美国市场
- 标普500指数期货 下跌2.75点
- 美国10年期国债 1.83%
- 美元指数 97.84
- 原油期货 55.14美元
- 波动率指数VIX 13.42
国际市场
- 香港恒生指数 下跌0.39%
- 上证综指 下跌0.87%
- 日经指数 上涨0.47%
- 韩国KOSPI指数 下跌0.04%
- 德国DAX指数 下跌0.15%
- 英国富时指数FTSE 下跌0.74%
标准普尔500指数基金(SPY)
标普500指数期货在今天早上微跌,好消息是标普500指数在测试昨日的突破。尽快完成对昨日突破的再确认是一件好事。再测试的成功将给予股指继续上涨的空间。
标普500指数的支撑线位于3028点附近,阻力线目前位于3040点一线。

谷歌母公司(GOOGL)
谷歌母公司Alphabet的股价略微下跌,但是该公司股票在隔夜市场交易时段收到很多来自卖方的良好评级报告,并且获得上调目标价的待遇。
我对于该公司股价在今天出现下跌会感到惊诧。
谷歌母公司在昨晚公布的财报中营收不及预期,不过这主要源于投资带来的损失。
请注意,由于税务代码的变更,谷歌公司母公司所持有的投资额将在每个季度出现账目上的增加或减少。如果您将投资谷歌母公司的股票视为投资对冲基金,我可以理解为何该公司的股价下跌,如果不是这种投资逻辑则抛售该公司股票不会持续太久。
谷歌母公司Alphabet股价的阻力线位于1300美元附近,支撑线则位于1225美元。

Beyond Meat (BYND)
Beyond Meat的股价今天大跌,其股价的支撑线在78美元附近。
期权交易者看起来此次押对了。期权交易者通常正确的次数多于错误的次数:他们需要Beyond Meat的股价跌至86美元附近才可以获利。我在上周四就注意到许多针对Beyond Meat的看跌期权。

Shopify (SHOP)
Shopify公司公布的季度财报显示亏损远超预期,该公司股价随之下跌。Shopify公司需要维系住位于300美元处的关键心理支撑线。
该公司目前的支撑线位于285美元处,阻力线位于315美元处。

超微半导体公司(AMD)
超微半导体公司(AMD)将于今日公布财报,目前看来超微半导体公司的图表显示该股希望在财报公布之前推涨至34.50美元附近。
不过超微半导体公司的股票已经超买,并且我不知道财报公布后该股会走向何方。
我将密切关注超微半导体公司股票今日的走势,并在付费会员区更新我的点评。
我此前认为超微半导体公司的股价会在财报公布后下跌,但是我们同时知道该公司股票有时表现得很疯狂。

恩智浦半导体公司(NXPI)
恩智浦半导体公司公布的财报好于预期,并且给出符合预期的盈利指引,恩智浦半导体公司的股价在其后上涨。
该公司股票反弹至位于115.50美元附近一线的阻力位处。若该公司股票突破这一阻力线,则股价会反弹向121美元处。

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10月29日美股评论所提及的股票:谷歌母公司、Beyond Meat、Shopify、超微半导体公司、恩智浦半导体公司
10月29日评论所提及的宏观交易产品:标普500指数基金
Michael Kramer和Mott Capital的客户持有谷歌母公司和恩智浦半导体公司的股票
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