PANW受强劲基本面与技术面突破推动,短期动能积极,但长期前景尚未得到确认。
逐段跳播
就像我之前提到的,比如 Palo Alto Networks。他们几周前公布了财报,业绩大幅超出预期,营收也超出了预期。该股今天处于52周高点。
like Palo Alto Networks as I mentioned before. You know they they had earnings um a few weeks back uh beat those handily and and also beat the revenue estimate. Uh you know stock is as on the on the 52- week high today
你仍然会看到,无论你是看期权活动,还是看看涨期权与看跌期权之比达到2比1,但与此同时,你仍然看到该股的隐含波动率处于相对较高的水平。所以这是一个有趣的动态:股价正在突破,而隐含波动率仍然相对较高。
今天期权市场上肯定有人在建立方向性押注,然后你还有这样的基本面背景——他们在上一次财报中表现非常好,营收也超出预期。与此同时,你还有周末传出的消息带来的基本面背景。所以,对这家公司来说全是好消息。
这是否是长期的事情,我们还要看看。但短期来看,情况相当不错。
you're still seeing um whether or not you're looking at the option activity you're looking at you know two to one calls to puts you're and but at the same time you're still seeing implied volatility uh in in that name at relatively high levels.
So, it's an interesting dynamic where the stock's breaking out, implied volatility is still relatively high. Um, it's definitely some directional bets are being placed today in the options market and then you have this kind of fundamental backdrop uh where where they they did very well on the last earnings and and revenue surprise.
And at the same time, you're also getting that fundamental backdrop uh from the news that came out over the weekend. So, uh you know, good good news all around for the company.
Uh whether or not it's a longer term thing, we'll see. But on the short term, it looks pretty good.
这个频道对 $PANW 的历次判断
Schwab Network 在这只股票上共 7 条判断,这里只列相邻的几条。