云计算相关标的大涨，熟悉云计算的来聊聊

2016-07-29

$谷歌(GOOG)$ $亚马逊(AMZN)$ 财报里云计算增长强劲。之前的$International Business Machines Corp.(IBM)$ $微软(MSFT)$ 里的云计算也亮眼。

由先前医药类的领军超预期的关联都成功了，所以我觉得后面还没发的跟云计算有关的财报不会差。。。暂时想到的标是$阿里巴巴(BABA)$ $Salesforece(CRM)$ ，谁熟悉云计算的补充下#谷歌亚马逊百度#

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

Tony特别帅
2016-07-29
Tony特别帅
$(WDAY)$$(N)$$(NOW)$
- 泥奏凯回复人性的弱点:
  $(WDAY)$没有发财报
- 人性的弱点回复Tony特别帅:
  看图形一个base，如果超预期确实会大涨。不过离财报还早，再观察一阵子，这次肯定只买正股了
- Tony特别帅回复人性的弱点:
  别哭，这仨发完了其实是好事（@泥奏凯财报拜托），之前觉得crm会涨，敢全仓赌吗？不敢。但现在这仨都涨了。。那crm可以玩一把梭了。。。
- Tony特别帅回复人性的弱点:
  不过小市值的好云概念股还是有待深挖。。。
- Tony特别帅回复人性的弱点:
  还有CRM嘛，讲真虽然这三个分别是人力资源管理，企业资源管理和协作类的头牌，但还是CRM比较靠谱，看了一圈之后的感慨。而且CRM资金也雄厚，前不久还跟微软抢LNKD来着
瓯人
2016-08-12
瓯人
crm 看看公告满满的高官卖股啊
可以做空么
- 瓯人:
  crm几时出财报啊
- 瓯人:
  高管财报发布后不能卖了么？？
- 人性的弱点回复瓯人:
  没关注，只打算财报前小赌下，财报beat概率高，有负面消息跌点更好。。。
- 瓯人:
  高管
人性的弱点
2016-07-29
人性的弱点
发现了个还没发财报的好标，$Veeva Systems Inc. Class A(VEEV)$ ，又是life science相关，又是cloud-base云服务，暂定8月25号财报
- Tony特别帅:
  点赞！
vision
2016-07-29
vision
我也发现了，只要跟云扯上关系都暴涨，例如$Twilio Inc(TWLO)$

发表看法

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