#流行趨勢 ── 氣質是金高銀最好的名牌❤️❤️ #艾蜜莉在汐止
　
#金高銀 #柔美的細胞小將

今天, 應該是最炫最酷的一家公司, Robinhood, 上市的一天. 它獲利了嗎? 我想沒有多少投資人會care. 最關心的, 應該是它的營收成長率, 還有股價.

在我們一直追逐科技成長股, 被他們的高營收成長率, 潛在的高報酬昏眩的時候, 會不會忘記他們醜得要命的財務報表?

而在今年, 大家追逐的這些趨勢股表現不佳的時候, 是不是也給了我們一些省思?

其實美股中, 還有很多財務報表漂亮, 但聽起來一點也不有趣(甚至很無聊)的公司, 但他們股價穩定, 長期下來, 也給了投資人很大的回報. 像之前介紹過的POOL, 過去幾年也是平均一年翻一倍的漲幅.

而在IPO中, 也有這類的好公司.

Carrier Global(CARR), 2020年4月上市的IPO, 算是工業類股, 漲了快5倍. 有在獲利. (開利冷氣應該有聽過?就是這家公司)

Academy Sports and Outdoors (ASO), 民生消費股, 也有獲利, 2020年10月上市的IPO, 目前也漲了3倍.

下面這篇文章挺好. 與大家分享. 就像文章作者所提的, 龜兔賽跑, 穩(漲)的烏龜, 不一定會輸.

也祝福大家找到&培養自己的能力圈, 穩穩獲利.

Jim Cramer: The Biggest Thing That Happened Thursday Was the Boring Stuff

No, it wasn't Robinhood or the mega-cap tech companies, it was names we depend on like Carrier Global.
By JIM CRAMER Jul 29, 2021 | 03:38 PM EDT

Stocks quotes in this article: HOOD, FB, PYPL, CARR, RTX, NUE, AGCO, ZM, ALGN, AAPL, EBAY, AMD, XLNX

One of the most glorious things I have seen involving the stock market in ages happened today.

Was it Vlad Tenev ringing the opening bell for his breakthrough, disruptive Robinhood (HOOD) , representing 22 million mostly young new investors? Was it the free-for-all decline in the stock of the "F" in FAANG, Facebook (FB) ? Or the clobbering that Paypal (PYPL) took after what looked to be a good quarter?

Nah. I was bumping into Dave Gitlin, CEO of Carrier Global (CARR) , and his charming daughter, a college student at the University of Wisconsin. They were calmly waiting for me to finish "Squawk on the Street" to say, "Hi," and I couldn't be more thrilled. Because unlike the much ballyhooed Robinhood deal, which seems like a bust, Carrier Global came public back in April 2020 at $12 and today, after tremendous earnings, not sales, but earnings, it made an all-time high at $53, after reporting a terrific number with tremendous HVAC sales, up 31%, and an earnings surprise of 55 cents vs. the 30 cents that Wall Street was expecting.

Carrier, which was spun off when United Technologies merged with Raytheon (RTX) had some tailwinds, like the need to have clean air inside, because of the pandemic and clear air outside because office buildings are responsible for 40% of carbon emissions. But the huge upside surprise and the gigantic buyback belonged to Dave and his team and I that's what I told his daughter. I made sure she knew how proud she should be about how this man made so much money for people. Twelve to 53 in 15 months time is the name of the game.

Look, I am not trying to take away from anything that Robinhood and its co-founder and CEO Vlad Tenev have created. Far from it. They have created billions for themselves and are now letting people participate in their great sales growth. You got a chance to pay a fortune per share and many Robinhoodies did, as tons of stock was allocated to the 22 million people who joined Robinhood, because of a bang up app that every young person seems to know.

I am simply saying that HVAC, yep heating, ventilation and air conditioning is one of the most boring businesses on earth and at times like today, with all of the hoopla of Robinhood it is easy to forget is how lots of money can be made being boring, and I like that. The most exciting thing that happened this year is Carrier helped provide refrigeration for vaccines. That's just fine with me.

Unlike Robinhood, Carrier hasn't brought anyone into the stock market. It's more laser-like focus on air conditioning once spun off from Raytheon means nothing to people. Just Wall Street gibberish. But you have probably walked by a Carrier machine thousands of times and never thought anything of it. Yet, you could have bought it for a song at six times earnings instead of 25 times sales.

