While "the trend is your friend" when it comes to short-term investing or trading, timing entries into the trend is a key determinant of success. And increasing the odds of success by making sure the sustainability of a trend isn't easy.Often, the direction of a stock's price movement reverses quickly after taking a position in it, making investors incur a short-term capital loss. So, it's important to ensure that there are enough factors -- such as sound fundamentals, positive earnings estimate revisions, ...

Most of us have heard the dictum "the trend is your friend." And this is undeniably the key to success when it comes to short-term investing or trading. But it isn't easy to ensure the sustainability of a trend and profit from it.Often, the direction of a stock's price movement reverses quickly after taking a position in it, making investors incur a short-term capital loss. So, it's important to ensure that there are enough factors -- such as sound fundamentals, positive earnings estimate revisions, etc. -- ...

风格表现监控 本周市场正收益风格集中在 Trend 风格上，负收益风格表现在 Volatility 风格上。六 个月 UMR 是中证全指成分股中，本周表现最好的因子。 因子表现监控 公募基金指数增强产品表现跟踪 报告发布日期 2025 年 06 月 22 日 杨怡玲 yangyiling@orientsec.com.cn 执业证书编号：S0860523040002 研究结论 金融工程 | 动态跟踪 投资建议 风险提示 量化模型失效风险、 市场极端环境冲击。 有关分析师的申明，见本报告最后部分。其他重要信息披露见分析师申明之后部分，或请与您的投资代表联系。并请阅读本证券研究报告最后一页的免责申明。 | 捕捉趋势的力量：基金动量刻画新范式： | 2025-06-12 | | --- | --- | | ——FOF 研究系列 | | | Neural ODE：时序动力系统重构下深度学 | 2025-05-27 | | 习因子挖掘模型：——因子选股系列之一 | | | 一六 | | | DFQ-diversify：解决分布外泛化问题的自 | 2025-05-07 | | 监督领域识别与对抗解耦模型：——因子 | | ...

过去，西户最大的劣势在于夏季的西晒问题。强烈的阳光直射导致室内温度居高不下，业主不得不依赖厚重的窗帘和长时间开启的空调来应对酷暑。然而， 随着建筑材料和技术的进步，新楼盘普遍采用隔热、隔音性能更佳的材料，有效缓解了西晒带来的困扰。冬季，西晒带来的阳光和温暖反而成为一个优势， 方便晾晒衣物和被褥。 三、顽疾难除：东户渗水隐患 近年来，楼市利好政策催生了刚需购房群体的井喷式入市。然而，对于这些精打细算的购房者而言，地段、小区环境、楼层、房型等因素都至关重要。毕 竟，一套房子往往倾注了家庭几代人的积蓄，背负着长达数十年的房贷压力，其意义非同小可。 令人意外的是，许多新楼盘出现了一个奇特现象：西户抢购一空，而东户却门庭冷落。这与传统观念大相径庭，因为在多数中国人心中，"紫气东来"的意象 使得东户向来更受青睐，其清晨的阳光也更令人向往。那么，是什么原因导致如今西户热销，东户滞销的呢？资深房产人士对此给出了三点关键解释： 一、价格优势：西户更便宜 三年疫情的冲击导致许多家庭收入缩水，购房预算愈发紧张。此时，价格差异便成为关键因素。同一楼盘中，西户的单价往往比东户低500元/平方米，对于 一套100平方米的房子，这意味着可 ...

二、银行存款利率持续下调，刺激投资与消费 2024年伊始，中国经济展现出稳健增长的态势。前三季度GDP达949746亿元，同比增长4.8%，显著高于全球多数国家。然而，这繁荣的数字背后，却隐藏 着不容忽视的隐忧：国民收入增长乏力，消费需求疲软，房地产市场持续低迷，实体经济复苏之路漫漫。基于当前经济和社会形势，我们大胆预测未来两年 的五大趋势：农村回流加速、新生儿出生率持续下降、大学生就业形势严峻、银行存款利率持续走低以及房价稳中有降。 一、房价稳中有降，回归居住属性 自2022年起，全国房价便持续走低。二三线城市如郑州、石家庄、天津及环京区域率先出现房价下跌，随后蔓延至上海、深圳等一线城市。目前，全国房价 较峰值平均跌幅已超过30%。尽管政府出台了一系列利好政策，试图稳定市场，但房价"大起大落"的可能性较小，未来将呈现"稳中有降"的态势，最终与居 民收入水平挂钩，回归其根本的居住属性。 四、新生儿出生率持续下降，人口结构挑战加剧 自2017年二胎政策放开后，新生儿出生数量达到峰值1756万，此后便持续下降，2023年降至903万，跌幅超过40%。2024年上半年，新生儿出生数量仅为433 万，全年预计将低于9 ...

Core Viewpoint - BofA Securities analyst Wamsi Mohan initiated coverage on SanDisk with a Buy rating and a price target of $61, highlighting the company's strong position in the NAND flash technology market [1] Group 1: Market Dynamics - The near-term supply-demand balance is improving, with supply curtailment observed in the first quarter, leading to a more positive pricing environment for NAND in the upcoming quarters [1] - The NAND flash industry remains fragmented with over six players, but there is potential for consolidation in the long term [2] - SanDisk aims to implement more disciplined pricing strategies in a capital expenditure-heavy industry characterized by historically low returns [2] Group 2: Financial Projections - Mohan projects fiscal 2025 revenue for SanDisk at $7.29 billion and earnings per share (EPS) at $2.75 [5] - SanDisk's stock price increased by 6.04% to $46.76 at the time of publication [5] Group 3: Competitive Positioning - SanDisk's operating margin has shown resilience during downturns due to effective capacity management and a favorable customer mix [4] - The company is expanding its product mix towards embedded solid-state drives (eSSDs), which represented only 15% of sales in the second half of 2024 [4] - SanDisk's joint venture with Kioxia allows for shared capital expenditure costs, which have surged to as high as $30 billion in recent years [3] Group 4: Future Outlook - There is potential for significant valuation rerating if pricing trends improve structurally in the NAND industry, although competition in China poses a concern [3] - The company is expected to outperform other NAND flash competitors in terms of through-cycle operating profit in the coming years [4]

When it comes to short-term investing or trading, they say "the trend is your friend." And there's no denying that this is the most profitable strategy. But making sure of the sustainability of a trend to profit from it is easier said than done. The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the s ...

Home sales rise again in May but still trail 2024 levels.DENVER, June 17, 2025 /PRNewswire/ -- For the fourth consecutive month, homes sales rose in May, increasing 8.6% from April, and sales remained below 2024 levels, with May sales finishing 3.5% lower year over year.Across the 52 metro areas surveyed in the report, the number of homes for sale rose 8.3% month over month and increased 34.8% year over year. This marks the 17th consecutive month that inventory has grown year over year. The Median Sales Pri ...

I mean, Brian, 50% off the April low is Nvidia. The other Mag 7 stocks aren't quite that big, but they're big. Meta 37 1.5% off the April low.Microsoft 35, Amazon Alphabet are 27 and 22, respectively. You know, Apple's been lackluster relative to a lot of other names in this group, but even that stock's up 15% from the April low. Are you poised to believe Roth Capital and say there's plenty of support that the bull trend is indeed underway.Well, I think the bull trend is underway and we we're very lucky to ...

Matt Orton, Raymond James chief market strategist, joins 'Power Lunch' to discuss the strategist's thoughts on equity investors, tactical advice and much more. ...