【名家給力場】美科技股回勇有咩啟示？

00:00 After long bond yields, rate hikes, and high oil prices: US technology stocks have recovered in recent days 01:45 Index breaks top positive? The US stock market is more than 60% wide below the 50-day line 03:15 HK stock market width nearly 60%; interest rate hike pressure not fully digested 04:30 Market Polarization: Funds Return to Growth/AI Story Shares 05:17 Semiconductors AMD, Intel surge in a week; 07:00 Historical comparison: Average/median has fallen in 3 months since the past seven rate hikes 09:00 Exception this time? Invesco QQQ gains about 6% in one week 11:00 Dollar strengthens but emerging markets still accumulate about 5%: What is the revelation [Famous people give force field] What is the revelation of the recovery of US technology stocks? 【Now Finance】 After US stocks have survived a round of high yields on long-term bonds, the Federal Reserve's interest rate hikes and high oil prices, technology stocks have recovered for days, and the Nasdaq has broken the top. Has the market digested all the previous negatives? In this episode, Lewis John, founder of "Stock Market Fisherman", breaks down: What is behind the recovery of US technology stocks? In the first half, we looked at the gap between "the index is beautiful" and "the market width is very bad". Lewis said the index alone is indeed positive, but the U.S. stock market easing is actually very bad: more than 60% of shares are still below the 50-day line, and HK stocks are close to 60%. That most stocks remain under pressure due to interest rate hikes, the upside is not in full bloom. He thinks the market is becoming polarized: the pressure to raise interest rates has not been fully digested, and funds are refocusing on shares with growth stories and backgrounds in artificial intelligence (AI). Semiconductors such as AMD, Intel (Intel) have risen strongly over the past week, reflecting investors’ belief that the earnings growth and future productivity from AI have a chance to offset high interest rate pressures. The second half stretched wide to history and across markets. Referring to the past seven rate hikes, three months after the rate hike whether using average returns or median returns, the stock market mostly had to retreat; On the other hand, emerging markets are usually under pressure when the dollar strengthens under normal circumstances, but emerging markets overall gained about 5% that week. The index is strong, the market is weak, funds are betting on AI, and QQQ and emerging markets are "against the trend" at the same time. Taken together, these lines are the revelation that this episode wants to ask: Is Huiyong a full recovery, or just growth/AI stories continuing to work in a narrowed leadership stock? 📚More free investment tips: If you are interested in investment strategies, options applications, the Stock Market Fisherman Blog also has plenty of free articles to help you improve your investment knowledge! Visit 👉https://blog.stockfisher.com.hk🚀 today 📩 Stock market fisherman added investment strategy download area, including thematic research, IPO analysis and investment tutorial 📝Register now for free download, popular questions: [5 Things SpaceX Employees Know] https://blog.stockfisher.com.hk/blog/... [Open Market Buying of Private Tech Giants]: https://blog.stockfisher.com.hk/blog/... [Dell + Lenovo AI Transformation In-depth Research Report]: https://blog.stockfisher.com.hk/blog/... [Michael Green "1987 Stock Market Crash Replay, Six Points Observation Report] https://blog.stockfisher.com.hk/blog/... [Palantir Q1 Results and AI Aspiration Report for the Next Ten Years] https://blog.stockfisher.com.hk/blog/... [Detailed Report on CK Hutchison (0001) Asset Map, Sales Records and Special Dividend Records] https://blog.stockfisher.com.hk/blog/... [Top 10 Management Secrets of Elon Musk's Management Thinking Super-Rapid Growth]: https://blog.stockfisher.com.hk/blog/... [Paul Tudor Jones Trading Overview]: https://blog.stockfisher.com.hk/blog/... [Apple AAPL Management Replacement, Business and Performance Analysis]: https://blog.stockfisher.com.hk/blog/... [Deconstructing the 4 hidden business gears of supermarkets from the potential merger of Wellcome and Packages] https://blog.stockfisher.com.hk/blog/... [The Eternal Wisdom of Mark Mobius, the Godfather of Emerging Markets] https://blog.stockfisher.com.hk/blog/... [Linda Raschke's 12 Trading Codes] https://blog.stockfisher.com.hk/blog/... [Macro Interview Report by Canadian Macro Expert David Rosenberg]: https://blog.stockfisher.com.hk/blog/... [Jiang Xueqin: Global Macro Report on the US-Iraq War]: https://blog.stockfisher.com.hk/blog/... [Chamath Full Excerpt Download] https://blog.stockfisher.com.hk/blog/... [Buffett CNBC Interview Summary Report] https://blog.stockfisher.com.hk/blog/... [Excerpt from Howard Marks ...