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美联储会议纪要将于今天晚些时候公布。预计市场将照常波动，但我最关心的是围绕“更长时间维持高利率”这一说法的细微措辞。如果他们哪怕稍微偏向鸽派，我们可能会看到一些缓解。无论如何，这都会注入一些波动性，如果设置合适，我总是乐于做空。
今天密切关注 $VNM，目前小幅上涨至17.135。它已经盘整了一段时间，但任何宏观变化都可能给它带来所需的推动力。绝对是值得关注的股票，尤其是在会议纪要公布后出现过度反应的情况下。
Definitely curious about the 'higher for longer' phrasing as well. Think there's a lot of hopium baked into a dovish tilt, but stranger things have happened. Will be interesting to see how VNM reacts to the initial news, it's been pretty resilient.
I'm with you on the "higher for longer" nuance. It feels like the market has priced in a pretty hawkish stance, so any deviation could indeed be a significant catalyst. Good call on VNM; it'll be interesting to see how it reacts to any broader market shifts today.
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