b******d
发帖数: 2495 | 1 美国财经杂志巴郎氏的报道：
Runaway Central Banker? Rumors China Suffers Massive Treasury Losses
Posted by Tiernan Ray
Perhaps take this with several grains of salt:
Currently circulating the Interwebs is the note from Stratfor this
morning that Zhou Xiaochuan, governor of China’s central bank, the
People’s Bank of China, has fled the country, apparently because of a
$430 billion loss on U.S. Treasuries suffered by the People’s Republic,
according to Stratfor.
The matter is clouded by the fact that a report w |
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n*******y
发帖数: 3337 | 2 "How much it would cost to make a 3G Nexus 7 with 32GB of storage?
The component experts at iSuppli have shown that the bill of materials for
the 8GB Nexus 7 is about $152 or about $160 with manufacturing cost included
. The 16GB model costs $167, with manufacturing included. So, in spite of
early speculation, Google does make money of the Nexus 7, even of the basic
model.
Adding 16GB of storage space shouldn’t cost too much. Assuming that Asus is
able to get storage for 70 cents per gigabyte (w... 阅读全帖 |
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o********e
发帖数: 894 | 3 American Airlines: Challenges Abound; Should You Buy the Stock?
By Tiernan Ray
There are risks, to be sure, in buying shares of American Airlines
parent AMR(AMR), risks some say are outweighed by the opportunity it
could surprise the worst expectations.
Conventional wisdom dictates that in a recovering economy, you buy
strong companies, not turn-around stories, because the strong companies
will be better positioned to benefit as business trends improve.
That’s why AMR shares are down 1.5% this y |
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w******s
发帖数: 16209 | 4 V是我最近赌错的一个ER，昨天ER，到今天跌了3刀。我的bet是conservative bullish
。基本上歇菜。
在水下被逼着听了cc，读了读新闻。在这里记录些笔记。
基本面上V暂时还是不错的。现在影响股价的是以下几个问题
1. 预期有调升，但revenue方面比较谨慎。《---- 应该被cashflow 中和
2. Durbin 法规方面还没有结果 《--- 这个比较重要，好像visa 比master 卡这方面
受到的影响大，其实影响有限，但投资人在出结果前不放心。昨天cc里谈到的只是说政
府方面相信他们的数字。。
以上两点在下面转帖的barron的文章中都有提到
3 是竞争力的问题，ebay的paypal明显在mobile上占了先机。同时mastercard也总是
outperform visa。虽然增长率不错， wallstreet 希望看到更好听的股市 （mobile
方面cc里问到好几遍）
我的感觉这次er很solid，但整个business model和将来的竞争力被质疑。增长点可能
只是国际增长率和经济复苏的希望方面的增长。
牛的方面是如果短期Durbin解决，... 阅读全帖 |
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v****e
发帖数: 19471 | 5 今天的下跌其实就源自百度某副总裁的一句话：
Baidu Drops: Growth Harder To Come By
By Tiernan Ray
Shares of China search engine Baidu (BIDU) are down $5.73, or 5%, at $100.89
after management made some rather cautious remarks at a Reuters conference
in Asia this morning, suggesting growth will become tougher for the firm.
Reuters’s Melanie Lee and Li Ran quote Baidu’s head of business operations
, Haoyu Shen, as saying, “No … We have such a bigger base,” when asked if
it can keep up “stellar top and bottom-line growth... 阅读全帖 |
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w******s
发帖数: 16209 | 6 Piper Jaffray: Worth It to Own Apple With iPad Wildcard
By Miriam Gottfried
It’s worth it to own Apple (AAPL) shares, despite the fact that sales
numbers for the iPhone, Mac and iPod will likely be in line with consensus,
because numbers for the iPad are a wildcard, according to analysts at Piper
Jaffray.
There is unusually high visibility into numbers for most Apple devices, the
firm argues, but for the iPad 2, the persistence of a dramatic supply
constraint means the demand for the device far ... 阅读全帖 |
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k********n
发帖数: 18523 | 7 y Tiernan Ray
Shares of Yahoo! (YHOO) are up 49 cents, or 3.4%, at $14.74, having sharply
added to gains starting just after 3:30 pm, Eastern, as AllThingsD’s Kara
Swisher reports the company is receiving bids for all or part of the company
from multiple interested parties “in the last several days,” citing
multiple anonymous sources.
