w********2
发帖数: 16371 | 1 【 以下文字转载自 Apple 讨论区 】
发信人: wavelets02 (消失), 信区: Apple
标 题: Apple: Street Debates iPhone’s Role in U.S. Smartphone ‘C
发信站: BBS 未名空间站 (Tue Apr 24 14:27:28 2012, 美东)
As Apple‘s (AAPL) shares sag $9.30, or 1.6%, to $562.40 following results
from AT&T (T) this morning that saw fewer iPhone activations last quarter
than some expected, and with only hours to go till Cupertino’s fiscal Q2
report tonight, the Street is out in force debating the implications.
AT&T activated 43% fewer iPhones in the quart... 阅读全帖 |
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i*u
发帖数: 299 | 2 Market disappointed with the weak jobs data, even though the unemployment
rate took a small step back from 8.2% to 8.1% in April, nonfarm payrolls
added the least jobs ( 115k vs. 163k est.) since November 2011. Stocks gave
up almost the entire gains that were generated in late April. On the other
hand, fixed income products buoy from this pessimistic employment print, the
10yr Treasury yield is currently trading at 1.83%, which is just 10bps away
from its all time low. Looking forward next week,... 阅读全帖 |
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i*u
发帖数: 299 | 3 Stock market continued to suffer from the Greece headline this past week, where the S&P500 fell for six straight days and posted its worst weekly return (-4.3%) since late November 2011. On the other hand, bonds market strengthened as the 10yr Treasury yield moved in coincident with weaker stocks performance, and the benchmark is currently trading at its lowest level ever in the history at 1.71 as of this Friday. Aside from the technical, Thursday's economic releases pointed to a longer slowdown... 阅读全帖 |
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k***a
发帖数: 2258 | 4 WASHINGTON (MarketWatch) — The Federal Reserve is likely to extend its
Operation Twist program at the end of its two-day meeting on Wednesday, a
growing number of Fed watchers said over the weekend.
“We now expect the Fed to ease policy further at next week’s meeting,”
Barclays Capital economist Dean Maki said in a note to clients. “We see a
short-term extension of Operation Twist as the most likely outcome.”
Michael Gregory, senior economist at BMO Capital Markets, said more and more
economists... 阅读全帖 |
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g****8
发帖数: 1580 | 5 Concern about an economic slowdown has made Goldman Sachs Group Inc. analyst
Noah Weisberger recommend shorting the S&P 500, or bet on further declines.
He has a target of 1,285, or 5.2 percent below yesterday’s close. |
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T*C
发帖数: 5492 | 6 关于天朝第二季度PMI的解读，这篇cnn的文章比较好
NEW YORK (CNNMoney) -- China's manufacturing sector is still expanding, but
barely.
The National Bureau of Statistics in Beijing said Sunday morning that the
China Manufacturing Purchasing Managers Index for June fell to 50.2 from 50.
4 in May. Any reading below 50 signals contraction in the manufacturing
sector.
The good news is that economists had been expecting the numbers to be worse.
According to a report from emerging markets analysts for Barclays in Hong
Kong, t... 阅读全帖 |
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l*********m
发帖数: 16971 | 7 http://www.investorplace.com/2012/07/wall-streets-biggest-winne
Capturing the infamous award for biggest loser in the second quarter was
coal mining firm Alpha Natural Resources (NYSE:ANR), which sank almost 43%
from April through June. The energy company suffered the big loss partly
because of falling coal prices and the lack of demand for coal in countries
like China. Fashion retailer Fossil (NASDAQ:FOSL) got slammed when it failed
to meet revenue expectations, and when it warned of lost reven... 阅读全帖 |
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j****9
发帖数: 2295 | 8 china slowdown。没人买中国股票啊。远远被大盘甩后面去了。 |
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p********6
发帖数: 994 | 10 link :
http://etfdailynews.com/2012/07/10/19-major-sources-warning-abo
July 10th, 2012
Michael Snyder:
Global leaders have tried just about everything that they can think of, but
the coming global financial catastrophe continues to march steadily toward
us. We have seen “stimulus packages”, quantitative easing, bond buying,
interest rate cuts, emergency economic summits, bailout packages for banks,
bailout packages for entire nations, “Operation Twist”, unprecedented
government intervention in ... 阅读全帖 |
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T*C
发帖数: 5492 | 11 The State Council may hold a meeting as early as July 18 to discuss fiscal
and monetary policy direction, the China Securities Journal reported today,
citing unidentified analysts. After the meeting, China may announce a series
of policy measures to encourage economic stable growth, the report said.
