美股点评:苹果公司、奈飞与星巴克

By:

Portfolio Manager with Interactive Advisors, CEO of Mott Capital Management

宏观

美联储宣布再度降息25个基点后,股市在今天表现良好。市场在确认美联储会将利率维持在目前水平或更低,或者预期在未来再降息后,股市在收盘前的交易时段上涨。

市场确认的线索来源于美联储主席鲍威尔的表态,鲍威尔称在通胀率大幅超过美联储设定的2%的目标。这意味着在将来的一段时期内,联邦基准利率将维持稳定或降至更低,因为通货膨胀率低于2%已经很久。标普500指数在其后大涨,最高点在下午2:45左右出现。

我认为这意味着标普500指数下一步将升至3060点。

股票

脸书(FB)

Facebook公布的财报好于预期,该公司的股票在盘后交易时段上涨,Facebook的财报业绩会超过预期对于市场来说毫无惊喜。

数小时后,Facebook的股价仅轻微上涨,并不是很大的涨幅,当然也不是我预期中的股价下滑。

不过盘后交易时段的股票表现总是很难讲,也许可能在明天的盘后时段证明我是正确的。

Facebook的股票测试阻力线失败并略微回撤。Facebook的股票在过去的一个月时间里数次遇阻于191美元处的阻力线。

苹果(AAPL)

苹果公司的股价在盘后交易时段一度升至252美元的高点,目前回落至247美元附近。

我仍认为苹果公司的股票出现短期超买,这也是我今天第二次的错误判断。

奈飞(NFLX)

奈飞公司的股票今天表现很好,升至285美元的阻力线之上。奈飞的股票可能会再次测试300美元处的阻力线。

Roku(ROKU)

Roku的股价升至150美元处并陷入停滞。我认为该股将从目前的位置回落至135美元处。Roku的股价在10月上涨了50%。

星巴克(SBUX)

星巴克公布财报后其股价升至87.25美元的阻力线处,我在早上没有注意到这一可能。

好的消息是星巴克股票突破了下降趋势,并且可能重返91美元处。

10月30日美股评论所提及的股票:苹果公司、脸书、奈飞、Roku、星巴克

10月30日美股评论所提及的宏观产品: 标普500指数基金SPY

Michael Kramer和Mott Capital的客户持有苹果公司和奈飞的股票

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