Cheong Hong Yuan: Outlook and investment advice for the future market - 1 views

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  #1 anonymous on 14 Sep 23

   

  When studying the volatility of the stock market, Cheong Hong Yuan specifically mentioned the current economic data and the main performance of the stock market. He found that before the European Central Bank announced its interest rate decision on Thursday, traders' expectations of a 25 basis point rate hike in September had risen to 50%. This means that the market has a relatively clear expectation of the upcoming monetary policy adjustment. However, Cheong Hong Yuan reminds that the increase in these expectations also implies an increase in market uncertainty, and investors should pay attention to whether there will be more policy changes in the future.
  
  The decline in the Nasdaq and large-cap tech stocks also caught Cheong Hong Yuan's attention. The phenomenon of a 1% drop in the Nasdaq and a 2% drop in large-cap tech stocks is related to the stock price reaction after the release of Apple's new products. In particular, the stock prices of tech giants such as Apple, Meta, Microsoft, and Google have all experienced varying degrees of decline, further depressing market sentiment. Cheong Hong Yuan mentioned that the decline in tech stocks may be an adjustment to their overvaluation in the market, or it may be due to concerns about future economic growth.
  
  At the same time, the market has reignited concerns about "rising oil prices pushing up inflation." These concerns led to a downward trend in the US stock market on September 12, especially the Dow Jones Industrial Average reaching its daily low during the midday session. Cheong Hong Yuan said that these concerns are not unfounded, as rising oil prices do have a certain push effect on inflation, and current inflation data will be a key factor in determining future monetary policy.
  
  However, there are also some bright spots. Among all large-cap tech stocks, Intel and AMD have performed relatively well, especially Intel, whose stock price reached its highest point since July last year. Cheong Hong Yuan suggests that this may be because the market continues to have a positive outlook on the semiconductor industry, and Intel, as a leader in the industry, naturally benefits from this.
  
  But it is worth noting that AI concept stocks experienced a dive in the market's closing session, which may be related to the US White House's commitment to AI risk management. Cheong Hong Yuan believes that although this commitment helps improve market confidence, in the short term, it may cause concerns about the short-term profit prospects of AI concept stocks in the market.
  
  Entering September, the financial market seems to be overshadowed by multiple negative factors. However, as described in the "Three Golden Moving Average Strategy," investment is not gambling but a science. Looking through the phenomenon to see the essence is Cheong Hong Yuan's core investment philosophy.
  
  Firstly, regarding concerns about inflation data and monetary policy, Cheong Hong Yuan advises investors to have a long-term perspective. Short-term market fluctuations and adjustments are part of the healthy operation of the market, and the key is how to capture opportunities from them. He said that although the market's concerns about inflation have increased, in the long run, this also provides a good buying opportunity for value investors.
  
  Regarding the decline in tech stocks, Cheong Hong Yuan reminds that in the past year, the rise in tech stocks has far exceeded other sectors, so short-term adjustments can be expected. From the perspective of the "Three Golden Moving Average Strategy," the key is to look for the strongest-performing stocks in the market. At this time, investors may shift their focus to stocks that are still performing strongly in the current market, such as Intel.
  
  As for AI concept stocks, Cheong Hong Yuan believes that the progress and application of technology will be an important growth point for the future stock market. However, investors should be clear that technology investment requires a long-term perspective, and short-term fluctuations do not represent their long-term value. For these types of stocks, he suggests that investors adopt a more cautious attitude and not easily give up due to short-term fluctuations.
  
  Finally, Cheong Hong Yuan emphasizes that regardless of how the market environment changes, the key is to stick to one's investment strategy and continue learning. As emphasized in the "Three Golden Moving Average Strategy," investment victories belong to those who always remain calm, conduct meticulous research, and continuously accumulate experience.
  
  In this ever-changing stock market, may every investor be able to find their own North Star to illuminate the path ahead.

