DRAM 具备上行潜力;基于技术面与板块观点,买入 65-75 看涨价差,持有至 11 月到期。
逐段跳播
好的Scott,最后一个,这只ETF自推出以来表现非常出色。我们说的是Roundhill Memory ETF,更广为人知的名字是DRAM。你现在怎么看DRAM?
Okay Scott, and your last one, this ETF has shown great performance since its launch. We are talking about the Roundhill Memory ETF, better known as DRAM. How do you view DRAM now?
是的,在我看来它像是Micron的替代品或代理。它就在这里稳定下来,你知道,自Micron的财报发布以来DRAM没有太大波动。不过,我相当喜欢它的上行潜力。所以,我会再给它一点时间。
我持有到11月到期。我只是买入一个简单的看涨价差,65-75看涨价差。我为此花费大约2.25美元。我认为从技术角度看这是合理的。我也认为,仅就这个板块而言,我们可以看到这里有很大的上行潜力。
Yes, it seems to me to be an alternative or proxy for Micron. And it's settled here, you know, DRAM hasn't moved much since Micron's earnings report came out. However, I quite like its upside potential.
So, I'll give it a little more time. I am going until the expiration in November. And I'm just buying a simple call spread, 65-75 call spread. I'm spending about $2.25 for this.
I think it makes sense from a technical perspective. I also think that, just considering this sector, we can see a lot of upside potential here.
好的KG,当我们看技术面时,我们没有任何长期图表,因为这只ETF只在4月推出。我们只有6个月的数据可以看。但你在看什么?是的,我们没有太多时间。我们有一个用紫色标出的初始上升趋势,当时我们正在创出更高的高点和更高的低点。
我们实际上跌破了那条初始趋势线。从技术上讲这是一个熊旗形态,你看到一些回调,我们正在盘整。现在,你可以略微看涨,因为即使在这个盘整中我们也在创出更高的低点,你预期的是我们接近那个峰值,然后看到向上突破。
突破67美元上方会给你一些信心,它可能重新向80美元移动。RSI上更高的低点形成是一个好迹象,但MACD没有告诉我们太多。这张图上没有太多可看的。我会说看看ETF内部的成分股,以了解市场可能走向哪个方向;它们是Micron、Samsung和SK Hynix。
这三家公司基本上构成了整个ETF的约90%。所以,如果你总体上看好这些名字,就意味着这只ETF有走高的潜力。不过,在我看来它更像是一个牛旗或熊旗;如果它真的下跌,可能会是一次非常大的下跌,那样的话45美元左右的水平将是下一个主要支撑区域。
Okay KG, when we look at the technicals, we don't have any long-term charts because this ETF was only launched in April. We only have 6 months of data to look at. But what are you looking at?
Yes, we don't have much time. We had an initial uptrend marked in purple, where we were making higher highs and higher lows. We actually broke that initial trend line. This is technically a bear flag formation, where you are seeing a bit of a pullback and we are consolidating.
Now, you can be a little bullish because we are making higher lows even within this consolidation and what you would expect is for us to get close to that peak and then see an upward breakout.
A breakout above $67 gives you some confidence that it might move back towards $80. The formation of higher lows on the RSI is a good sign, but the MACD doesn't tell us much. There's not much to see in this chart.
I would say look at the components inside the ETF to get an idea of which way the market might go; And they are Micron, Samsung, and SK Hynix. These three companies essentially make up about 90 percent of the entire ETF.
So, if you are generally bullish on these names, it means the ETF has the potential to move higher. However, in my opinion it looks more like a bull or bear flag; If it does go down, it could be a very big one and in that case the level around $45 will be the next major support area.
好的。我的意思是,它自成立以来增长了128%,非常惊人,但最近它相当稳定。
Okay. I mean, it's had an incredible growth of 128 percent since its inception, but lately it's been pretty stable.
这个频道对 $DRAM 的历次判断
Schwab Network 在这只股票上只有这一条判断。