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1) do you think the US stock market will usher in a turning point? How do you view the impact of recent events on market trends?
Although U. S. stocks have rebounded by thousands of points due to the mid-term elections and the latest decline in CPI data. From a fundamental point of view, the impact of higher US interest rates on the economy is emerging, with Bloomberg economists Anna Wong and Eliza Winger pointing out in a report that the probability of a US recession in the 12 months to October 2023 is 100 per cent. The latest price-to-earnings ratio of the S & P 500 is 19.69, which is not cheap compared with the average price-to-earnings ratio of 15.98.
From a technical point of view, the S & P 500 is still not out of its downward trajectory since the beginning of the year.
In my opinion, the recent trend of US stocks is more consistent with the medium-term rebound than the turn.
2) which segments of the US stock market are you optimistic about / bearish on? Which funds do you think may have boarding opportunities / need to wait and see carefully?
Although I am bearish about the short-term performance of US stocks, I still have confidence in US stocks in the long run. With the 50 billion semiconductor production plan signed by the Biden government, US semiconductor companies are expected to increase their global semiconductor production capacity from 6 per cent to 24 per cent. It is good for the future of semiconductor companies. After the promotion of digitization by the COVID-19 epidemic in the past few years, it has also made me optimistic about the prospects of FAAANM and other technology, software, digital, cloud computing and other companies.
Therefore, I pay special attention to the active funds of semiconductors and technology stocks in the US stock market, looking for the right time to enter the market.
Although U. S. stocks have rebounded by thousands of points due to the mid-term elections and the latest decline in CPI data. From a fundamental point of view, the impact of higher US interest rates on the economy is emerging, with Bloomberg economists Anna Wong and Eliza Winger pointing out in a report that the probability of a US recession in the 12 months to October 2023 is 100 per cent. The latest price-to-earnings ratio of the S & P 500 is 19.69, which is not cheap compared with the average price-to-earnings ratio of 15.98.
From a technical point of view, the S & P 500 is still not out of its downward trajectory since the beginning of the year.
In my opinion, the recent trend of US stocks is more consistent with the medium-term rebound than the turn.
2) which segments of the US stock market are you optimistic about / bearish on? Which funds do you think may have boarding opportunities / need to wait and see carefully?
Although I am bearish about the short-term performance of US stocks, I still have confidence in US stocks in the long run. With the 50 billion semiconductor production plan signed by the Biden government, US semiconductor companies are expected to increase their global semiconductor production capacity from 6 per cent to 24 per cent. It is good for the future of semiconductor companies. After the promotion of digitization by the COVID-19 epidemic in the past few years, it has also made me optimistic about the prospects of FAAANM and other technology, software, digital, cloud computing and other companies.
Therefore, I pay special attention to the active funds of semiconductors and technology stocks in the US stock market, looking for the right time to enter the market.
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