五月上旬的股市投資策略【小資大亨の股市預言】
小資大亨の股市預言 17 Grow Rich
[{'start': '16.300', 'end': '20.166', 'text': 'This episode mainly introduces the more important news recently,'}, {'start': '20.266', 'end': '22.966', 'text': 'as well as some blue chip stocks. The'}, {'start': '23.100', 'end': '26.166', 'text': 'short-term or swing stocks that I personally like'}, {'start': '26.233', 'end': '29.233', 'text': 'will be posted on my Facebook fan page as soon as possible.'}, {'start': '29.300', 'end': '30.700', 'text': 'Friends who are interested,'}, {'start': '30.700', 'end': '33.233', 'text': 'remember to follow it on Facebook!'}, {'start': '33.700', 'end': '35.866', 'text': 'Affected by concerns about the trade war,'}, {'start': '35.900', 'end': '38.966', 'text': "Amazon's forecast for operating profit this quarter is"}, {'start': '38.966', 'end': '40.666', 'text': 'lower than market expectations.'}, {'start': '40.766', 'end': '42.700', 'text': 'As tariffs and trade policies'}, {'start': '42.700', 'end': '44.933', 'text': 'may suppress consumer spending,'}, {'start': '45.033', 'end': '48.733', 'text': "and most of Amazon's products rely on imports from China, its"}, {'start': '48.900', 'end': '51.133', 'text': 'stock price has fallen by about 13%.'}, {'start': '51.300', 'end': '53.700', 'text': "Although investors are generally optimistic about Amazon's"}, {'start': '53.700', 'end': '55.966', 'text': 'layout potential in the field of artificial intelligence, they are'}, {'start': '56.066', 'end': '59.033', 'text': 'also worried that its huge investment in data centers has'}, {'start': '59.033', 'end': '60.766', 'text': 'not yet turned into profits.'}, {'start': '63.266', 'end': '66.633', 'text': "As the world's largest cloud computing service provider,"}, {'start': '66.766', 'end': '69.566', 'text': "Amazon Web Services' sales in the first quarter"}, {'start': '69.566', 'end': '71.366', 'text': 'increased by 17% year-on-year,'}, {'start': '71.366', 'end': '73.166', 'text': "in line with analysts' expectations,"}, {'start': '73.266', 'end': '75.633', 'text': 'but the growth rate hit a new low in a year.'}, {'start': '75.666', 'end': '77.133', 'text': 'Analysts pointed out that'}, {'start': '77.133', 'end': '80.300', 'text': 'if consumers are more inclined to look for discounted products,'}, {'start': '80.466', 'end': '83.233', 'text': 'Amazon may be able to cushion the impact with its competitive prices'}, {'start': '83.266', 'end': '85.966', 'text': 'and huge supplier network. However, the'}, {'start': '88.500', 'end': '92.100', 'text': 'withdrawal of independent Chinese sellers from Amazon warehouses'}, {'start': '92.133', 'end': '96.066', 'text': 'may cause a chain reaction to its logistics system and high-profit advertising business.'}, {'start': '98.066', 'end': '101.133', 'text': 'After all, consumers are still mainly price-oriented. I'}, {'start': '101.366', 'end': '103.300', 'text': 'saw Taiwanese media saying before'}, {'start': '103.300', 'end': '106.133', 'text': 'that Canadians'}, {'start': '106.166', 'end': '107.766', 'text': 'switched to buying Canadian products to boycott the United States. The'}, {'start': '107.900', 'end': '109.733', 'text': 'ambition may last for a while,'}, {'start': '109.733', 'end': '111.300', 'text': 'but not for a lifetime.'}, {'start': '111.433', 'end': '113.233', 'text': 'Because I am here, I know the'}, {'start': '113.233', 'end': '115.633', 'text': 'situation here very well.'}, {'start': '115.766', 'end': '116.433', 'text': '🐄'}, {'start': '116.433', 'end': '120.433', 'text': 'Few Canadians, Americans, even Taiwanese, and'}, {'start': '120.466', 'end': '122.300', 'text': 'even people all over the world'}, {'start': '122.333', 'end': '125.766', 'text': "can resist the temptation of China's high-quality and low-priced products, okay!"}, {'start': '126.033', 'end': '127.166', 'text': 'Compared to Amazon,'}, {'start': '127.300', 'end': '129.966', 'text': 'more people in North America prefer Temu, which'}, {'start': '130.233', 'end': '132.666', 'text': 'is the overseas version of Pinduoduo.'}, {'start': '133.433', 'end': '135.666', 'text': "Amazon's competitor Microsoft"}, {'start': '135.733', 'end': '138.166', 'text': 'just handed in a brilliant report card on Wednesday.'