Swisher says founder Jerry Yang and chairman Roy Bostock are said to be “
receptive” to the interest and have spoken with some of the bidders. Those
bidders may in... 阅读全帖 |
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w******t
发帖数: 1929 | 8 答谢wavelets01 188 伪币。
鼓励大牛青蛙多多分享， 建设股版。
发信人: wavelets01 (信箱), 信区: Stock
标 题: Juniper Sets $1B Stock Repurchase Plan; Shares Rise
关键字: Juniper Sets $1B Stock Repurchase Plan,Shares Rise
发信站: BBS 未名空间站 (Mon Jun 11 20:00:05 2012, 美东)
Mon, 11 Jun 2012 21:43:53
By Tiernan Ray
Shares of networking equipment vendor Juniper Networks (JNPR) rose 20 cents,
or 1.2%, to $16.60 in late trading after the company said its board of
directors approved a stock repurchase planning totaling $1 billion.
The new plan... 阅读全帖 |
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m***9
发帖数: 1671 | 9 是一个很有名的评论家么？看到版主一直在转他的文章给我们看 |
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l*********m
发帖数: 16971 | 10 AAPL Drops 6%: FYQ3 Misses, Q4 View Weak.
By Tiernan Ray
Apple (AAPL) this afternoon reported fiscal Q3 revenue and profit per share
that missed expectations by a country mile, and a Q4 view also sharply lower.
The company said it would start a dividend payment of $2.65 this quarter,
payable on August 16th.
Revenue in the three months ended in June rose to $35 billion, yielding EPS
of $9.32.
Analysts on average were modeling $37.25 billion and $10.35 per share.
The company sold 26 million iPhone... 阅读全帖 |
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a*******8
发帖数: 2299 | 11 By Tiernan Ray
Chinese search engine giant Baidu (BIDU) this afternoon reported Q3 revenue
that missed analysts’ estimates but beat on the bottom line, and forecast
this quarter’s revenue below consensus.
Revenue in the three months ended in September rose 52%, year over year, to
$994.6 million, yielding EPS of $1.37.
Analysts on average were modeling $1 billion and $1.28.
For the current quarter, the company sees $979 million to $1.01 billion.
That is below the consensus $1.03 billion estimate.... 阅读全帖 |
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H******i
发帖数: 4704 | 12 Tech Trader Daily
April 26, 2013, 2:51 P.M. ET
Amazon Falls 6%: Bull, Bear Debate Slowing Growth, Profit Potential
By Tiernan Ray
Shares of Amazon.com (AMZN) are down $17, or 6%, at $257.70, following a Q1
earnings report last night that featured lower-than-expected revenue, higher
-than-expected operating income, and a forecast for revenue this quarter
below expectations.
Amazon shares today reflect not only last night’s results, but also,
perhaps, word that a bill to pass Internet sales tax pa... 阅读全帖 |
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m*****n
发帖数: 1631 | 13 Nvidia to Beat FYQ1, But Watch out for AMD, Says Pacific Crest
By Tiernan Ray
Graphics chip titan Nvidia (NVDA), which is scheduled to report fiscal Q3
results tomorrow afternoon, after the closing bell, is on track to beat
consensus, writs Pacific Crest’s Michael McConnell, but he’s staying away
from the shares because the company has “peak GPU unit shares” and is set
to lose some of that to Advanced Micro Devices (AMD).
With consensus of $1.62 billion in revenue and 45 cents in EPS for t... 阅读全帖 |
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r*******4
发帖数: 1484 | 14 靠这帮傻逼已经急不可耐了
----------------------------------------------------------
Tech Trader Daily
Nvidia: Nevermind AMD ‘Noise,’ They’ll Be Fine, Says RBC
Nvidia shares are lower in late trading at CNBC said customer Tesla is
contracting with Nvidia's competitor AMD for some parts. RBC Capital analyst
Mitch Steves tells Nvidia holders not to panic, they will remain the "
market leader" in A.I. chips.
