To The Moon

$Johnson & Johnson(JNJ)$ is scheduled to announce Q4 earnings results on 23 Jan (Tuesday) before the market open. Next quarter’s earnings estimate for JNJ is $2.28 with a range of $2.25 to $2.30. The previous quarter’s EPS was $2.66. JNJ beat its EPS estimate 100.00% of the time in the past 12 months, while its overall industry beat the EPS estimate 58.65% of the time in the same period. In the last calendar year JNJ has Outperformed its overall industry. Next quarter’s sales forecast for JNJ is $21.00B with a range of $20.19B to $21.35B. The previous quarter’s sales results were $21.34B. JNJ beat its sales estimates 75.00% of the time in past 12 months, while its overall industry beat sales estimates 46.35% of the time in the same period. In

小虎們大家好呀，半個月前我們聊原油期貨的時候，還是因為巴以衝突爆發，黃金和原油價格因此飆升。那麼半個月之後，巴以衝突似乎有着愈演愈烈的趨勢，黃金期貨已經衝上了2000美元的大關，原油期貨的情況近來如何呢？快來跟茄哩虎一起看看吧~~~盯緊沙特！沙特不讓原油進美國？上週五，美國WTI原油期貨收跌，並創下兩週以來的最低水平。這也是原油自從巴以衝突以來首次周跌。[Facepalm]根據有關數據顯示，美國從包括沙特在內的OPEC+成員國的海運原油進口量在過去一年時間裏持續下降，這導致美國國內的供應進一步收緊，同時支持了包括歐洲在內的其他市場。在美國進口減少的同時，OPEC、俄羅斯和其他產油國也削減了供應量，沙特和俄羅斯還資源在2023年底前額外削減130萬桶/日的供應量。值得一提的是，沙特和俄羅斯決定延長自願減產的舉措開始，油價從9月底開始一度衝擊90美元/桶，一度到了95美元/桶，在冬季到來之前，減產措施依舊會讓原油供應持續緊張。[Smug]2023年上半年，美國原油出口量平均為399萬桶/日，這是自2015年美國廢除原油出口禁令以來的歷史新高。美國原油出口量在今年上半年比去年上半年增長65萬桶/日。俄烏衝突爆發之後，歐洲就成為了美國原油出口的最大目的地，為175萬桶/日，其中對荷蘭和英國的出口佔主導地位。亞洲是除了歐洲之外的第二大目的地，為168萬桶/日，主要出口到中國和韓國。此外，美國還向加拿大、非洲、中美洲和南美洲出口了剩餘數量的原油。[Wow]美國原油出口 圖源：庖丁解油儘管2023年上半年出口有所增加，但是美國進口的原油仍多於出口。根據數據情報公司Kpler的數據顯示，10月份美國的海運原油原油進口總量將從9月份的292萬桶/日下降至247萬桶/日，其中包括尼日利亞、阿爾及利亞和沙特在內的OPEC+產油國的發貨量都有所下降。其中，沙特對美國的原油出口量將從9月份的28.6

$Advanced Micro Devices(AMD)$ is scheduled to deliver its third quarter update after market close on 31 Oct (Tuesday) at 4:15PM ET. Advanced Micro Devices will suffer a challenging week ahead, as its upcoming earnings report will show a sharp slowdown in both profit and sales growth because of a weak PC market. Though there is only a 7% decline in global PC shipments in Q3 2023, which is the smallest contraction. AMD market share compared to Intel is significantly lower in Overall x86 CPU share. We have seen Intel making a pretty impressive growth in its Q3 earnings as the PC market demand and inventory levels continued to improve sequentially. Question now is did AMD manage to catch up in term of CPU demand on top of the GPU cards? Advanced Micro