The Carriers, with CEOs who pay themselves lavishly but perhaps not excessively, or the Nucor's (NUE) the steel company that's also well managed and sells at six times earnings, represent valuable properties, especially when the U.S. government is about to agree on a trillion dollar infrastructure bill and the country has more than 6% GDP. We don't know why they are re-opening trades or closing trades, delta-variant trades or building and bridge investments. Forgive me, though for comparing the company of Robinhood, with something that may stay special for a while vs. companies that get described as venerable, solid and built to last.

These companies are not rarities. You know people have to eat, right? You know that there would be famine without farming. So why not buy the stock of Agco (AGCO) , No. 2 farm equipment, which went from $40 to $130 in a year and a half without ever being expensive. Combines too boring? Again fine with me. Now that the masks are off -- or at least in some places, although Zoom (ZM) is still crushing it -- I, like many others, including my daughter, didn't like how her teeth looked even as, to me, they were perfect. Dentists tell you to get Align (ALGN) . I wanted them on "Mad Money" but the show was just too darned jammed. The stock's up the most in the S&P 500, with a product that, again, like the Purloined Letter, is right in front of you.

I love tech. Created the term FANG, added the "A" when it was clear that Apple (AAPL) had to take the acronymic stage between another "A" and an "N." I am proud that those who bet against me on Twitter, the legion, are betting against FAANG. I wrote obituaries for a goodly time in my career as a reporter but I never wrote as many as have been penned to talk about the group has already made the ultimate measure on behalf of shareholders.

Oh and it's not like I don't like tech or fin tech. I felt the slings and arrows of Facebook and PayPal today. Facebook's management once again lowered the boom on its future talking about real deceleration in growth. I thought it was too dire. PayPal's Dan Schulman talked about how the separation with its former partner, eBay (EBAY) gets done now and earnings will be hurt. This was one of the least revelatory surprises ever. I think both are practicing UPOD, Underpromising to Overdeliver, and, sure this time might be different, but it's sure been the way they have handled it in the past.

Far better to be in the straight out blow outs like Advance Micro (AMD) which had still one more banner day, this time because the company it is buying, the dowdy Xilinx (XLNX) , a sleepy semiconductor company, had tremendous earnings. The two together could be unassailable and even as AMD is now richly valued it is deservingly so.

I can't wait to hear Vlad Tenev's reflection on Robinhood's debut as a public company and about the novel offering that gave millions of shares to his clients. Vlad's not so much a rags to riches American story. He's a poor Bulgarian to insanely rich American because of his on ingenuity. That's a story with celebrating in itself.

I am simply pointing out that unlike Vlad, whom you would have had invested with when you weren't allowed or able to, Dave Gitlin sure didn't keep you out of the better bet, the stock of HVAC king Carrier.

You did.

昨晚直播完後，看看全球市場表現如何：

黃金強勁反彈！3張圖看後市如何

就在新冠疫苗接種持續擴大並帶動經濟走升的樂觀情緒，使得黃金幾乎被人遺忘之際，金價卻開始反彈。黃金是本月表現最佳的大宗商品之一，幾乎抹去了今年的所有損失，黃金作為通膨對沖的吸引力喚回了投資者，而聯準會維持其貨幣刺激政策，並表示價格壓力應證明是暫時的，也起了作用。

人民幣匯率急升 中銀證券首席：四大因素導致

疫情利空鈍化 新台幣觸及27.61元 強升1.57角

濕評：美元指數則又再度跌破90關卡。這些最新數據，皆符合我昨晚的預測。

最近很多人分享Fed的4853億逆回購金額，代表美元很有可能會逆轉走強。我的回覆是，為何Fed要故意給大家看這數字，然後讓所有的專家談這趨勢？

Fed最喜歡說一句話，他不會讓你知道他的意圖，當你知道時，你就是誤解了。

關於買很多美元，急著想解套的人，不是沒辦法，但就是要聽濕兒直播！最好斗內～～

1:09:39 感謝斗內大德代友詢問。1）美元在一年內會崩盤變廢紙嗎？ 2）1-5年內用什麼幣別持有資產（境外保單、外匯保證金固定收益）比較好呢？ 3）若金融重開機，目前手上都美元現金，該怎麼做資產保護甚至翻倍呢

