Skip to main content

关于cloud与big data板块的近期财报及下周走势


近两周来，云和大数据
板块的表现吸人眼球，一扫前期股价腰斩的颓废，可谓牛势如虹。

该板块中，近期的几个财报，除VMW外，cslt, feye, data, crm, rax都beat了。VEEV, WDAY, SPLK, NMBL将在下周财报。

VEEV: 与cslt类似的veev，上季度财报就不错，但由于当时大势下行，且是新股的缘故，没能涨起来。
SPLK: splk财报一直不错，但与feye一样，烧钱厉害，上次er后新高，拉高出货，一直跌到股价去了大半。觉得目前下跌空间有限了。
WDAY：花街一直比较看好wday，与crm类似，上次财报不错，涨幅很大，相对抗跌。
NMBL：这是新股，财务状况到底如何，不清楚。

这些股票业务有交叉，但都有相对独特的服务领域。我看好 veev, wday, splk的Q1财报。只是er后股价涨跌难确定，我不赌er，待er后再介入比较好。

目前feye, cslt, rax, splk都在底部或正离开底部，上行空间还很大。feye这几天大涨，得益于近来网络安全的炒作，包括Target用户信用卡信息、ebay用户信息泄露和所谓“中国军方人员参与窃取公司商业秘密”（该消息的始作俑者是一个被feye收购的公司）。

总之，大盘好的话，该板块应该还能够大幅上扬。下周看好feye, rax继续走强。同时，也看好veev, wday, splk的财报，如er后大跌，可抄底。
http://gengwg.blogspot.com/
Labels:

Comments

Post a Comment

https://gengwg.blogspot.com/

Popular posts from this blog

CKA Simulator Kubernetes 1.22

  https://killer.sh Pre Setup Once you've gained access to your terminal it might be wise to spend ~1 minute to setup your environment. You could set these: alias k = kubectl                         # will already be pre-configured export do = "--dry-run=client -o yaml"     # k get pod x $do export now = "--force --grace-period 0"   # k delete pod x $now Vim To make vim use 2 spaces for a tab edit ~/.vimrc to contain: set tabstop=2 set expandtab set shiftwidth=2 More setup suggestions are in the tips section .     Question 1 | Contexts Task weight: 1%   You have access to multiple clusters from your main terminal through kubectl contexts. Write all those context names into /opt/course/1/contexts . Next write a command to display the current context into /opt/course/1/context_default_kubectl.sh , the command should use kubectl . Finally write a second command doing the same thing into ...
Post a Comment
Read more

OWASP Top 10 Threats and Mitigations Exam - Single Select

Last updated 4 Aug 11 Course Title: OWASP Top 10 Threats and Mitigation Exam Questions - Single Select 1) Which of the following consequences is most likely to occur due to an injection attack? Spoofing Cross-site request forgery Denial of service   Correct Insecure direct object references 2) Your application is created using a language that does not support a clear distinction between code and data. Which vulnerability is most likely to occur in your application? Injection   Correct Insecure direct object references Failure to restrict URL access Insufficient transport layer protection 3) Which of the following scenarios is most likely to cause an injection attack? Unvalidated input is embedded in an instruction stream.   Correct Unvalidated input can be distinguished from valid instructions. A Web application does not validate a client’s access to a resource. A Web action performs an operation on behalf of the user without checkin...
2 comments
Read more