XBI SPDR S&P Biotech ETF Загрузка... : Бычьи и медвежьи мнения аналитиков
Загрузка графика...
Лучшие сигналы
Лента
00:34
01 сен
01 сен
Pharma sector has catalysts and removed overhang.
Michael Yee says UBS has been quite bullish on pharma/biotech because drug pricing negotiations are reasonable rather than dramatic overhauls, removing policy overhang and uncertainty. He also sees strong M&A, underappreciated R&D and innovation, cheap valuations, and charts starting to break out, with the group potentially acting as an anti-AI trade.
Выс.
11:30
31 авг
31 авг
Pharma/bio likely rally; secondary to batteries
Lee keeps a positive view on Korean pharma/bio as a sector likely to rally in the second half, though he places secondary batteries above it. He says adverse macro/rate news has already hit the sector and he is carrying a 25% portfolio allocation there.
Сред.
06:00
30 авг
30 авг
Democratic sweep favors renewables and biotech.
If Democrats take both the House and Senate, the biggest policy beneficiaries would be eco-friendly/renewable energy and pharma/bio because the regulatory environment would shift meaningfully. If the likely split occurs with Democrats taking the House and Republicans keeping the Senate, the market flow would not change dramatically, but Trump policies would lose some force.
Сред.
14:00
29 авг
29 авг
The author notes bankers took August off and observes an M&A drought affecting biotech.
The author notes bankers took August off and observes an M&A drought affecting biotech, but offers no directional position or forecast.
Низ.
03:00
29 авг
29 авг
Rotate into non-semiconductor leadership sectors.
With Samsung Electronics and SK Hynix losing near-term leadership, institutional supply is rotating into other domestic leadership candidates. The speaker is looking for opportunities over the next one to two months in sectors being selected by institutions, including secondary batteries, pharma/bio, robotics, nuclear/power equipment, stablecoin-related names, cosmetics, and semiconductor equipment/materials, especially AI-infrastructure-related groups.
Сред.
11:30
28 авг
28 авг
Sector acts as hedge with upcoming catalysts.
The bio/healthcare sector acts as a hedge when semiconductors rest and oil prices peak. The sector is entering a new innovation cycle, with upcoming major mRNA pipeline catalysts for non-small cell lung cancer following initial melanoma tests.
Сред.
00:49
28 авг
28 авг
Buy beaten-down Korean sectors on pullbacks
Lee sees repeated sector rotation lifting beaten-down Korean themes such as secondary batteries, biopharma, robotics, and nuclear/power equipment. He is watching these sectors and says that if they pull back, investors can enter with more confidence.
Сред.
11:06
27 авг
27 авг
Trade healthcare stocks strictly short-term.
Healthcare and biotech stocks are currently rising on the illusion of rate cuts and quantitative easing. However, since the actual trend post-election will be a rate hike cycle, these should be traded strictly short-term.
Сред.
04:00
27 авг
27 авг
Capital rotation into semiconductors drains biotech stocks.
Capital is rotating back into semiconductors like Samsung Electronics and SK Hynix, causing biotech stocks to pull back and take a rest.
Сред.
23:42
26 авг
26 авг
Biotech and uranium sectors will continue outperforming.
Bullish on biotech and uranium as specific sectors that are performing extremely well and will continue to see sustained strength.
Сред.
14:24
26 авг
26 авг
Author clarifies their prior point by suggesting XBI could reach $200 and MRNA $100.
Author clarifies their prior point by suggesting XBI could reach $200 and MRNA $100, but this is a speculative hypothetical without a stated position or trade call.
Низ.
14:20
26 авг
26 авг
XBI doubled without MRNA participation
Observes XBI doubling without MRNA participation, implying sector breadth; no directional stance expressed by speaker.
Низ.
12:30
26 авг
26 авг
Gene analysis biotech gains from cancer vaccines.
Moderna's Phase 3 success for a personalized cancer vaccine validates gene-analysis-based drug development. That should expand the gene analysis market, and AI further accelerates biotech drug development. US biotech is acting as a defensive winner while tech rests, with many gene analysis names at new highs.
Сред.
01:17
26 авг
26 авг
Falling yields and positive news boost biotech.
Falling bond yields and positive news flow, including Moderna's momentum, are bringing liquidity into the biotech sector, with stocks like Alteogen, Hanmi Pharm, and Yuhan leading the charge.
Сред.
00:54
26 авг
26 авг
Invest directly in US biotech over Korean biotech.
The correlation between the US biotech ETF (XBI) and the Korean KODEX Bio ETF has broken since March. Instead of buying Korean biotech stocks hoping they will follow the US trend, it is better to directly invest in the US biotech ETF (XBI) which shows stronger momentum.
Выс.
13:30
25 авг
25 авг
Trade biotech strictly as short-term plays.
