What 视野环球财经 said in this video:
- Market BreadthneutralMarket style continued from last week, with non-tech sectors clearly outperforming; ahead of Q3 earnings, the market is adjusting the previous imbalance where only tech and semis rose while the rest lagged.Source
- Othernegative for stocksIn the storage sector, new competitors such as ChangXin Memory and process development by Samsung and SK Hynix will inevitably pressure gross margins; the previously expected 2028 gross-margin peak could arrive earlier, hurting earnings.Source
- MUneutralshort-termMicron previously broke above 1096 but failed to extend and has pulled back into the 858-992 defense zone; watch the 858 support. If it breaks, a clear downtrend begins because downside support is weak, and institutional abandonment would trigger heavy selling.Source
- SNDKneutralshort-termFor SNDK, the downside defense level is 1354. The current price has already broken a strong support, leaving only the 1354-1463 support zone below; if 1354 breaks, downside is empty and there is significant room to the next liquid area.Source
- METAbullishmid-termMETA rallied on heavy volume after launching a new paid personal superintelligence model. After repairing its pullback to the 690-730 zone and breaking above 730, the technical setup remains constructive; the view is unchanged that it will grind higher and make new highs.Source
- MSFTbullishshort-termMSFT continued to grind to new all-time highs in small steps. After breaking above 514 and 534, investors with insufficient exposure can add a small position, but chasing a full position is unreasonable as weekly and daily indicators approach overbought; the move may extend toward the 545-560 area before a volume-driven pullback.Source