1. 标普期货的空头头寸创下2008年以来的最高，空头这么多，怎么跌呢？所以美股会拉爆空头，或者高位震荡再下跌。在认为大盘涨的很多的情况下就想做空时，请大家记得利弗莫尔曾经对我们的提醒：永远不要因为一只股票涨的太高就不买，也不要因为一只股票跌的太多就去买。
2. 这个位置我们不会再去做多指数了，太不可取，做多肉少，做空太早。下图可以看到指数已经是双压力交合了。选动能股交易比较好，SIGA在盘整，还是有看涨的机会。FFIE有消息提振，我们和贾会计玩一波。适合小仓位买些期权博取大利润。等30分钟出现回调信号时我们再入场做空。另外我们重仓的股票依然看涨，虽然今天没有随着大盘一起涨，但依然看好，等市场高位震荡的时候会出现板块分化。
3. 重点要和大家讲的，进来吸引眼球的HKD和AMTD，日内超短线就不提了，凭运气赚钱，但是波段长线，谁碰谁被套，这就是当年的WINS(可以去查一下这个代号)。有人为是不是因为有李嘉诚加持，或者是不是一个被低估的好基本面股票？那不可能，好股票不可能涨成这个样子，因为一家合格的投行，在帮助股票上市的时候一定是尽...

$PayPal (PYPL.US)$ 今天主力在收盘时以187.2的单价买进了155.5万股，今天期权异动里面主力大单买入的也基本都是看涨期权，看来下调评级就是为了割一波韭菜压低价格进货。

$PayPal (PYPL.US)$ Jefferies的那个Trevor Williams现在下调PYPL评级，他在上次财报后一直在睡觉吗？有毛病

$英伟达 (NVDA.US)$ 昨天期权异动里面有大单买入了23.88万的今天到期的行权价310的末日call，难道预示着今天会冲到到310以上？

$英伟达 (NVDA.US)$ $标普500ETF-Vanguard (VOO.US)$ 为什么通货膨胀指数那么高 大盘却上涨？

Weekly market recap
Stock futures moved higher in overnight trading Sunday following Friday's big sell-off as investors monitor the latest developments related to the Covid omicron variant.
Futures on the $道琼斯指数 (.DJI.US)$ Industrial Average gained about 160 points, or 0.5%. $标普500指数 (.SPX.US)$ futures added 0.6% and $纳斯达克综合指数 (.IXIC.US)$ 100 futures rose 0.7%.
The Dow was down 1.97%. The S&P 500 tumbled 2.20% and the Nasdaq Composite slipped 3.52% last week. The three major indexes were negative last week.
Here's a look at the return of S&P 500 sectors
This week ahead in focus
After a holiday-shortened week, investors will be back in the swing of things amid the Cyber Monday online shopping event. Earnings will be light next week, but there are still some high-profile reports to be seen. On Tuesday, GlobalFoundries, Hewlett Packard Enterprise, NetApp,and Salesforce.com report results. CrowdStrike Holdings, Okta, Snowflake and Splunk report on Wednesday. DocuSign, Dollar General, Kroger, Marvel Technology, Ulta Beauty headline Thursday's Earnings Report.
As for housing market indicators, the National Association of Realtors on Monday released its pending home sales index for October. The consensus estimate is for 117 readings, roughly even with the September figure. On Tuesday, S&P CoreLogic releases the Case-Shiller National Home Price Index for September. Economists have forecast a 19.5% year-over-year gain, down slightly from August's jump of 19.8%.
Economic data releases include the Institute for Supply Management's Chicago Purchasing Managers Index and the Conference Board's Consumer Confidence Index. Both November reports are due on Tuesday. Expectations for the former are for a reading of 68.9, roughly even with October's figures, while the expectation for the latter is to read 110.4, nearly three points lower than October.
Monday 11/29
National Association Realtors releases its Pending Home Sales Index for October. The consensus estimate is for 117 readings, roughly even with the September figure. The index, a forward-looking indicator of home sales based on contract signing, fell 8% year-on-year in September and has declined for four consecutive months from last year's levels.
Tuesday 11/30
$Bank of Nova Scotia (BNS.CA)$, $GlobalFoundries (GFS.US)$, $慧与科技 (HPE.US)$, $美国网存 (NTAP.US)$, $赛富时 (CRM.US)$, and $Zscaler (ZS.US)$ report earnings.
S&P Corelogic For September, Case-Shiller releases the National Home Price Index. Economists forecast a 19.5% year-over-year gain, slightly lower than August's 19.8% jump, the fifth consecutive record increase for the index.
Institute for Supply Management releases its Chicago Purchasing Managers Index for November. The reading is expected to be 68.9, roughly even with the October figures. The index is slightly below its record peak, which was hit in May.
Conference board releases its Consumer Confidence Index for November. The consensus call is for a 110.4 reading, down about three points from October. The index is sharply down from its highs since reaching this summer, due to inflation concerns.
Wednesday 12/1
$CrowdStrike (CRWD.US)$, $Okta (OKTA.US)$, $PVH Corp (PVH.US)$, $Royal Bank of Canada (RY.CA)$, $Snowflake (SNOW.US)$, $Splunk (SPLK.US)$ and $新思科技 (SNPS.US)$ report quarterly results.
ADP release Its national employment report for November. Private sector employment is expected to increase to 510,000 jobs after an increase of 571,000 in October.
Census Bureau Reports data on construction expenses. Economists forecast 1% month-over-month growth for the construction outlay, a seasonally adjusted annual rate of $1.59 trillion.
Thursday, 12/2
$Canadian Imperial Bank of Commerce (CM.CA)$, $DocuSign (DOCU.US)$, $美国达乐公司 (DG.US)$, $克罗格 (KR.US)$, $迈威尔科技 (MRVL.US)$, $The Toronto-Dominion Bank (TD.CA)$, and $Ulta美容 (ULTA.US)$ holds conference calls to discuss earnings.
Labour Department Preliminary jobless claims report for the week ending November 27. Claims hit a 52-year low in last week's report, and the four-week average is now slightly higher than pre-pandemic levels.
Friday 12/3
Bureau of Labor Statistics Releases jobs report for November. Economists have forecast 525,000 benefits for non-farm payrolls, and for the unemployment rate to tick up a tenth of a percentage point to 4.5%.
$Bank of Montreal (BMO.CA)$ reports fiscal fourth quarter 2021 results.
ISM issues Its services PMI for November. The consensus estimate is for 65 readings, versus October's 66.7, which was a record for the index.
Source: CNBC, Dow Jones Newswires, jhinvestments

it might fall slightly. But it will rebound and continue to grow. NVDA's success isn't contingent upon the ARM deal. They stand strong all on their own. $英伟达 (NVDA.US)$

$英伟达 (NVDA.US)$本轮上涨的空间有限了，即将到达下一个盘整平台。下周一旦大盘稍有回调， 获利筹码将立刻抛出，做好准备吧。特别是追高进去的短线交易，盈亏比应该不怎么好了。