✅ 美股財報分析 ✅ 👉 Arista Networks(ANET):受益AI需求成長潛在贏家,營收、獲利雙成長推升高估值 🔗 https://reurl.cc/WN1Z1e 👉 Sea(SE):遊戲業務復甦,電商、支付獲利提升。今年上漲近100%,股價還有高點? 🔗 https://reurl.cc/yvMjmD 👉 迪士尼(DIS):串流業務持續成長,樂園需求趨緩。Disney是價值投資還是價值陷阱? 🔗 https://reurl.cc/YqXrdD 👉 Palantir(PLTR):與微軟合作鞏固政府訂單 持續擴展商業客戶,推升長期成長 🔗 https://reurl.cc/5d2oWn 👉亞馬遜(AMZN):AWS穩定成長,繼續投資AI,Amazon股價跳空下跌,成長期投資機會? 🔗 https://reurl.cc/KlrxYy 👉蘋果(AAPL):巴菲特賣股暗示基本面轉壞? 高檔修正,AI是否能翻轉Apple股價 🔗 https://reurl.cc/oyx9MD 👉 安森美(ON):電動車市場將復甦帶動需求,碳化矽成長將成OnSemi股價最大動能 🔗 https://reurl.cc/VM3pby 👉 Paypal(PYPL):擴增多元產品,提升獲利能力。但注意股價反彈動能將遇阻力? 🔗 https://reurl.cc/rvadWr 👉 美股投資學專欄 讀者專屬2024.08月直播 🔗 https://reurl.cc/yvgXka 👉AMD:客戶投資沒縮手,AI需求仍強勁。AMD能否繼續搶市占,翻轉股價 🔗 https://reurl.cc/0doqk9 👉 微軟(MSFT):雲端成長趨緩,資本支出加快。獲利能力將有壓力?股價高估了嗎 🔗 https://reurl.cc/eyx2Qj 👉 Visa(V):2020年以來首次成長未達預期 護城河穩!股價拉回成價值買點? 🔗 https://reurl.cc/nvV8e8 👉 Vertiv(VRT):AI運算帶動散熱需求加速 下季營收成長放緩,短空長多? 🔗 https://reurl.cc/adlW2Q 👉 Chipotle(CMG):餐飲界大成長股,分拆後下跌25% 估值終於回到合理價? 🔗 https://reurl.cc/eyv1GQ 👉Alphabet(GOOG):廣告收入成長趨緩,雲端業務獲利成長。持續投資AI業務,股價何時追上? 🔗 https://reurl.cc/VMpEMb 👉 ServiceNow(NOW):生成式AI帶動獲利成長,軟體股的「突破時刻」 🔗 https://reurl.cc/p3qG0b 👉 直覺手術(ISRG):疫情後成長持續推升股價創歷史新高,減肥藥成隱憂但不影響高端需求 🔗 https://reurl.cc/EjOMkK ✅ 美股新手開戶 ✅ 【新手必讀】美股開戶、匯款、美股基礎知識 🔗 https://reurl.cc/jD5WWZ ✅ 合作邀約 ✅ [email protected] 財女珍妮 -- Hosting provided by SoundOn
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