What 视野环球财经 said in this video:
- Otherneutralshort-termIf Anthropic really lists at the end of November, its near-$2 trillion valuation would be another shock to the market; despite fast revenue growth, future compute infrastructure obligations reach about $518 billion and the rumored 2028 revenue guidance of $200 billion faces questions about market size and competition, so whether it can be achieved is unclear.Source
- LULUbearishLululemon's fundamentals are deteriorating faster than Nike's, and there is still no sign of a turnaround or recovery, making its situation worse than Nike's.Source
- NKEbearishlong-termNike's Q1 revenue missed and full-year guidance was far below expectations, with EPS and revenue pointing to a near-double-digit decline; even the valuation floor of $35 at 28.5x forward P/E is still too high, while the stock has fallen into the stale 31.2–34.9 support zone with low validity. Recovery is not expected until fiscal 2028, so the deteriorating fundamentals imply continued downside pressure.Source
- SMHbullishshort-termSMH broke out above the 613 resistance with volume and closed at 617, confirming a valid breakout; the structure remains higher lows and higher highs, gradually heading toward new highs. Although the daily RSI shows a clear top divergence with two possible repair paths, the 591–613 zone is the support to watch on pullbacks, leaving the overall technical stance bullish.Source
- SOXXbullishmid-termThe iShares Semiconductor ETF (SOXX) closed at 576.3, just below 577; if it opens above 577 tomorrow, the breakout will be confirmed and 577 flips to support. Today's volume-driven advance shows effective buying, and after a breakout the structure of higher lows and higher highs targets the prior high of 655. Despite a clear daily RSI top divergence with two repair paths, the technical stance is bullish with a target of 655.Source
- AMDbullishAdvanced Micro Devices (AMD), along with Nvidia and other semiconductor names, is performing relatively strong and holding up well.Source