加其支出。鮑爾上週表示,富銀的資產管理額將持續限制在 1.95 兆元以下,直到該公司全面解決其問題。
恒大 ADR (EGRNY-US) 上漲 4.82 % 至每股 8.70 美元。花旗研判恒大債務的溢出效應將影響中國經濟,因此下調 2022 年中國經濟成長預期。
經濟數據
美國 7 月 FHFA 房價指數年增率報 18.2%,前值 18.8%
美國 7 月 FHFA 房價指數月增率報 1.4%,預期 1.5%,前值 1.6%
美國 9 月里奇蒙 Fed 製造業指數報 -3,預估 12,前值 9.0
美國 9 月諮商會消費者信心指數報 109.3,預期 114.6,前值 115.2
華爾街分析
Charles Schwab 金融研究中心首席固定收益策略分析師 Kathy Jones 認為:「市場逐漸意識到,基本面來看,美債殖利率相對地非常低。現在 Fed 正在改變立場,每個人都在改變自己的立場,就像我們經常做的那樣。」
Commonwealth Financial Network 投資管理主管 Brian Price 預計,兩黨就債務上限問題將會達成協議,但與前幾個時期相比,雙方似乎都更加堅定了立場,政府關門是一個風險因素,市場將在未來幾天或幾週內密切關注。
https://news.cnyes.com/news/id/4731500?exp=a
【全球股市觀察站】2021-09-28(美國時間)
阿斯匹靈實戰文章
https://scantrader.com/u/9769/service
阿斯匹靈IG
https://www.instagram.com/aspirin_grandline/?hl=zh-tw
同時也有2部Youtube影片,追蹤數超過23萬的網紅Appleが大好きなんだよ,也在其Youtube影片中提到,次期新型iPhoneの噂も年始に結構出てきました。12/20の時点でまとめをやっていましたが約1ヶ月で新たに出てきた噂をまとめてみました。 噂は噂なので確定や公式な話ではありません。一喜一憂せずに楽しんでくださいませ。 <引用させていただいたサイト> 9to5Mac https://9to5ma...
「aapl price」的推薦目錄:
aapl price 在 貓的成長美股異想世界 Facebook 的精選貼文
🌻另一個Zoom會議(第二次貼......有補上一些內容)
繼上次的年報導讀會議後, 讓我們再做另一個會議! 這次很榮幸邀請到一位對估值很有見解的股友前輩來帶大家了解估值(恩, 這次我會是主持人, 不是主講人).
主題: 估值(valuation)分享會(Cat: 這不算基礎的估值會議)
主講人: 小揚(from安泰價值投資)
https://www.facebook.com/antaiinvestment (此為小揚的粉絲頁)
參與者: 具基本估值能力. 若打算參加者, 請事先跟我(請私訊)提出一個關於估值的case study, 到時候可在會議中分享(最好是以投影片形式呈現, 這樣到時候好跟大家分享). 若有估值的問題, 也可以提出.
Case study可以是美股, 也可以是台股.
時間: 台灣時間07/10 (周六)晚間9點.
預計一個小時(不會像上次那樣冗長了😅): 前30分鐘由小揚做分享, 後30分鐘大家分享估值案例&提問
進行方式: 以Zoom進行(之後會私訊會議資訊給參與者)
🌻Morgan Stanley Mid-year Investor Outlook: A tricky transition
https://www.morganstanley.com/ideas/midyear-2021-global-markets-outlook
🌻在您投資生涯中, 有沒有一些觀念讓您受用很多?
下面這位投資名人的好觀念影響我很深. 他的意思是, 一般投資人, 只要能説出三個買一家公司的理由, 就很夠了. 這也迫使我, 每次在買股票時, 問自己對這家公司的了解有多少. 也會去衡量公司的優點與缺點在哪裡.
"It is vital (重要的) that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks."
全文在此:
Jim Cramer: In Times Like This, Go for the Easy Money
Look at the stocks you own. Can you tell me why you've got them? If you can't answer the following three questions, then have a look at several I like right now.
We've endured the meme stock craziness, with all of its love for heavily shorted stocks. We have watched the collapse of bitcoin to levels viewed as shocking, even if they are still more than double where they were not that long ago. We've dealt with Fed officials making it clear that they are no longer on the side of the bulls or the bears. They are on the side of job growth, but are wary of inflation. We've seen the end of the rush to get vaccines, which means that millions of people are going to get the new COVID variant, because there is no natural immunity to it. We've watched as the hopes for an infrastructure bill have collapsed. We've endured shortages of everything from chips to plastic to imported goods and labor.
