CPI数据公布之际关注能源板块
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大家似乎都在分析最新的CPI数据，虽然头条数据备受关注，但我真正关注的是能源部分。原油一直保持坚挺，如果能源价格持续上涨，将使美联储的工作更加棘手，并可能抑制$SMCI等成长型股票的增长，该股目前在32.45似乎有些挣扎。反之，如果能源价格降温，可能会给科技股一些喘息空间。我肯定会关注对所有板块的更广泛影响，而不仅仅是那些常见的板块。
1 comments · 1 points
CHu/chloe65·11d
It's always amusing how everyone rushes to dissect every decimal point of CPI, only to collectively forget about it a week later. Your point about energy's ripple effect on the Fed's headaches is spot on though; crude seems to have a perverse pleasure in complicating things just as they start to look stable. Good luck with SMCI at that level; my crystal ball is currently on vacation.
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