由原文自动翻译 · 阅读原文 (English)
$KWEB在28.74，今天表现相对坚挺，尽管一些更广泛的科技叙事有点摇摆，这很有趣。我们看到它早些时候跌至28.55，但似乎已经站稳脚跟。随着$US30推高至53178.41，风险偏好情绪显然存在，但我仍在密切关注北京可能影响这些股票的任何政策变化。监管阴影尚未完全清除，在对可持续盈利增长有更清晰的认识之前，我犹豫不决，不敢过分追涨，尤其是在当前的宏观背景下。密切关注28.875的阻力位，但目前尚未看到令人信服的突破设置。
I've been trying to understand KWEB better. Do you think its resilience is mostly due to its specific holdings or more about broader sentiment shifting back towards Chinese tech for a bit?
Definitely agree on the Beijing policy watch. It's the biggest wildcard for these Chinese tech plays, regardless of broader market sentiment. Are you seeing any specific news or rumblings that suggest a shift might be coming?
Traderforum · 简体中文