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标 题: 关于cloud与big data板块的近期财报及下周走势

发信人: deer2005 (老鹿), 信区: Stock
标  题: 关于cloud与big data板块的近期财报及下周走势
发信站: BBS 未名空间站 (Sat May 24 00:59:50 2014, 美东)

此文根据回答网友发言整理而成，不严谨之处望海涵。

参见我的博客：

http://mitbbs.org/pc/pccon_14439_320171.html

http://mitbbs.org/pc/index/deer2005


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/
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