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美股点评:微软、Beyond Meat与思科

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Portfolio Manager

标准普尔500指数基金(SPY)

标普500指数期货下跌约3.5点,股指期货预示着股市今天开盘将走低。跟随隔夜市场在欧洲和亚洲市场的走势。同样的,在过去几个交易日中,期货市场和现货市场的变化不大。

Beyond Meat(BYND) 

Beyond Meat在1月14日经历了一个颇为刺激的交易日后,在今天早上的交易时段中下跌。

Beyond Meat股票昨日早盘的跳涨和之后下跌走势,加上交易量的大幅增加,看起来该股表现出压力释放的动能。

目前看来,短期上升趋势被打破,动量交易也可能终止,Beyond Meat的股价在跌向108美元,并可能跌回100美元处。

当然,投行Bernstein下调Beyond Meat的评级对该股的走势于事无补,投行Bernstein将Beyond Meat的评级从优于大盘下调至符合市场表现,目标价降至106美元。

Roku (ROKU)

流媒体公司Roku的股价继续下滑,其相对强弱指数也在下跌。该股可能会跌向116美元附近。其下降三角形看起来很坚固。

台积电(TSM)

台积电将于明天公布季度财报,因为其图表上的上升三角仍在,该股仍维持看涨的形态。

我仍认为在台积电公布财报后,该公司股票有很大的几率升向64美元附近。

思科系统公司(CSCO)

思科系统公司的股价一直在48.20美元附近的区间良性盘整,现在是时候该股突破这一区间并重新涨回50.25美元。

微软公司(MSFT)

我在数日前为《福布斯》撰写的专栏中指出,有部分看涨期权押注微软公司,并且微软公司的股票可能在季度财报公布后反弹至177美元附近。

1月15日美股评论所提及的股票:微软公司、思科系统公司、Beyond Meat、Roku公司、台积电

1月15日评论所提及的宏观交易产品:标普500指数基金

MichaelKramer和Mott Capital的客户持有思科系统公司与微软公司的股票

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