美国市场
- 标普500指数期货 上涨6.75点
- 美国10年期国债 1.82%
- 美元指数 97.65
- 原油期货 56.96美元
- 波动率指数VIX 13.01
国际市场
- 日经指数 上涨1.76%
- 韩国KOSPI指数 上涨0.58%
- 香港恒生指数 上涨0.49%
- 上证综指 上涨0.54%
- 德国DAX指数 上涨0.11%
- 英国富时指数FTSE 上涨0.34%
宏观
韩国KOSPI指数
正如我昨天在午间点评和视频中指出的,韩国KOSPI指数升向更高,不可以忽视全球股票市场所发出的信号。
当全球股票市场普遍上涨时,这种力量十分强大,这意味着美国股市的强劲并不是孤立事件。这是金融市场强有力的声明。

日本
虽然日经指数距离其1989年的历史最高点尚有一段距离,不过该指数正在快速接近其2018年高点。

德国DAX指数
德国DAX指数也接近重回其高点。

再次强调,美股市场和标普500指数所表现出来的强劲并不仅仅局限在美国,这是一次全球性的浪潮。这是引人注目的市场信号。
标准普尔500指数基金(SPY)
在此背景下,标普500指数引领股市走向更高,并且标普指数已呈现超买迹象,该指数需要在下一次上涨之前降降温。
标普500指数目前的相对强弱指数为70.

与此同时,运行在50日移动均线之上的公司数量目前处于区间的上端。

运行在200日移动均线之上的公司数量也同样(处于区间的上端)。

我认为这意味着标普500指数近期的上涨可能出现了超买,该指数需要轻微的回调或者一段时间的降温。我们不希望2018年1月的情况重现。
SPDR工业指数基金(XLI)
SPDR工业指数ETF接近爆发边缘,认为该板块衰退的观点可以停止了。可能那个阶段接近结束。

SPDR材料指数基金(XLB)
SPDR材料ETF可能重新升向61.15美元。

罗素2000指数基金(IWM)
这里是罗素2000指数在过去数次失败的地方。可能在罗素2000指数再次突破强并不需要盘整。

股票
恩智浦半导体公司(NXPI)
恩智浦半导体公司的股价在今天早上上涨,仍面临位于121美元左右的阻力线。

Shopify (SHOP)
Shopify的位置不稳定,前方面临极大的下降趋势。

奈飞(NFLX)
机构ISI在一份报告中指出奈飞的应用在第四季度迄今为止的下载表现疲软,奈飞的股价随后走低。
也许,应用下载量不再是最好的公司数据追踪办法了?
我以为大家都在使用Roku观看奈飞的视频内容呢。我的意思是,这不是Roku的股价涨上天的理由吗?我是在讽刺。
我认为奈飞的股价仍在维系升向300美元的趋势。

优步(UBER)
我对于Uber的股价下跌感到十分惊讶。
我们多少次观察到期权上做大笔押注的人出现如此大的错误?很少。
这些人昨天以34美元再次买入了2.4万份1月的看涨期权。
我不知道发生了什么。请注意这里的走势,并留意反弹向更高。

SNAP (SNAP)
SNAP的股价正接近位于15.50美元的阻力线。需要密切关注这家公司的股票。

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11月5日美股评论所提及的股票:恩智浦半导体公司、奈飞公司、优步公司、SNAP公司、Shopify公司
11月5日评论所提及的宏观交易产品:iShares MSCI日本ETF、iSharesMSCI韩国ETF、标普500指数基金、SPDR工业指数基金、SPDR材料指数基金、罗素2000指数基金
Michael Kramer和Mott Capital的客户持有奈飞公司和恩智浦半导体公司的股票
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