持有RSP，但在下周财报季开始前暂缓对扩散交易逻辑的判断。
逐段跳播
等权重正走向连续第七周下跌。这就是 RSP。
Equal weight is on track for its seventh straight weekly decline. This is RSP.
那么，让我把 RSP 调出来。如果我打开 RS Pizzle，拉到 22，22 在这里。哦对。我的意思是，和我们 2022 年承受痛苦的那段时间长度相比，这根本不算什么。但这是一个有意思的对比。我们在 25 年初这里也有过一次。有意思。
So, let me get uh RSP here. So if I go to RS Pizzle and I go out to 22, 22 was here. Oh yeah. I mean this is nothing compared to the length of time we had pain in 2022. But that is an interesting comparison.
So we also had it over here at the beginning of 25. Interesting.
那么，我们拿到了大盘指数。它们在涨。我们拿到 RSP 今天实际上也在往上走。网络安全。
So, we got the broad commas. They's up. Uh we've got RSP is actually moving up today. cyber security.
我们得谈谈整个水涨船高这件事，因为在我看来，RSP，也就是等权重，只是 2002 年和 2022 年底部的一个信号。
we got to talk about the whole rising tide because RSP is really, in my opinion, the equal weight is just a signal of the 2002 and 2022 bottom.
而我刚刚解释了，这个顶部实际上最终可能看起来像底部。现在我们得谈谈，为什么等权重里的公司在受苦，尤其是像公用事业公司这样的公司，它们本应喂养整个 AI 热潮，对吧，难道它现在不该主导吗，可它并没有，很多小盘股，小盘股，小盘股表现也很差。
And I just explained how this top could actually end up looking like the bottom. Now we got to talk about why is it that companies in the equal weight are suffering especially companies like utility companies which are supposed to be feeding the whole AI boom right like isn't that supposed to be dominating uh right now when it's it's not a lot of small cops small cops small caps are doing poorly as well.
那么，我们现在把焦点放在这个 RSP 问题上。
So, let's focus now on this RSP issue.
有没有可能 RSP 在周五刚刚见底了？所以，RSP 走弱，或者说等权重走弱，只发生在熊市里，这个说法。
Is it possible that RSP just bottomed out on Friday? So this idea that the RSP uh weakness or the equal weight weakness only happens in bare markets.
但我确实认为，眼下我认为我们持有 RSP。我认为这个扩散交易，我们先把它标记一下留到 10 月，因为财报下周就要真正开始了。
But I do think right now I think we own RSP. I think the broadening trade, let's put a pin in that for October because earnings are going to start really in earnest next week.
这个频道对 $RSP 的历次判断
Meet Kevin 在这只股票上只有这一条判断。