What 阳光财经 Sunny said in this video:
- SPYbullishmid-termThe S&P 500 has reclaimed its 5-day moving average with no sell signal, so it may grind higher and potentially reach 8000 points by year-end.Source
- QQQbullishThe Nasdaq closed above its pre-breakout prior high with a small bullish candle, so it could still maintain an oscillating upward trend.Source
- AI Capexpositive for stockslong-termThe four-year AI rally has produced many winners; capital must bet on AI to have a greater probability of winning. As long as the market resumes rising, fear toward AI will be replaced by greed.Source
- Employmentpositive for stocksThe US economy is generally doing very well, with GDP growth around 2% and unemployment close to full employment.Source
- ConsumerneutralThe US economy is strong overall, but the consumer sector is not performing well, with weak consumer confidence and durable-goods buying intentions.Source
- DALbullishDelta Air Lines is not expensive, with a P/E of 10-13, and its slow profit growth matches its stock performance. The stock is relatively safe but lacks imagination, and should rebound going forward.Source
- JPMbullishshort-termBig banks have good earnings and their reports can lift share prices on the day; the short-term downtrend in bank stocks like JPMorgan is likely to change after next week's earnings.Source
- WFCbullishshort-termBig banks have good earnings and their reports can lift share prices on the day; the short-term downtrend in bank stocks like Wells Fargo is likely to change after next week's earnings.Source