关于AAPL的评价和其它
下面是美国顶级Hedge Fund Manager上个周末对AAPL的最新评价。他在AAPL刚下700时，就一直做空AAPL。现在仍然hold AAPL short position。供参考：
I also believe that selectivity is critical in this environment, since, as I demonstrated in the charts of stocks like Ellie Mae (ELLI) and Lululemon Athletica (LULU) that I showed this past Wednesday, not all breakouts are holding up, and one can quickly find themselves underwater if they buy the wrong stock. The last two days have whittled down my approach to a simple strategy of “go long the doughnuts, short the fruit.” On the backside of this strategy, Apple (AAPL) surprisingly remains a bit wormy as it just cannot sustain a meaningful rally even as the market and other big-stock NASDAQ names like AMZN and PCLN jack to the upside in big v-shaped moves. AAPL stalled out just below the 50-day line on Wednesday, bringing it into play as a short-sale. So far, the stock is following through to the downside as it pulls back down into its 10-day moving average on higher volume (see the chart below). While I remain short AAPL, I’m not entirely certain right now where this trade is going, given that I would like to see a break of the neckline as confirmation of a new leg down in the stock. But it is not clear whether that can occur before or after earnings come out at the end of January. Friday’s action hints that it might occur before, but for now I am willing to test AAPL on the short side on rallies into or near the 50-day line. |
发表于 2013-1-8 20:23
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