客观的讲多方没有理由鄙视熊熊，其实在这里多空双方都非常焦虑，这从旅行中一日N变便可知一二

来源: 哪吒2025 于 2025-05-29 20:30:38 [] [旧帖] [给我悄悄话] 阅读数 : (647 bytes)
本帖于 2025-05-29 20:50:13 时间, 由普通用户 哪吒2025 编辑

利多：negative sentiment, not that many topping signs (there are indeed some worrying signs), defensive stocks still lag behind, very likely 2 25BPS rate cuts + stop of QT

利空：spx is not cheap at current level, AI could be a bubble, highly speculative stocks are flying again.

对多方来讲现在应该慢慢从TECH转到defensives, 最后这些defensives一定会有一冲的。 

对空方来讲现在就是紧咬住TECH不放，当然要做好继续被挤压的准备。

Both sides need patience, both sides have chance to win, short term end result could be both sides make money.

所有跟帖： 

• Wmt, cost算什么？你要说他们都lag吗？ -害怕- ♂ 给 害怕 发送悄悄话 (0 bytes) () 05/29/2025 postreply 20:57:47

• 今天高开都不去挤空，反而出货，可见没套住空方 -QQQ_AI- ♂ 给 QQQ_AI 发送悄悄话 (0 bytes) () 05/29/2025 postreply 22:21:13

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