美股点评:波音、阿里、苹果与AMD

By:

Portfolio Manager with Interactive Advisors, CEO of Mott Capital Management

美国市场

标普500指数期货 上涨3点

美国10年期国债 2.04%

原油期货 58.70美元

美元指数 96.22

波动率指数VIX 16.20

国际市场

日本日经指数 上涨1.19%

中国上证综指 上涨0.69%

香港恒生指数 上涨1.42%

韩国KOSPI指数 上涨0.59%

德国DAX指数 下跌0.13%

英国富时指数FTSE 下跌0.41%

标普500指数期货受到G20峰会消息的提振。

韩国KOSPI指数

韩国KOSPI指数在隔夜市场表现良好,并上涨至2136点。为何我们关注韩国KOSPI指数?当我们将罗素2000指数与韩国KOSPI指数的走势放在一起时,我们可以看到相似之处。

下图中罗素2000指数由橙色标出,标普500指数由蓝色标出。我们可以观察到罗素2000指数紧密跟随韩国KOSPI指数的走势。同样可以对比观察出,标普500指数的表现超出(其他指数)。

标准普尔500指数基金(SPY)

标普500指数期货预示着现货市场开盘将走平,在波音有关新闻传出后,标普500指数期货在早上六点大幅回撤。

从技术分析角度来看,我们可以观察到突破下降趋势以及对突破的再次测试。

如果本次的突破成功维系住,则下一个阻力线将在2940点一线。

波音公司(BA)

下图显示出波音公司的股价正大幅下跌并且将测试位于350美元的长期上升趋势线。

我此前曾认为波音公司的股价可能继续涨向400美元,但是新闻头条带来的风险继续成为困扰该公司的最大问题。

阿里巴巴(BABA)

阿里巴巴公司的股价在今天略有上涨,并继续向指向更高处的179美元。报道称阿里巴巴计划在香港的IPO中融资100亿美元。

英伟达(NVDA)

英伟达公司的股价继续上涨,今天早上涨破位于160美元的阻力线。英伟达公司可能将涨向178美元。

苹果公司(AAPL)

因为贸易争端利好消息有利于苹果公司,苹果公司的股价也将涨向209美元。

超微半导体公司(AMD)

AMD公司的股价面临走低,因该股票的下降趋势线位于30.70美元。

6月27日美股评论所提及的股票:标普500指数基金SPY、罗素2000指数、波音、苹果、英伟达、阿里巴巴、AMD

Michael Kramer持有罗素2000指数基金IWM的看涨期权

Michael Kramer和Mott Capital的客户持有苹果公司的股票

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