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大仁Jaron
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大仁Jaron

Wb3项目投研|AI研究员|推特X: @Jaron2277
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S&P 500 Technology: 75% of stocks reclaim above the 200-day moving average; historical averages suggest a potential upside of up to 33.4% over the coming yearOn August 14, 75% of the stocks in the S&P 500 Technology sector closed above the 200-day moving average for the first time since October 2024. This marked the first time the sector touched that threshold in 2024. The move ended a prolonged stretch of weakness lasting 219 trading days. It is the ninth-longest downturn of its kind on record. Historically, the longest such period lasted as long as 759 trading days, ending after the dot-com bubble burst on April 22, 2003. Based on historical data, after these extended periods of weakness end, the technology sector has typically risen by an average of 2.5% over the following one month, 7.3% over the next three months, 15.5% over the next six months, and a remarkable 33.4% over the next twelve months.

S&P 500 Technology: 75% of stocks reclaim above the 200-day moving average; historical averages suggest a potential upside of up to 33.4% over the coming year

On August 14, 75% of the stocks in the S&P 500 Technology sector closed above the 200-day moving average for the first time since October 2024. This marked the first time the sector touched that threshold in 2024. The move ended a prolonged stretch of weakness lasting 219 trading days. It is the ninth-longest downturn of its kind on record. Historically, the longest such period lasted as long as 759 trading days, ending after the dot-com bubble burst on April 22, 2003. Based on historical data, after these extended periods of weakness end, the technology sector has typically risen by an average of 2.5% over the following one month, 7.3% over the next three months, 15.5% over the next six months, and a remarkable 33.4% over the next twelve months.
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August 15, Michael Hartnett, BofA Securities’ chief strategist, said in a recent report that in the current AI bubble environment, the optimal investment strategy is to go long both AI tech leaders and neglected “loser” assets that the market has long overlooked, in order to capture two-way returns during the final blow-off stage of the nominal GDP bubble, and to recommend shorting AI bonds. BofA’s bull-bear indicator edged down slightly from 9.7 to 9.3. It remains in an extreme bullish zone and continues to hold a “sell” signal, but global equities have still risen since the signal was issued in May. The report emphasized that capital is structurally flowing into gold and commodities, while tech stocks saw their largest single-week outflow in seven weeks. Private clients’ equity allocation has reached a historical high. Hartnett believes that historical bubble patterns show that in the run-up to a bubble top, emerging markets or oversold cyclical assets often benefit from spillover effects. In the current setup, the most likely path to replicate this pattern is the consumer sector. Meanwhile, more than $1 trillion in AI capital expenditures combined with negative cash flow will create significant issuance pressure for related bonds. At the same time, BofA keeps its broad-asset framework of “avoid bonds, avoid the dollar, fully allocate to AI,” and points out three potential constraints that could suppress further upside in the bull market: surging bond yields, a shift in voter sentiment toward caution, and positioning that is generally already too long. Private client data shows that equity allocation has risen to a historical high of 66.4%. The shares of cash and bonds have fallen to the lowest levels on record and the lowest since 2022, respectively. Against the backdrop of pressure as the size of U.S. Treasuries nears $4 trillion and debt-servicing costs continue to climb, BofA views the yield trajectory as the biggest variable and warns that intervention in the U.S. dollar–Japanese yen exchange rate has sent a signal that it is not desired for 10-year U.S. Treasury yields to break above 5%. Under the “avoid the dollar” theme, the report recommends going long gold as a hedge and also favors the Hong Kong real estate sector, where valuations are only about 12 times and where price levels are roughly in line with those from 30 years ago. Looking ahead, the November U.S. midterm elections are listed as a key political variable: if Republicans hold the Senate and the Texas governor is re-elected, AI risk assets could accelerate toward a peak in 2027; otherwise, it could trigger major adjustments in equities, the dollar, and yields. 🧧🧧🧧Reply “2027” to get $BNB 🧧🧧🧧 🎁🎁🎁👇👇👇🎁🎁🎁
August 15, Michael Hartnett, BofA Securities’ chief strategist, said in a recent report that in the current AI bubble environment, the optimal investment strategy is to go long both AI tech leaders and neglected “loser” assets that the market has long overlooked, in order to capture two-way returns during the final blow-off stage of the nominal GDP bubble, and to recommend shorting AI bonds. BofA’s bull-bear indicator edged down slightly from 9.7 to 9.3. It remains in an extreme bullish zone and continues to hold a “sell” signal, but global equities have still risen since the signal was issued in May. The report emphasized that capital is structurally flowing into gold and commodities, while tech stocks saw their largest single-week outflow in seven weeks. Private clients’ equity allocation has reached a historical high.
Hartnett believes that historical bubble patterns show that in the run-up to a bubble top, emerging markets or oversold cyclical assets often benefit from spillover effects. In the current setup, the most likely path to replicate this pattern is the consumer sector. Meanwhile, more than $1 trillion in AI capital expenditures combined with negative cash flow will create significant issuance pressure for related bonds. At the same time, BofA keeps its broad-asset framework of “avoid bonds, avoid the dollar, fully allocate to AI,” and points out three potential constraints that could suppress further upside in the bull market: surging bond yields, a shift in voter sentiment toward caution, and positioning that is generally already too long. Private client data shows that equity allocation has risen to a historical high of 66.4%. The shares of cash and bonds have fallen to the lowest levels on record and the lowest since 2022, respectively.
Against the backdrop of pressure as the size of U.S. Treasuries nears $4 trillion and debt-servicing costs continue to climb, BofA views the yield trajectory as the biggest variable and warns that intervention in the U.S. dollar–Japanese yen exchange rate has sent a signal that it is not desired for 10-year U.S. Treasury yields to break above 5%. Under the “avoid the dollar” theme, the report recommends going long gold as a hedge and also favors the Hong Kong real estate sector, where valuations are only about 12 times and where price levels are roughly in line with those from 30 years ago. Looking ahead, the November U.S. midterm elections are listed as a key political variable: if Republicans hold the Senate and the Texas governor is re-elected, AI risk assets could accelerate toward a peak in 2027; otherwise, it could trigger major adjustments in equities, the dollar, and yields.

