Options flow started the Friday session extremely messy as both call and put buyers were active nearly at an even pace. That being said, a big chunk of morning protection steemed from China-related issues and once that activity dried up, flow had a much cleaner look to it into the afternoon. Mega-cap tech and secular growth(lower rates related) were once again where buyers maintained focus. Players were on the hunt for that lower yields theme needing more exposure into tech earnings, but also because of an expectation for a more dovish Fed this week, coming off a spike in worldwide health conditions. On the sentiment front Short-term sentiment finally pushed higher off Friday's rally but finished short of landing in the "caution zone", many intermediate-term indicators hardly budged last week. ...
E2open Parent股票讨论
$eGain(EGAN.US)$
$Amesite(AMST.US)$
$E2open Parent(ETWO.US)$
$Aris Water Solutions(ARIS.US)$
其中一些几乎被超卖或到了那里!
本辛加· 只是
对收益/指导的回应:
• $百事可乐(PEP.US)$+2.8%, $E2open Parent(ETWO.US)$ +0.7%
其他新闻:
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• $KnowBe4(KNBE.US)$ +11.4%(据... 称,KnowBe4即将被Vista Equity Partners收购)
• $Bank First(BFC.US)$ : Piper Sandler 从 “中性” 升级至 “增持” ——PT 84 美元(从 76 美元起)
• $E2open Parent(ETWO.US)$ : 美银证券上调至中性买入——PT $12
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• $MarketAxess(MKTX.US)$ : Compass Point从卖出升至中性——275美元(从300美元起)
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• $山脉资源(RRC.US)$ : Piper S...
Mega-cap tech and secular growth(lower rates related) were once again where buyers maintained focus. Players were on the hunt for that lower yields theme needing more exposure into tech earnings, but also because of an expectation for a more dovish Fed this week, coming off a spike in worldwide health conditions.
On the sentiment front
Short-term sentiment finally pushed higher off Friday's rally but finished short of landing in the "caution zone", many intermediate-term indicators hardly budged last week.
...
Flow 在交易日中段恢复了活力,上午的买盘枯竭,盘中情绪浮现。一些绿利率继续走低,主导着向通货紧缩问题。首先,正是增长的弱点才开始了这种轮换,现在争夺已经集中在... 之类的东西上
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