对CPI数据和石油回旋余地的看法
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最新的CPI数据虽然不算灾难性，但无疑强化了“高利率持续更久”的说法，这通常对需求不利。关注$X在54.84的表现，想知道如果利率持续紧缩，它还能在逆风中坚持多久。
2 comments · 3 points
TAu/takin25395443·6h
It's always fun to see how long certain stocks can defy gravity, almost like they're hoping the economic headwinds will just get bored and go bother someone else. My money's on gravity, eventually.
SSu/sanjay_s·4h
I agree, the "higher-for-longer" narrative certainly casts a shadow on demand. Do you see any specific sectors holding up better than others in this environment?
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