🧧🧧🧧Reply “2027” to get $BNB 🧧🧧🧧
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从0开始1688
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“It was Huang Renxun who came to find us!” The six Wall Street giants team up with NVIDIA to unlock $500 billion: for the first time, compute power becomes an asset eligible for collateralized loans…
Revisiting AI compute power:

On Monday in U.S. Eastern Time, $NVIDIA (NVDA.US)$ announced that it has signed a memorandum of understanding with Apollo, Bayard, Blackstone, Bowring, Goldman Sachs, and KKR, respectively, to build an AI compute infrastructure financing platform for customers, aiming to unlock more than $500 billion in third-party capital.

Then, the executives from these seven companies appeared together on CNBC’s live broadcast for a joint interview with host Becky Quick.

These institutions usually compete with each other, so opportunities to appear together are extremely rare. But this time, Huang Renxun proactively came calling. David Solomon, the chairman of Goldman Sachs, confirmed this very straightforwardly. Moreover, none of the six institutions Huang Renxun contacted refused him.
Mahi_BNB
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Bullish
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生蚝哥Oyster
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Bullish
The scorching summer heat doesn’t let up, and the福利 continues to be delivered 🧧
In the sweltering summer, surprises keep coming.
Leave a comment below to claim the red envelope bonus.
#bnb
大仁Jaron
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August 15, Michael Hartnett, BofA Securities’ chief strategist, said in a recent report that in the current AI bubble environment, the optimal investment strategy is to go long both AI tech leaders and neglected “loser” assets that the market has long overlooked, in order to capture two-way returns during the final blow-off stage of the nominal GDP bubble, and to recommend shorting AI bonds. BofA’s bull-bear indicator edged down slightly from 9.7 to 9.3. It remains in an extreme bullish zone and continues to hold a “sell” signal, but global equities have still risen since the signal was issued in May. The report emphasized that capital is structurally flowing into gold and commodities, while tech stocks saw their largest single-week outflow in seven weeks. Private clients’ equity allocation has reached a historical high.
Hartnett believes that historical bubble patterns show that in the run-up to a bubble top, emerging markets or oversold cyclical assets often benefit from spillover effects. In the current setup, the most likely path to replicate this pattern is the consumer sector. Meanwhile, more than $1 trillion in AI capital expenditures combined with negative cash flow will create significant issuance pressure for related bonds. At the same time, BofA keeps its broad-asset framework of “avoid bonds, avoid the dollar, fully allocate to AI,” and points out three potential constraints that could suppress further upside in the bull market: surging bond yields, a shift in voter sentiment toward caution, and positioning that is generally already too long. Private client data shows that equity allocation has risen to a historical high of 66.4%. The shares of cash and bonds have fallen to the lowest levels on record and the lowest since 2022, respectively.
Against the backdrop of pressure as the size of U.S. Treasuries nears $4 trillion and debt-servicing costs continue to climb, BofA views the yield trajectory as the biggest variable and warns that intervention in the U.S. dollar–Japanese yen exchange rate has sent a signal that it is not desired for 10-year U.S. Treasury yields to break above 5%. Under the “avoid the dollar” theme, the report recommends going long gold as a hedge and also favors the Hong Kong real estate sector, where valuations are only about 12 times and where price levels are roughly in line with those from 30 years ago. Looking ahead, the November U.S. midterm elections are listed as a key political variable: if Republicans hold the Senate and the Texas governor is re-elected, AI risk assets could accelerate toward a peak in 2027; otherwise, it could trigger major adjustments in equities, the dollar, and yields.

