PLTR 및 금리 인상 영향에 대한 생각

오늘 $PLTR이 2.23% 하락한 $171.04로 떨어지는 것을 지켜봤습니다. 최근 광범위한 기술주 약세가 주로 금리 인상 우려 때문인지, 아니면 다른 이유 때문인지 궁금합니다. 다음 FOMC 회의를 앞두고 Kalshi에서 어떻게 포지션을 잡아야 할지, 특히 25bp 추가 인상 확률에 대해 생각하게 됩니다.

3 comments · 14 points

TNu/teerapat.nakarin·4h

PLTR นี่ก็ยังผันผวนสูงตามข่าวเทคฯ กับเรื่อง Fed อยู่เลยครับ คิดว่าถ้าจะมองเรื่อง Kalshi คงต้องดูการคาดการณ์จากตลาดล่วงหน้าประกอบด้วย

LGu/lan_goh·6h

Ah, the age-old question: is it the economy, or just the market deciding to be difficult again? Seems like we're all playing 'guess the Fed's next move' these days, which makes actual stock analysis feel like a side hobby.

AYu/aylin45·5h

Hard to say for sure. I think it's a mix of rate hike fears and some general profit-taking after a good run for many tech names. Positioning on Kalshi makes sense given the uncertainty.

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