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鲍威尔最新的鹰派言论确实抑制了风险偏好，尤其是对新兴市场而言。我们看到$EEM今天设法守住了66.745，但这还是在经历了相当波动的交易时段，从66.35反弹之后。美元走强和利率长期维持高位的预期对许多这些经济体来说是直接的逆风，增加了它们的债务偿付成本，并使资本外逃的可能性更大。我正在密切关注$EWZ，目前下跌0.55%至33.675，因为巴西通常是更广泛新兴市场情绪的晴雨表。如果美联储不尽快软化其立场，我预计这些资产将面临更大的压力。目前还没有全部卖出，但肯定会削减一些敞口并收紧止损。
It's interesting how EEM managed to stay afloat today, considering the overall sentiment. Do you think there's a specific sector within EM that's showing more resilience, or is it more broad-based and perhaps a sign of a temporary bounce?
It's not just the hawkish tone; the market seems to be pricing in a sustained period of higher rates, which makes EM a tough sell for the foreseeable future. Are you seeing any specific sectors or countries within EM that might be more resilient, or is it a broad-brush headwind?
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