}, {'start': '138.233', 'end': '140.966', 'text': 'Against the backdrop of tariffs and economic fluctuations, the'}, {'start': '141.066', 'end': '143.700', 'text': 'demand for cloud services remains stable, and both'}, {'start': '143.700', 'end': '147.033', 'text': 'sales and profits have exceeded market expectations. In contrast,'}, {'start': '151.100', 'end': '153.633', 'text': "although the advertising revenue of Amazon's newly released financial report is better than expected, the"}, {'start': '153.766', 'end': '156.700', 'text': 'outlook for the second quarter is conservative. As the'}, {'start': '156.900', 'end': '159.766', 'text': 'growth rate of cloud business slows down,'}, {'start': '159.833', 'end': '163.366', 'text': 'how to balance the long-term benefits of retail and technology investment will'}, {'start': '163.466', 'end': '166.500', 'text': "become the focus of the market's attention on Amazon in the future. The"}, {'start': '167.333', 'end': '171.466', 'text': 'biggest difference between the U.S. stock market and the Taiwan stock market in terms of technology is that the'}, {'start': '171.566', 'end': '175.100', 'text': 'Taiwan stock market focuses on the quarterly line, the semi-annual line, and the annual line, that'}, {'start': '175.233', 'end': '179.100', 'text': 'is, MA60, 120, and 240, while the U.S.'}, {'start': '179.266', 'end': '183.133', 'text': 'stock market focuses on the 100-day and 200-day moving averages in the medium and long term.'}, {'start': '183.333', 'end': '185.100', 'text': 'This is the consensus of the market, and'}, {'start': '185.133', 'end': '186.833', 'text': 'we must also pay attention to it. The'}, {'start': '187.033', 'end': '190.100', 'text': 'current level of the U.S. stock market is actually not too low,'}, {'start': '190.100', 'end': '191.466', 'text': 'nor too high, and the'}, {'start': '191.466', 'end': '192.900', 'text': 'trend is very divergent.'}, {'start': '193.033', 'end': '196.366', 'text': 'For example, the Nasdaq, the Fairbanks, the S&P 500,'}, {'start': '196.466', 'end': '199.900', 'text': 'and the Russell 2000 index representing small and medium-sized stocks have'}, {'start': '200.066', 'end': '203.433', 'text': 'not yet stood on the 100-day and 200-day moving averages, and the'}, {'start': '203.700', 'end': '205.733', 'text': 'overall stock market has not yet turned strong. However, individual'}, {'start': '206.200', 'end': '209.500', 'text': 'stocks, such as'}, {'start': '209.500', 'end': '212.600', 'text': 'PLTR, CRWD, and NFLX, which I mentioned on Facebook, have been'}, {'start': '212.600', 'end': '213.900', 'text': 'rising all the way. The'}, {'start': '214.033', 'end': '216.033', 'text': 'former two are already very close to the'}, {'start': '216.033', 'end': '219.066', 'text': 'highest point before the stock market crash in February this year. NFLX has already set a record high'}, {'start': '219.300', 'end': '222.300', 'text': 'due to a comprehensive increase in subscription prices.'}, {'start': '226.833', 'end': '229.700', 'text': 'Petty Tycoon would like to remind you that'}, {'start': '229.900', 'end': '234.033', 'text': 'PLTR will release its first-quarter financial report after the market close on May 5th, local time in the United States.'}, {'start': '236.133', 'end': '239.466', 'text': 'In particular, it has rebounded from the low point, which is a lot of growth.'}, {'start': '239.800', 'end': '242.466', 'text': 'A data that is lower than market expectations'}, {'start': '242.466', 'end': '245.500', 'text': 'may cause the stock price to be adjusted downward a lot,'}, {'start': '245.633', 'end': '248.933', 'text': 'just like SFM at the beginning of this year, an'}, {'start': '249.066', 'end': '252.366', 'text': 'organic supermarket blue chip stock that I mentioned before.'}, {'start': '252.633', 'end': '256.500', 'text': 'Because the profit in the fourth quarter of 2024 was not as expected, it'}, {'start': '256.666', 'end': '259.100', 'text': 'gave you a -20% the next day, and it was'}, {'start': '259.300', 'end': '261.833', 'text': 'locked in for more than a month before it was released.'}, {'start': '262.100', 'end': '264.900', 'text': 'Therefore, if you don’t want to gamble on this,'}, {'start': '264.933', 'end': '266.233', 'text': 'risk first, it is'}, {'start': '266.300', 'end': '268.233', 'text': 'recommended to reduce PLTR'}, {'start': '268.433', 'end': '269.900', 'text': 'or wait and see. It will'}, {'start': '271.533', 'end': '273.933', 'text': 'not be too late to consider whether to buy after the financial report is released.'