Power of 3 strategy deployment for trial.
Fed is having another meeting, this meeting minutes mention that they will raise interest rates more times than expected by the market, and each time by 50 basis points, which seems in line with market expectations. In terms of the US stock market, the rebound continues, and blue chip stocks remain steady. Among them, there is a buy signal in the earnings release section, temporarily viewed as a turnaround rebound. In addition, for the accounting tax software company, the intrinsic value is severely undervalued, with good performance, resisting the trendlines on the rebound without showing a buy signal (see chart), students can draw it themselves if needed. Then the earnings were released, with revenue and profits both surpassing expectations. However, the released earnings guidance is completely opposite to the market, indicating that the downturn in demand has led to a bleak outlook, wiping out the gains during the trading session in the post-market. After Tesla fell below yesterday, it strongly recovered the channel! $Zoom Video Communications (ZM.US)$For the core portfolio, hedging of US stocks is removed, and the position has increased to 32%. $Intuit (INTU.US)$For the accounting tax software company, the intrinsic value is severely undervalued, with good performance, resisting the trendlines on the rebound without showing a buy signal (see chart), students can draw it themselves if needed. $NVIDIA (NVDA.US)$Then the earnings were released, with revenue and profits both surpassing expectations. However, the released earnings guidance is completely opposite to the market, indicating that the downturn in demand has led to a bleak outlook, wiping out the gains during the trading session in the post-market. After Tesla fell below yesterday, it strongly recovered the channel!
For the core portfolio, hedging of US stocks is removed, and the position has increased to 32%.
Short-term trading: HES, JPM, LLY, BAH, etc. do not need to be concerned about.
In the futures section: short the US dollar, be cautious of a rebound; go long on the Hong Kong 50 index.
Income portfolio: AMT continues to rise, CCI retraces slightly, no need to pay attention temporarily.
For the core portfolio, hedging of US stocks is removed, and the position has increased to 32%.
Short-term trading: HES, JPM, LLY, BAH, etc. do not need to be concerned about.
In the futures section: short the US dollar, be cautious of a rebound; go long on the Hong Kong 50 index.
Income portfolio: AMT continues to rise, CCI retraces slightly, no need to pay attention temporarily.
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