2023-07-31 00:36:28
The structure is getting better, the exclusive data last Thursday, the leading preview of the show, and the super straightforward sharing
The four major U.S. indexes are higher, especially in the technology indexNasdaqandPhiladelphia SemiconductorBoth are up regarding +2%,stageThe night market also rose by 117 points and closed at a new high. It is very amazing that Mr. Zhilin told you through the data last week that the structure of the United States has improved. The data of Taiwan stocks also improved on Tuesday and began to actively enter the market to buy stocks. After the uncertainty is lifted, the concept of AI is strong and strong. In the past, there was no break and no rise together. This not only proves that the structure has improved. Up condition?
Lagged effects not happening? Saturday Live Exclusive provides the answer Goldilocks The economy is good for the stock market
The latest live program on Saturday brought heavy news. Why did the lagging effect of rising interest rates on the economy not appear? No one in Taiwan has said that. After you understand it, you can look at the latest economic data. Durable goods orders have increased. Friday’s PCE price is lower than expected, and the employment cost ECI is also lower than expected. It is true that the United States has a high Therefore, the program also gave three reasons to explain that the current economy is like a Goldilocks girl, and the flow of funds is indeed the case.
Data from Bloomberg shows that capital outflows from the bond market verify Zhilin’s prediction that funds are entering the stock market
According to a Bloomberg report, the number of bond short orders has increased to a new high, which means that the bond yields are rising (the price is bearish), and why market funds are flowing out of the bond market. This confirms what I told investors last week that market investors are beginning to lose their optimism. If you have cash, you are willing to start investing in risky assets (stock markets), and money from bonds has also begun to flow into the stock market. Because the economic conditions are stronger than expected, the Fed does have the capital to raise interest rates once more, so interest rates are expected to rise, and some investors are asking regarding the live broadcast Dao: The teacher’s opinion that the rising yield rate will indeed have a restraining effect on technology stocks, so the teacher also mentioned that some infrastructure non-electronic stocks can be allocated, such as steel for infrastructure construction. Technology stocks must also choose the subject matter carefully.
Download the Chen Zhilin analyst APP to give you a complete pre-market analysis every morning
Last week, the balance of US stock financing also reminded investors that they are not overheated. Optimism will allow conservative cash and bonds to enter the stock market. You have been verified this week, assessing funds and structure, including favorable economic data. There is no central bank interest rate decision in August The conclusion that there are too many fluctuations remains unchanged. Regarding the Bank of Japan’s adjustment of the yield curve (YCC) policy on Friday, listen to the teacher APP’s radio program and you will know that it will not have much impact in the short term. If it is the beginning of tightening whyyenInstead, it fell sharply – 1.3%, because the current conditions in Japan do not have the cost of tightening, so be sure to download the APP of analyst Julian Chen, and broadcast the latest useful financial analysis to you before the market. You can click on the purple chart below the article or Link to download and install the APP of analyst Julian Chan for free.
You can click the purple picture below to register for the Julian Chen Analyst App for free to grasp the latest analysis trends
The market situation is more volatile AI concept stocks have different operation options such as memory or robots
The conclusion of the more volatile market will return to stock selection and operation. In terms of mainstream topics, there is still no problem with AI, but do we have to chase following the rising AI stocks? Not necessarily. Many news recently mentioned Wistron (3231-TW), Gigabyte (2376-TW) company insiders are selling stocks, including the fund is selling Quanta (2382-TW), the research report data shows that there are indeed doubts regarding reflecting the profits of the next year and the next year on the stock price, but in any case, do not short the mainstream stocks of the trend. Only by setting the price and looking for those who have not yet reflected can you make a profit. This episode explains the process from memory research to launch. Last Thursday, the show publicly named three stocks that benefit from AI GPU memory (HBM3), respectively. Winbond (2344-TW), South Subfamily (2408-TW), Aip*(6531-TW), following watching this episode, you will understand the importance of preparation in advance.
In the next two weeks, true and false AI will appear to find AI robots or CoWos operations that will benefit
Including Mr. Zhilin’s emphasis on robots for AI terminal applications, and Guangming (6188-TW) Our publicly operated wide product (8050-TW), ASUS (2357-TW) Group’s AAEON (6579-TW), Hon Hai (2317-TW) Hua Han (6414-TW), AI is a trend group that will rotate, and it is not necessary to chase stocks with high and high deviation rates, especially in August next week. The teacher wants to remind investors that fake AI will appear, Zhiyuan (3035-TW) is one of the cases. Many stocks are currently unable to benefit from the contribution of AI to pay in revenue. The revenue and financial reports will appear one by one from 8/10 to 8/14, and you who really benefit from AI to pay in figures Also see Tektronix (2383-TW), Yingbang (3963-TW), the stock price hit the daily limit with brilliant results, but if it really rises a lot, do you need to join in the fun? Why not look for AI trend rotation and TSMC (2330-TW)’s CoWos really spend money to expand the factory is real, Mr. Zhilin will prepare the relevant investment list, Apple (AAPL-US), Amazon (AMZN-US),Qualcomm (QCOM-US) Supermicro (AMD-US) will also announce the results of the previous quarter this week, and related concept stocks will also have opportunities. If you want to operate, you can keep up with the ranks of the teacher, and remember to download the app. The radio program every morning will give you market reminders and complete analysis For the content, please be sure to watch the live broadcast of the teacher on Saturday.
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