NVDA
NVIDIA
-- 138.850 TSLA
Tesla
-- 355.840 INTC
Intel
-- 23.600 BABA
Alibaba
-- 124.730 PLTR
Palantir
-- 119.160 
$SPDR S&P 500 ETF (SPY.US)$ I believe the current rebound is...
$SPDR S&P 500 ETF (SPY.US)$ I believe the current rebound is not over yet. This market situation will continue for a long time, possibly until Thanksgiving or even early December, because once the 200-day moving average is broken, it may trigger some kind of 'fighting spirit' in the market, attracting more funds to enter and pushing the rebound to 4200-4300 points.
With inflation peaking and the market's expectation of the Fed slowing down rate hikes, Wilson believes that this will ease the pressure on growth stocks and other assets, driving the next round of stock market rebound. He said:
With inflation peaking and the slowing down of rate hikes, the Nasdaq index, which has been lagging behind in this rebound, can now catch up because the rebound of the Nasdaq is directly related to the change in interest rates. Of course, as Wilson left a 'retreat' for himself in October, he still believes there is downside risk, and emphasizes that this is just a bear market rebound without fundamental support. He said:
If this market cannot hold the 200-week moving average, then a rebound is unlikely to occur. Instead, it could head directly towards 3400 or lower.
With the decline in interest rates, the P/E ratio has started to rise. The rebound in the stock market this time is driven by valuation, but it is important to note that this is based on the assumption that the EPS calculation is correct and the P/E ratio approaches fair value. It is clear that they have not yet reached a reasonable P/E ratio. This is still a bear market, it may tear you apart.
In addition, regarding the collapse of FTX and its impact on US stocks, Wilson believes that despite the selling pressure on cryptocurrency, the US stock market remains strong, indicating no correlation between cryptocurrency and US stocks. He said:
Cryptocurrency has been massively sold off, FTX went bankrupt in just a few days, the whole event sounds frightening, yet US stocks have risen for two consecutive days, showing that the two are not linked. $Netflix (NFLX.US)$ $Microsoft (MSFT.US)$
With inflation peaking and the market's expectation of the Fed slowing down rate hikes, Wilson believes that this will ease the pressure on growth stocks and other assets, driving the next round of stock market rebound. He said:
With inflation peaking and the slowing down of rate hikes, the Nasdaq index, which has been lagging behind in this rebound, can now catch up because the rebound of the Nasdaq is directly related to the change in interest rates. Of course, as Wilson left a 'retreat' for himself in October, he still believes there is downside risk, and emphasizes that this is just a bear market rebound without fundamental support. He said:
If this market cannot hold the 200-week moving average, then a rebound is unlikely to occur. Instead, it could head directly towards 3400 or lower.
With the decline in interest rates, the P/E ratio has started to rise. The rebound in the stock market this time is driven by valuation, but it is important to note that this is based on the assumption that the EPS calculation is correct and the P/E ratio approaches fair value. It is clear that they have not yet reached a reasonable P/E ratio. This is still a bear market, it may tear you apart.
In addition, regarding the collapse of FTX and its impact on US stocks, Wilson believes that despite the selling pressure on cryptocurrency, the US stock market remains strong, indicating no correlation between cryptocurrency and US stocks. He said:
Cryptocurrency has been massively sold off, FTX went bankrupt in just a few days, the whole event sounds frightening, yet US stocks have risen for two consecutive days, showing that the two are not linked. $Netflix (NFLX.US)$ $Microsoft (MSFT.US)$
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