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完美无缺 Private ID: 104037787
遇事不慌,处事不惊。交易如人生,不要急于求成。
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    $Hang Seng Index(800000.HK)$ $Tesla(TSLA.US)$ $KUAISHOU-W(01024.HK)$ Hong Kong stocks continued to fluctuate and adjust. At one point, the Hang Seng Index retreated to 21074 points and did not fall below 21,000 points. However, yesterday it was low at 20,799 points, then it began to rise, and finally closed at 21,164. In line with predictions, it will consolidate around 21,000 points in the short term.
    After the Hang Seng Index hit and adjusted 1,700 points from a high point, the Hong Kong dollar once again hit the assurances of the weak. Yesterday, the HKMA once again bought HK$4.2 billion to protect the linked exchange rate system. This is also the first time since November last year that the HKMA has bought Hong Kong dollars after a lapse of three months.
    On the other hand, the inflation data released by the US is extremely sensitive, and there is no doubt that it will have an important impact on the market in the short term, so investors are also watching without making a big move. The turnover of the Hang Seng Index was also reduced to less than HK$100 billion.
    Currently, the US employment data is ideal. As the US dollar exchange rate strengthens again, the weakening of the Hong Kong exchange rate is likely to remain weak for some time, and the US CPI for January announced today increased 6.4% year on year, which is expected to be 6.2%. The 25 basis point rate hike in March is also a foregone conclusion.
    Further interest rate hikes by the Federal Reserve will cause capital outflows from Hong Kong, thereby increasing Hong Kong dollar interbank interest rates and increasing capital costs, which will put some pressure on Hong Kong stocks.
    The current valuation level of Hong Kong stocks, and the price/performance ratio has been greatly reduced. Market capital is looking for other investments after making a profit...
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    $Tesla(TSLA.US)$ $NVIDIA(NVDA.US)$ $Apple(AAPL.US)$ The Federal Reserve will release inflation data tomorrow. The forecast is for a month-on-month increase of 0.5%. Last year, the world followed this data. If tomorrow's inflation data is higher than expected, US stocks will not be able to avoid falling.
    So today is a day of great pressure on US stocks. Shareholders are paying attention.
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    $Tesla(TSLA.US)$ $TENCENT(00700.HK)$ 本周港股延续上周震荡走势,周一跳空低开创下本轮回调低点21086点,随后弱势反弹,周四虽一度展开反攻,但周五即被再次压制。
    周五恒指大挫2%,恒生科技指数更是大跌4.58%,跌破4400关口,自高点回撤近10%,好在量能没有明显放大。
    周五港股跳水的导火索是因为美国那边又搞事情,《纽约时报》说,美国政府拟推行新规定,限制美国企业向中国发展先进技术的企业提供资金。这对科网股是精准爆击,受此消息影响,港股科技股直线下落。
    港股周五低开本来就是受昨晚美股下跌拖累,美股那边在特斯拉股价突破200美元,从今年低点上来翻倍后,感觉美股的这轮修复情绪也到头了。且今年美国面临着不加息无法降通胀,加息又可能会导致经济衰退的两难选择。
    现在2年期美债收益率是4.49%,10年期是3.69%,长短国债收益率创了40年最大倒挂,这通常被视为短期内要出现经济衰退的信号了。
    分析了这么多外部因素,我认为直接原因还是疫情放开利好预期释放殆尽,涨多就想跑,获利落袋。
    结合近期走势来看,港股可能会在2万点~2.2万...
    港股暴跌原因!
    $Tesla(TSLA.US)$ Looking at future trends, it is often necessary to skip the daily ups and downs. Looking at the weekly market, the trend is more clear.
    First, let's look at the A50 index, which is highly convergent with the Hang Seng Index. Today's pullback is still on the 5-day line. Looking at the weekly line, the A50 upward trend is generally two weeks of correction and then rising again, so we can observe whether A50 will rise again next week.
    As for the NASDAQ, the decline was blocked from the 12210 position on the weekly line, but the upward trend on the weekly line has not been disrupted. Next week, we will also observe whether the weekly suppression can be broken through.
