This Fourth Witch Day may boost a rebound in growth stocks

After the eagle's decision to bring pigeons, Yan Caijun immediately recommended a recovery and rebound in growth stocks. Currently, the time window is still there.

At this point, Nasdaq is the biggest drop among the three major US stock indexes in recent months. Currently, the overall PE-TTM of NASDAQ is 30.17 times, at the historical quantile level of 29.69%, but the Dow Jones index is still in the 70% quantile of historical valuations and the S&P fraction of 43%. After a continuous sharp decline, NASDAQ's valuation security has dropped to the lowest of the three indices. Therefore, after the interest rate hike is clear, we are even more optimistic about super growth stocks with comparable performance advantages.

As far as March 4 of this year is concerned, Nomura Holdings strategist Charlie McEligott's team believes that the market makers' hedging activities on Friday will amplify the rise in the S&P 500 index this week.

The specific method of operation is roughly like this: when a trader sells a put option, they are essentially betting that the underlying asset will rise. To offset this unnecessary directional risk, market makers usually sell part of their assets to maintain a neutral position. These hedging operations are reversed when the put option expires or is executed, which may create favorable conditions for the asset.

$NVIDIA (NVDA.US)$

$Snowflake (SNOW.US)$

$Tesla (TSLA.US)$

$E-mini S&P 500 Futures (JUN6) (ESmain.US)$ $E-mini NASDAQ 100 Futures (JUN6) (NQmain.US)$ $E-mini Dow Futures (JUN6) (YMmain.US)$ $Advanced Micro Devices (AMD.US)$

Remarks: The Federal Reserve observes: Interest rate hikes have finally come to fruition, with “pigeons” in the “eagle”, recovery of growth stocks begins

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