美股点评:微软、Beyond Meat与思科

By:

Portfolio Manager with Interactive Advisors, CEO of Mott Capital Management

标准普尔500指数基金(SPY)

标普500指数期货下跌约3.5点,股指期货预示着股市今天开盘将走低。跟随隔夜市场在欧洲和亚洲市场的走势。同样的,在过去几个交易日中,期货市场和现货市场的变化不大。

Beyond Meat(BYND) 

Beyond Meat在1月14日经历了一个颇为刺激的交易日后,在今天早上的交易时段中下跌。

Beyond Meat股票昨日早盘的跳涨和之后下跌走势,加上交易量的大幅增加,看起来该股表现出压力释放的动能。

目前看来,短期上升趋势被打破,动量交易也可能终止,Beyond Meat的股价在跌向108美元,并可能跌回100美元处。

当然,投行Bernstein下调Beyond Meat的评级对该股的走势于事无补,投行Bernstein将Beyond Meat的评级从优于大盘下调至符合市场表现,目标价降至106美元。

Roku (ROKU)

流媒体公司Roku的股价继续下滑,其相对强弱指数也在下跌。该股可能会跌向116美元附近。其下降三角形看起来很坚固。

台积电(TSM)

台积电将于明天公布季度财报,因为其图表上的上升三角仍在,该股仍维持看涨的形态。

我仍认为在台积电公布财报后,该公司股票有很大的几率升向64美元附近。

思科系统公司(CSCO)

思科系统公司的股价一直在48.20美元附近的区间良性盘整,现在是时候该股突破这一区间并重新涨回50.25美元。

微软公司(MSFT)

我在数日前为《福布斯》撰写的专栏中指出,有部分看涨期权押注微软公司,并且微软公司的股票可能在季度财报公布后反弹至177美元附近。

1月15日美股评论所提及的股票:微软公司、思科系统公司、Beyond Meat、Roku公司、台积电

1月15日评论所提及的宏观交易产品:标普500指数基金

MichaelKramer和Mott Capital的客户持有思科系统公司与微软公司的股票

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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