Premier Wen Jiabao said the nation’s economic recovery has yet to gain
momentum, boosting speculation the government will increase stimulus
measures to avert a deeper slowdown. Wen warned that “diffi... 阅读全帖 |
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h*******y
发帖数: 1563 | 12 但这次是基本面也出问题了，中国的slowdown非常明显，具体到网络股，收益预期普遍
都不好，现在大家的预期都是连续降息和房地产政策的宽松，政府也左右为难，房价一
放开就是报复性的反弹，只能死死压住，慢慢消化。就算不愿意short，至少这个时候也
不是抄底的好时机。 |
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T*C
发帖数: 5492 | 13 The U.S. economy grew "gradually" in the past month, with credit conditions
improving but manufacturing activity was soft. Housing markets across all
districts showed improvement, with sales and construction continuing to rise
. Employment held steady or grew only slightly in most districts; wage
pressures were contained.
Six of 12 Fed Districts indicated the local economy continued to expand at a
modest pace and another three cited moderate growth; among the latter,
Chicago said the pace of gro... 阅读全帖 |
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k********8
发帖数: 7948 | 14 Nasdaq 16.22%
S&P 13.37%
Dow 11.03%
为什么道指会表现这么差？直到今天我才注意到这一点，答案我看就是China Slowdown.
iPhone5上市以后会不会有资金撤出来和道指均衡一下？
anyway,我还是看好后期的道指。我想终将他会有所表现 |
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T*C
发帖数: 5492 | 15 我靠，涨了这么多了，我怎么没赚多少
Slowdown. |
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T*C
发帖数: 5492 | 16 做出口的这两年倒闭很多了
"China's manufacturing growth is still slowing, but the pace of slowdown is
stabilizing. Manufacturing activities remain lackluster, thanks to weak new
business flows and a longer than expected destocking process," Qu Hongbin,
chief economist for China at HSBC, said in a statement accompanying the
survey. |
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y******i
发帖数: 2584 | 17 不知道到底对不对，前几周中国大陆的钢铁价格还是比较稳定的，
David Einhorn is shorting iron ore
The hedge fund manager shares his bearish views regarding Chinese demand at
an investor gathering.
By Benzinga Thu 1:04 PM
Share
16
Stock market Bear copyright Hemera Technologies, JupiterimagesBy Scott Rubin
, Benzinga Staff Writer
Hedge fund whiz David Einhorn gave a presentation at the Great Investors'
Best Ideas symposium in Dallas on Tuesday.
While the media was not allowed at the event, portfolio manager Leo Isaak
rep... 阅读全帖 |
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l*******a
发帖数: 467 | 18 我觉得这条评论很挺有道理
I don't think XIN is a fraud, but I also think there are some real reasons
why it trades where it does. The first is that they don't recognize revenue
from their projects by sales, they recognize revenue from 'project starts',
I believe. I could have that slightly off, but that's what I seem to
remember from the Q2 conference call. So that's where that P/E comes from.
This is a pretty aggressive accounting method that leaves XIN vulnerable to
a downturn and not being able to sell wh... 阅读全帖 |
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k*****a
发帖数: 1463 | 19 数的是赔的钱？苹果不管其他对手如何，死定了.
