Postingan
taishiro
The market is becoming increasingly unforgiving with earnings. Strong revenue growth and improving profits are no longer enough when valuations have already been priced in near perfect execution.
Guidance, future margins, and the cost of capital are carrying just as much weight as the actual results.
With core PCE at 3.1% and rate expectations still elevated, investors have less room for disappointment.
Good companies can still be bad investments at the wrong valuation
#USCorePCERisesTo3.1%
空门宗主
美股就跟土狗一样
intel google sndk
营收利润还在增长
不及预期就下杀
典型的指引杀预期
还是前期涨的太多了
现在财报爆出来
市场又觉得高估了他
德不配位
$GOOGL $INTC $SNDK
#美国9月核心PCE升至3.1%，加息预期仍高
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