客觀的講多方沒有理由鄙視熊熊，其實在這裏多空雙方都非常焦慮，這從旅行中一日N變便可知一二

來源: 哪吒2025 於 2025-05-29 20:30:38 [] [舊帖] [給我悄悄話] 閱讀數 : (647 bytes)
本帖於 2025-05-29 20:50:13 時間, 由普通用戶 哪吒2025 編輯

利多：negative sentiment, not that many topping signs (there are indeed some worrying signs), defensive stocks still lag behind, very likely 2 25BPS rate cuts + stop of QT

利空：spx is not cheap at current level, AI could be a bubble, highly speculative stocks are flying again.

對多方來講現在應該慢慢從TECH轉到defensives, 最後這些defensives一定會有一衝的。 

對空方來講現在就是緊咬住TECH不放，當然要做好繼續被擠壓的準備。

Both sides need patience, both sides have chance to win, short term end result could be both sides make money.

所有跟帖： 

• Wmt, cost算什麽？你要說他們都lag嗎？ -害怕- ♂ 給 害怕 發送悄悄話 (0 bytes) () 05/29/2025 postreply 20:57:47

• 今天高開都不去擠空，反而出貨，可見沒套住空方 -QQQ_AI- ♂ 給 QQQ_AI 發送悄悄話 (0 bytes) () 05/29/2025 postreply 22:21:13

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