What 视野环球财经 said in this video:
- Fed Policyneutralshort-termAfter the October PPI, the market is pricing three consecutive Fed rate hikes from December, with rate-hike expectations now full.Source
- NVDAbearishshort-termAfter Jensen Huang's departure, lender institutions are losing confidence in NVIDIA, and at least one is preparing to exit the financing consortium.Source
- AI Capexnegative for stocksmid-termNVIDIA's circular credit financing is showing cracks; if the new CEO cuts or caps the funding, the whole AI and semiconductor hardware complex faces a negative shock.Source
- NVDAneutralshort-termThe host discloses he still holds a remaining NVIDIA position and plans to clear it at 172-174 before earnings, or on the first trading day after earnings if that range is not reached.Source
- AMDbullishshort-termAMD entered a technical reversal right side after breaking 528; the pullback is a technical swing entry while above 501, with room toward the prior high.Source
- MRVLbearishshort-termMarvell broke below 160 and dropped to 132; it failed to reclaim 172 and faces strong overhead resistance, so the technical picture is difficult and only a rebound is callable.Source
- TSMbullishmid-termThe host maintains a plan to add TSM on support or stabilization in the 360-378 and 320-350 zones, expecting it to become his second-largest position after adding.Source