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本周我一直在密切关注欧洲央行的评论，鹰派的基调越来越难以忽视，尤其是在最新的$CPI数据达到25.60之后。感觉他们正在为“长期高利率”的叙事做铺垫，即使市场没有像去年那样完全消化激进加息的预期。
我很好奇其他人如何看待这与欧洲股市的关系。我的DAX观察名单感觉有点沉重，尤其是在对高利率敏感的行业。我正在考虑更多地转向防御性股票，或者那些拥有强大资产负债表、能够抵御更紧缩货币环境的公司。有没有其他人看到他们的屏幕上出现类似的转变，或者正在考虑重新平衡他们的敞口？
That's an interesting take on the ECB's position. I'm wondering, do you think the market's current reaction is more about a wait-and-see approach, or do you see genuine skepticism about the ECB's ability to maintain that hawkish stance long-term?
Given past ECB rhetoric, it's fair to question if this "hawkish" stance will translate into actual policy or just more dovish delays. We've seen that play out before.
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