   

  <div class="cArrow"> </div><div class="cContentInner">When studying the volatility of the stock market, Cheong Hong Yuan specifically mentioned the current economic data and the main performance of the stock market. He found that before the European Central Bank announced its interest rate decision on Thursday, traders' expectations of a 25 basis point rate hike in September had risen to 50%. This means that the market has a relatively clear expectation of the upcoming monetary policy adjustment. However, Cheong Hong Yuan reminds that the increase in these expectations also implies an increase in market uncertainty, and investors should pay attention to whether there will be more policy changes in the future. <br /> <br /> The decline in the Nasdaq and large-cap tech stocks also caught Cheong Hong Yuan's attention. The phenomenon of a 1% drop in the Nasdaq and a 2% drop in large-cap tech stocks is related to the stock price reaction after the release of Apple's new products. In particular, the stock prices of tech giants such as Apple, Meta, Microsoft, and Google have all experienced varying degrees of decline, further depressing market sentiment. Cheong Hong Yuan mentioned that the decline in tech stocks may be an adjustment to their overvaluation in the market, or it may be due to concerns about future economic growth. <br /> <br /> At the same time, the market has reignited concerns about "rising oil prices pushing up inflation." These concerns led to a downward trend in the US stock market on September 12, especially the Dow Jones Industrial Average reaching its daily low during the midday session. Cheong Hong Yuan said that these concerns are not unfounded, as rising oil prices do have a certain push effect on inflation, and current inflation data will be a key factor in determining future monetary policy. <br /> <br /> However, there are also some bright spots. Among all large-cap tech stocks, Intel and AMD have performed relatively well, especially Intel, whose stock price reached its highest point since July last year. Cheong Hong Yuan suggests that this may be because the market continues to have a positive outlook on the semiconductor industry, and Intel, as a leader in the industry, naturally benefits from this. <br /> <br /> But it is worth noting that AI concept stocks experienced a dive in the market's closing session, which may be related to the US White House's commitment to AI risk management. Cheong Hong Yuan believes that although this commitment helps improve market confidence, in the short term, it may cause concerns about the short-term profit prospects of AI concept stocks in the market. <br /> <br /> Entering September, the financial market seems to be overshadowed by multiple negative factors. However, as described in the "Three Golden Moving Average Strategy," investment is not gambling but a science. Looking through the phenomenon to see the essence is Cheong Hong Yuan's core investment philosophy. <br /> <br /> Firstly, regarding concerns about inflation data and monetary policy, Cheong Hong Yuan advises investors to have a long-term perspective. Short-term market fluctuations and adjustments are part of the healthy operation of the market, and the key is how to capture opportunities from them. He said that although the market's concerns about inflation have increased, in the long run, this also provides a good buying opportunity for value investors. <br /> <br /> Regarding the decline in tech stocks, Cheong Hong Yuan reminds that in the past year, the rise in tech stocks has far exceeded other sectors, so short-term adjustments can be expected. From the perspective of the "Three Golden Moving Average Strategy," the key is to look for the strongest-performing stocks in the market. At this time, investors may shift their focus to stocks that are still performing strongly in the current market, such as Intel. <br /> <br /> As for AI concept stocks, Cheong Hong Yuan believes that the progress and application of technology will be an important growth point for the future stock market. However, investors should be clear that technology investment requires a long-term perspective, and short-term fluctuations do not represent their long-term value. For these types of stocks, he suggests that investors adopt a more cautious attitude and not easily give up due to short-term fluctuations. <br /> <br /> Finally, Cheong Hong Yuan emphasizes that regardless of how the market environment changes, the key is to stick to one's investment strategy and continue learning. As emphasized in the "Three Golden Moving Average Strategy," investment victories belong to those who always remain calm, conduct meticulous research, and continuously accumulate experience. <br /> <br /> In this ever-changing stock market, may every investor be able to find their own North Star to illuminate the path ahead.</div>

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