By
Tiernan Ray
Updated Sept. 20, 2017 7:51 p.m. ET
RBC Capital Markets chip analyst Mitch Steves this ev... 阅读全帖 |
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d******1
发帖数: 349 | 15 Qualcomm May Lose Apple’s Biz to Intel, But Samsung a Plus, Says Credit
Suisse
By Tiernan Ray
Shares of wireless chip giant Qualcomm (QCOM) are down 12 cents at $58.98,
following a note from Credit Suisse’s Kulbinder Garcha this morning warning
the company risks losing the baseband chip business in Apple‘s (AAPL)
iPhone, citing speculation by VentureBeat.
Citing a piece Friday by VentureBeat’s Mark Sullivan, which claims Intel (
INTC) has 1,000 people dedicated to working on a baseband chip for ... 阅读全帖 |
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d******1
发帖数: 349 | 16 Qualcomm: Barclays Throws in the Towel on Threat of Intel in iPhone
By Tiernan Ray
Shares of wireless chip giant Qualcomm (QCOM) are down 75 cents, or 1.5%, at
$50.11, after Barclays’s Blayne Curtis this morning cut his rating on the
shares to Equal Weight from Overweight, writing that the company is likely
to lose business to Intel (INTC) in Apple’s (AAPL) next iPhone, and he’s
“moving to the sidelines until this transition and QCOM’s response is
better understood.”
As you’ll recall, there’s be... 阅读全帖 |
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l**********r
发帖数: 4612 | 17 【 以下文字转载自 Stock 讨论区 】
发信人: wavelets01 (信箱), 信区: Stock
标 题: Zynga Users Decline as More Facebook Usage Goes Mobile, Says Cowen
关键字: Zynga Users Decline as More Facebook Usage Goes Mobile,Says Cowen
发信站: BBS 未名空间站 (Tue Jun 12 11:00:20 2012, 美东)
Tue, 12 Jun 2012 14:54:26
By Tiernan Ray
Shares of online games provider Zynga (ZNGA) are down 55 cents, almost 10%,
at $5 after Cowen & Co.'s Doug Creutz this morning reiterated a Neutral
rating on the shares, writing that daily average unique users for i... 阅读全帖 |
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w******s
发帖数: 16209 | 18 Q4 PC Sales Miss Gartner Est.; Apple Up 24% In U.S.
* Cisco: Capstone Starts At Buy, $26 Target
* Chips: Time To Get Picky, Says Deutsche
By Tiernan Ray
Global personal computer shipments in Q4 rose 3.1%, year over year, in unit
terms, to 93.5 million PCs, Gartner reported this afternoon. That was below
the 4.8% growth the firm had projected for Q4.
Holiday PC sales were weak, said analyst Mikako Kitagawa. Some of that was
due to competition from tablet computers, game machines, and othe... 阅读全帖 |
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w******s
发帖数: 16209 | 19 Apple: ‘Thunderbolt’ Toe To Toe With iPhone At Verizon, Says BTIG
By Tiernan Ray
BTIG Research analyst Walter Piecyk this afternoon writes that his calls to
150 Verizon Communications (VZ) stores in 22 cities in the U.S. this week
reveal that the HTC “Thunderbolt” phone, based on Google‘s (GOOG) “
Android” software, is at least keeping pace with sales of Apple‘s (AAPL)
iPhone.
Based on anecdotal reports, not actual sales figures, in 61% of cases, store
reps told Piecyk that sales were about the ... 阅读全帖 |
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w********2
发帖数: 16371 | 20 5/11 By Tiernan Ray
Credit Suisse’s Kulbinder Garcha this morning reiterates an Outperform
rating on shares of Apple (AAPL), and a $750 price target, while cutting his
estimates for this calendar year and next, citing the prospect of slower
smartphone growth in the U.S. and its impact on sales of the iPhone.
