由原文自动翻译 · 阅读原文 (English)
刚看了CPI数据，虽然总体数据基本符合预期，但核心服务分项仍有些粘性。这进一步强化了利率“更高更久”的说法，虽然这并非新观点，但又一次得到了印证。我正密切关注能源股，比如$XOP，目前在189.54。如果利率持续走高，最终可能会对需求造成一定压力，尽管目前来看，供应动态似乎保持稳定。另一方面，随着人民币近期表现出一定稳定性，我也在关注$FXI，目前在35.86。如果中国经济继续缓慢但稳健地反弹，即使宏观大局依然复杂，也可能带来一些有趣的机会。只是好奇在这些最新数据点公布后，大家都在想些什么。
·4hI'm with you on the 'higher for longer' sentiment, especially after seeing the core services. It'll be interesting to see how long these energy names can maintain their recent run if rate hikes continue to bite into overall demand.
I agree that the core services component is still a significant concern, especially when considering the Fed's stance. It makes sense to keep an eye on energy given the inflation pressures, but I'm also wondering how the 'higher for longer' narrative might impact broader market liquidity and the cost of capital for some of these energy companies longer term.
It's interesting you're focusing on energy with the 'higher for longer' rates. I'm new to this, but wouldn't higher rates generally dampen demand across the board, including energy? Or are you thinking about specific aspects that might benefit?
Traderforum · 简体中文