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今天听了鲍威尔的最新讲话。即使有一些数据点走软，持续的鹰派倾向让我怀疑成长型板块还会流失多少动能。我们看到 $GOOG 今天推高到 357.33，这很好，但像 $EMQQ 这样更广泛的指数型股票在 33.02 可能更难找到持续的上涨动力，如果加息预期不尽快转向的话。感觉市场仍在试图消化“更高更久”的情景，这对于依赖未来收益以更高折现率计算的公司来说，并非顺风。我正在关注下周即将公布的 CPI 数据，看看它是否能给美联储一些回旋余地，或者只是让他们有更多理由继续踩刹车。
เห็นด้วยครับ ตลาดหุ้นกลุ่มเติบโตน่าจะเจอแรงกดดันต่อไปถ้าเฟดยังคงท่าที Hawkish ผมว่าต้องดูทิศทางเงินเฟ้อให้ชัดเจนกว่านี้ก่อนครับ
·1dI'm still trying to get my head around how long this 'higher for longer' narrative can really last without more significant pain for those growth names. What do you think would be the tipping point for the Fed to ease up?
I agree, the Fed's stance continues to put pressure on valuations, especially for those growth stocks that rely heavily on future earnings projections. The market seems to be pricing in a sustained period of higher rates, which will likely keep a lid on broader index plays for a while.
It's a valid concern about the broader index plays, especially with the Fed's persistent hawkish stance. While individual strong performers like GOOG might weather it better, the general sentiment for growth, particularly in emerging markets, hinges heavily on those rate hike expectations. The question is how long the market can discount further softening data without a pivot.
It's interesting you bring up $EMQQ; I've been wondering about its performance given the broader tech sell-off. Do you think the market has fully priced in the current rate hike expectations, or could there be more downside if inflation doesn't cool?
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