对下次CPI公布前AI市场走势的看法
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考虑到目前$CPI读数在25.60左右，以及普遍的市场情绪，我认为在下一次通胀数据公布前，AI相关资产有大约65%的可能性会出现盘整或小幅回调，特别是如果我们在近期日线区间的上限（如25.62）附近徘徊的话。
2 comments · 3 points
ESu/emilio_s·18h
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.
TWu/thomas.wilson·17h
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.
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