저자: Miju · 한국인
요약 보기
이번주 미국 증시 이슈와 주간 관심 종목을 소개. 인텔·AMAT는 4/6 발표 예정이라 주목, 반도체 공급부족 우려와 백악관 4/12 반도체 회의 언급. 카니발 등 실적 발표 일정 소개. 프로테라(ACTC)는 전기버스·충전 인프라 수혜로 평가. 차지포인트·블링크차징은 인프라 발표 후 급등했으나 '뉴스에 팔아라'보다 정책 기반 실적 지지 시 보유가 유리하다고 주장. SOXL·SMH 동반 상승 가능성 언급, 미국채 10년물 급등 시 기술주 부담 우려.
다듬은 글
Hello everyone, this is Miju, your guide to becoming rich in Korea through US stocks. Today, I will inform you about the major issues regarding the US stock market this week. Every Sunday, I introduce you to the key issues of the US stock market for the week under the title "Issue." I cover related content in "Stock to Watch." In James Takju Watch, "7 The All From Intel and Applied Materials" appeared.
Since I have a significant weighting in these two stocks, S and XL, I have already formally discussed Intel once, and I uploaded information about A-MAT in a video just yesterday. If you are interested in A-MAT, you can go to my playlist and find it there. Now, let's talk about the US layer drilling issues for this week.
Secondly, I will discuss HTC Proterra, which is one of the requested videos from overseas. Next, we will talk about EV charging stations, specifically Charge P and Blink Charging. You can read this if you are interested in investing or just owning. Now, let's talk about "Start Watch." It is labeled as "Chip Above, Right B," and it says "Sports Live Max Week." I mentioned earlier that the stocks to watch next week are Intel, AMAT, and AMAT.
In relation to this, there is an explanation as to why you should pay attention to Intel and AMAT, so let's take a brief look. Intel is announcing its Ice Rate server chips on April 6th, and AMAT is holding its investor presentation on the same date. Currently, in the second quarter, it is expected that chip shortages will occur significantly as large orders related to servers come in.
Previously, factories were hit hard due to automotive semiconductors. As factory shutdowns related to automotive semiconductors occurred, the White House invited officials not only from Samsung but also from global foundry semiconductor companies to address the automotive semiconductor issue and the overall semiconductor problem on April 12th.
This invitation included representatives from motorsports and established automakers. Something regarding April 12th... I will check to see what measures are taken after the discussions are concluded and upload a separate video. It appears that Pied is currently going all-in on semiconductors and electric vehicles.
For reference, if you look at the earnings spotlights for the week after next, Carnival II is included. The Carnival earnings spotlight is scheduled for April 7th, and Zinc Solar is scheduled to announce its Q1 results on April 9th. Next, Much BX LN N will announce on April 6th, and Caag LV Levy will announce on April 8th.
I believe those watching yesterday's video will likely not be affected by these stocks. Since there are likely some who have purchased Carnival and Zinc Solar, I will briefly mention them. In the case of Carnival, it has not yet recovered its pre-COVID high. It is a cruise line operator, and Carnival Tech can be considered the company hit hardest by COVID-19.
While airline companies like Aviation are taking less of a hit because they continue to operate transportation and banking businesses to some extent, the operation of cruise lines... We are currently unable to do so. However, recently, the U.S. has implemented measures regarding overseas travel. Even if you return to the U.S.
after traveling abroad, the system is set up so that you can resume your daily life immediately—not like in Korea, but rather after three to five days—and there are no issues as long as you receive a negative result from a COVID-19 test. We have changed the policy to ensure that it is not at the announcement stage.
We have changed the water a bit regarding the current distribution and how many people have received the vaccine. I think it will likely reach the announcement stage in the second half of the year. I want to see more of *Shin*, and once many people get vaccinated, we will need to watch carefully regarding the 2 CCL Carnival from then on.
This is because although Kaiba will likely face a massive deficit this year, ultimately, due to what is called consumption, there will be a huge increase in travelers. If performance for airlines or cruise ships suddenly turns around, I personally think it will recover to pre-COVID levels or even reach $40, the level just before COVID.
Please note that this is just my personal opinion, so please use it only as a reference. Chuja or every week This is not Namhaedo's opinion, but additionally, I would like to talk about ACT C and Proterra. During the announcement regarding infrastructure, both sides stated that they would replace 50,000 diesel vehicles and at least 20% of school buses nationwide.
