继续做多大蓝筹科技股!!

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$谷歌A(GOOGL)$ 财报后大涨,云计算增长不错,主要还是疫情慢慢控制,回来做广告的多了,慢慢恢复了。盘后大涨。

上周aaplfacebook如果不是wsb瞎捣乱,把大盘带崩了,估计都会涨,继续做多。

Earnings: $22.30 per share, adjusted, vs., $15.90 per share as expected by analysts, according to Refinitiv.

Revenue: $56.90 billion, vs. $53.13 billion as expected by analysts, according to Refinitiv.

Google Cloud: $3.83 billion, vs. $3.81 billion as expected by analysts, according to StreetAccount.

YouTube ads: $6.89 billion, vs. $6.11 billion as expected by analysts, according to StreetAccount.

Traffic acquisition costs (TAC): $10.47 billion, vs. $9.32 billion as expected by analysts, according to StreetAccount.

$亚马逊(AMZN)$ 收入直接1255.6亿美元,创纪录。aws 增长继续放缓,不过还有28%增长,也没有beat预期。贝索斯不再担任ceo,aws负责人接任CEO。2021一季度预期收入还能增长30%以上。

Earnings: $14.09 vs $7.23 per share forecast by Refinitiv

Revenue: $125.56 billion vs $119.7 billion forecast by Refinitiv

Outside of its core retail business, Amazon’s cloud-computing unit saw its revenue climb 28% to $12.7 billion from $9.95 billion a year earlier. That fell short of Wall Street’s expectations of $12.83 billion.

Amazon said sales in the first quarter will be between $100 billion and $106 billion, a slowdown from the fourth quarter of 2020, but an increase of between 33% and 40% from a year earlier. Analysts were expecting revenue of $95.8 billion.

$Chipotle(CMG)$ 墨西哥快餐连锁店, 收入beat预期,盈利miss,单店增长5%。亮点是线上收入因为疫情影响,接近3倍增长。

Earnings per share: $3.48, adjusted, vs. $3.73 expected

Revenue: $1.61 billion vs. $1.61 billion expected

Chipotle reported fourth-quarter net income of $190.9 million, or $6.69 per share, up from $72.4 million, or $2.55 per share, a year earlier. The company recorded an income tax benefit of $3.77 per share for the quarter.

Same-store sales rose 5.7%. The return of its carne asada in September boosted demand. CEO Brian Niccol said that the steak is expected to stick around into March.

Additionally, digital sales nearly tripled, increasing 177% compared with the same time a year ago, and accounted for almost half of the company’s quarterly revenue. Online sales surged 216% in Chipotle’s second quarter and 202% in its third.


全部讨论

2021-02-03 09:02

阿里巴巴又到了平台期,是否坚定看多到300,以及可否加仓?

2021-02-03 07:35

伟哥,TSLA怎么看。