🌙 The Old Hand’s Outlook｜Three key themes to watch next week
① AI supply chain: Focus on orders and returns, not just the story.
② Tech earnings: For Meta, watch capital expenditure; for Tesla, watch deliveries and profitability. Pay close attention to earnings guidance.
③ China’s economy: Watch GDP, policy signals, and the strength of the recovery in domestic demand.
⚠️ Risk warning: Oil prices, AI valuations, and earnings results could amplify market volatility. Keep positions under control ahead of major events and avoid blindly chasing rallies.
#纳指道指周度差距创2002年7月来最大
① AI supply chain: Focus on orders and returns, not just the story.
② Tech earnings: For Meta, watch capital expenditure; for Tesla, watch deliveries and profitability. Pay close attention to earnings guidance.
③ China’s economy: Watch GDP, policy signals, and the strength of the recovery in domestic demand.
⚠️ Risk warning: Oil prices, AI valuations, and earnings results could amplify market volatility. Keep positions under control ahead of major events and avoid blindly chasing rallies.
#纳指道指周度差距创2002年7月来最大