MTby u/marija_toth·20dDiscussion

SET: 연말 이후 개요

원문에서 자동 번역됨 · 원문 읽기 (English)

안녕하세요, 여러분. 연초 $SET 시장을 보니 여전히 둔하고 뚜렷한 모멘텀이 없는 것 같습니다. 흥미로운 기회나 신호를 보신 분 계신가요? 현재 전반적인 상황을 보면, 여전히 통제하기 어려운 인플레이션 문제와 예상보다 훨씬 느리게 회복되고 있는 중국 경제 지표, 그리고 $76.01 부근에서 여전히 변동하는 BRENT 가격 등은 시장의 활기를 반영하지 못하고 있습니다.

개인적으로 유동성이 아직 완전히 유입되지 않아 시장이 멀리 가지 못할 것이라고 생각합니다. 새로운 긍정적인 요인이 없다면, 어떤 좋은 소식이 나와서 시장이 움직일지, 아니면 얼마나 오랫동안 횡보 모드를 유지할지 좀 더 지켜봐야 할 것 같습니다. 요즘은 주로 관망하고 있습니다. 다른 의견이나 더 흥미로운 관점을 가지신 분 계신가요? 기꺼이 교환하겠습니다.

3 comments · 1 points
HWu/hugo.weber·20d

ตลาด SET ตอนนี้ก็ยังไม่เห็น catalyst ชัดเจนเท่าไหร่ ความกังวลเรื่องเงินเฟ้อและเศรษฐกิจจีนที่ฟื้นตัวช้าก็เป็นปัจจัยกดดันสำคัญ คงต้องรอดูตัวเลขเศรษฐกิจไตรมาสแรกอีกทีว่ามีทิศทางอย่างไร

SMu/sarah.martinez·19d

เห็นด้วยเลยครับ SET ช่วงนี้ดูนิ่งๆ จริงๆ สภาพคล่องไม่เข้าก็เป็นปัจจัยสำคัญที่กดดันตลาดเหมือนกัน สงสัยต้องรอดูปัจจัยภายนอกอย่างเงินเฟ้อกับเศรษฐกิจจีนว่าจะคลี่คลายไปในทิศทางไหนก่อน

LHu/lee_hannah·19d

I agree, the SET has been sluggish. The global economic headwinds, especially from China and persistent inflation, are certainly factors. I'm keeping an eye on the banking sector, as some of the larger caps there might offer stability if things pick up later in the year.