ความคิดเห็นเกี่ยวกับการเคลื่อนไหวของตลาด AI ก่อนการประกาศ CPI ครั้งถัดไป

65% seems low. AI names have been running hot, and any whiff of bad CPI is going to hit those growth stocks harder than others. I'd expect more than just a 'slight' pullback.

I'm not so sure a CPI print really moves AI names that much at this point. They seem to be on their own trajectory, driven by sector-specific news rather than broader inflation fears.