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美股点评:标普500指数、特斯拉与奈飞

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Portfolio Manager

标准普尔500指数基金(SPY)

标普500指数期货上涨约11点,标普500指数在今早上涨约31基点。有趣的是,我开始在标普500指数期货的图形中看到上升楔形,我今天第一次在标普500指数的图形中看到相同的形态。

不过该形态出现在小时图上,这意味着短期的回调。不过这也可能指向一个幅度为1.5%至2.5%的回调。我将继续密切关注这一形态。

台积电(TSM)

台积电公布的第四季度财报营收超过预期,不过盈利不及预期,其股价在消息公布后上涨。据台积电公布的内容,该公司给出的第一季度盈利指引中值为102.5亿美元,高于97.5亿美元的预期。

台积电股票的阻力线在60.75美元附近,不过其总体上的趋势仍为看涨,并有可能升向64.85美元附近。

SNAP (SNAP)

有报道称Snap公司的CEO以每股18美元的价格出售了278万该公司的股票,Snap公司的股价在消息传出后下跌。

Snap公司股票在位于18.40美元的阻力线处遇阻。

美光科技(MU)

投行瑞穗今天将美光科技的目标价从61美元升至65美元。美光科技很好的维系了位于55.60美元处的支撑线,该股有一定机会测试58.66美元附近的阻力线。

特斯拉(TSLA)

摩根士丹利下调特斯拉的评级至减持,不过对其目标价从250美元升至360美元。

特斯拉的股价可能回落至472美元一线并在此区域找到支撑。

奈飞(NFLX)

蒙特利尔银行指出奈飞可能在2021财年出现国内表现和指引的上涨。同时,瑞士信贷表示,奈飞的第四季度财报将会温和增长。

投行Cowen认为奈飞将达到或者超过订阅用户的预期指引目标。

虽然这并没有多少影响,因为奈飞的股价无论如何不会超过340美元。我承认这里有一些嘲讽的情绪,因为我对奈飞股票近期的走势感到沮丧。

1月16日美股评论所提及的股票:奈飞公司、特斯拉公司、台积电、美光科技、Snap公司

1月16日评论所提及的宏观交易产品:标普500指数基金

MichaelKramer和Mott Capital的客户持有奈飞公司与特斯拉的股票

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