We open a MSFT call position and LInk Reit put position, seeing that the former has broken through previous high while the latter is treading new low. The trades are so far level. We seek to add a AAPL call position as well since it is treading new high as well.
On the whole US market is still strong, even with our 0 rate cut forecast, with NASDAQ outperforming S&P and Dow jones while Hong Kong Hang Seng moves mostly sideway at 17000s to 18000s levels.