3 companies of Mag 7 reporting earnings this week. Fireworks or demolition?
Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.
$Microsoft(MSFT)$ $Amazon.com(AMZN)$ $Alphabet(GOOGL)$ are reporting earnings respectively this coming week. Will they struggle to justify their AI spending like $Meta Platforms, Inc.(META)$ which pullback significantly post earnings? Or will they soar to greater heights and break new highs? Additionally, the fed rate announcement is happening this week as well. So it will be wise to not over-leverage yourselves with additional positions, unless your trading system thrives on volatility. Sit on the sidelines and wait for the storm to pass, dust to settle before going gungho again.[Anger]
@PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]
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我怎么看？
1. 微软、谷歌、亚马逊 市场最关心的不是AI投入有多大，而是这些投入能否真正赚到钱。若收入增长，但投资成本和现金流压力更大，股价仍可能下跌。
2. 美联储利率 如果释放偏鹰派信号（利率可能维持高位），高估值科技股可能承压；如果态度温和，市场可能获得支持。但股价不会只受利率影响。
3. 我会怎样防守？
不在财报前重仓押方向。
不借钱、不加杠杆炒股。
保留现金，分批投资。
如果是长期投资，不必因为短期波动就急着卖出好公司。
我的结论
我赞同文章的谨慎态度：先看财报，再决定是否买入，不必急着抢反弹。
本周重点观察：谷歌云业务、微软云业务，以及亚马逊AWS的增长和现金流。美联储也将在10月28日公布利率决定。
记住：少赚一次反弹没关系，避免一次重大亏损更重要。