美股重點新聞
財經台韭菜
757 回覆
91 Like
12 Dislike
第 1 頁第 2 頁第 3 頁第 4 頁第 5 頁第 6 頁第 7 頁第 8 頁第 9 頁第 10 頁第 11 頁第 12 頁第 13 頁第 14 頁第 15 頁第 16 頁第 17 頁第 18 頁第 19 頁第 20 頁第 21 頁第 22 頁第 23 頁第 24 頁第 25 頁第 26 頁第 27 頁第 28 頁第 29 頁第 30 頁第 31 頁
270冇take到profit
請問巴打們點睇ABBV呢間公司
According to a report from Digitimes, NVIDIA is redirecting orders from Supermicro to other providers due to Supermicro’s ongoing financial reporting issues, which risk a delisting if unresolved by Nov. 20.
Despite strong AI server performance, Supermicro’s credibility has been impacted by past non-compliance and potential penalties. NVIDIA’s actions aim to reduce potential disruptions in the AI server supply chain.
Despite strong AI server performance, Supermicro’s credibility has been impacted by past non-compliance and potential penalties. NVIDIA’s actions aim to reduce potential disruptions in the AI server supply chain.
唔走就係為咗依家呢一刻
走咗就可以加碼
買咩好
me入緊ONTO
均價200溝貨中
但我有short緊另一隻設備股做L/S
但我有short緊另一隻設備股做L/S
想知short邊隻
我210入 即跌到178 溝到200了
巴打有冇留意QCOM業績
諗緊Tsla係咪會行一陣大浪
可以hold到12月先
可以hold到12月先
近排先留意到樓主睇得幾準
少少想跟
少少想跟除咗Dell 佢老母外，樓主都幾準
Strong results across the board especially given neg sentiment around handsets (AAPL, QRVO misses) coming into the print. Rev/EPS beat while guide also looks very good with rev guide 3.5% above street. However, no March guide.
Approves $15B repurchase plan. Majority of beat came on strong auto & IoT revs. Stock ended up selling off a bit during the call from +11% to +7% as mgmt chose not to guide the March Q (bears will say bc start of AAPL design—out cycle begins then although mgmt reiterated expectations for 20% iPhone share) and Dec Q guide implies 40% q/q growth in China OEMs (bears will say this is due to some pre buying ahead of tariffs although more likely due to Android flagship launches). Strong guide also due to strength in licensing, which is offset by seasonally weaker IoT.
Overall, #s better than expected and bulls will say stock still very cheap at 15x, which is a 50% discount to SOX. Buyside #s likely going to $11.75+ in FY26. Bears still active in the name with AAPL out-cycle on the horizon + weak handset/PCs + fears around FY27 not really growing.
Approves $15B repurchase plan. Majority of beat came on strong auto & IoT revs. Stock ended up selling off a bit during the call from +11% to +7% as mgmt chose not to guide the March Q (bears will say bc start of AAPL design—out cycle begins then although mgmt reiterated expectations for 20% iPhone share) and Dec Q guide implies 40% q/q growth in China OEMs (bears will say this is due to some pre buying ahead of tariffs although more likely due to Android flagship launches). Strong guide also due to strength in licensing, which is offset by seasonally weaker IoT.
Overall, #s better than expected and bulls will say stock still very cheap at 15x, which is a 50% discount to SOX. Buyside #s likely going to $11.75+ in FY26. Bears still active in the name with AAPL out-cycle on the horizon + weak handset/PCs + fears around FY27 not really growing.
Don’t FOMO
Jefferies analyst Brent Thill downgraded Palantir to Underperform from Hold with an unchanged price target of $28. The firm says that trading at 38-times estimated 2025 revenue makes Palantir the most expensive software name while insider selling has picked up on 10b5-1 plans. The company's fundamentals "are alive," but it would have to accelerate growth to 40% for four years straight and trade at 12-times estimated 2028 revenue "just to hold its stock price, which seems unlikely," the analyst tells investors in a research note. As such, Jefferies downgrades Palantir to Underperform on the "unsustainable valuation" and awaits a better entry point.
Jefferies analyst Brent Thill downgraded Palantir to Underperform from Hold with an unchanged price target of $28. The firm says that trading at 38-times estimated 2025 revenue makes Palantir the most expensive software name while insider selling has picked up on 10b5-1 plans. The company's fundamentals "are alive," but it would have to accelerate growth to 40% for four years straight and trade at 12-times estimated 2028 revenue "just to hold its stock price, which seems unlikely," the analyst tells investors in a research note. As such, Jefferies downgrades Palantir to Underperform on the "unsustainable valuation" and awaits a better entry point.