🧧🧧🧧Reply “2027” to get $BNB 🧧🧧🧧
🎁🎁🎁👇👇👇🎁🎁🎁
大仁Jaron
·
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S&P 500 Technology: 75% of stocks reclaim above the 200-day moving average; historical averages suggest a potential upside of up to 33.4% over the coming year
On August 14, 75% of the stocks in the S&P 500 Technology sector closed above the 200-day moving average for the first time since October 2024. This marked the first time the sector touched that threshold in 2024. The move ended a prolonged stretch of weakness lasting 219 trading days. It is the ninth-longest downturn of its kind on record. Historically, the longest such period lasted as long as 759 trading days, ending after the dot-com bubble burst on April 22, 2003. Based on historical data, after these extended periods of weakness end, the technology sector has typically risen by an average of 2.5% over the following one month, 7.3% over the next three months, 15.5% over the next six months, and a remarkable 33.4% over the next twelve months.
大仁Jaron
·
--
August 15, Michael Hartnett, BofA Securities’ chief strategist, said in a recent report that in the current AI bubble environment, the optimal investment strategy is to go long both AI tech leaders and neglected “loser” assets that the market has long overlooked, in order to capture two-way returns during the final blow-off stage of the nominal GDP bubble, and to recommend shorting AI bonds. BofA’s bull-bear indicator edged down slightly from 9.7 to 9.3. It remains in an extreme bullish zone and continues to hold a “sell” signal, but global equities have still risen since the signal was issued in May. The report emphasized that capital is structurally flowing into gold and commodities, while tech stocks saw their largest single-week outflow in seven weeks. Private clients’ equity allocation has reached a historical high.
Hartnett believes that historical bubble patterns show that in the run-up to a bubble top, emerging markets or oversold cyclical assets often benefit from spillover effects. In the current setup, the most likely path to replicate this pattern is the consumer sector. Meanwhile, more than $1 trillion in AI capital expenditures combined with negative cash flow will create significant issuance pressure for related bonds. At the same time, BofA keeps its broad-asset framework of “avoid bonds, avoid the dollar, fully allocate to AI,” and points out three potential constraints that could suppress further upside in the bull market: surging bond yields, a shift in voter sentiment toward caution, and positioning that is generally already too long. Private client data shows that equity allocation has risen to a historical high of 66.4%. The shares of cash and bonds have fallen to the lowest levels on record and the lowest since 2022, respectively.
Against the backdrop of pressure as the size of U.S. Treasuries nears $4 trillion and debt-servicing costs continue to climb, BofA views the yield trajectory as the biggest variable and warns that intervention in the U.S. dollar–Japanese yen exchange rate has sent a signal that it is not desired for 10-year U.S. Treasury yields to break above 5%. Under the “avoid the dollar” theme, the report recommends going long gold as a hedge and also favors the Hong Kong real estate sector, where valuations are only about 12 times and where price levels are roughly in line with those from 30 years ago. Looking ahead, the November U.S. midterm elections are listed as a key political variable: if Republicans hold the Senate and the Texas governor is re-elected, AI risk assets could accelerate toward a peak in 2027; otherwise, it could trigger major adjustments in equities, the dollar, and yields.

