---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42212408.md"
description: "Also. Sharing a piece of news that I don't know how to interpret.All the seafarers I follow have come out of the Strait of Hormuz, last night. Regardless of whether it was applying to queue, all that messy stuff, or whatever, but they have indeed left. And it seems the ships in the surrounding area are also accelerating their departure.So that's to say, I really can't figure out tonight's market situation, why it's like this."
datetime: "2026-06-25T17:04:24.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42212408.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42212408.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42212408.md)
author: "[彩子](https://longbridge.com/en/profiles/19338703.md)"
---

# Also. Sharing a piece of news that I don't know ho…


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## Comments (47)

- **lisomo · 2026-06-25T17:49:35.000Z**: So it was you, Lao Dong
  - **彩子** (2026-06-25T18:53:56.000Z): I didn't understand what you said, buddy. 🤣 It's mainly because I see those few people walking around over there by the strait every day, and then they all came out yesterday.
- **limit · 2026-06-25T17:30:13.000Z**: News is meaningless, just look at the Nasdaq futures 100 and you'll understand. It rose for 16 days and fell for 10 days, 39 to 61. The reversal will start when it's about 45 to 55. Because when the fundamentals haven't changed, it will soon return to a reversal.
  - **彩子** (2026-06-25T17:31:35.000Z): The news didn't report it, but the ship was let go, so I roughly understand what you mean, I'll take it as a reference. Then I'll think about it.
- **多思考一步 · 2026-06-25T17:24:17.000Z**: There's a point I'm a bit conflicted about. The broader market hasn't fallen much because it's being supported by the storage sector, but the &#34;7 Sisters&#34; have fallen a lot. At this point, buying the 7 Sisters, is it a good position relative to the broader market? What if the broader market c
  - **彩子** (2026-06-25T17:26:19.000Z): That's exactly why I recommend the 'Seven Sisters' (major stocks), it's all about stability. How much lower can it really go? The broader market has already risen over 100 points, it can't possibly go
  - **彩子** (2026-06-25T17:26:32.000Z): However, you need to consider some opinions from the comment section. Because many methods are relative, and there are many theories.
- **我有两只猫 · 2026-06-25T17:17:53.000Z**: Confused
- **半山外賣仔 · 2026-06-25T17:17:00.000Z · 👍 1**: I mentioned this to Brother 30 Million a long time ago, never thought it would accelerate and fall this much
- **上鱼籽 · 2026-06-25T17:15:07.000Z · 👍 1**: Take advantage of the storage market's oversold condition to unload some holdings, and come back after making good money on Micron for a few days.
- **酒梨 · 2026-06-25T17:13:27.000Z · 👍 3**: I think it has a lot to do with Apple's price hike. On one hand, storage prices are rising, and on the other hand, the costs of traditional consumer electronics are being squeezed. The demand for traditional consumer-grade storage will slow down, and spot market prices will be affected. It can only 
  - **彩子** (2026-06-25T17:16:08.000Z): The analysis is very thorough. To be honest, Apple's price is high, but in terms of value for money at the same price point, it's truly unbeatable. Then there's the issue. As I said yesterday, it seem
  - **三思又三思** (2026-06-25T17:18:38.000Z): Apple is up again
  - **半山外賣仔** (2026-06-25T17:18:45.000Z): Right, if storage is no good, no one will be good.
- **oooh · 2026-06-25T17:09:02.000Z · 👍 1**: Wash trading🫰
- **深圳吴彦祖 · 2026-06-25T17:08:16.000Z · 👍 1**: Heavily invested in Microsoft, can't see any hope in the short term, Brother Cai needs some comforting
  - **melof** (2026-06-25T17:08:54.000Z): Me too
  - **彩子** (2026-06-25T17:09:12.000Z): Bro, I'm bearish on this thing. But if it's the underlying stock at this price, there's no need to sell...
  - **彩子** (2026-06-25T17:09:46.000Z): ..Aiyo, I can only say don't leave the underlying stock, I can't let you judge the options.
- **彩子 · 2026-06-25T17:08:05.000Z · 👍 1**: What you guys are talking about, institutional portfolio rebalancing, was mentioned by Value Ge a while ago, I know that. 🙃 After rebalancing, he has to buy, doesn't he? Damn.
  - **melof** (2026-06-25T17:12:14.000Z): Bro Caizi, what's your take on Tesla?
  - **我的小钱钱** (2026-06-25T17:12:57.000Z): Going to buy storage?
  - **彩子** (2026-06-25T17:22:07.000Z): If you don't touch options for Lao Ma's stocks, there's no problem. The price fluctuations of Lao Ma's stocks are just too large; ordinary people can't handle them. Options
- **三思又三思 · 2026-06-25T17:07:36.000Z**: I saw a blogger in the community saying that institutions are rebalancing over 160 billion in these last few days of the month.
  - **彩子** (2026-06-25T17:08:16.000Z): Value Bro said it a couple of days ago, I know.
  - **Jacky Hsueh** (2026-06-25T17:08:27.000Z): That's pension money
- **Abbb · 2026-06-25T17:07:22.000Z**: Institutional quarterly portfolio rebalancing
  - **彩子** (2026-06-25T17:08:24.000Z): Yes, there are factors in this regard.
