This could be very good for Tech

来源: 越王剑 于 2024-07-15 10:43:43 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (51964 bytes)

If those guys are forced to re-allocate their positions back to tech, what would happen? LOL...

Use XLK as example. See how XLK under weight AAPL. If XLK wants to re-balance, how many AAPL shares they need to buy? (Of course, how many MSFT/NVDA shares they need to sell).

The key thing here is that Tech companies have to deliver good earnings this Q. Finger crossed.

Disclaim: This is not an investment recommendation. YMYD only...

 

所有跟帖： 

• 不是才rebalanced? -名校FAN- ♀ 给 名校FAN 发送悄悄话 名校FAN 的博客首页 (0 bytes) () 07/15/2024 postreply 10:57:31

• ORCL. 确实不错，今年的涨势喜人。。 -圆西瓜- ♀ 给 圆西瓜 发送悄悄话 圆西瓜 的博客首页 (36 bytes) () 07/15/2024 postreply 11:07:56

• 上个月刚 Rebalance 过 -TTFAN- ♂ 给 TTFAN 发送悄悄话 (1662 bytes) () 07/15/2024 postreply 11:24:49

• I used XLK as an example to demo if those hedge funds -越王剑- ♂ 给 越王剑 发送悄悄话 越王剑 的博客首页 (88 bytes) () 07/15/2024 postreply 11:36:53

• 微软和女大岂不是要跌？ -2008VGirl- ♀ 给 2008VGirl 发送悄悄话 2008VGirl 的博客首页 (0 bytes) () 07/15/2024 postreply 12:02:44

• 今天好像都跌了 -数学博士- ♂ 给 数学博士 发送悄悄话 数学博士 的博客首页 (0 bytes) () 07/15/2024 postreply 12:10:52

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