What 视野环球财经 said in this video:
- Earningsneutralshort-termIn the third-quarter earnings season, previously weak stocks with low growth expectations are more likely to beat expectations, and the probability of a beat is relatively high.Source
- EmploymentneutralInitial jobless claims came in below expectations and continuing claims did not rise sharply, remaining low in absolute terms, so the overall unemployment situation remains quite stable.Source
- Fed PolicyneutralBased on Waller's hawkish remarks and strong jobless claims data, inflation remains too high, driven by strong AI investment and ongoing energy shocks, so the Fed will stay focused on managing inflation with a hawkish policy stance.Source
- XLPbullishmid-termThe consumer staples sector (observed via XLP) has strong rebound momentum; although it faces strong resistance at 83.6 and is still only a rebound, if it holds at highs and breaks above 84.8 on better-than-expected earnings, this round of decline is likely to bottom out temporarily.Source
- SOXXbullishmid-termThe Philadelphia Semiconductor Index (SOXX) has repaired its top divergence; the pullback to the 550-577 support zone is normal with no breakdown. As long as 486 is not broken, the structure still targets new highs, and pullbacks are buying opportunities.Source
- SMHbullishshort-termSMH is similar to SOXX; its pullback to the 586-613 area is a normal retracement with no signs of a breakdown. Only a break below 557 would make it weak; until then it needs to consolidate and wait for an earnings catalyst.Source
- AMDneutralshort-termAdvanced Micro Devices (AMD) pulled back to around $620 today, a normal retracement after rising too fast; the first support zone to watch is 605-626, with real strong support at 562. If 605 breaks, the decline toward 562 will accelerate.Source