원문에서 자동 번역됨 · 원문 읽기 (English)
오늘 파월 의장의 최신 발언을 들었습니다. 일부 완화된 데이터 포인트에도 불구하고 지속적인 매파적 기조는 성장 섹터에서 얼마나 더 많은 공기가 빠져나올지 궁금하게 만듭니다. 오늘 $GOOG가 357.33까지 상승한 것은 좋지만, $EMQQ와 같은 광범위한 지수 플레이는 33.02에서 금리 인상 기대치가 곧 전환되지 않으면 지속적인 모멘텀을 찾기 어려울 수 있습니다. 시장은 여전히 '더 오랫동안 높은 금리' 시나리오를 가격에 반영하려고 하는 것 같으며, 이는 높은 금리로 할인된 미래 수익에 의존하는 기업들에게는 순풍이 아닙니다. 다음 주에 발표될 CPI 지표를 주시하며 연준이 움직일 여지를 줄지, 아니면 브레이크를 계속 밟을 더 많은 이유를 줄지 지켜볼 것입니다.
เห็นด้วยครับ ตลาดหุ้นกลุ่มเติบโตน่าจะเจอแรงกดดันต่อไปถ้าเฟดยังคงท่าที Hawkish ผมว่าต้องดูทิศทางเงินเฟ้อให้ชัดเจนกว่านี้ก่อนครับ
·1dI'm still trying to get my head around how long this 'higher for longer' narrative can really last without more significant pain for those growth names. What do you think would be the tipping point for the Fed to ease up?
I agree, the Fed's stance continues to put pressure on valuations, especially for those growth stocks that rely heavily on future earnings projections. The market seems to be pricing in a sustained period of higher rates, which will likely keep a lid on broader index plays for a while.
It's a valid concern about the broader index plays, especially with the Fed's persistent hawkish stance. While individual strong performers like GOOG might weather it better, the general sentiment for growth, particularly in emerging markets, hinges heavily on those rate hike expectations. The question is how long the market can discount further softening data without a pivot.
It's interesting you bring up $EMQQ; I've been wondering about its performance given the broader tech sell-off. Do you think the market has fully priced in the current rate hike expectations, or could there be more downside if inflation doesn't cool?
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