美联储降息50 bp_老虎社区_美港股上老虎 - 老虎社区

点击我就能取名哦

美联储降息50 bp符合预期，市场还在狂欢中，9 10月不会直接上去。再耐心等待。 $苹果(AAPL)$ 小仓位试空

@点击我就能取名哦：$苹果(AAPL)$ 逢高做空的机会第一首先是本次iPhone的策略，为了ai全系上了8g内存，和a18 可能导致pro销量不及预期。其次国产iPhone的ai阉割策略明显也抵消了 ai换机的冲动。基本面会受到影响。第二苹果AI 可能短时间内无法影响盈利，AI还不成熟不会像app store一样躺赚，同时大量的隐私保护投入服务器计算投入。前期apple AI很可能免费，而投入巨大。资本回报不及预期。第三巴菲特大幅减持，也侧面反应股票价值太贵，前期科技股大幅调整而苹果整体下跌不大，应该要补跌。未来大盘走$纳指100ETF(QQQ)$ 接下来随着美联储降息，很有可能超预期的50bp 随着市场狂欢，但接下来预期落地，很可能冲高回落整体大盘再次调整。如果调整出现，做空苹果是最有把握的交易。 high low 的位置是最佳进场点。apple能调整到190附近。大盘到大选结束可能才开始年底反弹最后祝大家中秋快乐[梭哈] [梭哈]

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特斯拉熄火夫斯基
09-20
特斯拉熄火夫斯基
好的

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