美股反彈，AI硬件股轉強？丨9月魔咒解除未？丨MIM市況分析教學報告丨2026-09-06

[內嵌字幕] IR 會員大盤及股票 Podcast #6.Sep.2026 -AI應用的時代?硬件走勢又如何?

JLA-- 6 September 2026 | Market Gradually Digests Rate-Hike Pressure; Stock Selection Refocuses on Financial Quality, Growth, and Reasonable Valuation 
Key Points

I continue to maintain a Neutral view on the market. Shifting rate expectations created volatility this week, and Friday’s stronger-than-expected nonfarm payrolls pushed the probability of a September rate hike back to around 60%. Howev...

會員影片丨市況訊號跟進丨RS選股邏輯拆解 Patreon 上的 Momentum Investor 動能投資者 
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JLA-- # 6 September 2026 | Where the Opportunities Are: Key Market Themes and Positioning Strategies 
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Trader Circle MYTpro JLApro Real time notifications Services J Law‘s TraderCircle 即時訊息 - Automatic Delivery Store

📌 前言與風險提示
本週板塊排名僅反映當前市場資金的聚焦程度與相對強度（RS），我再判斷屬於那一個級別。 
⚠ 交易紀律提醒： 
排名靠前絕不等同於「即時買入訊號」。強勢股若處於技術伸延過多的狀態，盲目追高風險極大。請務必結合*大盤RS強度、個股當前圖表形態（如：是否回測均線支持、有無出現 Buyable Gap Up 機會）*進行綜合資金管理。 
⚠我對業績前的操作原則為： 
業績好壞由市場解讀無法推測。除非你有5%以上利潤軟墊，否則並不建議持貨過業績。業績前建議賣出至少1/3本金，降低成本價，以免被重創。 
⚠Stop loss指引： 


止損一般不超過5%，同時佔總本金不超過0.5%，不可在虧錢本金上向下加注。 


position trade的話，需要定時上移止損，操作順序為：上移止損至成本價（確保不會由盈轉虧）➡ 上移止損至下一個 Support Edge ➡ 如此類推 


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september 7-2026.pdf—The Roppel Report 
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Free resources telegram group

Technology stocks staged a striking turnaround Thursday and followed through 
higher on Friday. My selection SanDisk (SNDK) blasted $130 higher while 
Micron (MU) gained $47. Beaten down AI related stocks got a nice relief 
rally, though most other stocks were still struggling as Friday's strong 
jobs report increased the odds of a rate hike from the Federal Reserve. All 
eyes now turn to the PP...

Interesting day as we no doubt had some exceptionally strong moves. Most of these moves are taking place inside basing patterns though so the question is what happens next. Can these initial moves chop/tighten to setup for re-confirmation or do they reject and see wider price movement and rotation? That is a general statement but applies to many of the names I am watching. Most software gappers ar...

J Law 每周直播 (Live Coaching Session)9 Sep 2026-MYT

ALM (礦場） 
能源/礦類板塊一直強勢，而ALM走勢似乎較為清晰。昨天有V1 breakout表現，如果有低量拉回會是pullback buy機會。 
我的現價或pullback buy stop loss: 18.07 
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VRT (Infra) 
硬件infra除了podcast中提及的HPE等等之外，VRT基礎建設同樣有choch趨勢，但不太適合突破買入，如果出現低量拉回不斷反覆測試dtl，會是不錯的進場機會。 
My stop loss: 50MA 
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LITE (光通訊） 
光通訊曾經的巨大波動導致不斷被stop loss，而昨日整個板塊都有良好表現，雖然未來也有可能繼續震盪，但現時波幅已相對收窄，可以小注試水溫，並等待拉回時部署。 
My stop loss:數學性止損3-5% 
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Disclaimer: 本文章僅屬個人意...

