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🇺🇸акции США в моменте
☢️крипто
❗️☢️🇺🇸#крипто #сша #контроль #налоги
Налоговая США ищет предложения по способам взлома аппаратных кошельков для хранения крипты. Налоговая хочет вскрывать те кошельки, которые будут интересны с точки зрения расследований.
🌎мировые рынки в моменте
🌎FX
☢️крипто
🇨🇳#NIO #отчетность
NIO -
Q1 Non-GAAP EPS of -$0.04 beats by $0.95; GAAP EPS of -$0.48 misses by $0.33.

Revenue of $1.22B (+481.8% Y/Y) beats by $160M.

Deliveries of vehicles were 20,060 in the first quarter of 2021,
including 4,516 ES8s, 8,088 ES6s and 7,456 EC6s, representing an increase of 422.7% from the first quarter of 2020 and an increase of 15.6% from the fourth quarter of 2020.

#прогноз For 2Q21 Company expects: Total revenues to be between RMB 8,146.1M (US$1.24B) and RMB8,504.5M (US$1.29B); and Deliveries of the vehicles to be between 21,000 and 22,000, representing an increase of 103% to 113% Y/Y

#электро #авто
🇺🇸#X #отчетность
US Steel -
Q1 Non-GAAP EPS of $1.08 misses by $0.05; GAAP EPS of $0.35 misses by $0.50.

Revenue of $3.66B (+33.1% Y/Y) misses by $20M.

Adjusted EBITDA of $551 million

Liquidity of $2.909 billion, including cash of $753 million

#дивиденд ежеквартальный дивиденд = $0.01
🇺🇸#SWKS #отчетность
Skyworks Solutions -
Q2 Non-GAAP EPS of $2.37 beats by $0.02; GAAP EPS of $1.95 misses by $0.08.

Revenue of $1.17B (+52.7% Y/Y) beats by $20M.
🇺🇸#GILD #отчетность
Gilead Sciences
- Q1 Non-GAAP EPS of $2.08 misses by $0.04; GAAP EPS of $1.37 misses by $0.38.

Revenue of $6.42B (+15.7% Y/Y) misses by $340M.

R&D expenses of $1.05B vs. $1.0B in last year's quarter.

#дивиденд ежеквартальный дивиденд = $0.71
🇺🇸#MVIS #отчетность
Microvision -
Q1 GAAP EPS of -$0.04 misses by $0.01.

Revenue of $0.5M (-66.0% Y/Y) misses by $0.1M.

Cash and cash equivalents of $75.3M

❗️любимчик Reddit
☢️🇺🇸#MSTR #отчетность #крипто
MicroStrategy -
Q1 Non-GAAP EPS of $1.54 beats by $1.06; GAAP EPS of -$11.40 may not be comparable to consensus of -$1.01.

Revenue of $122.9M (+10.3% Y/Y) beats by $10.97M.

Cash and cash equivalents of $82.5M

#BTC объем средств в BTC по состоянию на 28 апр = $5.08 млрд
🇺🇸#FSLR #отчетность
First Solar -
Q1 GAAP EPS of $1.96 beats by $0.78.

Revenue of $803M (+50.9% Y/Y) beats by $94.27M.

#прогноз Maintain 2021 EPS guidance of $4.05 to $4.75 vs. $4.07 consensus
🇺🇸#TWTR #отчетность
Twitter -
Q1 Non-GAAP EPS of $0.16 beats by $0.02; GAAP EPS of $0.08 beats by $0.10.

Revenue of $1.04B (+28.8% Y/Y) beats by $10M.

Monetizable daily active users (mDAU) of 199M vs. consensus of 200M.

#прогноз
For Q2'21:
Total revenue is expected to be between $980 million and $1.08 billion vs. $1.05B consensus.
GAAP operating loss is expected to be between $170 million and $120 million.

For FY21:
Stock-based compensation expense is expected to be approximately $600 million.
Capital expenditures are expected to be between $900 million and $950 million.
🇺🇸#AMZN #отчетность
Amazon-
Q1 GAAP EPS of $15.79 beats by $6.18.

Revenue of $108.52B (+43.7% Y/Y) beats by $3.89B.

#прогноз
Second Quarter 2021 Guidance

Net sales are expected to be between $110.0 billion and $116.0 billion, or to grow between 24% and 30% compared with second quarter 2020. This guidance anticipates a favorable impact of approximately 200 basis points from foreign exchange rates. Q2 Revenue consensus of $108.48B.

Operating income is expected to be between $4.5 billion and $8.0 billion, compared with $5.8 billion in second quarter 2020. This guidance assumes approximately $1.5 billion of costs related to COVID-19. Q2 Revenue consensus of $108.48B
🇺🇸#BlueOrigin #космос #сша #безос
Blue Origin Безоса скоро начнет продавать билеты на аттракционы на своей ракете космического туризма New Shepard.

5 мая компания предоставит больше деталей
⚠️🇺🇸#NEM #пандемия
Newmont предупредил о новых срывах для своих операций в Южной Америке из-за пандемии.
🇺🇸#GM #электро #авто
GM инвестирует $1 млрд в производство электрокаров в Мексике
⚠️🇺🇸#BA #авиа
FAA начало расследование того, как незначительное изменение в производстве Boeing привело к новой проблеме безопасности для самолетов - WSJ
❗️🇨🇳#техи #регулирование #китай #макро
ЦБ Китая и регуляторы вчера вызвали крупнейших техгигантов страны на ковер, предупредили, что регулирование будет усиливаться и призвали играть по правилам. Иначе - джага джага..
.. - WSJ

#BABA #JD
🇨🇳Китай (апр)
Composite PMI = 53.8 (пред 55.3)
Manufacturing PMI = 51.1 (пред 51.9)
Non-Manufacturing PMI = 54.9 (пред 56.3)
Caixin Manufacturing PMI = 51.9 (пред 50.6)