David Lin 发布 2026-09-24
《2027 Market Bloodbath: Worse Than 2022's Bear Market | Keith McCullough》
$XLU看跌
由于XLU公用事业板块暴跌，说话者做空该板块。
目前我做空那些正在崩盘的品种，比如 XLU 公用事业板块。
Currently I am short of things that are crashing like XLU utilities.
XLU 全部观点
XLU 这一页 4 条观点条目，其中 0 条方向发生变化。
在本页筛选
Benzinga发布 2026-09-23
《$AMD Joins $1T Club, NASDAQ ATH? | PreMarket Playbook | September 23, 2026》
$XLU看跌
XLU 在利率上升环境中表现不佳，因其依赖低利率。
State Street 公用事业板块 Spider ETF，即 XLU，追踪的是负责 AI 基础设施所需发电的公用事业板块。
The State Street Utility Sector Spider ETF or XLU tracks the utility sector responsible for the power generation required by AI infrastructure.
那张 XLU 图表真是难看。我以为你应该是安全的。在加息环境中，我并不真的认为情况是这样，因为它们如此依赖于利率保持在低位。
That XLU chart is some ugly. I thought you were supposed to be safe. uh in not I don't really think that's the case in uh interest uh rate raising environments because they're so uh dependent on on rates being low.
Jazz Wealth Managers发布 2026-08-25
《Stock Market Update | The Closing Beat | 08/24/2026》
$XLU未站边
由于数据中心电力需求，XLU可能会反弹，但传统公用事业缺乏容量，使得反弹不确定。
嗯，[哼] XLU下跌了10%，但他们难道不需要电力来支持数据中心吗？也许反弹即将到来。那里有这种信念，但嗯，想想他们已经拥有的容量。所以，老派公用事业，我打算在这里稍微剖析一下。
老派公用事业，他们还没有这样做。他们没有为此做准备。他们目前无法处理所有这些额外需求。那么，那里可能有什么吗？我不知道，但现在，想想看。比如，如果德克萨斯州哪怕只是有一个炎热的日子，他们就会说：“大家别开空调了，你们知道的。”
他们在佛罗里达不会那样做，因为嗯，我们很聪明，但是嗯
Uh [snorts] XLU down 10% but don't they need the power for data centers? Maybe rebound coming. There's the belief there, but uh think about the capacity they have already. So, the old school utilities, and I'm going to sort of dissect them here.
Old school utilities, they're not already doing this. They're not preparing for that. They can't handle all this extra at the moment. So, could there be something there? I don't know, but right now, think about it.
Like, if Texas so much as has a hot day, they're like, "Everybody just don't turn your air on, you know?" They don't do that in Florida cuz well, we're smart, but the uh
StockCharts TV发布 2026-08-24
《The Sector Rotation Just Changed. Here’s What’s Leading》
$XLU看跌
公用事业板块跑输，明显破位且相对强度疲弱，表明有进一步下行空间。
然后我们还有公用事业，它也在做同样的事情。所以，它也正在成为表现不佳者，并且现在是整个领域中表现最弱的板块之一。你也可以看到它开始上升，但没有进入改善象限。它回落并弯曲回来，现在甚至带有负向的走向。
And then we have utilities, which is doing the same. So, that's also moving to an underperformer, and it's now one of the weakest sectors in this whole universe. You can see also that it started to move up, but it didn't make it into the improving quadrant.
It rolled over and curled back even with a negative heading right now.
已经是最早的记录
其他股票的全部观点条目
把 $XLU 加入我的股票30 天完整试用
开始试用