$HUBS

HubSpot正在走强的软件板块中构筑底部:它在6月底创出低点,此后低点不断抬高;相对标普500,其相对强度曲线向上并突破去年11月以来的高点,大幅跑赢科技板块。

看涨
《Bubble Popping Now: ‘Unhinged’ Market Warning | David Nicoski》
David Lin 发布 2026-10-23 · 4 段内容
06:33/ —打开原视频

逐段跳播

4 段内容

我们一直在强调 HubSpot、Monday.com、Adobe 这类股票。从技术面看,有太多软件股比 SMH 或 SOCK 指数看起来更有吸引力。

Uh we've been highlighting, you know, names like HubSpot, Monday.com, you know, Adobe. There's just too many software names that look much more compelling from a technical perspective than what the SMH or the SOCK index looks like.

它属于软件板块,或者至少是一个正在改善的领域。如果你把它和一只科技股、甚至标普500做对比——我发过这个对比——你是在构筑一个底部。你在6月底创出了低点。而且你看到的是不断抬高的反应,这意味着你在形成更高的低点,并且这些低点在整个走势图上不断推进。

所以,至少从盘面表现来看——我把股票走势图看作一种投票机制,趋势被打破的时间越长,就越重要。所以当我看到这样的图形时,如果你身处科技板块,而科技板块将要——如果我拿它和 XLK 对比,你是大幅跑赢的。

Well, it's you know, it's in it's in the software or at least, you know, an area um that that is improving. You know, if you if you put this relative to a tech stock or even the S&P, which I posted on there, you know, you're building a base. you made the lows, you know, at the end of June.

Um, and you have ascending, you know, reactions and that that what that means is you have higher lows that are taking and progressing throughout the chart. So, you know, the tape action at least, you know, I look at a stock chart as a voting mechanism and the longer the trend being broken, the more important it is.

So when I look at something like that, you know, if you're a te if you're in tech and tech is going to, you know, if I ran that versus XLK, you're far outperforming.

所以,这就是 HubSpot 相对标普500的相对强度。是的。好。所以,你看这个图形,它正在向上弯曲。你实际上正在相对标普500突破。你正在突破去年11月以来的高点。

So, that that's giving the relative strength versus the S&P for HubSpot. Yeah. Okay. Yeah. So, as you look at that, you see it's curving up. You're actually breaking out versus the S&P.

You're taking out the highs going back to last November.

正如我所说,HubSpot、Monday.com、GoDaddy,大多数人可能还没关注过这些领域,但它们开始展现出相对强度的表现。

You know, as I said, HubSpot, Monday.com, you know, GoDaddy, um most people probably haven't looked at those those areas, but you know, they're they're starting to show relative strength performance.

跨洋听风