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.

〈美股盤後〉道瓊暴跌逾700點 Nvidia神救援費半

由於 Delta 變種病毒案例飆升，經濟復甦見頂擔憂，華爾街迎來血色星期一，亞股、歐股接連淪陷後，美股週一 (19 日) 慘遭屠殺，恐慌指數 VIX 飆升逾 20%，資金湧向公債、美元避險，十年期美債跌破 1.2% 心理關口。

道瓊週一開盤大跌 500 點，爾後一路擴大跌幅，能源、金融股領跌之下，道瓊午盤一度下殺逾 900 點，終場道瓊收黑逾 700 點，創去年 10 月以來最差單日表現。

標普所有板塊血染，收跌逾 1.5%，創 5 月 12 日以來最大單日跌幅，那指收黑逾 1%，Nvidia 神救援之下，費半尾盤收復失土，終場收紅 0.07%。

政經消息方面，美國總統拜登週一於白宮表示，他認為近期通膨是暫時的，但聯準會 (Fed) 應採取必要措施來支持強勁持久的經濟復甦。

根據美國國家經濟研究局 (NBER) 調查顯示，新冠疫情引發的經濟衰退始於 2020 年 2 月，並在同年 4 月終結，是美國史上最嚴重、也是最短的經濟衰退期。

地緣政治衝突未歇，五眼聯盟 (美國、加拿大、英國、澳洲、紐西蘭) 、歐盟和北約國家週一發表聯合聲明，譴責中國政府透過駭客對微軟 Exchange 郵件伺服器漏洞發動網路攻擊，進行網路勒索、挖礦綁架，造成超過 6 萬組織遭殃。

美國財政部長葉倫近日接受外媒採訪，她對去年川普政府與中國的第一階段貿易協議表示質疑，這是拜登政府首度明確表態。葉倫認為，這對中國徵收關稅的方式沒有經過深思熟慮，關稅某些情況下傷害了美國消費者，許多方面並未真正解決美中間的根本問題。

新冠肺炎 (COVID-19) 疫情持續蔓延全球，截稿前，據美國約翰霍普金斯大學 (Johns Hopkins University) 即時統計，全球確診數已飆破 1.90 億例，死亡數突破 409 萬例，美國累計確診超過 3411 萬例，累計死亡數超過 60.9 萬。印度累計確診超過 3114 萬例，巴西累計確診 1937 萬例。

美國自春天疫情趨緩以來，確診數本月再次激增，洛杉磯恢復強制戴口罩，英國自 19 日起解除防疫禁令後，當地疫情也在數日惡化，東京奧運選手村傳出的染疫情況也格外令人關注。

週一 (19 日) 美股四大指數表現：

美股道瓊指數下跌 725.81 點，或 2.09 %，收 33,962.04 點。
標普 500 指數下跌 68.67 點，或 1.59%，收 4,258.49 點。
那斯達克指數下跌 152.3 點，或 1.06%，收 14,275.0 點。
費城半導體指數上漲 2.1 點，或 0.07%，收 3,147.5 點。
標普 11 大板塊全部血染。

焦點個股

科技五大天王不支倒地。蘋果 (AAPL-US) 下跌 2.69%；臉書 (FB-US) 下跌 1.23%；Alphabet (GOOGL-US) 下跌 1.88%；亞馬遜 (AMZN-US) 跌 0.67%；微軟 (MSFT-US) 下跌 1.33%。

道瓊成分股集體挫跌。波音 (BA-US) 大跌 4.94%；美國運通 (AXP-US) 大跌 4.24%；Honeywell (HON-US) 大跌 4.20%；迪士尼 (DIS-US) 下跌 3.55%；雪佛龍 (CVX-US) 下跌 2.70%。

費半成分股以 NVIDIA 領漲。NVIDIA (NVDA-US) 上漲 3.41%；AMD (AMD-US) 漲 0.80%；應用材料 (AMAT-US) 漲 0.34%；英特爾 (INTC-US) 下跌 0.60%；美光 (MU-US) 跌 0.57%；高通 (QCOM-US) 下跌 0.66%。

