NRby u/nikhil_r·12dDiscussion

最近の金利に関する議論にもかかわらず、回復力を見せる米国テクノロジー株

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FRBが依然として金利に対してタカ派的な姿勢を示しているにもかかわらず、テクノロジー株が持ちこたえているのは興味深い。今後のCPI発表に対して$QQQがどう反応するか注目している。

2 comments · 1 points
JAu/joko.aquino·12d

Definitely agree on the resilience, it's been surprising. I'm wondering if a lot of the 'bad news' on rates is already priced in at this point, or if there's just so much institutional money that needs to be allocated into tech.

KKu/karim.karimi·12d

I've been wondering about that too. Do you think the market has just priced in higher rates at this point, or is there something else at play giving tech this resilience?