What 美股Alpha姐 said in this video:
- AI Capexpositive for stockslong-termThe host is firmly bullish on the AI wave over the long term, viewing it as the most important new quality productive force this generation will experience, even bigger than the internet revolution. The earnings growth and market gains driven by AI are the biggest opportunity ordinary people can capture by participating in US stocks; long-term investors should embrace tech stocks and not over-worry about when a bubble might form.Source
- SPYbullishshort-termSPY found support at the 758.58–760.4 zone, which combines a prior breakout retest, the 50% retracement of the current advance, and a bull-flag retest. Thursday’s low of 758.79 was bought just above this area and the trend is not broken, so the host maintains the view that this is a bull flag / upward continuation. The zone remains a short-term buy point, with 773.9 as the key resistance that needs to be cleared.Source
- DIAneutralDJI has still not shown a clear reversal signal. The area around the annual line at 50100 and the 50200–50430 zone is key support that must hold, otherwise a breakdown like in March is possible. Until a reversal signal appears, DJI could drag the broader market lower or keep it range-bound, with range-bound action viewed as more likely; only after a reversal can US equities be considered fully safe.Source
- QQQbullishmid-termQQQ outperformed SPY this week by breaking out to a new high, and its pullback was also stronger than SPY’s. Even though SPY has not cleared 773.9 resistance, QQQ may continue to strengthen, although the Friday doji shows buyers are reluctant to chase and overhead pressure remains.Source
- IWMbearishshort-termIWM has been very weak. Although it is near annual-line support, the host believes it may not hold; even if it does, the move is more likely a bounce than a reversal. If the annual line fails, the next major support is at 270–271.9. Until the rate-hike cycle shows signs of stopping, investors should avoid these cyclical stocks.Source