美股及科網股長線投資網誌

2025年4月6日星期日

美股大跌後的部署

二日大跌後, 究竟應該係趁低吸納, 定係再等低位入?

每次情況都係唔同, 估底無意義, 但如果開始有訊號見左底再開始回升先再增大注碼也不是一件壞事 (例如升穿50天線, 200天線之類作為參考)

https://x.com/charliebilello/status/1908557863473021368

https://x.com/charliebilello/status/1908546110190199146

2025年3月22日星期六

NVDA 預期收入持續上升

News:

Nvidia CEO Predicts AI Spending Will Increase 300%+ in 3 Years

https://io-fund.com/semiconductors/data-center/nvidia-ceo-predicts-ai-spending-will-increase-300-percent-in-3-years

收入提升 -> 純利提升 -> 股份回購 -> 股價持續上升

除了蘋果及微軟之外的一間很好的公司, 不過近日50天線穿左200天線, 沒有這個「勢」就可能分注入就心理壓力無咁大。

2025年3月12日星期三

NVDA net profit margin

https://x.com/charliebilello/status/1898425451753644251

2025年2月1日星期六

APPLE SERVICES 收入一年大約超過一千億美元, gross profit ~74%

https://www.statista.com/chart/33869/apple-gross-profit-margin/

//Profitability margins for services, which includes the likes of Apple Music, the App Store, Apple Care and iCloud as well as licensing, are higher, hitting 74 percent in 2024, according to company documents. This was up 10 percentage points in five years. //