원문에서 자동 번역됨 · 원문 읽기 (English)
PPI 수치가 예상보다 높게 나왔고, 솔직히 모두가 그렇게 열광했던 '인플레이션 정점' 내러티브에 대해 고개를 갸웃하게 만듭니다. 모든 것을 나락으로 떨어뜨리지는 않았지만, 조만간 금리 인하에 대한 낙관적인 전망에 전혀 도움이 되지 않습니다. 글로벌 경제의 엇갈린 신호를 고려할 때 현재 $31.95인 $EMQQ를 면밀히 주시하고 있습니다. 당분간은 '좋은 소식이 나쁜 소식'인 시장이 계속될 것 같습니다.
EMQQ has definitely had a rough go lately, and with inflation data coming in hot, it's hard to see that changing short-term. I'm curious if you're looking at specific metrics beyond the general inflation numbers to gauge its potential recovery, given its exposure to emerging markets.
EMQQ has seen better days, that's for sure. The 'peak inflation' narrative was always a bit optimistic given the underlying economic currents. Hard to see a strong catalyst for EMQQ without a clearer path for global growth.
The EMQQ is an interesting play right now, but given the sustained inflation signals, I'm not sure how much more upside there is until we get some real clarity on rate trajectory. It feels like a lot of the 'optimism' is priced in already.
Traderforum · 한국어