And we're still standing, yeah, yeah, yeah.
Yep, we are in one of those halcyon moments, where the masks are off -- even if they shouldn't be -- and Americans are back doing what they do best: consume, spend, go out to eat and then consume and spend some more.
There are times in the stock market where the collective mindset is revealed. This is one of those times: Things are cool, it's not a big moment, there's no real news for a bit, it's the historically strong period and we can reach some conclusions about where we are.
When things are like this, it is important to remember that buyers like to revert to tried-and-true companies that thrive no matter what. These are companies that have an edge and are better at what they do than other companies.
You know that I am a great believer in index funds, that the average person doesn't have the time or the inclination to research individual stocks. It's a difficult barrier. I think you need to make time to read the quarterly report and listen to the conference call, to Google articles and, if possible, get some research about the companies you own. It is vital that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks. I am reminded by this, because, once again, without a mask, I can be recognized and if I am not holding "Nvidia the Second," I can carry on a conversation.
I have had many in the last two weeks and when I have asked this litany of questions, I find myself at a loss as to why almost no one knew what they owned. But they thirsted for individual stocks, because they, like me, think things are better post pandemic. No, that's not a facetious comment. Many, many stocks did better with a stay-at-home economy. A huge number.
So what do I do? I revert to what others do when you are stumped about how to stay in touch with stocks, but want to do less homework. That means buying stocks that are accessible, not stocks like Unity (U) or Snowflake (SNOW) or Twilio (TWLO) or Okta (OKTA) .
I revert to normal businesses people know and I suggest they Google some articles, peruse the conference call, but, above all, like the company's products so you can buy more if it goes down.
Here's some that I have been telling people I like:
First is Ford (F) . I think the Ford lineup is amazing. The electric F-150 series will be incredible. I am eager to get a Maverick for my family, because it is a smaller pickup that will get the job done for the myriad little things I need to do with this farm I bought from that crazy bitcoin foray. I like the competitive edge of the CEO, who says he is going to bury Elon Musk when the Lightning comes out. I even think the Bronco is cool as all get out. Most important, though? I think the chip shortage is ending. My semiconductor friends are telling me the foundries are producing more feature-rich chips and that means Ford can pump out the trucks small business people love and need. Plus, the used car prices at last have plateaued, according to their most important pricing index. Halcyon times.
Second, Costco (COST) : The samples are coming back. Tell me you don't love the samples. You need things in bulk. You want low prices. You want to get all of the things that people don't think of with Costco, like insurance, hearing-aids -- hey, they are a fortune -- jewelry, things around the house. You go and you will buy far more than you first came for. My kind of store.
The kids love this American Eagle Outfitters (AEO) , which we just bought for my charitable trust, which you can follow along by joining the Action Alerts PLUS club. Jay Schottenstein, the CEO, came on "Mad Money" recently and it's clear that his Aerie model has real staying power: 26 consecutive quarters of double digit growth. No flash in the pan, that one. Number one brand in jeans for the 15 to 25 year old group. The best in the mall. How did I know this? I see the credit card bills.
I got up this morning to do my physical therapy. I have been doing it ever since I hurt my back in February. I have this really cool pair of sneakers that fit me perfectly and I love them, but I am fortunate enough to have a vacation house and I am always taking those shoes with me.
So I went on Amazon (AMZN) this morning and lo and behold I saw them for half price. I bought two pairs. Then I went over everything I have bought in the last year and got a bunch of those things. Then I bought a pair of binoculars, because mine were stolen. I paid half price.
Yep, Amazon's universal. I was talking to Alexa, while I was ordering, getting some new music on, asking questions. I saw that despite all of the Sturm und Drang of Amazon being late with things, all the delivery dates were within range. I didn't click on any ads, and I didn't need the speed of Web Services, but the whole thing reminded me about how special the darned company is. I don't care if it's ahead or behind plan for the moment. I would just buy some more when it goes down.
Finally, Apple (AAPL) . I think people who don't own Apple should look what they are holding at this very moment. Yes, right now. Or look at what's in your lap or on the table besides your fork. And then think about the bill you paid last night without knowing it. Think about what you bought in the App store yesterday. Think about what would happen if it would break or get stolen or, left in the Uber (UBER) , or heaven forbid, be dropped into the pool or in the, yes, toilet.
There, that's what you buy in halcyon times. Stocks of companies you know that if they go lower, because things get less halcyon, you are fine with it and buy more. If things go up, believe me, you will participate.
