[週報05.11~05.17]
大家比較關心, 也值得提一下的, 應該是這幾個新聞吧:
1. 幾個大頭出來講話了
1) 華爾街抄底王:美股目前被嚴重高估 僅次於1999年
https://news.cnyes.com/news/id/4477431
2) 索羅斯戰友、傳奇經理人Druckenmiller:美股風報比 創職業生涯最糟
https://news.cnyes.com/news/id/4477013
2. 鮑大人也說話了
1) 聯儲局主席:新冠對經濟打擊“史無前例”
https://www.voacantonese.com/a/powell-says-economy-may-face-extended-period-of-weak-growth-20200514/5420335.html
2)然後周末又再說了一次😒
Powell says a full economic recovery may not happen without a vaccine
https://www.cnbc.com/2020/05/17/powell-says-a-full-economic-recovery-may-not-happen-without-a-vaccine.html
3. 華為, 台積電, 跟中美關係間的新聞
(有興趣的自己去爬一下........下面是今天的新聞)
華為風險 台積營收恐減2成
https://udn.com/news/story/12820/4570909?from=udn-catelistnews_ch2
4. 第一季市場鎔斷, 知名投資人是怎麼應付的?
https://ieobserve.com/2020/05/2020-q1-13f/
5. 產業趨勢&投資風向
請把這三篇放在一起看:
https://www.benzinga.com/analyst-ratings/analyst-color/20/05/16023926/key-takeaways-from-bofas-deep-dive-into-grocery-stocks
https://www.cnbc.com/2020/05/13/mccormick-ceo-demand-still-strong-in-china-home-cooking-still-popular.html
https://www.cnbc.com/2020/05/13/shoppers-shift-from-stockpiling-to-penny-pinching-at-the-grocery-store.html
6. 本來想聊聊如何做超速學習&分享好書的. 不過上面1-3的新聞夠重磅, 夠大家消化的了, 我就mid-week再分享好了.
Have a nice and safe week.
Picture: 後院的水仙花
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