大老师Bugsbunny
大老师Bugsbunny|Sep 29, 2026 12:38
This MU financial report, I am more cautious about rising and falling. If you want to chase more, first see if 1100-1110 can truly stand firm. This position has been experiencing continuous selling pressure: the highest on September 23rd was 1105.5, and the highest on September 25th was 1108.7, both of which were not held; On the 8th, the market closed around 1054. My understanding is that bulls need stronger catalysis to digest the selling pressure in this region. The fundamentals are relatively positive, with AI storage demand and price increases continuing to support profitability, and it is highly likely to continue beating this quarter. But the expectations before the financial report are already high, and the market is already waiting for an answer that cannot be wrong. This season's Beat, guidance not raised does not constitute a condition for further increase The bullish conditions are: the guidance clearly exceeds expectations, the stock price breaks through 1110 and then returns to hold, combined with the updated GEX and option trading after the financial report, to determine whether there is still continuous buying above. On the other hand, if the financial report surges and is pushed back below 1100, I will first treat it as a breakthrough failure. Focus on 1030-1032 below, with recent lows concentrated here; If it falls below and cannot be withdrawn, observe 1000 again. If the updated GEX also turns negative at that time, I will be more cautious about the continuation of the decline and not rush to take it. There is also a practical risk: the contract that expires this week on February 2nd is still off farm on Friday. After the financial report is realized, interest rates may still change the trading direction of technology stocks, and Thursday's rise cannot be directly extrapolated to Friday. My inclination is to restrain financial report trading first. I won't chase after those around 1100, I will evaluate after stabilizing at 1110; The guidance usually cannot hold 1030, so it turns to defense. ————————— In addition, the quarterly adjustment of pension funds will also disrupt the market situation before this financial report This quarter's pension fund adjustment mainly focuses on selling ————————— You can trade MU on MSX This is my invitation link: http://(msx. com)/? code=h5cc95 @MSX_CN @Jing_MSX
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