发信人: spasm (Honey Honey), 信区: Stock
标 题: 股票分析之JNPR
发信站: BBS 未名空间站 (Sat Dec 7 11:19:15 2013, 美东)
FA分析
JNPR最近涨势还不错,可能是因为:
“The licenses follow the granting of 3G licenses in 2009, he notes. After
multiple delays in the 4G roll-out, the licenses should help lift carrier
spending on infrastructure in China, he believes, though there will be a
second
shoe to drop at the end of 2014, the granting of licenses based on another
technology standard for 4G, “FDD-LTE.”
Among beneficiaries, White sees Amphenol (APH) and Juniper Networks (JNPR)
benefitting, along with China-based infrastructure providers Huawei and ZTE
(0763HK):”
链接在这:
http://blogs.barrons.com/techtraderdaily/2013/12/04/apple-junip
benefit-from-china-lte-licenses-says-cantor/?mod=yahoobarrons&ru=yahoo
但是这个公司和CSCO所属同一个行业
个人觉得这个行业在走下坡路
TA分析
见贴图:
现在stock处于小周期里的上升周期,估计下周初还能上涨一下,然后大周期里的下压
势头和小周期里的下压势头会导致股票有一个较大的correction,可以参考七,八月的
走法
Disclaim:
我目前没有任何这个股票的position,准备在22.5-23.0之间开始short这个股票
欢迎大家讨论
--
※ 修改:·spasm 於 Dec 7 11:21:49 2013 修改本文·[FROM: 184.]
※ 来源:·WWW 未名空间站 海外: mitbbs.com 中国: mitbbs.cn·[FROM: 184.]
此主题相关图片如下:

No comments:
Post a Comment