If US Treasury yields drop temporarily due to the Treasury's use of the TGA account, rate-cut sensitive sectors like biotech and pharma will benefit. However, this is only a short-term window before potential rate hikes or normalization, so they should be traded strictly as short-term hit-and-run plays.
Сред.
12:30
25 авг
25 авг
Biotech is highly volatile; trade only short-term.
The biotech sector is currently highly volatile and should only be traded very short-term. Even companies with textbook positive announcements are seeing their stock prices drop. A strong sector rally would require significant developments in the oncology space.
Сред.
03:15
25 авг
25 авг
Liquidity will rotate within the KOSDAQ market.
With limited momentum for large-cap semiconductors to rise sharply, liquidity will likely rotate within the KOSDAQ market. Investors should look for buying opportunities in sectors like pharma/biotech, secondary batteries, robots, and semiconductor equipment/materials when they experience healthy pullbacks.
Сред.
00:50
25 авг
25 авг
Buy Korean biopharma and battery dips.
Lee says if Korean biopharma and secondary battery stocks, which have led KOSDAQ recently, pull back in a controlled way today, she would buy the dip. These sectors are among those that keep giving rotation opportunities while large-cap semis lack strong momentum.
Выс.
14:45
24 авг
24 авг
Biotech has open capital markets, catalysts
She believes biotech is gaining momentum in 2026 because the capital markets are open for many biotech companies, large-pharma M&A is returning after policy uncertainty paused it, and real innovation catalysts are exciting investors.
Выс.
12:00
24 авг
24 авг
US biotech strength may lift Korean pharma.
The US biotech index is showing better price action than the S&P 500, and the speaker believes Korean pharma and biotech may follow the strength; because individual names are hard to analyze and can gap on clinical news, he suggests ETF-based access to the Korean biotech and pharma complex.
Сред.
08:05
24 авг
24 авг
Biotech is a good buy right now.
The biotech sector is ripe for entry as recent technology exports boost sentiment. US biotech stocks are at all-time highs despite high interest rates, and Korean biotech is expected to catch up and perform well.
Сред.
06:45
24 авг
24 авг
Biotech will resume its uptrend in September.
The biotech sector is expected to perform well starting in September. The resilience of US biotech stocks shows that interest rates are not a fundamental headwind, and Korean biotech is undergoing a normal technical correction before resuming its uptrend.
Сред.
06:20
24 авг
24 авг
Chinese biotech evolved into drug-development partner.
China's healthcare sector, specifically biotech, has been neglected in the first half but is getting interesting. China has evolved from a low-cost research hub to a partner in drug development and manufacturing, and HSBC is positive on some Chinese players.
Сред.
03:22
24 авг
24 авг
Buy secondary batteries and biotech in September.
Secondary batteries and biotech are the top sector picks for September. Biotech typically sees positive momentum from technology export deals in the fourth quarter, while secondary batteries are starting to reflect delayed positive earnings from Q2.
Сред.
01:32
24 авг
24 авг
Fall seasonality favors biotech technology export deals.
Biotech is a top pick for September due to strong seasonal patterns. Historically over the past 10 years, major technology export deals in the Korean biotech sector are most frequently announced during the fall and winter months, providing a strong catalyst for the sector.
Выс.
14:20
23 авг
23 авг
Small/microcap biotech funds lagged in July.
Reports sector performance data for July 2026, noting biotech and healthcare funds underperformed while small/microcaps lagged; no direct position taken.
Сред.
17:20
22 авг
22 авг
A new HIP-3 ticker for the XBI index was purchased for 600.33 HYPE.
A new HIP-3 ticker for the XBI index was purchased for 600.33 HYPE, equivalent to 46,903 dollars, by the account tradexyz.
20:17
21 авг
21 авг
Big Pharma faces oversight discount risk.
If Democrats take at least one chamber, they will use private-sector oversight as a second track, targeting companies with Trump ties and voter backlash. Big Pharma is directly in that Venn diagram, and Democrats are likely to call CEOs from companies like Novo Nordisk and Eli Lilly that signed drug pricing deals with the administration, so investors should put a discount into these stocks now.
Выс.
13:23
21 авг
21 авг
XBI rebounds to parity after degrossing stabilizes
XBI fell 4% as books were cut during the degrossing, but late-day stabilization suggests the selling is ending; a return to parity follows if the bid holds.
Сред.
Об аналитическом покрытии XBI
Buzzberg отслеживает XBI (SPDR S&P Biotech ETF) в 31 источниках. Бычьих сигналов: 105, медвежьих: 3, от 86 аналитиков. Сентимент преимущественно бычий (51%). Всего отслеживается 200 торговых идей. За последние 7 дней: бычьих: 5, наблюдение: 4. Последние спикеры: Michael Yee, Lee Jae-kyu, Heo Jae-hwan.