Growth slowdown, and profit margin drop. Recent report says AAPL is expected
to see revenue shrink by 2014 and drastic margin shortfall. |
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c*******o
发帖数: 5387 | 20 Schlumberger Issues Fourth-Quarter 2012 Operational Update
-- The Europe/CIS/Africa Area is experiencing continued contractual delays
combined with higher than usual seasonal slowdowns in activity
-- North America activity is weaker than anticipated on land in the US and
Western Canada.
The combined earnings per share impact of the above is estimated to be in
the range of $0.05 to $0.07 per share. |
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l*****7
发帖数: 2844 | 21 China will work toward bolstering global economic growth in 2013, President
Hu Jintao said in a New Year’s Eve address, amid optimism that a recovery
in the world’s second-biggest economy is gaining traction.
The nation will “step up efforts to promote strong, sustainable and
balanced growth in the world economy,” Hu said in the speech broadcast by
state radio and television. China achieved stable economic development in
2012 and will seek to do the same this year while making restructuring of
i... 阅读全帖 |
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l*****7
发帖数: 2844 | 22 看看这个
2013 Outlook: Lex Parsimoniae
There are known knowns; there are things that we know
There are known unknowns; that is to say there are things that we now know
we don't know"
But there are also unknown unknowns - there are things we do not know we don
't know"
-Donald Rumsfeld, U.S. Secretary of Defense, 2002
The economic and market environment remains as uncertain as ever as we move
into 2013. One does not have to look far to find extreme risks that could
propel us sharply in either directi... 阅读全帖 |
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H******i
发帖数: 4704 | 23 Doug Anmuth, J.P. Morgan:
Reiterates a Neutral rating, and cuts his price target to $285 from $300.
Anmuth cut this year’s estimate to $73.92 billion in revenue, $2.05 billion
in CSOI, and $1.13 per share in GAAP profit, down from $75.54 billion, $2.
12 billion, and $1.63. “Amazon’s 1Q13 results were mixed and overall
support our view that gross profit and other key metrics across the Amazon
platform could continue to slow in upcoming quarters [...] There are clearly
a lot of moving pieces in Am... 阅读全帖 |
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H******i
发帖数: 4704 | 24 Colin Gillis, BGC Partners:
Reiterates a Hold rating, and a $245 pric3e target. “Haiku: This is not
leverage; this is slowing revenue growth, and dreams of profit [...] While
21.9% top line growth is respectable, it is no longer among the elite
revenue growers in the S&P500. To place the slowdown in perspective, Amazon
’s March quarter revenue growth YoY in 2011 was the 14th best among S&P500
companies. In March 2012 quarter the company produced the 19th best revenue
growth among the S&P500. Thi... 阅读全帖 |
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b*****p
发帖数: 9649 | 26 恭喜虎子！
另：铁煤被降级了。
Raymond James downgrades Coal producers
Raymond James lowered its 2013/14 met coal price forecast due to resilient
supply growth and slowing demand and believes a recovery could be longer
than expected given declining global GDP growth and a potential slowdown in
China demand. As a result, the firm downgraded Arch Coal (ACI), James River
Coal (JRCC), and Walter Energy (WLT) to Underperform from Market Perform,
Alpha Natural (ANR) to Underperform from Outperform, and Peabody Energ... 阅读全帖 |
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s******v
发帖数: 4495 | 27 为什么呀？
他有很多中国业务吗？这次TSM guidance down，明显是smartphone slowdown，除了中
国。swks应该高端器件，不知道在中国新兴中低价手机有多大的希望 |
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s******v
发帖数: 4495 | 28 我觉得brcm er不会好，没想到会这么厉害
现在smartphone肯定是slowdown，就是中国低价还好，这个qcom/brcm都不行，行的是
mediatek和sprd这样的。qcom er应该不好，会不会大跌就不知道了
armh不好，是因为intc新ceo，比较2，不要margin抢tablet市场，这是一场loss-loss
战争。不过intc晚了，phone/tablet肯定是armh，就连pc/svr都会让出来一部分。
wireless |
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i******r
发帖数: 1175 | 29 Fundamental analysis is important.
