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In the last week of September, the Chinese stock market experienced a strong rebound, with Chinese assets globally rising across the board. From September 23 to September 30, the Hang Seng Index rose by 15.75%, and the Nasdaq Golden Dragon China Index increased by 24.5%, significantly outperforming global markets. Among the top ten Chinese stocks in terms of gains over the past five trading days were Lexin (LX), Lufax Holding (LU), D...
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In January, the SEC approved the trading of 11 spot Bitcoin ETFs on the 11th. This approval allows investors to diversify their portfolios with crypto exposure without worrying about the complicated issues of custody. Microsoft had overtaken Apple as the most valuable company for the first time since 2021, which may be largely due to its investment in generative AI, including a stake in ChatGPT. The EV sector also faces fierce competition;...
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I have been paying attention to the defense sector for a long time due to concerns about war. I previously held positions in $Lockheed Martin (LMT.US)$ and $RTX Corp (RTX.US)$ , but due to breaking through the stop-loss, although I did not completely sell off, I have already significantly reduced my holdings.
War has finally arrived. Initially speculating on several powder kegs: Serbia, Israel, North Korea, Taiwan. The conflict between Israel and Palestine erupted first, which was also reasonable. The continuously declining defense stocks saw a sharp rise at the opening. However, it only rose to the price where I initially cut losses. Buying back now, I'm not losing anything.
And this kind of thing, no one can predict when it will happen.
I looked at several defense stocks before the market opened, and later combined with technical analysis to choose $General Dynamics (GD.US)$ I currently only hold this defense stock with a position of 5%. If there is a pullback in the future, based on the technical trend, I will choose again from noc, lmt, and gd and increase the position by 5%. The target price is to break through the previous high and gradually take profit.
For technology stocks, my current top holding is $Meta Platforms (META.US)$ with a position of 10%. It mainly came from switching from $Alphabet-C (GOOG.US)$ . Since Zuckerberg is no longer obsessed with the metaverse and has turned to open source AI platforms, my attitude towards this stock has also changed. As long as it doesn't fall below last Friday's low, I remain bullish.
Next is $ASML Holding (ASML.US)$ Among the numerous semiconductor stocks, I...
War has finally arrived. Initially speculating on several powder kegs: Serbia, Israel, North Korea, Taiwan. The conflict between Israel and Palestine erupted first, which was also reasonable. The continuously declining defense stocks saw a sharp rise at the opening. However, it only rose to the price where I initially cut losses. Buying back now, I'm not losing anything.
And this kind of thing, no one can predict when it will happen.
I looked at several defense stocks before the market opened, and later combined with technical analysis to choose $General Dynamics (GD.US)$ I currently only hold this defense stock with a position of 5%. If there is a pullback in the future, based on the technical trend, I will choose again from noc, lmt, and gd and increase the position by 5%. The target price is to break through the previous high and gradually take profit.
For technology stocks, my current top holding is $Meta Platforms (META.US)$ with a position of 10%. It mainly came from switching from $Alphabet-C (GOOG.US)$ . Since Zuckerberg is no longer obsessed with the metaverse and has turned to open source AI platforms, my attitude towards this stock has also changed. As long as it doesn't fall below last Friday's low, I remain bullish.
Next is $ASML Holding (ASML.US)$ Among the numerous semiconductor stocks, I...
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$Tesla (TSLA.US)$ Do not be too up beat over the upcoming earnings report.. this seems to be trend for this season earnings report for all.. just an example, JPM and Wells Fargo did alot better than expected but their stock still traded negative on the very day.. we might see the same for Telsa’s upcoming earnings.. just my views..
well we all know that deliveries are better than expected, revenue might not be due to price cuts, or maybe guidance may not be up to expectations..
ensu...
well we all know that deliveries are better than expected, revenue might not be due to price cuts, or maybe guidance may not be up to expectations..
ensu...
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The Q3 US stock earnings season is coming after experiencing market retracements in August and September. With the increasing talk of interest rate pause, will the US stock earnings also give investors more confidence? Let’s witness together!
For retail investors, earnings reports can lead to substantial fluctuations in stock prices. It's crucial to maintain a calm mindset during volatility and employ scientific strategies...
For retail investors, earnings reports can lead to substantial fluctuations in stock prices. It's crucial to maintain a calm mindset during volatility and employ scientific strategies...
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