J Law 每周直播 (Live Coaching Session)9 Sep 2026 中文字幕

最近的市況沒有太大方向，板塊輪動並不明確，令不少人出現自我懷疑和氣餒。 
事實上，市場上已經很久沒有好像今年年初那樣出現廣泛性上升。年初那種行情，特徵很簡單：資金願意同時推升一籃子股票，強勢股突破後有跟風盤，落後股都會補漲，買入後即使回調，大方向仍然托住你。那種市況會獎勵進取。 
但現時完全相反。升勢非常 selective，只有少數板塊、少數龍頭、甚至同一板塊裡只有一兩隻被資金點名的股票在走。其餘多數是上落市、一日行情、或者突破後立刻把追入者洗出來。問題不是你忽然變差了，而是市場從廣泛性上升切換到「選擇性」的環境。如果你仍然用年初那套節奏去打現在的盤，自我懷疑幾乎是必然結果。 
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先分清楚：你輸的是技術，還是市況不配合
很多交易者會把一段差績效直接解讀成自己技術差。震盪市最容易製造這種錯覺，因為它會同時打中兩種人。第一種是趨勢交易者：習慣追突破、買強勢、等延伸。 
當市況...

9 September 2026 | Market Stays Neutral as AI Hardware Rebounds and Sector Rotation Remains in Focus–JLA

**[Julian Komar] 
Market Indicators 📈
The Market Trend Model is green for the Nasdaq, yellow for the S&P 500, and red for the Russell 2000. Breadth has not improved much, with weak net highs and little progress above the MA200. 
The market remains sideways. Stay cautious, keep exposure low, and only act on exceptional setups. 
[image] 
Stock Price Action 📊
There is strength beneath the surface, bu...

**[Julian Komar] 
Market Indicators 📈
The Market Trend Model stays green for the Nasdaq, yellow for the S&P 500, and red for the Russell 2000. Net lows returned yesterday and the number of stocks above the MA200 decreased again. 
The market remains sideways and weak. Until I see clear improvement, I stay extremely cautious and wait for better conditions. 
[image] 
Stock Price Action 📊
There is alm...

**Julian Komar 
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💎 Highlighted stocks:
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Symbols to copy: SNDK,MU,OKTA,AMLX,SLS,HNGE,HL,HOOD,BMNR 
Look at the Daily Market Update posts for more concrete entries. 
Link to the highlighted stocks: Highlighted Stocks in FinViz 
Link for daily focus watchlist in TradingView: Focus watchlist with Top Trading Ideas 
Link to the general watchlist in TradingView: General watchlist with al...

The QQQ has 15 weeks of consolidation and three weeks of tight consolidation. Volumes this week, even accounting for no trading on Monday, are ridiculously light. We have PPI tomorrow, CPI on Friday, and the Fed next week. I feel like I am focused on the strongest names but it is a question of whether the indexes sell and they get pulled in or if the indexes can push up and these can lead higher? ...

Rising oil prices and stubborn inflation have made trading difficult lately 
and are pressuring most stocks to move lower, while technology names have 
been snapping back. A few of my selections have moved up like SanDisk 
(SNDK), which gained $154 from my most recent TBA, and Micron (MU), which 
ran $58 higher. Outside of a few memory and AI related stocks though, 
holding a healthy cash positi...

9 9 2026 CTT Livestream - Videos Livestreams - Champion Team Trading

Sep 2026 (Update:10/9 10:52 GMT+8)
J Law 即時突發訊息 (update: 10Sep2026) 
10 Sep 2025 (Update: 10:52 GMT+8) 
9/9財政部公佈下一次長債回購的面值上限為60億美元後，長債利率急升： 
[image][image] 
Druckenmiller 8 月 24 日的文章。他批評擴大回購可能變成干預債價，掩蓋市場對財政問題的警告；他的核心主張是，改善債務可持續性需要處理赤字，單靠回購做不到。因為政府省下了眼前部分利息，代價是放棄長期鎖息，承擔未來利率與續借風險。大量依賴短債的代價，就是財政對未來利率路徑更敏感。Druckenmiller 原文 
至收盤頗多股票呈下跌，市寬急速轉差；收盤後，至目前夜盤期間，亞洲股市續跌，似乎為今明兩天的經濟數據 (esp. PPI & CPI) 提前做準備，走勢傾向利...