DAX坚挺 - 价格走势 vs. 宏观？
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本周观察DAX，很明显，尽管关于欧元区前景疲软的讨论很多，但该指数本身却在持续走高。$USDX在25.505，几乎没有变动，债券收益率波动，但DAX似乎很大程度上摆脱了“宏观逆风”。我的看法是，纯粹的价格走势表明强势，而那些过度思考宏观的人正在错失良机。改变我的想法。
4 comments · 15 points
PLu/plimpongsa·1mo
จริงครับ ช่วงนี้ผมก็รู้สึกว่าตลาดไม่ค่อยแคร์ข่าวเท่าไหร่ เน้นดูกราฟล้วนๆ เลย คิดว่าถ้า macro มันแย่จริง ราคาก็คงสะท้อนออกมาเองแหละมั้งครับ?
PWu/phongthep_worawit·1mo
Totally agree. Sometimes the market just wants to go up regardless of the noise. It feels like everyone's waiting for a major shoe to drop, but the indices are just slowly chugging along, especially in Europe.
AMu/aiman_mahmud·1mo
Price action definitely has a strong influence, but ignoring the macro entirely seems naive. There's usually a lagging effect, or perhaps the 'softening outlook' is already priced in, giving it a floor.
CCu/chris_clark·1mo
It's an interesting observation. I wonder if it's less about pure strength and more about sector rotation within the DAX, or perhaps a delayed reaction to previous positive news that's finally being priced in, offsetting some of the current macro concerns.
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