又補上：如果美元沒有崩盤，什麼時候才會回到30呢？因為對美元崩盤的擔憂，所以他想換回台幣，但這樣就先損失慘重200萬台幣，似乎很划不來，可是如果美元崩盤，那錢不是損失更慘嗎？～～～～所以他想請教你何時換回新台幣的時間點較好～～～

-會重整，但崩盤很難，畢竟根據電子貨幣與一籃子貨幣倡議，美元會貶，但不會崩
-美元對貴金屬與虛擬貨幣會大貶值
-擁有高經常帳、低赤字、高Gdp成長率，美元外儲備貨幣；人民幣、日圓、歐元、瑞郎，澳幣；或是直接新台幣
1:19:00 美元應該還有一波，可趁大崩盤時換回新台幣，或上述貨幣擺著，cash is king
1:25:36 感我還是貴金屬；fancy點，可增虛擬貨幣；
-Dollar milkshake theory
1:26:46 等市場觸底，快買台積電等績優股或ETF

https://youtu.be/HY-etJmSrQs

#黃冠融 #king哥 #網紅教父

繼上一集繼續傳授想成為網紅的各位
黃冠融教父繼續分析直播帶貨以及youtuber的生命線誰比較長
誰能夠賣的多?贏得更多廠商注金?經營更加長遠?
又有什麼新的行業和趨勢是未來你我他可以經營的管道和指針?

來!入教吧!!哈哈~

訂閱【電癮好選喆Top movie picks】https://goo.gl/3S03OY
簡立喆主播臉書 https://goo.gl/cUWJx7
按個讚，最新訊息不漏接！

【《#將Fusion》時代尖端的傳統文化】
超越想像 把不可能化為可能
世代合一，視野領先，跨域革新
貫穿古今，超越前衛，實踐極限

【#禾一文化傳承舞團】
秉持【創新融「禾」，「將」心獨具】精神，種植文化的喬木，開墾視野的沃土。以獨具舞姿氣勢，引人爬上新時代文化的高峰。

2020 後新冠時代來臨，全球進入 #跨域時代。
由「#中國科技大學」打造「動態表演藝術X數位媒體科技」實驗創作計畫，並邀請「#禾一文化傳承舞團」家將街舞創始人: A-King張益彰老師參與錄製

#表演藝術 ‖ 家將陣頭X流行街舞；
#3D動畫 ‖ 容積動態X動作捕捉。
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【數位科技轉譯，擴充藝術創意】

全球僅六座、亞洲第二座 #4DViews 機台，360度捕捉舞者身段，應用在VR/AR/XR等沉浸式內容，#保存台灣珍貴的無形文化資產，製作 #國內首支 「#家將街舞4D影片」

虛實交疊，串聯各類感官，
重新喚起人們對傳統文化與生活的共鳴，
文化匯流裡，一覽藝術氣韻與科技精密技術。
迸出新火花、開創新道路、創立新趨勢，
令人享受新奇且震撼的視覺饗宴！

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【突破技術限制，只願保存文化】

「只要我們擁有同一種文化，不論甚麼技術，
我們都能歌頌同一片土地上的精神！」

此作品被賦予 #時代意義與使命。
帶出前所未有的新價值觀，
讓科技、藝術、人文素養間取得平衡，
達成整合創作的聯繫、溝通與融合。

期能為台灣表演藝術的保存典藏、展示推廣、
傳承弘揚等加值應用，創作探索更多可能性。

展出單位 : 中國科技大學數位多媒體設計系
幕後紀錄：https://reurl.cc/Z7g2Al
禾一文化傳承舞團粉專：
https://www.facebook.com/hoyidancecrew
🔆禾一文化傳承舞團徵選團員報名🔆
https://forms.gle/8KuE6j8SdfCxcUdt9

以往分享了有關「量比價先行」的啟示，透過當天交易日的價格和成交量便可以判斷買賣雙方的角力情況，今集會分享一種量化價格升跌及成交量的技術指標 - 淨值成交量 OBV。它能夠反映不止一個交易日，而是一個時間段成交量與價格的關係，幫助投資者確認趨勢。

#量比價 #成交量 #大手拋售 #氣氛濃厚 #轉勢 #背馳 #新手教學

======================
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