What 视野环球财经 said in this video:
- UNHbullishlong-termUnitedHealth's Q3 earnings beat and it raised full-year guidance. The stock is near the midpoint of 2027 forward valuation and not expensive fundamentally, making it a long-term position. Technically, it needs to break 484 to resume the uptrend; it is currently ranging between 361 and 484. Company operations are improving with higher earnings per share, and the prior high of 458 should not be the final high as earnings recover.Source
- JPMneutralJPMorgan Chase's Q3 revenue and EPS both missed, with weak fixed-income trading and debt underwriting, though net interest income guidance beat. The stock is near the 2027 forward midpoint and not expensive, but earnings growth is poor, with next year's EPS growth only between +1% and -1%; variables include further NII improvement and large IPOs such as SpaceX and OpenAI. The stock is a 'can do or not do' situation; resistance is 345-360, while support zones at 289-318 and 276-285 would offer more room. Personally not interested.Source
- GSneutrallong-termGoldman Sachs' prior results showed the price was well above the valuation midpoint and near the high; it was clearly overvalued when it rose above 1000. Although investment banking grew, it was below expectations, and forward valuation will only rise slightly, so the price is still not cheap. There is strong support near the market price, with resistance at 998-1074. To trade GS, one is mainly betting on its proprietary trading and investment banking, which depends on large IPOs and next year's market activity; in a bear market there are usually no IPOs.Source
- AI Capexneutrallong-termAI capital expenditure growth has peaked in Q3 2026; total capex is still rising but growth is decelerating to around 20% by end-2027. Shovel-selling companies' gross margins will gradually decline first, followed by operating margins and EPS growth. AI monetization must succeed, but one should not believe the story of endless shortage and high margins; demand exists but profits may be insufficient.Source
- SOXXbullishmid-termThe iShares Semiconductor ETF broke above 577 earlier but failed to extend; it has fallen back below 550 into the 486-577 range. It still maintains a structure of pulling back, stabilizing, and then rising to new highs, with no breakdown yet. 486 below is the key support and risk point; if broken, the view would turn bearish. For swing trades, the closer to 486, the smaller the stop and the larger the upside to the prior high.Source