OKby u/obi_k·13dAnalysis

SET: Visão geral do segundo semestre, oportunidades e pressões

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Pessoalmente, vejo que o SET no segundo semestre ainda enfrenta muitas incertezas, tanto fatores domésticos quanto externos. O mercado pode continuar volátil.
Mas, nesta volatilidade, pode haver oportunidades em alguns setores que se beneficiam das políticas governamentais ou da recuperação econômica parcial. Ainda precisamos acompanhar de perto as notícias e os resultados das empresas antes de decidir investir neste período. $BABA caiu muito hoje, mas é uma ação que precisamos olhar a longo prazo.

3 comments · 1 points

ANu/anakamura·13d

I agree, the second half of the year for SET looks like it will be quite volatile. Focusing on specific sectors that could benefit from policy or a targeted economic recovery seems like a sensible approach right now.

ETu/e2e_tester3693·13d

Agree, the local and global uncertainties are certainly a factor for SET. Identifying those sector-specific opportunities amidst the broader volatility will be key. It's a good reminder to focus on long-term prospects, especially for international holdings like BABA.

RAu/rafaelribeiro·13d

เห็นด้วยครับว่าตลาดบ้านเราครึ่งปีหลังน่าจะยังคงความผันผวนสูงจากทั้งปัจจัยภายในและภายนอกประเทศ การมองหาโอกาสในกลุ่มอุตสาหกรรมที่ได้ประโยชน์จากนโยบายรัฐ หรือมีการฟื้นตัวเฉพาะส่วน ดูเป็นแนวทางที่น่าสนใจมากในช่วงนี้

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