Garcha trimmed his calendar 2012 and 2013 EPS estimates by 3% and 5%, he
writes, to $49.34 and $59.15, respectively. Those numbers are still ahead of
the Street consensus for $48.63 and $55.... 阅读全帖 |
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w********2
发帖数: 16371 | 21 By Tiernan Ray
BMO Capital’s Keith Bachman this morning reiterates an Outperform rating on
shares of Apple (AAPL) and a $695 price target, writing that his
conversations with “a large European wireless carrier and a smaller North
American carrier” recently suggest to him that lowering subsidies for the
iPhone is something the telcos would like to do, but that’s it’s a
difficult matter to achieve.
Writes Bachman, there may be some changes in subsidies around the fringe,
but not likely a groundswe... 阅读全帖 |
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w********2
发帖数: 16371 | 22 June 1, 2012, 10:50 A.M. ET
Apple: How Many $2K TVs Could They Sell? Asks Piper
By Tiernan Ray
Piper Jaffray’s Gene Munster this morning opines that it’s a matter of “
not if, but when,” Apple (AAPL) will introduce its own branded television
set, citing his “checks” over the course of the last week and also from
the past two years.
Munster, who has an Outperform rating on Apple shares, and a $910 price
target, reiterates a view that such a device could be unveiled “late this
year” and go on ... 阅读全帖 |
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w********2
发帖数: 16371 | 23 【 以下文字转载自 Stock 讨论区 】
发信人: wavelets01 (信箱), 信区: Stock
标 题: Apple V. Samsung: Progress in Thermonuclear War, Says Topeka
发信站: BBS 未名空间站 (Mon Jul 2 11:00:21 2012, 美东)
Mon, 02 Jul 2012 14:31:09
By Tiernan Ray
Topeka Capital Markets's Brian White this morning reiterates a Buy rating on
shares of Apple (AAPL) and a $1,111 price target, reflecting on Apple's (
AAPL) two interim victories against Samsung Electronics (005930KS) last week.
Apple won a preliminary injunction against Samsung's "Galaxy ... 阅读全帖 |
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w********2
发帖数: 16371 | 24 【 以下文字转载自 Stock 讨论区 】
发信人: wavelets01 (信箱), 信区: Stock
标 题: Apple: Small iPad to Eliminate Android Differentiation, Says Piper
发信站: BBS 未名空间站 (Mon Jul 9 11:45:03 2012, 美东)
Mon, 09 Jul 2012 15:41:55
By Tiernan Ray
Piper Jaffray's Gene Munster this morning reiterates an Overweight rating on
shares of Apple (AAPL) and a $910 price target, writing that recent news
reports the company will produce a smaller iPad by the end of this year are
different from the 2013 introduction he'd been expecting, bu... 阅读全帖 |
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w********1
发帖数: 3492 | 25 【 以下文字转载自 Stock 讨论区 】
发信人: wavelets01 (信箱), 信区: Stock
标 题: PCs: Credit Suisse Ups Estimates, Tablets to Take Further Share
发信站: BBS 未名空间站 (Tue Jul 10 10:44:59 2012, 美东)
Tue, 10 Jul 2012 14:41:47
By Tiernan Ray
The Street has mostly been slashing estimates the last several weeks, as you
've no doubt noticed.
But over the transom this morning comes a hopeful missive, from Credit
Suisse's Kulbinder Garcha, who actually raised his PC unit shipment forecast
for this year, to growth of 3% from a prio... 阅读全帖 |
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w********2
发帖数: 16371 | 26 【 以下文字转载自 Stock 讨论区 】
发信人: wavelets01 (信箱), 信区: Stock
标 题: Intel Q2 Conf Call: Pleased with Ultrabook Progress
发信站: BBS 未名空间站 (Tue Jul 17 17:10:07 2012, 美东)
Tue, 17 Jul 2012 21:06:33
By Tiernan Ray
Following an Intel (INTC) report of Q2 revenue in line with expectations and
better-than-expected EPS, a lower-than-expected Q3 revenue view, and a cut
in the company's year outlook, management, including CEO Paul Otellini and
CFO Stacy Smith held a conference call with analysts.
