專心做好功課, 只要能渡過今次的人為危機, 全世界提高警覺, 做好預防, 對未來還是充滿信心及希望。
1. Adobe (ADBE)
2. ServiceNow (NOW)
3. American Tower Corp (AMT)
4. SBA Communications (SBAC)
5. Crown Castle International Corp (CCI)
今次就不談基本因素了, 因為別人說得更為仔細, 無謂獻醜
簡單一點, ADBE和NOW就屬於SaaS category, AMT, SBAC, CCI 就利用Tower作4G, 5G 的電訊傳播
每幅圖加入10,20,50,100,200 五條平均線, 如果用最簡單的200天線作為牛熊分界線, 暫時ServiceNow 未接回升上200天平均線以上, 其他四隻都可以升穿200天線以上, 如無意外可能展開另一輪升市, 但不知道可以持續多少
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除了以上五隻股以外, 很多美股也作出不少的反彈, 例如MSFT 也重上200天線, 不知道大家有什麼心水可以分享一下呢?
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Thanks. May I ask what do NOW and SBAC specialize in?
回覆刪除For the quick information,
刪除1. ServiceNow is in SaaS. For example, some operation in web applications in the university. It is not easy to invent by certain institutions. But NOW is trying to help.
2. SBAC is similar as AMT and CCI but the scale is smaller. I mean SBAC is also owning some Towers. And one of the functions of Tower is to use in 5G in future. Now it is 4G or between 4G and 5G speed. You may regard it as REITS.
Hope it helps.
On first look it seems SBAC business model is quite stable and protected by entry barrier. Thanks for your sharing.
回覆刪除Welcome. More research you did and you will have more confidence to buy the stocks in the right time. The most important and difficult part is "right time".
刪除ERIC ? 點睇?
回覆刪除直接FIVG? 又如何?
前年定上年有買過ERIC, NOK, 但實際公司收益都大概收支平衡, 但今後或者形勢有變
刪除至於ETF我唸睇個人口味
我估大市要試一試底,看看ERIC可否優於大市,如可會入一些
回覆刪除四月應該又出業績, 可以留意一下
刪除大市是否見底, 就有不同說法, 個人就先希望疫情盡快穩定
看見歐美死亡數字, 很悲痛 :(
今次個趺市,MSCI簡直係冇事一樣,雖然跌過落200天線,NVDA同AMD一樣,都受惠到
回覆刪除MSCI都有跌了$100之後再反彈至近高位, 反彈的確係快
刪除NVDA都理解強勢原因, 因為AI無佢唔得, DATA CENTRE, 又係, 個人電腦, 量很大
AMD似乎強到取代INTEL咁滯, 完全MISS左
NVDA, AMD 有一個共同點, TSM 是核心技術, 台積電全球領先, 幾乎無敵
個人擔心硬件是很受貿易戰影響, 係驚持續唔到