8月美股与加密市场双牛？
过去两周，美股上涨动能很强，本周一大盘和多只科技股又出现了短期底部信号。
我在180美元全部止盈了AMD（120到180的波段），AVGO在303美元止盈（203到303的中线波段）。
加仓了触发底部信号的大科技股：亚马逊在214美元，Netflix在1150美元；中线目标是AMD 265、Netflix 1500。
部分成长股减仓，比如ANET财报后涨超15%到140美元，触发中期顶部信号后部分卖出。
我判断8月美股还有冲高机会，重点关注：
LLY：630–650加仓，中长线目标1100
OSCR：14–15加仓，今年目标25
加密货币方面，我认为比特币短期行情没结束，8–9月初可能冲击13万美元新高，以太坊也有望创新高并带动山寨币上涨。#美股 #金融 #投资
Over the past few weeks, the US stock market has demonstrated robust upward momentum, especially among large tech stocks which have recently triggered short-term bottom signals. This suggests a potential continuation of gains throughout August 2024. Key stock moves include complete profit-taking in AMD after a rally from $120 to $180 and AVGO from $203 to $303. Concurrently, positions were added in Amazon at $214 and Netflix at $1150, with mid-term price targets set at $265 for AMD and $1500 for Netflix. Some growth stocks like Arista Networks (ANET) were partially trimmed following a 15% price increase post-earnings, indicating a cautious approach after hitting mid-term top signals. Looking ahead, specific focus stocks include Eli Lilly (LLY) for accumulation between $630 and $650 aiming for a long-term target of $1100, and Oscar Health (OSCR) bought at $14-$15 with a yearly target of $25. These focus areas align with broader market expectations for further gains in August. On the cryptocurrency front, the outlook remains optimistic. Bitcoin is anticipated to sustain its short-term rally, potentially reaching a new peak of up to $130,000 in early August to September. Likewise, Ethereum is forecasted to break new highs, likely catalyzing increases in altcoin prices. This bullish scenario is supported by increasing institutional interest and improving market liquidity in the crypto space. The combined signals from US equities and crypto markets suggest a dual bull trend scenario for August 2024, offering diversified investment opportunities. Investors should continue monitoring key technical indicators and recent earnings reports to balance risk while capitalizing on growth prospects across these dynamic sectors.