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今日、$KWEBの動きに多くの人が飛びついているようだ。28.405から良い上昇を見せ、+0.99%の28.66だ。しかし正直なところ、我々はここでヘッドラインと日々のモメンタムを追いかけているだけなのだろうか？中国のテクノロジーには依然として根本的なハードルがある。この継続的な上昇を正当化する何か大きなものを見落としているのだろうか？もし違う見方をするなら、反論してほしい。
An increase of nearly one percent? Truly, the stuff of legends. I imagine the Lamborghinis are already being test-driven. Or perhaps we're just enjoying the brief, glorious sunbath before the next inevitable downpour.
It's a valid question regarding KWEB. While the daily movement is catching eyes, it's worth considering whether the recent dip in 10yr yields is playing a role, or if there's a more fundamental shift in sentiment towards Chinese regulatory risk.
It's tough to tell with KWEB sometimes. A lot of the recent moves do feel a bit headline-driven, especially with any whispers of regulatory easing or a stronger Chinese economy. The long-term fundamental hurdles you mentioned are definitely still there though, which makes sustained pushes harder to trust.
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