China's growth is backed by ~20% increase YOY on infrastructure spending --
impossible to maintain this epic bubble. The best government can do is slow
release of air at the price by other sectors -- avoid China as a long term
investment. If you continue to buy and hold, you end up with 100% on CAF,
aiming massive loss.
I will look for swing trade entry around upper 20 to $21 at CAF, for a
deadcat.
http://money.cnn.com/2013/11/08/news/economy/russia-slowdown/in... 阅读全帖 |
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r*****b
发帖数: 310 | 30 I know that his is a naive question. Please help. Thanks!
=====================================
Inflation in the first half of 2013, as expressed by the consumer price
index, was relatively stable, mostly in a range between 2%
and 2.4% after seasonal adjustment, except for a surge to 2.7% in June. The
relatively stable inflation helped keep monetary
policy relatively stimulative in the first half of the year, as indicated by
high M2 money supply (all physical money, checking and
savings accounts... 阅读全帖 |
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h*********r
发帖数: 2844 | 31 1 J.C. Penney - Down 54%
For a department store that has a century of history behind it, 2013 may be
one of its worst years. In the spring, the board fired former Apple
wunderkind Ron Johnson, the man who they hired to bring that high-tech
pizzazz to the floundering chain. Mr. Johnson’s flair for retail looked
fantastic when it was wrapping up iPads and iPods and Macs; it was far less
effective in selling Penney’s down-market goods. In April, the company
acknowledged the failure, and sacked Mr. ... 阅读全帖 |
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p*********r
发帖数: 4593 | 32 早就说过了.
The only commodity is OK to invest is the oil related because
oil is 消耗品. 中国 slowdown, 受影响最大的就是 construction related
commodity. |
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G********p
发帖数: 3504 | 33 Wells Fargo Profit Rises Despite Mortgage Slowdown |
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u******4
发帖数: 4281 | 34 NEW YORK (MarketWatch) U.S. stocks reversed opening gains on Thursday as
fears over the escalation of conflict between Ukraine and Russia as well as
slowdown in China outweighed upbeat domestic economic data. |
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a**********2
发帖数: 355 | 35 微信公众平台 USOPTIONS
Stocks in Asia were mixed Thursday as markets appear to be treading water
ahead of today's ECB meeting statement and tomorrow's US March Payrolls
report - two important events for gauging the trajectory of growth and
policy in the developed world. Stocks in Japan continue to enjoy a modest
rebound on the back of a steadily weakening yen (now ￥104.0/$). In Europe
this morning, stocks have barely budged and across asset classes we can also
see more of a desire to wait than engage ... 阅读全帖 |
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e********9
发帖数: 444 | 36 Is this the "reason"?
China Is Losing Its Taste for Gold
Economic Slowdown, Constrained Credit Markets Suppress Demand |
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s***m
发帖数: 6197 | 37 JNJ
Johnson & Johnson beats by $0.11, beats on revenue
Johnson & Johnson (NYSE:JNJ): Q2 EPS of $1.66 beats by $0.11.Revenue of $19.
49B (+9.0% Y/Y) beats by $550M.
GS
Goldman Sachs beats by $1.05, beats on revenue
Goldman Sachs (NYSE:GS): Q2 EPS of $4.10 beats by $1.05.Revenue of $9.13B (+
6.0% Y/Y) beats by $1.16B.
JPM
JPMorgan +1.8% after blowing past estimates
Q2 earnings of $6B or $1.46 per share includes $500M or $0.13 per share in a
fter-tax legal expense. Estimates were for earnings of $1... 阅读全帖 |
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r*m
发帖数: 16380 | 38 Stocks: 4 things to know before the open
Good news for the global economy could set the tone for markets Wednesday
after China turned in a stronger than expected performance in the second
quarter.