🧧🧧🧧Reply “2027” to get $BNB 🧧🧧🧧
🎁🎁🎁👇👇👇🎁🎁🎁
大仁Jaron
·
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S&P 500 Technology: 75% of stocks reclaim above the 200-day moving average; historical averages suggest a potential upside of up to 33.4% over the coming year
On August 14, 75% of the stocks in the S&P 500 Technology sector closed above the 200-day moving average for the first time since October 2024. This marked the first time the sector touched that threshold in 2024. The move ended a prolonged stretch of weakness lasting 219 trading days. It is the ninth-longest downturn of its kind on record. Historically, the longest such period lasted as long as 759 trading days, ending after the dot-com bubble burst on April 22, 2003. Based on historical data, after these extended periods of weakness end, the technology sector has typically risen by an average of 2.5% over the following one month, 7.3% over the next three months, 15.5% over the next six months, and a remarkable 33.4% over the next twelve months.
大仁Jaron
·
--
August 15, Michael Hartnett, BofA Securities’ chief strategist, said in a recent report that in the current AI bubble environment, the optimal investment strategy is to go long both AI tech leaders and neglected “loser” assets that the market has long overlooked, in order to capture two-way returns during the final blow-off stage of the nominal GDP bubble, and to recommend shorting AI bonds. BofA’s bull-bear indicator edged down slightly from 9.7 to 9.3. It remains in an extreme bullish zone and continues to hold a “sell” signal, but global equities have still risen since the signal was issued in May. The report emphasized that capital is structurally flowing into gold and commodities, while tech stocks saw their largest single-week outflow in seven weeks. Private clients’ equity allocation has reached a historical high.
Hartnett believes that historical bubble patterns show that in the run-up to a bubble top, emerging markets or oversold cyclical assets often benefit from spillover effects. In the current setup, the most likely path to replicate this pattern is the consumer sector. Meanwhile, more than $1 trillion in AI capital expenditures combined with negative cash flow will create significant issuance pressure for related bonds. At the same time, BofA keeps its broad-asset framework of “avoid bonds, avoid the dollar, fully allocate to AI,” and points out three potential constraints that could suppress further upside in the bull market: surging bond yields, a shift in voter sentiment toward caution, and positioning that is generally already too long. Private client data shows that equity allocation has risen to a historical high of 66.4%. The shares of cash and bonds have fallen to the lowest levels on record and the lowest since 2022, respectively.
Against the backdrop of pressure as the size of U.S. Treasuries nears $4 trillion and debt-servicing costs continue to climb, BofA views the yield trajectory as the biggest variable and warns that intervention in the U.S. dollar–Japanese yen exchange rate has sent a signal that it is not desired for 10-year U.S. Treasury yields to break above 5%. Under the “avoid the dollar” theme, the report recommends going long gold as a hedge and also favors the Hong Kong real estate sector, where valuations are only about 12 times and where price levels are roughly in line with those from 30 years ago. Looking ahead, the November U.S. midterm elections are listed as a key political variable: if Republicans hold the Senate and the Texas governor is re-elected, AI risk assets could accelerate toward a peak in 2027; otherwise, it could trigger major adjustments in equities, the dollar, and yields.

🧧🧧🧧Reply “2027” to get $BNB 🧧🧧🧧
🎁🎁🎁👇👇👇🎁🎁🎁
大仁Jaron
·
--
S&P 500 Technology: 75% of stocks reclaim above the 200-day moving average; historical averages suggest a potential upside of up to 33.4% over the coming year
On August 14, 75% of the stocks in the S&P 500 Technology sector closed above the 200-day moving average for the first time since October 2024. This marked the first time the sector touched that threshold in 2024. The move ended a prolonged stretch of weakness lasting 219 trading days. It is the ninth-longest downturn of its kind on record. Historically, the longest such period lasted as long as 759 trading days, ending after the dot-com bubble burst on April 22, 2003. Based on historical data, after these extended periods of weakness end, the technology sector has typically risen by an average of 2.5% over the following one month, 7.3% over the next three months, 15.5% over the next six months, and a remarkable 33.4% over the next twelve months.
大仁Jaron
·
--
August 15, Michael Hartnett, BofA Securities’ chief strategist, said in a recent report that in the current AI bubble environment, the optimal investment strategy is to go long both AI tech leaders and neglected “loser” assets that the market has long overlooked, in order to capture two-way returns during the final blow-off stage of the nominal GDP bubble, and to recommend shorting AI bonds. BofA’s bull-bear indicator edged down slightly from 9.7 to 9.3. It remains in an extreme bullish zone and continues to hold a “sell” signal, but global equities have still risen since the signal was issued in May. The report emphasized that capital is structurally flowing into gold and commodities, while tech stocks saw their largest single-week outflow in seven weeks. Private clients’ equity allocation has reached a historical high.
Hartnett believes that historical bubble patterns show that in the run-up to a bubble top, emerging markets or oversold cyclical assets often benefit from spillover effects. In the current setup, the most likely path to replicate this pattern is the consumer sector. Meanwhile, more than $1 trillion in AI capital expenditures combined with negative cash flow will create significant issuance pressure for related bonds. At the same time, BofA keeps its broad-asset framework of “avoid bonds, avoid the dollar, fully allocate to AI,” and points out three potential constraints that could suppress further upside in the bull market: surging bond yields, a shift in voter sentiment toward caution, and positioning that is generally already too long. Private client data shows that equity allocation has risen to a historical high of 66.4%. The shares of cash and bonds have fallen to the lowest levels on record and the lowest since 2022, respectively.
Against the backdrop of pressure as the size of U.S. Treasuries nears $4 trillion and debt-servicing costs continue to climb, BofA views the yield trajectory as the biggest variable and warns that intervention in the U.S. dollar–Japanese yen exchange rate has sent a signal that it is not desired for 10-year U.S. Treasury yields to break above 5%. Under the “avoid the dollar” theme, the report recommends going long gold as a hedge and also favors the Hong Kong real estate sector, where valuations are only about 12 times and where price levels are roughly in line with those from 30 years ago. Looking ahead, the November U.S. midterm elections are listed as a key political variable: if Republicans hold the Senate and the Texas governor is re-elected, AI risk assets could accelerate toward a peak in 2027; otherwise, it could trigger major adjustments in equities, the dollar, and yields.

