$SKHYNIX I’ll leave the short position in SK Hynix unchanged for now and see how things look tonight.
$TEM Whether it recovers, I’ll reallocate the positions.
Also, if SK Hynix breaks below 1264 and fails to hold, I’ll be ready to keep increasing the position on the subsequent rebound.
The situation now is that the market indices are hitting new highs, but the money is all flowing into cash-flow giants. Even the memory sector isn’t seeing further inflows. The market’s style has shifted somewhat; selling pressure remains fairly heavy on companies that haven’t yet reported earnings, as expectations for the third-quarter results are being priced in early.
Long-term bond yields have remained high. Nobody is buying bonds, and investors seeking safety are choosing cash-flow giants in U.S. stocks rather than diversifying elsewhere.
It really is the indices going up while individual stocks don’t.
#存储
$TEM Whether it recovers, I’ll reallocate the positions.
Also, if SK Hynix breaks below 1264 and fails to hold, I’ll be ready to keep increasing the position on the subsequent rebound.
The situation now is that the market indices are hitting new highs, but the money is all flowing into cash-flow giants. Even the memory sector isn’t seeing further inflows. The market’s style has shifted somewhat; selling pressure remains fairly heavy on companies that haven’t yet reported earnings, as expectations for the third-quarter results are being priced in early.
Long-term bond yields have remained high. Nobody is buying bonds, and investors seeking safety are choosing cash-flow giants in U.S. stocks rather than diversifying elsewhere.
It really is the indices going up while individual stocks don’t.
#存储