台股 ADR 欲振乏力。台積電 ADR (TSM-US) 跌 0.34%；日月光 ADR (ASX-US) 上漲 1.32%；聯電 ADR (UMC-US) 下跌 1.70%；中華電信 ADR (CHT-US) 跌 0.39%。

企業新聞

Nvidia (NVDA-US) 3.41% 至每股 751.19 美元。晨星、瑞穗證券等多家投行釋出 Nvidia 的看多報告，此外，Nvidia 距離完成收購 ARM 交易的目標越來越近，還傳出明年將推新款 GerForce RTX 30 系列「Super」系列顯示卡。

IBM (IBM-US) 收黑 0.71% 至每股 137.92 美元，盤後勁揚逾 3%。該公司盤後公布最新財報，營收、獲利皆優於預期，調整後每股純益為 2.33 美元，營收為 187.5 億美元，為 3 年來最強勁的收入增長。

視訊會議大廠 Zoom (ZM-US) 將以 147 億美元收購美國雲端客服供應商 Five9 (FIVN-US)，前者下跌 2.15%，後者大漲 5.92%。

嬌生 (JNJ-US) 下跌 0.73% 至每股 166.88 美元。嬌生傳計畫將旗下爽身粉訴訟相關債務，轉移至另一家新公司並尋求破產保護，以減少訴訟賠償金額。

美國零佣金股票交易平台、有散戶大本營之稱的 Robinhood 計劃在那斯達克上市，股票代碼 HOOD，週一該公司更新招股書，預計 IPO 價格落在每股 38 美元至 42 美元間，目標市值 350 億美元。

經濟數據

美國 7 月 NAHB 房產市場指數報 80，預期 82.0，前值 81.0
華爾街分析

Janney Montgomery Scott 投資策略師 Mark Luschini 點評，目前投資者關注的宏觀不確定性過多，包括變種病毒擴散 / 疫情升溫、通膨問題、縮減購債政策、地緣政治緊張等。

Commonwealth Financial Network 投資管理主管 Peter Essele 表示，新一波疫情可能會引發封鎖，預示著為脆弱經濟復甦敲響喪鐘。

Pershing Square Capital 創始人 Bill Ackman 卻樂觀認為，Delta 變種不會對經濟重啟構成重大威脅，因為它可以激勵人們接種疫苗，加快群體免疫的步伐，Bill Ackman 預測秋季將迎來極為強勁的經濟。

Leuthold Group 投資策略師 Jim Paulsen 表示：「新冠疫情加劇了人們的擔憂，因為 (洛杉磯等) 新的口罩禁令很多人擔心，經濟封鎖可能也會再次發生。這種擔憂導致一些分析師再度下調實質 GDP 預估，從而壓低公債殖利率，對週期股、小型股等經濟敏感股的衝擊最大。」

https://news.cnyes.com/news/id/4682779?exp=a

【全球股市觀察站】2021-07-08(美國時間)

阿斯匹靈實戰文章
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#Nvidia #挖礦顯卡 #收益預估 #CMP
【大好！Nvidia 預估 Q1「CMP挖礦產品」收益達 1.5億美元；今發表首款ARM架構處理器】

⚡️ 12 日 Nvidia 所發布的 2022 財年第一季度財務預測中也提到，為滿足以太坊挖礦而推出的專用晶片 CMP 系列，預估將會為公司帶來超過 1.5 億美元的收益。

Nvidia 剛在年度開發者大會發布了首款採用 ARM 架構的 CPU 處理器。週一美股收盤，Nvidia 股票（NVDA）則連帶大漲 5.62 %，Intel （INTC）則走跌達 4.18%。

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#同場加映
①Nvidia專用礦卡露出！技嘉CMP 30HX外觀曝光，算力與受限後的RTX 3060相當
https://pse.is/3dql9j

②顯卡缺貨歸咎於以太坊挖礦？一卡難求！什麼時候能買到「原價」顯卡
https://pse.is/3cq7wr


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