What 视野环球财经 said in this video:
- EmploymentneutralThe nonfarm payrolls report showed only 29k job additions, well below expectations, with large downward revisions and the unemployment rate rising to 4.2%, indicating the labor market is not as strong as expected and reinforcing expectations of a Fed pause in October.Source
- TSLAneutralshort-termTesla is a stock with strong swing-trading characteristics and a clear range, still oscillating between 331 and 415. If it cannot break the 415-465 zone, it will likely be pressed back to the lower bound; only a breakout would allow looking at new highs. It is not a long-term position.Source
- AI CapexneutralAmazon's off-balance-sheet sale and leaseback of chips to a special purpose vehicle shows the AI industry is using circular financing and operating leverage. This is fine while the industry booms and demand grows, but problems will arise if AI cash flows or revenue disappoint, so investors should be cautiously optimistic.Source
- AMZNbullishlong-termAmazon's current price remains a long-term entry point with no major issues; it is still a very good long-term opportunity and acceptable for now.Source
- NVDAbullishNvidia hit an intraday high and closed at 233, just below its prior record close around 235-236; this is not a strong topping pattern, so the host remains bullish and expects higher prices, with the session still looking solid.Source
- SOXXbullishmid-termThe Philadelphia Semiconductor Index (SOXX) gapped up today to complete a breakout. The trend has broken out, and the index should slowly look to prior highs and new highs with higher lows and higher highs in a spiral advance. However, a technical flaw remains: the daily RSI top divergence has not yet been repaired.Source