This could be very good for Tech

來源: 越王劍 於 2024-07-15 10:43:43 [] [博客] [舊帖] [給我悄悄話] 閱讀數 : (51964 bytes)

If those guys are forced to re-allocate their positions back to tech, what would happen? LOL...

Use XLK as example. See how XLK under weight AAPL. If XLK wants to re-balance, how many AAPL shares they need to buy? (Of course, how many MSFT/NVDA shares they need to sell).

The key thing here is that Tech companies have to deliver good earnings this Q. Finger crossed.

Disclaim: This is not an investment recommendation. YMYD only...

 

所有跟帖： 

• 不是才rebalanced? -名校FAN- ♀ 給 名校FAN 發送悄悄話 名校FAN 的博客首頁 (0 bytes) () 07/15/2024 postreply 10:57:31

• ORCL. 確實不錯，今年的漲勢喜人。。 -圓西瓜- ♀ 給 圓西瓜 發送悄悄話 圓西瓜 的博客首頁 (36 bytes) () 07/15/2024 postreply 11:07:56

• 上個月剛 Rebalance 過 -TTFAN- ♂ 給 TTFAN 發送悄悄話 (1662 bytes) () 07/15/2024 postreply 11:24:49

• I used XLK as an example to demo if those hedge funds -越王劍- ♂ 給 越王劍 發送悄悄話 越王劍 的博客首頁 (88 bytes) () 07/15/2024 postreply 11:36:53

• 微軟和女大豈不是要跌？ -2008VGirl- ♀ 給 2008VGirl 發送悄悄話 2008VGirl 的博客首頁 (0 bytes) () 07/15/2024 postreply 12:02:44

• 今天好像都跌了 -數學博士- ♂ 給 數學博士 發送悄悄話 數學博士 的博客首頁 (0 bytes) () 07/15/2024 postreply 12:10:52

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