저자: 미상 · 외국인
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나스닥이 2.2% 상승하며 세션 고점 마감, 주요 지수가 이번 주 반등 시도 중이라는 결론. 시장 전반: 월~목 변동성이 컸지만 화·수·목 강세가 이어졌고, IBD 50 성장주 ETF가 약 3% 상승해 성장주 주도력이 확인됨. 다만 상승 반등의 확인 신호인 '팔로스루 데이'가 아직 나오지 않아 공격적 매수에는 이르다는 신중론. 기관 자금 유입 조짐은 보이나 나스닥 거래량은 전일보다 적음. AMD: 서버용 신형 칩 발표와 구글·트위터 고객 확보 소식에 16% 이상 급등, 50일 이동평균선 회복. 직전 실적의 보수적 매출 가이던스로 하락했던 반도체주 반등 신호로 평가. 공격적 투자자는 매수를 고려했을 수 있으나 팔로스루 확인 전이라는 주의. 메르카도 리브레: 실적 발표 후 12% 이상 상승, 거래량 많음. 분기 매출 성장률 63%로 성장 가속이 확인되어 기본적 스토리 양호. 2019년 흑자 전환, 2020년 큰 성장 가속을 시장이 선반영 중일 수 있다는 해석. 매수 구간 내에 있으나 팔로스루 데이 확인 후 진입 권고. Roku: 실적 발표 후 20% 이상 급등, 거래량 평소 200% 이상. 손실은 예상보다 작았고 매출 성장률 59%. 50일선 반등이 확인된 강한 패턴이며 시가 부근 진입도 무리 없다는 평가. 종합 리스크: 팔로스루 데이 미확인 상태에서 지지선 유지 여부가 핵심 변수. 하락장 중 눌림 후 돌파 종목들이 새로운 베이스를 형성 중이라는 긍정적 해석.
다듬은 글
good afternoon from Los Angeles and welcome to stock market today sponsored by Interactive Brokers on the show of course we're gonna break down today's market action a lot to talk about here also going over the charts of AMD Mercado Libre and Roku let's talk about the major indexes a very strong day across the board that Nasdaq finishing at session highs can up about 2.2 percent the S&P up about 1.9 percent Dow also logging a strong gain but I mean what what whip saw action we've seen this week right well it's like the sky was falling Monday right Tuesday Wednesday and Thursday we actually saw a pretty bullish sessions for the market each day the Nasdaq on Tuesday up better than 1% Wednesday yesterday it was down 1.7% intraday it reversed all the way higher for a gain of about 4 tenths of a percent and then a gain of 2% today so we're still early in the in the stages of a rally attempt here but I got to tell you that the action in leading growth stocks the IBD 50 today the FFT why exchange-traded fund was up about three percent at last check and just a lot of good action and software stocks so there are reasons to be optimistic here especially with the nasdaq above the 50-day moving average and the 8000 level as well now I think the question is can we hold support here yeah that'll be that'll be the big question nice percentage gain for the SP 500 today as well but again this is one of these days sometimes we're wondering which stocks we're gonna talk about for the stock market update but there were just so many stocks breaking out to new highs today was actually pretty a pretty convincing action and growth stocks really taking the lead on that which is good to see for our type of investing strategy and let's take a look add to AMD which gained over 16% in heavy today gapping up on its news of assert new server for data centers and landing Google and Twitter as customers here well it wasn't that long ago we heard from earnings from Randy and this is one of the few chip makers that had been acting well chip equipment firms doing doing well but semiconductor stocks had weakened lately but Advanced Micro Devices they reported earnings recently they gave kind of soft sales guidance and that brought sellers into the stock but AMD gaps up today they introduced a new new faster server chip for for data centers and said that Google and Twitter are going to be customers for this chip so very bullish retaking of the 50-day moving average for AMD I think aggressive traders might have opted to buy the stock today it did flash a sell signal from the 3440 buy point but certainly the conviction retake of the 50-day line today was very bullish right and important to reiterate I think the fact that we are still waiting for this follow through day and with that it's not unless you're an aggressive investor not an ideal time to be aggressively buying stocks because this market rally still hasn't quite yet proven itself it's a that's exactly right and if this really if the rally really is to be believed as I was talking to Ed Carson just a little bit earlier you know it's likely we'll see more bullish games it's just a really a matter of if institutional money is going to continue to come in from the sidelines I think we've seen hints of it in recent days and again Nasdaq volume today looks like it's going to be a little bit lower than Wednesday so you know but it was a tough comparison volume was very heavy on the Nasdaq of Wednesday so yeah don't jump the gun but like you said I think aggressive traders probably been nibbling the past two gate past two days not not doing anything aggressive but just trying some stocks on your face all right well let's take a look at Mercado Libre gapping