    Looking at the weekly line, the decline of the Hang Seng Index was clearly blocked by the green line at 22385. Although it gave some hope this week under Tencent's leadership, it returned to a weak position by Friday, and the suspense remained until next week.
    However, for the weekly US dollar, this week is the second week of the rebound. Although the magnitude is small, for precious metals, the stock index is still quite lethal. Gold fell 100 points, while the Hang Seng Index pulled back 1,700 points from its high point, and the A50 fell 5% from its highest point.
    Therefore, the focus of observation still depends on whether the rebound of the US dollar can break through the 104 integer mark and the stabilization of the Hang Seng Index next week.
    Of course, if the Hang Seng Index follows the trend and makes up for the 20793 gap, it's actually a pretty good opportunity to go long. Because peripheral US stocks and A-shares are not bad, falling is of course an opportunity. $Nasdaq Composite Index(.IXIC.US)$
    $Hang Seng Index(800000.HK)$
    ...
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    Zhou K's analysis opinion!
    Zhou K's analysis opinion!
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    $Apple(AAPL.US)$ $Tesla(TSLA.US)$ $NVIDIA(NVDA.US)$ Apple's board of directors announced that it will pay a cash dividend of $0.23 per share to the company's common shareholders. This dividend will be paid on February 16, 2023 to registered shareholders whose business hours end on February 13, 2023.
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    $Tesla(TSLA.US)$ 高光时刻的到来,去年的时候连着跌了9个工作日,今年已经连涨8个工作日是不是可以连着涨10个工作日呢?最可怕的是一个月之内直接翻了一倍,接下来会怎么发展我很期待
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    $S&P 500 Index(.SPX.US)$ Today, the Hang Seng Index has been trading sideways at around 4110. If it falls below 4100 to 4080 today, then I'll get rid of my bulls and go short. If I don't break 4100 then I will continue to hold a long position in my hands. My opinion is for reference only! $Tesla(TSLA.US)$ $NVIDIA(NVDA.US)$
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    $Tesla(TSLA.US)$ $Apple(AAPL.US)$ Apple today announced the company's first fiscal quarter results for fiscal year 2023. According to the report, Apple's net revenue for the first fiscal quarter was US$117.154 billion, down 5% from US$123.945 billion in the same period last year. This was the first time since 2019 that the company experienced a year-on-year decline in revenue, and recorded the biggest quarterly revenue decline since September 2016; net profit was US$29.998 billion, down 13% from US$34.63 billion in the same period last year. Among them, Greater China's revenue was US$23.905 billion, down 7% from US$25.783 billion in the same period last year.
    Apple's revenue and earnings per share for the first fiscal quarter failed to meet Wall Street analysts' expectations, leading to a sharp drop of nearly 4% after the market. $Apple (AAPL) $
    Apple's board of directors announced that it will pay a cash dividend of $0.23 per share to the company's common shareholders. This dividend will be paid on February 16, 2023 to registered shareholders whose business hours end on February 13, 2023.
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    $Tesla(TSLA.US)$ $TENCENT(00700.HK)$ At age 7, the boy caught a cicada and thought he had caught the whole summer;
    When I was 13, I held the girl's hand and thought we could be together forever;
    At the age of 21, the boy dropped out of school and moved to school, and the girl had already gone to key universities. The boy thought to himself that he would definitely be worthy of her in the future
    At the age of 28, the boy learned to buy stocks, sell high, and take a low, mixed bag;
    When I saw the girl again, it was in Dongguan, in a dim room. The girl spoke first: 998. Seeing that you are an acquaintance, accept you 888; the boy grabbed the girl's hand: Come with me, I'll marry you;
    The girl softly — laughed: I'm sorry, I still have guests;
    The last time I saw the girl, she stood on the roof and asked the boy: I'm terminally ill. I just want to ask you before I leave, do you still love me;
    The boy's voice trembled: Love, wait for my stock to pay back, take you to treatment;
    The girl asked: What kind of stock did you buy;
    The boy replied: $TENCENT(00700.HK)$
    As soon as the voice dropped, the girl leapt down without hesitation
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    $Coinbase(COIN.US)$ I'll be back again. This drop is just a drizzle.
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