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美股点评:奈飞、摩根大通与强生

By:

Portfolio Manager

美国市场

  • 标普500指数期货 上涨9.5点
  • 美国10年期国债 1.68%
  • 美元指数 98.48
  • 波动率指数VIX 14.25
  • 原油期货 52.61美元

国际市场

  • 上证综指  下跌0.56%
  • 香港恒生指数  下跌0.07%
  • 日经指数  上涨1.87%
  • 韩国KOSPI指数  上涨0.04%
  • 德国DAX指数  上涨0.60%
  • 英国富时指数FTSE 下跌0.19%

宏观

标准普尔500指数基金(SPY)

标普500指数期货涨向位于2980点的阻力线,预示着标普指数今天开盘将高走。

目前看来,股指期货选择放弃我们一直以来在现货市场关注的2940点的跳空缺口。

如果股指期货维系该水平或升至2980点之上,也许我们可以再次看到标普500指数再次上涨并挑战历史高点。

股票

奈飞公司(NFLX)

奈飞公司将于明日收盘后公布新的季度财报。奈飞股价位于下降趋势内,也就是目前有效的阻力线。

如果奈飞的股价升至此阻力线之上,则具备升至300美元的空间。

考虑到奈飞股价在9月下旬的位置,在财报公布之前若奈飞股价升至300美元上方则是令人惊讶的。

Roku(ROKU)

Roku的股价昨日下跌,填补了一个小跳空缺口,若Roku的股价升至122美元之上则事情会变得很有趣。

若Roku股价升至122美元以上,则涨向135美元也具备了可能。

Square公司 (SQ)

瑞银(UBS)给予Square公司“买入”的评级并将目标价定为81美元,Square公司的股价随之上涨。

Square公司的股价能够突破下降趋势,目前运行在62美元的阻力线上方。这可能推动该股涨向65美元。

摩根大通(JPM)

摩根大通公布的财报令人惊异,其股票将在今天有着良好的表现。

摩根大通财报的每股收益为2.68美元,而市场预期为2.46美元。摩根大通的营收达301亿美元,也超过预期的283.6亿美元。

营收和盈利方面均大幅超过市场预期。摩根大通的阻力线位于119.70美元附近。

强生(JNJ)

强生公布的季度财报也好于预期,并将全年盈利指引区间从8.53美元-8.63美元上调至8.62美元-8.67美元。

强生公司股价的下一个阻力线位于136.73美元。

10月15日美股评论所提及的股票:奈飞、Roku、Square公司、摩根大通、强生

Michael Kramer和Mott Capital的客户持有奈飞公司的股票

Mott Capital Management is the portfolio manager for one portfolio offered by Interactive Advisors. Interactive Advisors is part of the Interactive Brokers Group, and all brokerage transactions in Interactive Advisors client accounts are made through Interactive Brokers LLC, an Interactive Advisors affiliate, which is a conflict of interest because Interactive Brokers makes commissions on its advisory affiliate’s trading.  Interactive Advisors clients do not invest directly with the Portfolio Managers like Mott Capital Management, and the Managers do not have discretionary trading authority over Interactive Advisors client accounts. The Portfolio Managers on the Interactive Advisors platform simply license their trade data to Interactive Advisors, which then allows its clients to have the same strategy and trading decisions mirrored in their accounts if the Portfolio is in line with their risk score. Portfolio Managers like Mott Capital Management implement their trading philosophy and strategy without knowing the identity of Interactive Advisors’ clients or taking into account these clients’ individualized circumstances.

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