2017年10月6日

SPY:

基本麵 The Stock Market is Significantly Overvalued. Based on historical ratio of total market cap over GDP (currently at 138%), it is likely to return -1.5% a year from this level of valuation, including dividends. 

技術麵 月線，周線繼續MACD繼續上升，日線MACD死叉

本月領漲：SEMICONDUCTOR SPECIALIZED

領漲板塊領漲回調： XBI （$81.38, - 95），bbc，BABA

ibd推薦 HQY，WUBA

價值股：SJM，30F還在死叉中