【財報季大競猜】亞馬遜、谷歌、Meta、蘋果，微軟你最看好誰？
對於關注科技股的投資者來說，本週的財報以及業績會，一定不要錯過哦！！
微軟和谷歌將於本週二盤後後公佈財報；META（原Facebook）將於本週三盤後公佈財報；蘋果和亞馬遜將於本週四盤後公佈財報。這五隻科技股中，你最看好誰？你認爲誰會在財報後取得最大的漲幅呢？歡迎大家在下貼留言參與競猜。
科技股Q2業績不容樂觀
根據彭博一致預期，2季度幾大巨頭營收預期都有所提升，其中特斯拉，英偉達預計有較大提升，META、蘋果和亞馬遜則預計營收增速放緩，淨利預期下滑幅度較大。
儘管預期偏低，但是市場卻淡定已對，上週奈飛和特斯拉先後公佈了財報，$奈飛(NFLX)$ 報告稱流失了近100萬訂戶，該公司股價次日上升了7.3%。$特斯拉(TSLA)$ 季度利潤連創紀錄的勢頭戛然而止，然而股價次日漲了9.8%。這三隻股票今年以來都跑輸大盤。
【參與方式】
- 評論區留言並轉發並參與預測的虎友均可獲得10虎幣
- 分享財報預測&解讀的虎友還有機會獲得小虎周邊一個
- 活動會持續到 7月28日（週四））23點，歡迎大家參與!
歡迎大家參與活動！
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
$Microsoft(MSFT)$ is my pick as the most resilient of the Tech Stocks. It has a really diversified source of revenue from operating systems, games consoles, cloud computing, PCs, digital advertising and other products.
In its latest earnings report today, Microsoft posted sales of USD51.9 billion, up 12% from the previous quarter. Even though Microsoft suffered its slowest earnings growth in 2 years, it gave an upbeat outlook, causing its share price to rally about 5% up after hours.
Net income for the 3 months through June was USD 16.7 billion.
There is also the USD75 billion acquisition of Activision Blizzard which is currently waiting for approval from the authorities.
Microsoft's cloud business is continuing to grow and accounts for 41% of its revenue.
Microsoft is on my list of conviction stocks to hold long term. Its share price has dropped about 20% this year and that makes it a compelling BUY.
我觉得苹果🍎比较有潜能