What 视野环球财经 said in this video:
- OtherneutralQuarter-end rebalancing caused a late-session dip, but the scale was not large. It is a one-off impact that does not change the broader market picture, and tomorrow is a new trading day.Source
- Market Breadthpositive for stocksmid-termIn September and Q3, the median S&P stock fell far more than the index, with market breadth extremely diverged and far more decliners than advancers. Historically, when the S&P itself did not decline, laggards often later turned around; the host hopes poorly performing stocks will at least stabilize in Q4 and ideally rebound by year-end.Source
- Fed PolicyneutralPCE data came in below expectations partly due to a statistical methodology change, but the host stresses that as long as the data is trending lower it is what the Fed wants to see, and weak data is absolutely good news for the Fed. Still, real-world inflation and wage experiences differ from the data, and people know the truth themselves.Source
- EmploymentneutralThe September ADP private payrolls report was strong with a 90k gain, but after ADP changed its methodology its correlation with nonfarm payrolls has fallen, making it less credible for forecasting. The host therefore only briefly mentions it and does not study it in detail.Source
- MUneutralmid-termMicron's Q4 earnings beat, but Q1 gross margin missed due to incentive compensation; volatile storage spot prices make forward valuation hard to pin down. Technically the structure is testing prior highs and remains robust. Support is at 1030 then 992, and only a break below 858 would turn the trend fully bearish. With about 20% upside and downside, it sits mid-range, so watch institutional flows.Source
- SNDKneutralshort-termSNDK previously broke out to 1824 and is structurally testing its prior high at 2354. Recent strong supports are 1704 and 1650, with another 10% down to 1500. The stop-loss range is large and the trade is difficult; the structure is higher than Micron's but risk is large, so avoid it if it cannot be managed.Source