Buy U.S. stocks and trade on Binance—watch what the U.S. stocks do with “Long-ge.” This morning I flipped through three defense electronics names. All three ($LHX $GD $NOC) moved down together, but the “style” of the drops was quite different. L3Harris: $277.11, down 0.87% in 24h, volume 1.067 million shares. General Dynamics: $392.34, only down 0.29%—more like hanging orders and observing. Northrop Grumman: $582.84, down 1.07%, volume 0.665 million shares, with the lightest selling orders among the three. Overall, the chart line looks like high-level consolidation: in the last 24h, all three are within -1% showing small red candles, and volume hasn’t exploded. This isn’t distribution—it’s high-level waiting for direction.
Macro-wise, today is the opposite of yesterday. The U.S. dollar index fell straight from 99.64 to 98.85—down by nearly one point. U.S. 10Y Treasury yields slid from 4.736% to 4.638%, a drop of 10 basis points. A weaker dollar and weaker rates are generally neutral to slightly supportive for defense-type long-contract assets. But today the market’s expectations for the Fed to cut rates early have started to rise again, which actually eases the discount-rate pressure on this theme.
For L3Harris, watch whether it holds 275; if it breaks, then look lower toward 268. General Dynamics is more of a wait-and-see with limit orders—add only after it breaks above 395. Northrop Grumman is the most awkward: at the 580 area it’s neither up nor down, so you just have to wait for it to give a direction.
Buy U.S. stocks and trade on Binance—watch what the U.S. stocks do with “Long-ge.”
#国防电子三强齐稳 #美元债市双弱定价 #U.S. stocks
Macro-wise, today is the opposite of yesterday. The U.S. dollar index fell straight from 99.64 to 98.85—down by nearly one point. U.S. 10Y Treasury yields slid from 4.736% to 4.638%, a drop of 10 basis points. A weaker dollar and weaker rates are generally neutral to slightly supportive for defense-type long-contract assets. But today the market’s expectations for the Fed to cut rates early have started to rise again, which actually eases the discount-rate pressure on this theme.
For L3Harris, watch whether it holds 275; if it breaks, then look lower toward 268. General Dynamics is more of a wait-and-see with limit orders—add only after it breaks above 395. Northrop Grumman is the most awkward: at the 580 area it’s neither up nor down, so you just have to wait for it to give a direction.
Buy U.S. stocks and trade on Binance—watch what the U.S. stocks do with “Long-ge.”
#国防电子三强齐稳 #美元债市双弱定价 #U.S. stocks