"Chinese GDP came in better than expected, which diminishes the fear factor
of the global economy faltering," said Peter Cardillo, chief market
economist at Rockwell Global Capital.
Here are the four things you need to know before the opening bell rings in
New York:
1. China GDP: The world's second big... 阅读全帖 |
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N*****d
发帖数: 9872 | 39 https://www.fidelity.com/viewpoints/investing-ideas/case-for-stocks-now?
ccsource=email_weekly
An improving economy and strong profits could keep stocks climbing, despite
higher prices.
Fidelity Viewpoints
– 08/27/2014
In 2014, stock markets have continued the run that started in 2009, with the
S&P 500 Index® notching dozens of all-time highs and breaking through
the 2,000 level for the first time as the economy has shown signs of
strength and corporate profits have continued to creep higher... 阅读全帖 |
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w**a
发帖数: 1522 | 40 Stock market bulls are banking on a shift in focus next week to earnings,
from the global economy, with major U.S. banks and technology companies
among the corporations slated to report third-quarter results.
"Next week, in my opinion, we really do switch to all about earnings," said
JJ Kinahan, chief strategist at TD Ameritrade.
"Typically when we transition into the heart of the earnings season, U.S.
markets tend to shift from the macro focus where we are concerned about the
European slowdown,... 阅读全帖 |
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r***r
发帖数: 2077 | 41 Stock futures are off 1%, Wall Street looks headed for another brutal day
NEW YORK (MarketWatch) — U.S. stocks futures slumped on Thursday, implying
that there may be more carnage in store for investors after Wednesday’s
wild roller-coaster trading session when markets open Thursday.
Stronger-than-expected jobless claim data did little to alleviate fears of a
slowdown in the U.S. recovery. A hefty lineup of Federal Reserve speakers,
and earnings from prominent companies such as Goldman Sachs Gro... 阅读全帖 |
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F****s
发帖数: 3761 | 42 By Sofia Horta e Costa Oct 17, 2014 7:28 AM CT
U.S. stock-index futures rallied on speculation central banks will support
economic growth with more stimulus, while Morgan Stanley and General
Electric Co. reported better-than-estimated profits.
Futures on the Standard & Poor’s 500 Index (SPX) expiring in December
advanced 1.2 percent to 1,872.40 at 8:12 a.m. in New York. The S&P 500 is
down 2.3 percent this week, heading for a fourth week of losses. Contracts
on the Dow Jones Industrial Average g... 阅读全帖 |
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l*****u
发帖数: 12114 | 43 GS发话，大家一定要freak out.
for
U
big
back
.
the |
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s***d
发帖数: 15421 | 44 你妈 gs 连发两片檄文 吓尿了
★ 发自iPhone App: ChineseWeb 7.8 |
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t*******l
发帖数: 3662 | 45 我没freak out，不主流啊，要不明天补一下freak out？ |
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m******r
发帖数: 6963 | 48 狗盛的意思是散户don't sell now, because我不想你们跟我争买地铺 |
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k**l
发帖数: 2966 | 49 大家都习惯他们反着指收割散户了，他们说不定又来个正着指，再收散户一次 |
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W***n
发帖数: 11530 | 50 GARTMAN: We're Witnessing The End Of The Oil Era
Business Insider
By Myles Udland October 27, 2014 6:14 PM
Dennis Gartman has a new forecast for oil: a lot lower.
In an appearance on CNBC's Fast Money on Monday, Gartman, publisher of the
Gartman Newsletter, said that crude oil prices will fall demonstrably from
current levels.
Earlier on Monday, it had been reported that Gartman saw crude oil going to
$10 a barrel, but he backed a bit off that claim in his appearance on Monday
, saying that mayb... 阅读全帖 |
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