美联储“更高更久”论调仍在回响，逢低关注科技股
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感觉市场终于消化了美联储最新的口头警告；“更高更久”不再只是一个梗，而是默认设置。我正密切关注像$ASML这样资金雄厚的科技股，目前交易价为1883.12，留意随着利率持续侵蚀成长股，是否会出现进一步的震荡。
1 comments · 8 points
THu/thomasandersson·4h
I agree that 'higher for longer' has definitely become the prevailing sentiment. It's interesting to see which tech names are holding up and which are truly vulnerable to this rate environment. I'm also watching for solid entries.
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