What 阳光财经 Sunny said in this video:
- Othernegative for stocksmid-termThe KOSPI index has formed a severe large head-and-shoulders top pattern after its plunge, which is a bearish technical structure implying further downside pressure.Source
- SPYbullishThe host believes that if an emerging-market crash occurs, US stocks (represented by the S&P 500 ETF SPY) might even rise, but the statement is heavily hedged and uncertain.Source
- ValuationneutralThe host said his favorite individual stocks still look expensive, while his overall position is already high and his available funds are limited; he disclosed his personal positioning without stating a price direction.Source
- MUbullishshort-termThe host thinks it is difficult for MU to break above 1254 and make a new high; the B-wave rebound high will be below the prior high of 1254, rounded to about 1200. A 20% rebound is feasible in the short term for this strong stock, but capacity expansion and a possible Chinese storage price war mean a major long-term correction and lower gross margins are inevitable.Source
- OtherneutralThe host noted that China's ChangXin Memory may start a price war, putting pressure on the storage sector; once Chinese products are mass-produced, hardware prices fall, which is negative for hardware makers.Source
- TSMneutrallong-termThe host said TSMC's results are genuinely strong, with Q3 revenue and EPS growing sharply and exceeding guidance, while advanced-node revenue mix is high and hard for competitors to match; the fundamentals are thriving, but no explicit stock price direction was given.Source
- ASMLneutralThe host mentioned that upstream semiconductor leaders ASML and TSMC both reported very impressive results, but these have not reversed the semiconductor sector's short-term decline; no explicit stock price direction was provided.Source