저자: NoberPM · 외국인
요약 보기
데이비드 테퍼가 중국 관련주를 매수 중이라는 뉴스를 소개. 중국 정부 재정지출·부동산 지원 약속과 연준 금리 인하 기대로 중국 증시 반등 예상. 알리바바(BABA)와 바이두(BIDU)가 대표 매수 종목으로 언급되며 두 종목 모두 단기 급등해 과매수 상태라 조정 후 매수 권고. CSI300은 주간 14% 상승, 나스닥 골든드래곤 지수 9% 상승 언급. 거시 지표 및 카스코(Casco) 실적 단순 소개.
다듬은 글
ladies and gentlemen welcome to weal down with me your host nober PM some interesting news came out on David taper the billionaire investor which is increasing his investment in China and I quote buy everything he's buying everything related to Chinese stocks well not everything and we're going to talk about what exactly David taper is buying and if you didn't hear about David taper is the founder of appala management and he noted that his hedge fund retained most of his Investments and holdings in the second quarter even as he reduced stakes in Alibaba and giant US Stocks before we get into the video please hit that share button really helps us out a lot here we are a growing Channel also consider subscribing if you like our videos and click that notification Bell in order to get notified when we post new videos like this let's do a quick Refresh on the markets we had yesterday the S&P closing on a positive side with 40 bases points NASDAQ also closing on a positive side with 72 basis points Jones closed positively with 62 basis points we had a all around good day on the market now in the commodity sector we have oil oil had yesterday a really bad day but today it's coming back just to tinge we currently at 14 basis points in a positive Gold Silver and copper are in a negative all almost a half a percent in a negative now dollar is gaining some strength and the Japanese yen is also gaining some strength now to cryptocurrencies bitcoin had yesterday a marvelous day also ethereum today they are opening up a bit weaker but still in the positive important economic news in in the G20 countries we have today the inflation rate which already came out from France and it was uh lower than expected forecasted was 1.6% and they came in at 1.2% now today we have in the US the core people c Index and this is personal income and personal spending but that is month to month so not year to year and we're expecting that to be a impact on the market so let's see how the markets will close today on Friday Also yesterday we had earnings from Casco they reported a beat on EPS estimated a 5.08 EPs and they came up with 5.29 a surprise of 4 11% but they missed on revenue and they missed well not massively a couple of 100 millions they estimated was 79.9 billion and it came in with 7970 billion that is 2100 million less so a 0.27% Miss there that is absolutely nothing the stock was down on that news we we also see it in the Futures markets still down losing some game but just watch the video from yesterday on my opinion on Casco now today on earnings we have no major stocks that we are watching for so we're not going to cover any kind of earnings today okay so let's get back into the main story what is David taper buying now with China's recent pledge to support fiscal spending and stabilize the property Market taper is buying more Chinese stocks the stocks that taper is buying are well the most known stocks and the first one is Alibaba with the ticket symbol Baba in China if you didn't hear about Alibaba in China it is a multinational conglomerate holding company specializing in e-commerce retail and internet and Technology services so it's kind of like the Amazon of America now the stock is up on the month 27% on the year 177% and just yesterday it hit 10% going to his all-time Highs but attention the stock is massively so if you you're only hearing this podcast please take a look at at our video on YouTube or just go through the blog post on follow us on substack that's also where we posted first on sub for the subscribers they are high they had a massive jump but be cautious on the arsi they massively deviated from their standards also just look at take a look at the charts I was suggest waiting for a pullback and then make up your own mind but right now in my opinion the stock is overbought the next stock that David taper is buying is Buu now bu is also a Chinese M multinational conglomerate but is it technology company special they're specializing in internet related services and products of course and why not also AI artificial intelligence now they are also up on month to month on a monthly basis they are up 19% in a week they were up 17% and on the day they are also up 9% also the stock is just surging but again on the technical levels just take a look at these charts it is far too overbought in my opinion now this week's Chinese csi300 index jumped 14% so if you had some kind of ETS SP in that considered taking some gains just my opinion the nasda Golden Dragon index of us listed Chinese stocks red also 9 % other investors like Nick will Cox of mang group PLC also expect that Chinese stocks will continue their rally to due to their political support and of course also the Federal Reserve easing now Goldman Sachs and monan Stanley have observed increased hedge funds activity in Chinese equities predicting further gains so I would like to hear your opinion are you invested in ba are invested in Alibaba is this a buy or sell please leave your comments in the comment section below with this being said I'm no BM wishing you a lovely day don't forget to share like And subscribe also click that notification Bell in order to get notified because we post videos like this on a daily basis also on weekends we do our portfolio review with what we bought and what we sold in the week so catch you in the weekend have a lovely weekend have a lovely day take care bye-bye
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