· 供应链分析

说 SIVE 上涨 6.7%,在大盘普跌时说明这是选股者市场。

涉及标的:

中文翻译

$SIVE 今天涨了 6.7%。 当从 KOSPI 到 Nikkei 的整个市场都在跌的时候,你就知道自己做对了什么。 而 $TSEM 到 $AXTI 这些个股还在涨。 很明显,现在已经是选股者市场了。 像石油、稀土、半导体这些全世界都在争夺的主题标的,已经明显跑赢了更广泛的市场。

英文原文

$SIVE is up 6.7% today. You know you're doing something right: When the entire market from KOSPI to Nikkei is red. While individual longs from $TSEM to $AXTI are green. It's clear that this is now a stock picker's market. As thematic individual names in Oil, Rare Earths, to Semis, that the world is fighting over... Have strongly outperformed the broader market.

在 X 上查看原推 ↗