up and clearing a buy point here on earnings rising over 12 percent heavy volume here as well and it looks like we have a really strong bottom line number acceleration of sales growth up 63 percent this quarter so a pretty compelling fundamental story here with Mercado Libre and very strong technical action today with this relative strength line yeah and this is a stock that earlier in the week was not looking very good like a lot of other growth stocks it had you know gapped sharply below its 50-day moving average but I think the market was really keyed in on the the 63 percent rise in sales this time around it was another quarter of accelerating sales growth and you know clearly this company is showing that it can execute it lost money in 2018 but it looks like we're gonna get a nice turnaround and this year in 2019 and then a big acceleration in 2020 so the market could be you know pricing in future you know strong growth yeah so I guess the only thing here is that again we're still waiting for the follow-through day it is in a proper buy range but maybe come tomorrow you know optimistically if we do get that follow-through day and it's still in buy range here maybe the essential opportunity you know there are so many stocks today that crossed by points and Mercado Libre is just as just one you know Microsoft finding support at the 50-day moving average for the first time eeep am systems and other stock that is is acting well so with Mercado Libre you know it's definitely still well within the 5% buy zone but just want to be careful you really want to wait for that sign of strength from the market in the form of a follow through day so all what field will be explaining all that in a big-picture column providing out you know really great perspective as usual that's right everyone should definitely make sure to check that out and we also want to check in on shares of Roku which gapped up on its earnings report today gaining over 20 percent volume up over 200% on a narrower than expected loss and like Mercado Libre a quarter of accelerating top-line growth up 59 percent this quarter so where would the entry be here for investors because it doesn't look like it really ever shaped a proper pattern exactly well the last breakout for for Roku was when it cleared a 74 45 by point it broke out broke out from a base you can see a couple of trips down to the 50-day moving average or the most recent trip that's the second pull back to the 50-day moving average so there were definitely some people here that nibbled right around the open price when it gapped up right this is a bounce with conviction off the 50-day moving average we like that type of action in a stock so again in this case we could use the the open price may be an aggressive entry but with the the market acting pretty well here and you know Roku closed near at session high and very very heavy volume I think the open price was not a bad not about entry here yeah exactly so I mean the silver lining here with Monday's action and you know the downdraft that we were seeing before that is that some stocks were either pulling back to their 50-day lines or even if they undercut maybe that's setting up a new base and we're seeing breakouts now so I guess that's the silver lining the silver lining is basically I think what the Bulls like the most right now is the overall strong action in grow stocks again a really solid day Thursday for IBD 50 stocks the innovator IBD 50 ETF again at last check up about 3% so a lot of good action and growth stocks a lot of good technical action and you know it looks looks pretty good yeah that it does alright everyone that's it for now but before we go we want to let you know that we do have a new episode of the investing with IBD podcast out now so you can go to investors comm slash podcast for that I was the guest this week and filled everyone in on our new investing strategies show but I think the most exciting part for listeners is that Arusha and I shared our secrets about our rookie mistakes with trading so you're gonna have to check that out for all the juicy details and speaking of the investing strategies show you can check that out at investors comm slash investing strategies of course we have topical things on there but we also have timeless and investing strategies for you there to check out so make sure to do that alright everyone thanks for watching and we'll see you right back here tomorrow
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