《The Big 3: ROST, MRK, AAPL》
Merck 当前的强势被视为一项负担;预计将出现下行,并通过约 100 天后到期的看跌价差为此布局。
另一只大幅上涨的是 Merc,这是你在这里三大标的中的第二个选择。他们公布了非常积极的试验消息,也许离治愈黑色素瘤,或者至少对它有一种深度治疗,又近了一步。但正在失去、维持不住动能。
它们上涨约 14%,但从那些高点回落。你怎么看 Merc?
Uh another one with a big runup is Merc, which is your second pick here in the big three. They came out with a really positive trial news. perhaps were one step closer uh to curing melanoma or having at least a profound treatment for it. Uh but losing, you know, maintaining their momentum. They're up about 14% but falling off of those highs. How are you looking at Merc?
那么,我在这里做什么?我在利用 Merc 的相对强势,这一直很棒。它保持住了,年初至今上涨约 40%,而且在近期一些卖方活动方面完全毫发无损。正如我所说,那波卖方活动在过去两个交易日里确实开始打击 XLV 和少数医疗保健股,你可以看到 Merc 完全不受那波抛售影响。