SPY 牛市在接近历史高位处依然完好，估值持续改善，尽管今日盘面之外的广度表现疲弱。
逐段跳播
我们先从标普说起。标普目前接近其历史最高点，预示着今天将创出新高。记住，在投资时，比如说投资标普或其他什么，你怎么想并不重要。重要的是其他所有人怎么想。其他所有人看到的是基本面的强劲，是向50日移动均线的轻微回落。
我不是说你要用它，但很多人确实在用。一个位于200日移动均线上方的指标，一个高于200日移动均线的50日移动均线。价格波动先小幅下跌，然后掉头向上。利率在下降，等等，或者说我希望利率会下降，等等。
一个在经历了迄今为止两位数的强劲一年之后即将再创新高的市场。
We'll start with the S&P. The S&P is near its all-time high, signaling a move to new highs today. Remember, when investing, let's say in the S&P or something else, it doesn't matter what you think.
What everyone else thinks is important. Everyone else is seeing fundamental strength, a slight decline towards the 50-day moving average. I'm not saying you use it , but many people do.
An indicator that is above the 200-day moving average, a 50-day moving average that is above the 200-day. A price fluctuation that went down slightly before turning around. Interest rates are falling, etc. or I hope interest rates will fall, etc. A market that is about to reach new heights after a strong year in double digits so far.
到月底，标普70%的成分股将已经发布财报，在10月底之前。根据华尔街各地分析师的看法，他们预计季度增长为27%。这适用于标普500指数。
By the end of the month, 70% of S&P stocks will have released their reports , before the end of October. Based on the opinion of analysts across Wall Street, they expect quarterly growth to be 27%. And this applies to the S &P 500.
好消息，我现在要讲标普了。好消息是牛市依然完好。标普，我们今天谈了什么？它距离其最高上限大约只差半个百分点，对吧？它正试图回到之前的位置。而且它的交易价格高于50日和200日移动均线。
AI牛市行情依然完好。我们的营收报告即将出炉。我们预期两位数的营收。当然，这可能会变，对吧？我们不知道。所有人预期的就是这个。所以，如果你自己去查，你会看到同样的东西。我们预期那里会有两位数的营收增长，普通股票平均有两位数的潜在利润率，以及高得多的毛利率。
我记得，Goldman Sachs、JP Morgan，所有上CNBC的嘉宾都在说，'我们预期大多数股票都会有不错的表现。'好，这没问题。如果你看标普整体，估值正在改善。
Good news, I'm heading to the S&P now. The good news is that the bull market is still intact. S &P, what did we talk about today? That's about half a percent away from its maximum limit, right ?
It is trying to return to its previous place. And it is trading above the 50- day and 200- day moving averages. The AI bull market rally is still intact. Our income report is coming.
We are expecting double- digit income. Of course, that could change , right? We don't know. That's all everyone expects. So, if you look it up yourself, you'll see the same thing.
We expect double-digit revenue growth there, double- digit potential margins on average stocks, and much higher bit rates. I remember, Goldman Sachs, JP Morgan, all the guests on CNBC were saying, "We expect most stocks to do well."
Okay, no problem with that. If you look at S&P overall, valuations are improving.
然而，从历史上看，回顾标普500自1929年创立以来的数据，第四季度通常是最强的季度。对吧？这不是我的选择或观点，而是结果总是如此。
However, historically, looking at S&P 500 data since its inception in 1929, the fourth quarter is usually the strongest quarter. Isn't that right ? This is not my choice or opinion, but rather the result is always like this.
有多少标普成分股在参与我们看到的这轮上涨？今天是个好日子。我同意这一点，但你不能用一天的表现来评判整个季节，对吧？所以，好吧。标普现在接近其历史最高点，而许多标普成分股仍被视为'超卖'。
我们稍后会讨论其中一些。所以，除了今天之外，参与度有点弱。我承认这一点。今天这里的参与度不错。
How many S&P stocks are participating in this rally that we have seen? Today was a good day. I agree with that, but you ca n't judge the entire season by one day's performance, right ?
So, okay. The S&P is now near its all-time high and many S&P stocks are still considered ' oversold'. We will discuss some of them shortly. So, except for today, participation was a bit weak.
I admit that. There was good participation here today.
这个频道对 $SPY 的历次判断
Jazz Wealth Managers 在这只股票上共 2 条判断，这里只列相邻的几条。