}, {'start': '274.266', 'end': '277.100', 'text': 'At present, PLTR is facing concerns such as the'}, {'start': '277.366', 'end': '279.566', 'text': 'possible cuts in the Department of Defense budget,'}, {'start': '279.766', 'end': '282.900', 'text': 'but it has obtained a'}, {'start': '282.900', 'end': '285.566', 'text': 'new contract worth 30 million US dollars from the U.S. Immigration and Customs Enforcement (ICE). The mixed'}, {'start': '286.033', 'end': '289.733', 'text': 'results make it'}, {'start': '296.533', 'end': '297.966', 'text': 'difficult for Wall Street analysts to predict. For long-term investors You can ignore it and continue to hold it, but for short-term speculators, it may not be the case.'}, {'start': '298.766', 'end': '301.166', 'text': 'According to the predictions of Western astrology,'}, {'start': '301.166', 'end': '305.033', 'text': 'organic agriculture is an industry worthy of your attention in recent years.'}, {'start': '305.133', 'end': '306.566', 'text': 'And in the U.S. stock market, the'}, {'start': '306.566', 'end': '309.766', 'text': 'most well-known is SFM.'}, {'start': '309.966', 'end': '312.433', 'text': 'If you are a value investor, you'}, {'start': '312.533', 'end': '314.933', 'text': 'must not ignore this stock.'}, {'start': '315.133', 'end': '318.633', 'text': 'But I will not repeat the stocks I have talked about before.'}, {'start': '318.766', 'end': '321.466', 'text': "In today's episode, I mainly want to introduce the"}, {'start': '321.466', 'end': '323.300', 'text': 'U.S. cybersecurity concept stocks. The'}, {'start': '323.666', 'end': '325.366', 'text': 'first one'}, {'start': '325.833', 'end': '329.666', 'text': 'is CRWD. It is a leader in'}, {'start': '329.866', 'end': '333.100', 'text': 'cloud-native network security. It provides advanced cloud-native endpoint protection,'}, {'start': '333.166', 'end': '336.766', 'text': 'threat intelligence and real-time attack response capabilities.'}, {'start': '337.033', 'end': '340.500', 'text': 'Its platform provides comprehensive security solutions'}, {'start': '340.733', 'end': '342.466', 'text': 'covering cloud security,'}, {'start': '342.466', 'end': '346.500', 'text': 'identity protection, next-generation SIM and other fields. In the'}, {'start': '346.766', 'end': '347.900', 'text': 'past year,'}, {'start': '368.066', 'end': '370.633', 'text': 'the stock has inflows of US$9.5 billion and outflows of US$6.8 billion. The second one is Fortinet, a leader in integrated network security solutions, helping enterprises, governments and service providers to protect their networks, data and applications. In the past year, US$9.5 billion flowed into the stock,'}, {'start': '370.733', 'end': '374.300', 'text': 'while the outflow was only US$3.95 billion, which is'}, {'start': '374.666', 'end': '377.900', 'text': "less than the proportion of CRWD's outflow,"}, {'start': '378.100', 'end': '382.166', 'text': 'indicating that investment institutions have long-term confidence in this company. The'}, {'start': '382.700', 'end': '384.666', 'text': 'last one is Zscaler'}, {'start': '384.833', 'end': '388.300', 'text': 'As a cloud security pioneer that promotes digital transformation,'}, {'start': '388.466', 'end': '390.000', 'text': 'the company focuses on ensuring the digital transformation of enterprise customers'}, {'start': '390.000', 'end': '392.700', 'text': 'through its zero-trust exchange platform.'}, {'start': '395.700', 'end': '398.500', 'text': 'It is also the strongest cybersecurity stock in terms of short-term technicals.'}, {'start': '400.466', 'end': '403.300', 'text': 'Of course, everything has two sides.'}, {'start': '403.466', 'end': '405.233', 'text': 'Short-term strength also means that there'}, {'start': '405.333', 'end': '407.700', 'text': 'may be risks of a pullback after rising too much.'}, {'start': '408.100', 'end': '410.700', 'text': 'Other stocks will be introduced later.'}, {'start': '410.900', 'end': '412.700', 'text': 'The most up-to-date information is'}, {'start': '412.700', 'end': '414.366', 'text': 'mainly based on Facebook~'}]