Wee Kuan
voted
Good morning, traders. Happy Tuesday, August 6th the market is trying to claw its way back after a starting red Monday. My name is Kevin Travers, $NVIDIA (NVDA.US)$ and its semifriends are climbing back again: hear are stories the herd is chasing on Wall St, here are moovin' stonks.
Shares of $Uber Technologies (UBER.US)$ were rising 5% after the ride-hailing company beat quarterly earnings estimates and delivered upbeat guidance posting earnings ...
Shares of $Uber Technologies (UBER.US)$ were rising 5% after the ride-hailing company beat quarterly earnings estimates and delivered upbeat guidance posting earnings ...
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Wee Kuan
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$Toast (TOST.US)$ Junk stock... this stock just came out to cut people's leeks. Unfortunately I was the one who got cut 😓
Translated
Wee Kuan
liked
$DBS Group Holdings (D05.SG)$Let’s see whether the share price will close above 33.50.
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Wee Kuan
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$DBS Group Holdings (D05.SG)$Closing price is above $33. The drop is limited. Good.
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Wee Kuan
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Most investors are drawn to the US market as it has the most volume, most stocks, and most speculations. Not many investors consider Singapore's market at all. Financial influencers all promotes investors to just DCA into $SPDR S&P 500 ETF (SPY.US)$ but I don't hear any one asking us to DCA into $FTSE Singapore Straits Time Index (.STI.SG)$. Most argument is that the share price of S&P500 goes up, but STI i...
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Wee Kuan
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基本面来说,现在影响市场走势的核心基逻辑是,对于鹰酱必须通胀可以看到下行的趋势,从而结束强美元潮汐周期,对于国内,地产不说反弹,至少要触底横住。
原因在于,美股一堆科技成长股,需要的是低利率环境可以尽情地烧钱,同时也会提供高估值空间,对成长股有利,所以美股整体行情趋势对利率异常敏感。但看看现在道指与纳指的大割裂走势,上次出现还是2000年那个时间点了,这其实就是加息的影响。
而加息过程中其实影响不大,只是压制流动性估值,而加息后收益率持续高位运行对美股的上市公司而言才难受,是滞后的实质性影响。所以今年纳指跌幅大只是杀估值,明年上半年估计会因为业绩衰退杀基本面的。
因此个人感觉美股还是终有一次赶底大跌,现在道指其实是种市场对于美联储转向憧憬下的死猫跳。而市场并没有认清美联储一旦转向,则说明实质性基本面衰退实锤了,很可能降息同时市场反而在悲观预期下持续下跌。
至于A股,由于市场行业分布的问题,对地产链的依赖性太高。而地产不行的话,地产板块本身就是权重股,而且会带着从上游金融,到下游建材周期品、白家电、家装等等全部基本面表现很差,而且这些里面很多都是权重股。
而市场想...
原因在于,美股一堆科技成长股,需要的是低利率环境可以尽情地烧钱,同时也会提供高估值空间,对成长股有利,所以美股整体行情趋势对利率异常敏感。但看看现在道指与纳指的大割裂走势,上次出现还是2000年那个时间点了,这其实就是加息的影响。
而加息过程中其实影响不大,只是压制流动性估值,而加息后收益率持续高位运行对美股的上市公司而言才难受,是滞后的实质性影响。所以今年纳指跌幅大只是杀估值,明年上半年估计会因为业绩衰退杀基本面的。
因此个人感觉美股还是终有一次赶底大跌,现在道指其实是种市场对于美联储转向憧憬下的死猫跳。而市场并没有认清美联储一旦转向,则说明实质性基本面衰退实锤了,很可能降息同时市场反而在悲观预期下持续下跌。
至于A股,由于市场行业分布的问题,对地产链的依赖性太高。而地产不行的话,地产板块本身就是权重股,而且会带着从上游金融,到下游建材周期品、白家电、家装等等全部基本面表现很差,而且这些里面很多都是权重股。
而市场想...
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Wee Kuan
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$Futu Holdings Ltd (FUTU.US)$ $Tesla (TSLA.US)$ $Apple (AAPL.US)$ $AMC Entertainment (AMC.US)$ $GameStop (GME.US)$ $Bed Bath & Beyond Inc (BBBY.US)$ $BlackBerry (BB.US)$ $Netflix (NFLX.US)$ $SIA (C6L.SG)$ $Seatrium (S51.SG)$ $CapLand IntCom T (C38U.SG)$ $ARK Innovation ETF (ARKK.US)$ $Imperial Petroleum (IMPP.US)$ $Alibaba (BABA.US)$ $Bitcoin (BTC.CC)$ $Ethereum (ETH.CC)$ $S&P/ASX 200 VIX Index (.XVI.AU)$ $S&P/ASX 200 (.XJO.AU)$ $Dow Jones Industrial Average (.DJI.US)$ $S&P 500 Index (.SPX.US)$ $SPDR S&P 500 ETF (SPY.US)$ $Nasdaq Composite Index (.IXIC.US)$ $Russell 3000 Index Ishares (IWV.US)$ $Russell Midcap Index Ishares (IWR.US)$ $Hang Seng Index (800000.HK)$ $FTSE Singapore Straits Time Index (.STI.SG)$ $SSE Composite Index (000001.SH)$
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Wee Kuan
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$Futu Holdings Ltd (FUTU.US)$ There is a reason why China Securities has been falling. Except for the Chinese capitalists who colluded with foreign powers to spit out their shares and let foreign investors sell their shares. Another major and most important reason is to prepare for the reunification of Taiwan. The reason stocks fall slightly and fall to their lowest point every time is to prepare for a showdown with the US. The Communist Party is the best political party in the world. There is a reason why stocks are falling.
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