So accept the moment. Don't try for the hard money. Go for the easy kind. That's the best kind.
https://realmoney.thestreet.com/jim-cramer/jim-cramer--15692051
Picture: 牡丹(peony)花開. 恨不得院子裡有一塊地是牡丹園.
aapl price 在 คุยการเงินกับที Facebook 的最佳解答
หุ้น Apple : หุ้นเทคสุดเเข็งเเกร่ง ที่เป็นมากกว่าเทคโนโลยี เเม้เเต่ บัฟเฟต์ ยังเสียดายที่ขายเร็วไป
AAPL - Apple Inc.
Price : 125.89$
PE(FWD) : 23.94
Market cap : 2 ล้านล้านเหรียญ
วอเรน บัฟเฟต์ บิดาสาย VI ได้กล่าวออกมาเองในงานประชุมผู้ถือหุ้นล่าสุดว่า เขาคิดผิด ที่ขายหุ้น apple เร็วไป เเละ ยังถือเป็นหุ้นที่ยังถูกอยู่ด้วยซ้ำ เเต่ทำไม บุคคลที่ไม่คิดจะลงทุนในหุ้นเทคด้วยซ้ำกลับ มาสนใจในหุ้นเทค ที่ใหญ่ที่สุดในโลกหละ
บัฟเฟต์ ไม่ได้มองเเล้วว่า apple เป็นหุ้นเทค เขาไม่สนใจด้วยซ้ำว่าจะเป็น เทคหรือไม่ เเต่สิ่งที่เขาสนใจคือ Moat หรือ คูเมืองที่สำคัญของตัวธุรกิจ เขามองว่า
ธุรกิจนี้ มีคูเมือง ทีสำคัญอยู่ 2 ประการ...
หนึ่ง คูเมืองทางด้าน Brand
หลายคนซื้อสินค้าของ Apple ไม่ได้เพียงเพราะความสะดวกสบายในการใช้ หรือ ความ friendly เพียงเท่านั้น เเต่ ซื้อ Apple เพราะ apple มันให้ความรู้สึก ถึงรสนิยม ความเรียบง่าย ที่เปร่งออกมาจาก brand นี้
สอง คูเมืองด้าน switching cost
เมื่อคุณได้เข้ามาสู่ ecosystem ของ apple เเล้ว ก็เป็นการยากที่จะออกจาก ระบบนิเวศน์นี้ คุณจะสามารถ เชื่อมต่อ ข้อมูลของ apple ผ่าน icloud ไปสู่ผลิตภัณฑ์ ทั้งหมด ของ apple ได้เลย หรือ การจะเปลี้ยนเครื่อง ข้อมูลคุณก็อยู่ใส cloud ของ apple หมด เเล้ว การไปใช้ระบบอื่นก็ยากที่เชื่อมข้อมูลกัน
เมื่อคุณได้การผสานของสอง คูเมืองที่สำคัญนี้ผม ว่ามันคงไม่สำคัญว่าคุณ จะลงทุนในหุ้นเทคหรือ ไม่ เเต่คุณกำลังดำเนินในธุรกิจที่ในอีก 10 ปีก็จะยังคงอยู่เเละสามารถ เติบโต ไปได้ เพราะการเข้ามาเเย่งส่วนเเบ่งการตลาดจากธุรกิจที่มีความเเข็งเเกร่งไม่ใช่เรื่องง่ายๆ อย่างเเน่นอน
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ติดตามข้อมูล เศรษฐกิจ การลงทุนในต่างประเทศ ในไทย ได้ที่คุยการเงินกับที
........................................
