B[Citadel Securities Rubner is optimistic about the year-end trend of U.S. stocks, saying that the sell-off in AI stocks has released risks] September 17th, as U.S. stocks are about to enter the last quarter of this year, Scott Rubner, Citadel Securities’ head of equity and derivatives strategy, is “increasingly constructive” about the next trend. He said that investors may experience a bumpy market in the short term, but if the market weakness continues until the end of the month, they should use this opportunity to re-increase their holdings in core sectors of the market. Market sentiment on artificial intelligence has turned sharply negative and related positioning has declined, and these trends should move in the opposite direction starting in October, first in technology stocks and later in the broader market. "This does not mean we think September's weakness is over," Rubner wrote in a note to clients. "Towards the end of the month, the supply and demand pattern remains unfavorable, the technical backdrop remains headwinds for stocks, and we still think stocks could move lower over the next two weeks. But the market landscape has begun to change."
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