Otellini said busine... 阅读全帖 |
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w********2
发帖数: 16371 | 27 Apple Squeezes Chip Cos, Says Piper; May Be a Silver Lining Yet
By Tiernan Ray
Piper Jaffray semiconductor analyst Gus Richard this morning offered the
latest evidence of the Apple (AAPL) effect, the outsized influence the
company maintains over various markets.
Writes Richard, Apple is “squeezing its suppliers,” a fact that is “
decimating the semiconductor industry,” in his view.
The squeeze comes via a couple of different avenues, in Richard’s view. One
is simply that the iPad, as a highly vo... 阅读全帖 |
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w******t
发帖数: 1929 | 28 发信人: waterpot (怎么办呢), 信区: Stock
标 题: 感谢村长设立自动股票信息传送到股版， 造福股版
发信站: BBS 未名空间站 (Mon Jun 11 22:02:30 2012, 美东)
注：1）版面申请给wavelets01同学发奖金, 感谢建设股版
代发版面/ID:
股版/wavelets01
代发事由(主题标题或链接):
http://www.mitbbs.com/article_t/Stock/34309313.html
赞助（有：附链接，没有：无）:
无
奖励金额: 188
请站方给wavelets01 发188伪币奖励
谢谢
================
发信人: waterpot (怎么办呢), 信区: Stock
标 题: 感谢村长设立自动股票信息传送到股版， 造福股版
发信站: BBS 未名空间站 (Mon Jun 11 22:02:30 2012, 美东)
答谢wavelets01 188 伪币。
鼓励大牛青蛙多多分享， 建设股版。
发信人: wavelets01 (信箱), 信区: Stock
标 题: Juniper Sets... 阅读全帖 |
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N***i
发帖数: 2063 | 29 来自主题: _Stockcafeteria版 - TTI http://blogs.barrons.com/stockstowatchtoday/2010/09/15/superior
Superior Energy Spikes on Report Gulf Wells to Be Plugged
By Tiernan Ray
Shares of several oilfield services firms, including Superior Energy (SPN),
Hercules Offshore (HERO), and Tetra Technologies (TTI) are jumping this
afternoon after the U.S. Department of the Interior said that starting
October 15th, oil and natural gas producers must plug 3,500 oil wells in the
Gulf of Mexico that have sat idle for five years or more, according... 阅读全帖 |
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L****a
发帖数: 572 | 30 July 21, 2009, 12:26 pm
Analysts See Little Upside from China Solar Subsidies
Posted by Tiernan Ray
Tomorrow (which will actually be today over here in the Western hemisphere),
citizens of China will have an opportunity to see the longest solar eclipse
this century.
Another dim view is offered today on the solar tech industry in China from
FBR Capital analyst Mehdi Hosseini in a note he sent to clients.
Hosseini, writing about a pronouncement from China’s Ministry of Finance,
says solar subsidie |
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e*n
发帖数: 1511 | 31 Worst S&P Decline on Jobs Day Since 1998; Down Next Week?
Posted by Tiernan Ray
Today was the worst decline on record going back to 1998 for the Standard &
Poor’s 500 following a monthly jobs report, observe our friends at Bespoke
Investment Group this afternoon.
The S&P fell 38 points, or 3.44%, to close at 1,064.88.
According to Bespoke’s data, on a day when the S&P falls following a jobs
report, whether the report was better or worse than expected, the average
return on the S&P the following ... 阅读全帖 |
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y*****l
发帖数: 5997 | 33 http://blogs.barrons.com/techtraderdaily/2011/12/02/amazon-fire
Amazon Fire In Second Place Behind iPad, Says iSuppli.PANL Under Pressure:
Gabelli Says Corning Worries Overblown
By Tiernan Ray
Research firm IHS iSuppli this morning opines that Amazon.com’s (AMZN) “
Kindle Fire” tablet computer is “already shaking up the market” for
tablets and e-book readers after just two weeks on the market.
The firm expects Amazon will ship 3.9 million units of the Fire this quarter
, putting it in second pla... 阅读全帖 |
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