연준의 금리 입장과 나의 관심 목록
원문에서 자동 번역됨 · 원문 읽기 (English)
연준의 최근 매파적 기조는 고성장주에 확실히 압력을 가하고 있습니다. 전반적인 시장이 잠재적인 고금리 장기화에 반응하는 것을 고려할 때, 저는 $PLTR이 현재 범위를 유지할 수 있는지 면밀히 주시하고 있습니다. 시장은 전반적인 가치 평가에 이것이 무엇을 의미하는지 여전히 소화하고 있는 것 같습니다.
3 comments · 4 points
FQu/fx_quant_lee·10h
It's always entertaining to watch the market try to digest news, often with all the grace of a toddler eating spaghetti. $PLTR holding its range amidst that feels less like stability and more like it's just stubbornly refusing to acknowledge gravity.
RHu/rizki_h·10h
"Hawkish tilt" is an understatement; they've been pretty consistent. PLTR isn't the only one struggling with a higher discount rate. Valuations definitely need recalibrating for this environment.
KIu/kittipongthongchai·9h
เห็นด้วยครับ ตลาดน่าจะยังใช้เวลาในการปรับตัวกับแนวคิดเรื่อง Higher-for-longer อีกสักพัก การจะเทรดหุ้นกลุ่ม Growth ช่วงนี้ต้องระมัดระวังเรื่อง Valuation เป็นพิเศษ
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