美股点评:标普指数、奈飞与亚马逊

By:

Portfolio Manager with Interactive Advisors, CEO of Mott Capital Management

美国市场

  • 标普500指数期货 下跌10点
  • 美国10年期国债     1.81%
  • 美元指数 97.50
  • 波动率指数VIX 16.47
  • 原油期货 58.65美元

国际市场

  • 日经指数  下跌0.09%
  • 香港恒生指数  下跌0.22%
  • 上证综指  上涨0.10%
  • 韩国KOSPI指数  上涨0.45%
  • 德国DAX指数  下跌1.35%
  • 英国富时指数FTSE  下跌0.86%

标普500指数ETF(SPY)

标普500指数期货下跌10点,美国市场开盘将下滑。当然这并不值得担心,并且填补了上周五飙涨所留下的跳空缺口。这一走势正符合我昨日在中午和晚上所预估的那样。

下降趋势线已经形成,这是我将关注的趋势线。我不认为在目前的市场状况下股指的回落会持续很久。

奈飞(NFLX)

投行Needham将奈飞公司股票评级从持有下调为跑输大盘,奈飞公司的股价在消息公布后下跌。Needham认为,因为新的流媒体服务加入竞争,奈飞公司将在2020年损失4百万订阅用户。

老实说,我认为Needham的看法是荒唐的。我订阅了亚马逊Prime,奈飞、迪士尼+和Hulu的服务,我真诚地认为其他三家的服务与奈飞无法相比,我还拥有苹果公司的订阅服务,但是因为该服务是免费的我甚至从来没有登录过。这是一个玩笑。

我认为不可能有人取消奈飞的订阅仅仅为了换到其他任何一家的流媒体服务商。

其他的流媒体服务无法提供足够多的内容,故而无法让我保持订阅。抱歉

奈飞股票的支撑线是295美元。

恩智浦半导体(NXPI)

美国银行上调恩智浦半导体股票的目标价至145美元。如果恩智浦半导体的股价涨破121美元,则可能会升向127美元。

亚马逊(AMZN)

我在昨天指出我观察到有押注亚马逊股票的看涨期权,并且亚马逊股票的技术指标也有所改善。

英伟达(NVDA)

英伟达再次挑战位于212美元处的阻力线失败。接下来指向198美元。

Verizon公司(VZ)

Verizon公司的股票再次测试位于61美元处的阻力线。如果该公司的股价能突破这一位置,则其股价将可能升向64美元。

12月10日美股评论所提及的股票:奈飞、恩智浦半导体、亚马逊、Verizon公司、英伟达

12月10日评论所提及的宏观交易产品:标普500指数基金

Michael Kramer和Mott Capital的客户持有Verizon公司、奈飞公司、恩智浦半导体的股票

Mott Capital Management is the portfolio manager for one portfolio offered by Interactive Advisors. Interactive Advisors is part of the Interactive Brokers Group, and all brokerage transactions in Interactive Advisors client accounts are made through Interactive Brokers LLC, an Interactive Advisors affiliate, which is a conflict of interest because Interactive Brokers makes commissions on its advisory affiliate’s trading.  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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