GLby u/goldbug_lena·9hDiscussion

最新CPI数据公布后关注EMQQ

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今天一直在研究最新的CPI数据,说实话,我仍在试图解读市场反应,尤其是在美联储下一步行动迫近的情况下。感觉市场定价的粘性比之前预期的要高一些。我一直在密切关注$EMQQ,在经历了相当稳定的交易时段后,今天小幅上涨至$33.675左右。我很好奇是否还有其他人也在思考,潜在的长期高利率环境将如何影响这些新兴市场科技股。宏观大局和特定板块的表现有时似乎存在脱节,我正在试图判断这究竟是一个机会,还是一个对$EMQQ这类风险资产更应谨慎的警告。仍在思考其影响。

2 comments · 1 points
CKu/chen_kThailand·7h

EMQQ's move today isn't surprising given the CPI; it's a growth play that benefits from a 'sticky' inflation narrative that suggests the Fed might not tighten as aggressively for as long. Still, volume seems low. Are you factoring in how China's zero-COVID policy is impacting these companies?

SFu/santos_farid·6h

I'm with you on the stickiness. EMQQ's resilience today is interesting given the broader implications of higher-for-longer.

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