美股点评:亚马逊、微软、Facebook

By:

Portfolio Manager with Interactive Advisors, CEO of Mott Capital Management

今天的美股市场再次经历了一个波动的交易日,市场在开盘时大跌,在随后的交易时间内收复了大多数跌幅。不过标普500指数和纳斯达克指数仍以下跌收盘,没有改变结果。只不过市场中发生了很多横盘的交易。

鉴于美联储联邦公开市场委员会的会议明日结束,某些均衡在某些时刻会被打破。

再次重申,我不期待美联储从其鹰派立场回撤。实际上,图表似乎也在确认某些东西会被突破,看起来形成了一个巨大的看跌三角旗形形态。如果真的是这种形态的话,则明天会突破这一形态,并且跌向周一的低点。

5年期通胀保值债券

我们也可以观察到5年期通胀保值债券的收益率在开盘走低,不过收益率随后出现反转并涨向更高。

5年期通胀保值债券收益率填补了1月19日大涨的缺口,并且目前看起来将再次上涨。

5年期通胀保值债券收益率的图形看起来很像是牛旗形态,虽然我认为我画的图形并不是很好。


纳斯达克指数基金
 (QQQ)

纳斯达克指数基金看起来经过了4浪的上涨,目前开始了5浪的下跌。

这波下跌可能会推动纳斯达克指数基金跌至近期低点之下,并可能低于330美元。


微软公司(MSFT)

微软公司公布的季度财报的营收与盈利业绩均好于市场预期,不过Azure云服务的增长率为46%。市场上乐于看到的增长率是50%左右,而这一季度的增速不及预期。

投资者目前可以开始担忧微软公司数据中心业务增长速度减缓了。财报电话会议与微软公司给出的盈利指引对于股票走势将十分重要。282美元一线的关键支撑线需要维系住,如果跌破该支撑线,则微软公司的股价可能跌向262美元附近。

亚马逊 (AMZN)

考虑到Azure云服务46%的增长率,亚马逊的股价明天可能受到影响。亚马逊的股价一直低于2900美元的阻力线。该股在2650美元附近有一些中等的支撑线,不过下一个重要的支撑线将在2450美元处。

Zoom公司 (ZM)

Zoom公司的股价正在破位下跌,跌至150美元下方。看起来该股下一个关键支撑线会在107.50美元处。

Facebook(FB)

看起来Facebook的股价正在破位下跌,已经跌至309美元以下并且今天收盘在300美元附近。

如果Facebook的股价不能迅速地收复309美元,则很可能会跌至273美元附近。

1月25日美股评论所提及的股票:亚马逊、微软公司、Zoom公司、Facebook

1月25日评论所提及的宏观交易产品:标普500指数基金、纳斯达克100指数基金

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Mott Capital Management is the portfolio manager for one portfolio offered by Interactive Advisors. 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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