🧧🧧🧧Reply “2027” to get $BNB 🧧🧧🧧
🎁🎁🎁👇👇👇🎁🎁🎁
大仁Jaron
·
--
S&P 500 Technology: 75% of stocks reclaim above the 200-day moving average; historical averages suggest a potential upside of up to 33.4% over the coming year
On August 14, 75% of the stocks in the S&P 500 Technology sector closed above the 200-day moving average for the first time since October 2024. This marked the first time the sector touched that threshold in 2024. The move ended a prolonged stretch of weakness lasting 219 trading days. It is the ninth-longest downturn of its kind on record. Historically, the longest such period lasted as long as 759 trading days, ending after the dot-com bubble burst on April 22, 2003. Based on historical data, after these extended periods of weakness end, the technology sector has typically risen by an average of 2.5% over the following one month, 7.3% over the next three months, 15.5% over the next six months, and a remarkable 33.4% over the next twelve months.
阿波罗1111
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An autumn wind passes along the mountain road,
bringing a new rhythm as well.
May you move forward steadily today.
艾伦Eren1688
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Bullish
Despite their rivalry, Cristiano Ronaldo has never forgotten to show his empathy and care. ❤️
While the outside world often portrays him as arrogant, selfish, or self-centered, moments like these reveal a completely different side.
On the pitch, Lionel Messi may be his greatest opponent, but when misfortune strikes, the competition becomes trivial.
Cristiano deliberately paused to offer comfort and stay by Messi’s side during his difficult moment. Two football superstars—an unforgettable feud between rivals—but, at the end of the day, they are first and foremost human beings.
Football may put them at odds, but humanity connects them closely. 🐐❤️
answer:1
回答 :1
#Binance #1688家族family
Welcome welcome
Welcome welcome
AI随缘俱乐部
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[Replay] 🎙️ Family members, come to the live stream room to claim encrypted cryptocurrency rewards
05 h 59 m 59 s · 8.9k listens
良茂哥
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🧧 [Follow + Repost + Comment to receive ETH fan rewards | Welcome to follow the trades—let’s steadily grow and multiply in the crypto world]

🧧 It’s better to miss out on unknown windfalls than to expose ourselves to uncontrollable risks.

Every day, the market is filled with legends of “doubling” and sudden surges that tempt us to break the risk controls we already have.

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If the risk controls fail even once, all the profits accumulated in the past—and even the principal—could instantly become zero.

Learn to say no to market situations you can’t understand or can’t quantify risk for. That is the core underlying logic for protecting your assets.

Welcome to click and follow the trades, lock the risks into a range you can handle, and achieve long-term compounding through continuous rolling growth.
大东哥势不可挡
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Something big happened, something big happened, something big happened!!!
#PredictFun is getting into esports; brothers, you’re in luck 😍 hahaha
Just make a light prediction, and the red envelope will arrive immediately 😍😍😍
$BNB

圣克斯Lucky1688
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We hit 5k fans! This is my second红包 post—Thanks everyone! Thanks 1688! Thanks lucky! Thank every one of you in Binance Square! Wishing you all make money every day, be lucky every day! Whatever you buy goes up! Bull surround!
从0开始1688
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Few words, steady action, and a carefree spirit with integrity

Shine without dazzling; still water flows deep

Learn to accept different viewpoints, and don’t refute them.

Because everyone’s original family, upbringing, and educational background are different,

I examine myself three times a day
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