What 阳光财经 Sunny said in this video:
- SPYbullishmid-termThe S&P 500 is up 13% this year, slightly above the historical average and has completed its performance KPI. Even if it does not rise in the remaining quarter, its annual performance remains very good. As long as there is no sudden big bearish candle, there is still hope of reaching 8000 points within the year.Source
- QQQneutralshort-termThe Nasdaq index closed at 27,193 after today's decline. Although below the September 22 high, it narrowly held the June 1 high, and the horizontal support level was not broken. The broader market still does not rule out the hope of continuing to rise, but risks are also increasing.Source
- MSFTbullishAmong the many stocks Trump bought, the host is clearly bullish on Microsoft, saying Trump's purchase endorsement increases his confidence in MSFT.Source
- MCDbullishlong-termMcDonald's revenue growth momentum is insufficient and it must spend heavily to subsidize franchisees, so earnings will lack explosive power and stay dormant for a long time. However, the stock price is not high and the dividend yield is 3.1%, relatively high among quality US companies, so one can bottom-fish even just to collect dividends.Source
- OtherneutralSpaceX's bonds have a low investment grade and require high interest rates of 7% to 8% to borrow, so its stock also carries considerable risk. Equity investors may speculate on its imagination and hype, trading high, but pragmatic bond investors demand high rates to lend.Source
- Consumerpositive for stocksDespite tariffs pushing up prices and a 40% year-on-year surge in gasoline prices squeezing low-income households, US consumption ability remains very strong, so the host believes consumer stocks will still rebound and recover at an appropriate time.Source