NJby u/neha_j·12hAnalysis

Posicionamento do Fed sobre Taxas e Minha Watchlist

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A mais recente inclinação hawkish do Fed está certamente a pressionar os nomes de alto crescimento. Estou a acompanhar de perto a capacidade da $PLTR de manter o seu intervalo atual, dada a reação do mercado em geral a potenciais taxas mais altas por mais tempo. Parece que o mercado ainda está a digerir o que isso significa para as avaliações em todos os setores.

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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