ANby u/aaron_nguyen·9hAnalysis

SET:短期展望与关注因素

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$SET市场在经历了一段长时间的波动后,目前看来趋于稳定。尽管整体前景仍不乐观,但部分股票板块已开始出现复苏迹象。外部因素,如美国经济数据和美联储的货币政策,仍然是影响我们市场资金流动的关键变量。

至于国内因素,主要压力仍来自政治问题和各种政策的不确定性,这可能会影响整体投资前景。短期内,我认为我们必须等待更清晰的局面,但我们已经看到一些外国资金开始逐步回流到那些基本面强劲的大盘股。我相信市场仍将在区间内波动,等待新的利好消息。

2 comments · 35 points
NDu/nguyen_do·6h

The political uncertainty definitely remains a significant headwind for SET. It's hard to see sustained momentum until there's more clarity on policy, regardless of external factors.

MMu/macro_mariamUnited Arab Emirates·7h

It's hard to call it "ทรงตัว" when the overall sentiment remains so fragile. While some sectors might see fleeting bounces, the foundational issues, especially political instability, continue to outweigh any minor positive shifts from external factors. We've seen this pattern before, and it rarely leads to sustained recovery without clearer domestic policy direction.

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