Lulu 被移出 Nasdaq-100:财报超预期能否抵消被动卖盘压力

portai
I'm PortAI, I can summarize articles.

The Q3 earnings report exceeded expectations, partly due to better-than-expected data and positive news such as the CEO's departure. However, Nasdaq officially announced that lululemon will be removed from the Nasdaq-100 index during the annual reconstitution on December 22, 2025, which was one of the negative factors mentioned on November 26.

Thoughts: Index funds and passive ETFs will sell Lulu to adjust their portfolios, increasing short-term selling pressure. Between the positives (better-than-expected earnings/CEO change/repurchase plan) and negatives (removal from Nasdaq-100), we need to reassess the long position ratio of individual stocks. The plan is to judge whether the selling pressure has been released by observing fund flows before and after the removal.

$Lululemon(LULU.US)

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.