美股点评:耐克、星巴克与美光科技

By:

Portfolio Manager with Interactive Advisors, CEO of Mott Capital Management


标普
500指数基金(SPY)

股指期货在隔夜交易时段的走势奇怪,白宫贸易顾问彼得·纳瓦罗发表了一些对中美贸易问题的评论后,股指期货暴跌。但是在看到股指期货暴跌了2%后,纳瓦罗否认此前评论并作出澄清。

幸运的是,因为这一切发生在晚上9点,个人投资者没有什么损失,如果这一切发生在白天,所造成的损失会大得多。

老实说,我不知道接下来会发生什么,不过对于标普500指数来说,这是一个关键点位。老实说,标普500指数在这里失败过四次了,我不喜欢这个概率。

万事达卡(MA)

投行奥本海默今天下调万事达卡的评价,从优于大盘下调为持平。万事达卡股票的表现不如PayPal或Square这两家公司股票的表现那么优异,这仍我有些惊讶,尤其是在考虑到如果没有万事达卡或者Visa就不会有PayPal和Square的市场。

所以,要不是PayPal和Square的表现过于超前,要不就是万事达卡还有上涨的空间。

万事达卡股票的强阻力线一直位于314美元处。若万事达卡跌破293美元,则可能推动股价跌向272美元。

美光科技(MU)

投行BMO今天下调美光科技的评价,从优于大盘下调至与大盘持平,目标价从每股60美元下调至55美元。

美股科技需要维持其股价在49.80美元上方才能维系住看涨的动能,若跌破该水平线则将跌向45.50美元一线。

耐克公司(NKE)

券商BTIG上调耐克公司股票的目标价,从108美元上调至117美元。耐克公司将于本周晚些时候公布财报。

这份财报对于耐克公司很重要,因为这是疫情全球大流行后第一个完整的季度。耐克股票的阻力线目前位于106美元处。

星巴克(SBUX)

咨询公司Telsey将星巴克股票的目标价从每股90美元下调至80美元。

鉴于星巴克下调了其盈利指引,该公司的股票近期一直在挣扎,不过维系住的表现好于我的预期。

如果星巴克的股价跌破72美元,我可能会开始担心,因为72美元是关键的引线。

6月23日美股评论所提及的股票:万事达卡、耐克、星巴克、美光科技

6月23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Visa和万事达卡的股票

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