November is traditionally the best month of the year for share market. With the S&P500 going up between 2.2% to 3.8% on average, over last 10 and 20 years in the month. Australia’ market has generally only risen between 0.5% and 1.8% on average in November. But this month, markets have had a cracker, and are already up 4.3% in the US. And 1.5% in Australia. Markets are trading around record all time highs...
$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ between 34.7, 35.5 and 36.2. Smallcap strong TNA. SMH side waiting for AMD report tomorrow post market.
$半导体指数ETF-VanEck (SMH.US)$In addition to the utter devastation and heart-breaking stories of many who have lost everything, the havoc wreaked by hurricane Helene could have even further reaching complications for global markets. The longer these high-purity quartz mines remain out of commission the more likely it is we will see entire semiconductor supply chains come to a screeching halt. For those who believe, please continue to pray for those afflicted. 🙏 How a tiny town hit by Helene could upend the global semiconductor chip industry
With the S&P500 going up between 2.2% to 3.8% on average, over last 10 and 20 years in the month. Australia’ market has generally only risen between 0.5% and 1.8% on average in November. But this month, markets have had a cracker, and are already up 4.3% in the US. And 1.5% in Australia. Markets are trading around record all time highs...
why is this etf dropping so much
以9/27收盤為例子, 因為一個月內, SOX有許多上上下的波動: (中間沒有配息)
SOX9/275217.23,10/275212.83, 二個只有相差-0.08%
但是在這個月內, SOXS和 SOXL的變化, 損耗是相差很大的
SOXL9/2737.66,10/2735.28,二個相差 -2.38元, 損耗-6.32%
SOXS9/2719.70,10/2720.18, 二個相差 0.48元, 2.43%
現在是作空, 不是作多, 所以損耗是對空頭有利, 如果波段是作多, 那損耗就會反過來。SOXS和SOXL只能在一個波段拿著, 高點就要賣掉, 低點再買回, 這樣反復作, 簡單作, 錢會再一直進來。
下週一看收盤來決定是否作日線短多。
本文保留許多作空方面的論點, 現持有SOXS留倉~
$费城半导体指数 (.SOX.US)$ $3倍做空半导体ETF-Direxion (SOXS.US)$ $3倍做多半导体ETF-Direxion (SOXL.US)$ $半导体指数ETF-VanEck (SMH.US)$ $iShares费城交易所半导体ETF (SOXX.US)$ $纳指100ETF-Invesco QQQ Trust (QQQ.US)$ $3倍做多纳指ETF-ProShares (TQQQ.US)$ $3倍做空纳指ETF-ProShares (SQQQ.US)$
**周二 盘中**
今天的炒股思路就像是要把熊抓住尾巴一样,改为专注于核心股票,观察波段月线和季线的变化。为了不再像无头苍蝇般乱撞,我决定用RSI14指标设置72报警,辅以MACD月线来判断走势。希望这次能比上次在股市里迷路的表现好一点。
- **半导体板块**:基础是台积电(TSM),上层建筑是AI云计算(NVDA)和网络通讯(AVGO)。我感觉自己就像在建造一座投资的空中楼阁。
- **比特币**:MSTR目前深陷泥潭,就像在沙漠中找水喝,月线MACD显示死叉,绿柱耗尽。预计未来几天会下跌,就像等待一场沙尘暴的来临。
- **PLTR**:市场拒绝死叉,RSI14仅有58,看涨两天。希望这次能像约书亚攻陷耶利哥城一样顺利。
- **FNGu**:RSI67,预计能维持到周四。就像大卫对抗歌利亚,需要精准一击。
- **NVDA**:月线绿柱接近尾声,季线RSI14过高。就像摩西带领以色列人过红海,需要耐心等待时机。
- **TSM**:夜市低吸策略需调整,应分三次观察。感觉自己就像诺亚建方舟,要慢慢积累...
我也有反思復盤的習慣,喜歡看失敗案例,例如最喜歡看關羽走麥城到刘备白帝城托孤。總之,失敗是寶貴的財富。每天復盤當日和最近五天是個好習慣。
**資訊太多,調整倉位還是關鍵**
- **SFBAY** 調整為 MAGS SMH 以及動量型ETF及八個新秀AI股。
- **TTM** 選定 两支科技老树新花股和日用消费16支股,考慮年增率穩健,不要风险。
- **獵手隊和大盤隊合併**,都是為了简化流程,也練習槓桿。
**書中自有黃金屋 作者李錄**
查理思考問題總是從逆向開始。他研究人生如何變得痛苦來理解幸福;研究企業衰敗來理解成功。這種思考方法讓他在人生和事業決策上幾乎不犯錯誤。
總之,周日是忙碌充實的一天。我還獲得了Google AI Key,可以學英語雙語翻譯,並找到Google根據NotebookLM生成對話講解的方法。
**收聽精選備忘**
- **日更**:狼王、阿泽、SCJ、谭谭、晨风、騷will、環球、嘉可能、老司機、johnlu、josie、nana、陽光、j...
For those who believe, please continue to pray for those afflicted. 🙏
How a tiny town hit by Helene could upend the global semiconductor chip industry
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