Last week i wrote about S&P 500 index rebalance which happens today. Vertiv $VRT, Lumentum $LITE, Coherent $COHR and EchoStar $SATS are all going into the index today. Vast majority of the trading will happen around market close. Vertiv buying pressure is 27x its daily avg volume

mmp， $COHR 也高攀不起了。英伟达今天各给lite和cohr投了20亿美金。

1. 重点关注人工智能供应链中的活跃瓶颈 2. 然后重点关注资本轮动至台湾、日本、韩国

Gate Futures Stocks Section Initial Listing: $MU (Micron) & $COHR (Coherent) & $LITE (Lumentum) 🔹 Trading Pairs: $MU / $USDT, $COHR / $USDT, $LITE / $USDT 🔹 Trading Starts: Now Open 🔹 Supports 1 – 20x Leverage Trade $MU: https://t.co/Lb4uWMFoqJ Trade $COHR: https://t.co/5dIr6WMeY9 Trade $LITE: https://t.co/pukz4EtMbI More details: https://t.co/pwAQI1nAKm

关注麦麦的上新，都是民间股神精选出来的 除了 $GEMI 那个菜逼😂

唯一敢买的好股票

唯一敢买的好股票

光模块 $COHR 176，终于搞到一个能天天涨的，苦死了.

等cohr光模块价值发现，之前买了一堆杂七杂八的亏亏赚赚，回头啥也没落着，这次坚守一波.

有个跟lite一样行业做光模块的： $COHR 市值一样，营收是lite三倍，盈利能力也远强于lite.

❖ CITI'S AI INFRASTRUCTURE PICKS FOR 2025: ❖ Top Picks: Apple ( $AAPL), Ciena ( $CIEN), Coherent ( $COHR) for AI infrastructure. ❖ Networking Over Hardware: Networking stocks have outpaced semiconductors/hardware by 24%/27% YTD due to AI. ❖ Investment Cycle: Anticipates multi-year growth in AI networking solutions. ❖ ASIC and Optical Benefits: Expects increased demand for ASICs, enhancing server and data center connectivity; optical tech to gain from AI's demands for density and speed. ❖ Arista Networks ( $ANET): Despite strong performance, downgraded due to valuation and focus on later AI stages. ❖ Risks: Potential China tariffs could impact gross margins and contribute to consumer inflation in 2025.

#Downgrades - Oct 18, 2024 $BSIG: Morgan Stanley Downgrades to Underweight from Equalweight - PT $26 (from $23) $BSX: Needham Downgrades to Hold from Buy $COHR: B.Riley Downgrades to Neutral from Buy - PT $86 $GLBE: Morgan Stanley Downgrades to Equalweight from Overweight - PT $40 $KMT: BofA Securities Downgrades to Underperform from Neutral - PT $26 $LILM: Cantor Fitzgerald Downgrades to Neutral from Overweight - PT $1 (from $2) $NFLX: Phillip Securities Downgrades to Neutral from Buy - PT $695 $ODFL: BMO Capital Downgrades to Market Perform from Outperform - PT $210 (from $214) $RCL: CFRA Downgrades to Hold from Buy - PT $200 $TCBI: Piper Sandler Downgrades to Neutral from Overweight - PT $82 (from $75) $TMUS: Scotiabank Downgrades to Sector Perform from Outperform - PT $236 (from $215.50) $USAP: KeyBanc Downgrades to Sector Weight from Overweight $ZETA: Barclays Downgrades to Equalweight from Overweight - PT $28