Tech stocks down today mainly due to 2 things

来源: 三心三意 于 2024-11-27 08:56:58 [] [旧帖] [给我悄悄话] 阅读数 : (572 bytes)

1: Bad earning from a number of companies last night: Dell, HP, Workday, AutoDesk, Crowdstrike. These companies are not leading companies by any means, but people need an excuse and they find it in these reports

2: Semi sectos continue its bear market movement (we have predicted this in early Sept) due to tariff concern, bad PC/smartphone demand, and slower industrial recovery. Peronsally, I think Semi is moving closer to the bottom. Maybe some last wave shake-off to take another 10% off, but it is no longer as expensive as it looks in early Sept.

所有跟帖： 

• 今天大盘也不好，出乎意料，以为感恩节应该高高兴兴过节的 -加州阳光123- ♀ 给 加州阳光123 发送悄悄话 加州阳光123 的博客首页 (63 bytes) () 11/27/2024 postreply 09:05:48

• 不必总盯着科技股 -越王剑- ♂ 给 越王剑 发送悄悄话 越王剑 的博客首页 (78 bytes) () 11/27/2024 postreply 09:07:54

• 责任全在福虎 -泽西居士- ♂ 给 泽西居士 发送悄悄话 (0 bytes) () 11/27/2024 postreply 09:14:08

• 我目前投资的总方针是：还有上涨空间，但要注意变盘的信号。因为市场现在处于2022年底部上升以来的第5浪 -三心三意- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 11/27/2024 postreply 09:21:00

• 最理想的走势是QQQ在540完成第5浪。我同时也会注意有没有它提前结束的信号一一现为还没看到 -三心三意- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 11/27/2024 postreply 09:23:00

• QQQ今年不行是因为CapX 太高 -越王剑- ♂ 给 越王剑 发送悄悄话 越王剑 的博客首页 (38 bytes) () 11/27/2024 postreply 09:47:57

• 有这个问题 -三心三意- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 11/27/2024 postreply 10:15:42

• Added more NVDA -BrightLine- ♂ 给 BrightLine 发送悄悄话 (0 bytes) () 11/27/2024 postreply 11:39:58

• yeah, bought more today at 132.7 as well -三心三意- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 11/27/2024 postreply 17:59:00

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