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EP396 美股重磅財報:AMD大漲,微軟雲端熄火。Paypal、星巴克將復甦?

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✅ 美股財報分析 ✅ 👉 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 👉 特斯拉(TSLA):Robotaxi活動延遲,競爭加大傷獲利! 馬斯克沒給新利多,Tesla股價財報後大跌8% 🔗 https://reurl.cc/ez0RaL 👉 德州儀器(TXN):汽車業務再現衰退,消費電子回溫。 管理層樂觀看長期成長,股價短空長多! 🔗 https://reurl.cc/VzGAen 👉 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 👉 Netflix(NFLX):新增會員高於預期,廣告業務發力。今年已漲30%,股價還有高點? 🔗 https://reurl.cc/GjMR7A 👉 應用材料(AMAT):AI成長推動資本資出,半導體設備股價創新高,還能買? 🔗 https://reurl.cc/70g2a5 👉 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 M🔗 https://reurl.cc/bVvbq6 ✅ 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] -- Hosting provided by SoundOn

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EP396 美股重磅財報:AMD大漲,微軟雲端熄火。Paypal、星巴克將復甦?

美股投資學-財女珍妮

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