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Monday’s holiday-thin market showed persistent strength in big tech and weakness in everything else. The bond market was closed for Columbus Day and it was clear that institutional money was sitting out the equity session as well.
Reiterate: NTES
Strong Buy: TCM, ZNH
Other Buys: CHINA, CPSL, TSTC, QXM, HRAY, JST, SOHU, SINA, CAAS
For fun, watch Houston Airshow:
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