
Oneofthebestamongtheindustrials
YMYD
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今年情人節前開始在FB上做廣告,CTR很高,從此將GOOGADWords的預算轉到FB。一葉知秋,相信其他用戶也會有同感。[
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AAPL
Apple'sgrossmarginbeatsguidance;iPadweighsonrevenue
Apple(NASDAQ:AAPL)hadanFQ3grossmarginof39.4%,+250bpsY/Y,aboveguidanceof37%-38%,anddrivingtheEPSbeat.FQ4GMguidanceisalsoat37%-38%.
iPhonerevenue(53%oftotalrevenue,andabigger%ofop.profit)+9%Y/Yto$19.8B,aftergrowing17%inFQ2.iPadrevenue-8%(to$5.9B)vs.-13%.Macrevenue+13%(to$5.5B)vs.+1%.
iTunes/software/servicesrevenue+12%to$4.5B...[
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1996年格林斯潘提起Irrationalexuberance的時候,道指6000.隨後四年double."Don'tfighttheFED"在個股判斷上不適用。且行且加倉。
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