$GEV

GEV 需守住 835-840 附近的支撑位,才有可能找到底部并反转;当前状态为观望企稳。

他说的是几周内
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Benzinga发布 2026-08-31 · 5 段内容
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5 段内容

我确实想快速问一下GEV。这对我们来说之前是一个大赢家。这个东西正在回到200。我们实际上接近我们识别出的一个平行通道的末端,这可能也会提供一些支撑。该股今天下跌2.65%。我们对GEV可能再次买入的位置有什么想法吗?

I I did want to ask you really quick about GEV. This has been a big winner for us before. This thing is coming back into the 200. We're actually near the end of a parallel channel that we have identified here that might also provide it some support. Stock is down 2.65% here today. Do we have any thoughts on where GEV might be a buy again?

嗯,我确实看到在800多有一些支撑。嗯,大约825。这离我看到的并不远。让我看看。我的意思是,我一直在看830多。我可以看到825。我也可以看到下方,大约780。嗯,但就目前而言,让我们看看这是否能守住。嗯,我会说840。

Um I do see some support further down into the 800s. Um about >> an 825. That's not too far away from what I'm seeing. Let me look here. I mean, I I was kind of looking at the uh the the 830s. I I could see 825. I could also see underneath 8 down around 780. Um but for now, for now, let's see if this can hold. Um I would say 840.

好的。835、840。如果我们能守住那个位置,嗯,那么可能会有一些横盘,一些筑底,你知道,至少有一些迹象表明这不会继续下跌。

Okay. 835 840. If we can hold that, uh there may be some then then we'll want to watch for some uh sideways, some bottoming, you know, some some at least some indication that this isn't going to uh continue down any further.

如果我们确实守住了你的840水平,并且我们跌破200然后重新收复,我实际上可能会考虑买入一些进行潜在的波段交易。如果价格跌到那个水平,而且周线RSI看起来仍然可能允许更多下行空间,那么我认为可能还有更多下行空间。

嗯,这是,你知道,让我们看看这周最终会给我们带来什么。我们可能处于下跌的最后一周,但让我们看看这周会给我们什么。如果我们确实从835、840区域获得一些支撑,那么也许我们可以论证这最终找到底部并反转。但这只是看看我们能从中得到什么。

And if we did, sorry, if we did hold your 840 level and we dipped beneath the 200 and recaptured it, I actually might look at scooping up a few for a potential swing. And and if the if we the price gets down to uh to that level and it still looks like the weekly RSI is it could could allow for more room to the downside, then I I think there could be some still some more room to the downside. Um this is, you know, let's just see what we end up what this week ends up getting us. We may be in the final uh the last week of the move down, but let's just see what this week gives us. If we do get some support from that uh that 835 840 area, then maybe there's a case we can make about this uh finally finding a bottom and turning around. But that's that's just see what we get from that.

我之前谈过GE的一件事是,他们有大量的积压订单。我曾经担心他们无法及时完成所有这些积压订单,因为需求如此之高。他们能否扩大规模以满足需求?如果不能,你可能会看到积压订单中的一些客户转向其他公司。

所以这就是我不再持有GEB的原因之一,因为我认为它达到了那个峰值。嗯,GE表示瓶颈是真实存在的。所以,这非常有趣,我认为这正是我们想要关注的地方,就是瓶颈。我们之前讨论过AI瓶颈,以及可能减缓整个主题的事情,这就是其中之一。

And one of the things uh with with GE that I've talked about before is that they've got a big backlog. And there was concern at one point that I had about them not being able to fi fulfill all those backlogs uh in a timely manner because the demand was so high. Are they able to going to scale up to uh meet that demand? And if not, you could see some of those customers in that backlog move to other uh companies. So that was why that's one of the reasons why I don't own GEB anymore because I think it it hit that um that that peak. Um, and GE is saying that bottleneck is real. So, this is very interesting and I think this is just, you know, I think this is where we want to kind of be have our eyes focused is on this the bottlenecks. We've talked about AI bottlenecks before and the thing that, you know, that can slow down this entire theme and and this is one of them.

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2026-08-31本条
我确实想快速问一下GEV。这对我们来说之前是一个大赢家。这个东西正在回到200。我们实际上接近我们识别出的一个平行通道的末端,这可能也会提供一些支撑。该股今天下跌2.65%。我们对GEV可能再次买入的位置有什么想法吗?
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