Next, they plan to significantly expand electric vehicle subsidies to induce price reductions and secure 500,000 charging stations by 2030. Personally, I believe Proterra is at the center of this. As all Proterra shareholders are aware, Proterra has three sectors related to energy: Proterra Power, Proterra World, Proterra Tracy, and Proterra Proterra Energy, and they are producing the electric bus called the "Jacht Five." The reason I uploaded this video about Proterra is because a membership member requested it, so I am posting this after analyzing the matter further over the weekend.
Next is the ZX 5L Calipers. They are also building Proterra Managing Charging infrastructure. Since they stated they are expanding charging facilities, Proterra is not simply selling electric buses; they are also selling these charging stations. And next is the battery business. Proterra is currently building batteries They are supplying and currently selling.
Let's look at the previous article from March 18th. According to the March 18th article, Proterra is a company that manufactures electric vans, including batteries for lighting motors. If you try using the Lightning Motors website, you will see that they are a developer, selling fans that are mainly used for lighting.
Looking at this article, it states that Proterra supplies batteries to [the company]. It appears that rather than Proterra producing its own batteries, they receive them and are currently selling them using Proterra's battery storage technology. I believe Proterra shareholders are aware of this. I will briefly show you the battery technology on the website.
Proterra uses cylindrical batteries. In this way, they receive supplies from companies like LG Chem, and then store the data in battery modules made by Proterra itself. As you can see below, the advantage of Proterra batteries is that they are designed so that even if a single battery fails, the detachment does not affect the entire battery.
You can see this. Next, as I mentioned earlier, we have reached Proterra. Regarding EV charging stations, ChargePoint and Blink Charging, I intended to buy either one before Biden's infrastructure announcement this year, but I was unable to make the purchase. In fact, in the case of ChargePoint, I bought it and then sold it again.
Let me briefly show you the timing. Currently, due to the tech stock decline, it continued to fall, but as you can see here, it has formed three upper wicks. It kept going up and down, up and down, forming three upper wicks over three days. Regarding the closing price, on these two occasions, the closing price did not fall relative to the opening price; instead, it rose a bit.
On March 29th, the closing price fell compared to the opening price. I bought and sold at that time. This file is from the infrastructure announcement date, which was March 31st. There was a significant rise following the decline the day before, and there was also a large rise on that day. And, of course, everyone knows that Biden has said he plans to increase the number of EV charging stations to 50, so another...
I wrote this because there was a significant rise. At the time, since this was naturally common knowledge, I had bought and sold in advance—much like the stock adage "sell on the news." However, regarding the positive news surrounding this policy, it seems we should actually buy on the news rather than sell on the news.
This is because the positive news from this policy is ultimately backed by the company's earnings, and I personally believe that earnings support ultimately led to the rise. In the case of Charge Point, it is currently the number one charging station company with the highest market share. Next is Blink Charging; I think many of you are familiar with it.
I wrote about Blink Charging because it didn't fall that much despite the decline in tech stocks, so the magnitude of the rise this time isn't that large either. In the case of Charge Point, the 5-day rise from its low point reached about 48%. However, Blink Charging's 5-day rise from its low point was only about 18%.
The reason for this seems to be that, unlike Charge Point, the rate of decline was not that significant. Going forward, regarding policy-related stocks, it seems that the "sell on the news" approach is more about a kick than experience. I apologize, but regarding stocks where one sells on the news...
Rather than relying on experience, it seems the strategy should be to anticipate the news before it breaks and continuously hold onto positions. You should pay close attention to Intel and AMAT next week. The main stocks to watch next week are Intel and AMAT. Since the rise of these two stocks ultimately involves S-XL, and the S-XL leveraged SOX is reaching S-X, I believe we might see a simultaneous rise in S-XL, SMH, S-X, etc.
My only concern is that if the US 10-year Treasury market surges, tech and growth stocks on the Nasdaq might be slightly affected. I plan to continue discussing US stocks this week and next week. If you enjoyed my video, please give it a like and subscribe. I am making every effort to run a channel that fosters communication, and since I need many comments from you to facilitate that, please share your opinions.
I will respond to them and frequently incorporate them into my videos. Thank you. Visuals did this.
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