Tech stocks down today mainly due to 2 things

來源: 三心三意 於 2024-11-27 08:56:58 [] [舊帖] [給我悄悄話] 閱讀數 : (572 bytes)

1: Bad earning from a number of companies last night: Dell, HP, Workday, AutoDesk, Crowdstrike. These companies are not leading companies by any means, but people need an excuse and they find it in these reports

2: Semi sectos continue its bear market movement (we have predicted this in early Sept) due to tariff concern, bad PC/smartphone demand, and slower industrial recovery. Peronsally, I think Semi is moving closer to the bottom. Maybe some last wave shake-off to take another 10% off, but it is no longer as expensive as it looks in early Sept.

所有跟帖： 

• 今天大盤也不好，出乎意料，以為感恩節應該高高興興過節的 -加州陽光123- ♀ 給 加州陽光123 發送悄悄話 加州陽光123 的博客首頁 (63 bytes) () 11/27/2024 postreply 09:05:48

• 不必總盯著科技股 -越王劍- ♂ 給 越王劍 發送悄悄話 越王劍 的博客首頁 (78 bytes) () 11/27/2024 postreply 09:07:54

• 責任全在福虎 -澤西居士- ♂ 給 澤西居士 發送悄悄話 (0 bytes) () 11/27/2024 postreply 09:14:08

• 我目前投資的總方針是：還有上漲空間，但要注意變盤的信號。因為市場現在處於2022年底部上升以來的第5浪 -三心三意- ♂ 給 三心三意 發送悄悄話 (0 bytes) () 11/27/2024 postreply 09:21:00

• 最理想的走勢是QQQ在540完成第5浪。我同時也會注意有沒有它提前結束的信號一一現為還沒看到 -三心三意- ♂ 給 三心三意 發送悄悄話 (0 bytes) () 11/27/2024 postreply 09:23:00

• QQQ今年不行是因為CapX 太高 -越王劍- ♂ 給 越王劍 發送悄悄話 越王劍 的博客首頁 (38 bytes) () 11/27/2024 postreply 09:47:57

• 有這個問題 -三心三意- ♂ 給 三心三意 發送悄悄話 (0 bytes) () 11/27/2024 postreply 10:15:42

• Added more NVDA -BrightLine- ♂ 給 BrightLine 發送悄悄話 (0 bytes) () 11/27/2024 postreply 11:39:58

• yeah, bought more today at 132.7 as well -三心三意- ♂ 給 三心三意 發送悄悄話 (0 bytes) () 11/27/2024 postreply 17:59:00

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