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目前顯示的是有「Barron's 我的霸榮週記」標籤的文章

失業當自強 ~ Qualcomm Could Win Big As the iPhone 3G Calls

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Qualcomm Could Win Big As the iPhone 3G Calls By ERIC J. SAVITZ iPhone 3G 一開通 高通贏面跟著來 By ERIC J. SAVITZ Qualcomm is set to cash in on the growth in smartphones. Gadget of the Week: Apple iPhone 3G 高通計畫透過智慧型手機的成長大賺一番 本週小玩意兒:蘋果iPhone 3G BY THE TIME YOU READ THIS, the first wave of Apple (ticker: AAPL) enthusiasts will have their hands on the nifty new iPhone 3G. It has several key improvements over the original model, in particular its ability to use speedy 3G networks for accessing the Web. The phone's debut has implications for a host of other companies: It sets the stage for a dramatic increase in Apple's share of the handset market, thus raising the bar for players who wish to enter or stay competitive, and it provides a new software platform for application developers. It also turns 3G into a mainstream technology. And that is good news, indeed, for Qualcomm (QCOM). 當你看到這時,蘋果(AAPL)玩家們就已經在把玩時尚精品iPhone 3G了。與一代相比,二代對重要功能做了許多改善,尤其是透過高速3G網路瀏覽網路的功能。對其他公司來說iPhone的出現有許多象徵意義:為增加蘋果手機市...

失業當自強 ~ Why the Rout in Financials Isn't Over

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Why the Rout in Financials Isn't Over By ROBIN GOLDWYN BLUMENTHAL June 30, 2008 金融世界為何仍紛擾不休? By Robin Goldwyn Bluementhal 2008年六月三十日 Don't bank on a quick turnaround for the financial-services sector. 別指望金融服務業迴光返照 HOW LOW CAN THEY GO? Ever since the credit crisis began last summer, financial-services stocks have been spiraling down. Just last week, Citigroup plunged to a 10-year low as Goldman Sachs downgraded the stock to Sell. 他們還能撐多久?從去年夏天信貸風暴開始,金融服務類股持續下探。就在上周花旗集團跌到10年低點,使得高盛降低評比為「賣出」。 Two Tops Too Many : The industry's stocks have formed a "double top" in the past 10 years -- often an ominous sign. Plus, the highs of last year were higher than those before the woes of 1998. Warns Louise Yamada: "The bigger the top, the bigger the drop." 雙峰真是夠了 :金融股在過去十年形成雙峰,而這通常代表的是警訊。另外,去年的一些高點都比悲情1998年之前的都還要高。Louise Yamada提出警告「爬越高,跌越深」! Bottom fishers might want to reel in their lines: Louise Yamada, a top market technician, warns that the sector's rout is ...

失業當自強第二彈 ~ 霸榮也不能少: The Ball is in the Bear's Court

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多方涉獵...媒體都是騙人的...多看總是好... 不過Barron's 很小氣,都不給人家看免費的過期版本...所以只好看online exclusive... 雖然感覺弱了一點,但沒魚蝦也好...以下: The Ball is in the Bears' Court By MICHAEL KAHN 球還在大熊手中呢! Michael Kahn Technical signs point to the end of the March -- May rally and the beginning of less agreeable conditions. 科技股指數顯示三月到五月的拉力賽已經結束,也開啟了更多未知數 The Market's Mood 市場的態度 THE STOCK MARKET HAS now been falling for two weeks and the Dow Jones Industrial Average has moved below its rising trendline (see Chart 1). Given a plethora of technical evidence now in place, the bears have been taking the market back piece by piece and there is good reason to expect them to take advantage of their new standing. 股市已經連續下跌兩週,而道瓊工業指數表現也在水平之下(見表一)。科技類股大失血是顯而易見的,熊市的到來正點滴侵蝕著市場,相信空頭市場會帶來一番新氣象。 Chart 1 表一 Technical resistance is now in place since twice last month, the Dow was stopped at roughly 13,135 and when it fell below 12,715 it completed a "double top." This pattern is shaped like the letter "M" and only w...