Trin T
aapl price 在 Appleが大好きなんだよ Youtube 的精選貼文
次期新型iPhoneの噂も年始に結構出てきました。12/20の時点でまとめをやっていましたが約1ヶ月で新たに出てきた噂をまとめてみました。
噂は噂なので確定や公式な話ではありません。一喜一憂せずに楽しんでくださいませ。
<引用させていただいたサイト>
9to5Mac
https://9to5mac.com/2020/01/16/a14-chip/
https://9to5mac.com/2020/01/02/tsmc-will-reportedly-start-production-of-a14-chip-for-this-years-iphones-in-q2-new-5-nanometer-process/
https://9to5mac.com/2020/01/11/iphone-se-2-price-specs-features-roundup/
https://9to5mac.com/2020/01/06/analyst-apple-to-launch-sub-6ghz-5g-iphones-this-year-but-faster-mmwave-5g-iphones-delayed-until-2021/
https://9to5mac.com/2020/01/02/iphone-9-models/
https://9to5mac.com/2019/12/31/notchless-iphone-2/
Macお宝鑑定団
http://www.macotakara.jp/blog/rumor/entry-39172.html
CNBC
https://www.cnbc.com/2020/01/16/new-iphones-will-have-refreshed-face-id-and-3d-camera-barclays.html?__source=twitter%7Cmain
MacRumors
https://www.macrumors.com/2020/01/14/iphone-12-lineup-up-to-6gb-ram/
https://www.macrumors.com/2020/01/12/kuo-all-5g-iphones-on-track-to-launch-fall-2020/
https://www.macrumors.com/2019/12/03/2020-iphone-ultrasonic-fingerprint-reader-qualcomm/
Appleinsider
https://appleinsider.com/articles/19/12/09/rosenblatt-spews-specs-for-six-iphone-12-models-while-reiterating-sell-rating-on-aapl-shares
iPhone 9 video renders created by iGeeksBlog
https://youtu.be/w9yhEag3JvI
撮影機材
・Panasonic Lumix GH5s
・Panasonic Lumix GH5
・Canon Power Shot G7X Mark II
・iPhone 11 Pro(Simフリー)
・iPhone 11(Simフリー)
・iPhone XS Max(Simフリー)
・iPhone X(Simフリー)
・iPadPro 11”(Simフリー)
・DJI OSMO Pocket
・Moment iPhone 外付けレンズ&専用ケース
動画編集
iMovie
Final Cut Pro X
Adobe Illustrator(スライド)
Adobe Photoshop(スライド)
※チャンネル全般で使っているものであって動画によって機材アプリは違います。
#新型iPhone
#iPhone9
#iPhone12
aapl price 在 Appleが大好きなんだよ Youtube 的最佳貼文
今月結構でました来年再来年のiPhoneの噂。今日は2020年や2021年の次期iPhone、新技術関連に関する噂やニュースをまとめました。
<関連動画>
2019年11月Appleの噂とニュースのまとめ・iPhone 12など気になったものをピックアップ
https://youtu.be/Ype-oHYlBvM
<引用させていただいた記事>
MACお宝鑑定団
http://www.macotakara.jp/blog/rumor/entry-38948.html
9to5Mac
https://9to5mac.com/2019/12/20/2020-iphone-sensor-shift-image-stabilization-camera-system/
Bloomberg
https://www.bloomberg.com/news/articles/2019-12-20/apple-has-top-secret-team-working-on-internet-satellites
https://www.bloomberg.com/news/articles/2019-12-12/apple-buys-u-k-startup-to-improve-iphone-picture-taking
Counterpoint
https://www.counterpointresearch.com/apple-continues-lead-global-handset-industry-profit-share/
PatentlyApple
https://www.patentlyapple.com/patently-apple/2019/12/apple-wins-patent-for-optical-imaging-sensors-that-could-be-used-for-under-the-display-biometrics-in-future-iphones.html
CNBC
https://www.cnbc.com/2019/12/13/5g-wont-boost-apple-in-2020-as-much-as-investors-think-munster.html
Appleinsider
https://appleinsider.com/articles/19/12/09/rosenblatt-spews-specs-for-six-iphone-12-models-while-reiterating-sell-rating-on-aapl-shares
Macrumors
https://www.macrumors.com/2019/12/11/kuo-5g-iphones-no-major-price-increase/
https://appleinsider.com/articles/19/12/05/four-5g-iphone-12-models-in-2020-iphone-se-2-plus-in-2021-coming-says-ming-chi-kuo
https://www.macrumors.com/2019/12/03/2020-iphone-ultrasonic-fingerprint-reader-qualcomm/
BenGeskin
https://twitter.com/BenGeskin/status/1201966572111323143
MarketWatch
https://www.marketwatch.com/story/apple-will-make-some-big-changes-with-the-next-iphone-jpmorgan-says-2019-12-02?siteid=rss&rss=1
撮影機材
・Panasonic Lumix GH5s
・Panasonic Lumix GH5
・Canon Power Shot G7X Mark II
・iPhone 11 Pro(Simフリー)
・iPhone 11(Simフリー)
・iPhone XS Max(Simフリー)
・iPhone X(Simフリー)
・iPadPro 11”(Simフリー)
・DJI OSMO Pocket
・Moment iPhone 外付けレンズ&専用ケース
動画編集
iMovie
Final Cut Pro X
Adobe Illustrator(スライド)
Adobe Photoshop(スライド)
※チャンネル全般で使っているものであって動画によって機材アプリは違います。
#次期iPhone
#iPhone12
#Appleの噂とニュース
aapl price 在 Apple reaches new highs, oil prices rebound, bitcoin lags ether 的推薦與評價
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