What 视野环球财经 said in this video:
- Fed Policyneutralshort-termThe Fed held rates steady, the chair avoided forward guidance, the curve steepened and the dollar firmed, with December hike odds still high at 78.4%.Source
- GOOGLneutralshort-termGoogle broke key technical defense with its strong support gapped through, so the host expects no meaningful performance over the coming quarter.Source
- GOOGLbullishmid-termThe host discloses Google as his fourth-largest holding at roughly $75 cost, giving it one quarter to see whether legacy businesses recover from the AI search transition.Source
- AI Capexneutralmid-termAlphabet only says 2027 capex will rise significantly without details and Microsoft trimmed just $5B this quarter; with growth rates unknown, this is neither bearish nor bullish for semiconductors.Source
- MSFTbullishlong-termMicrosoft is his largest holding at ~$251 cost; AI monetization has landed with Azure beating even buy-side estimates, target remains $600 and above, with $490-534 a buy zone.Source
- AMZNneutralshort-termThe host expects Amazon's report tomorrow to look similar on capex, with management unwilling to commit to 2027 guidance this early.Source
- MRVLbearishshort-termMRVL had run back to an overvalued zone near 251, where an overvalued stock must beat expectations by a wide margin; merely meeting them triggered the selloff.Source
- FTNTbearishshort-termFTNT's 25% plunge reflects stretched valuation: growth fell short of elevated expectations, and high-priced names get punished for any miss.Source