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近期SET似乎仍处于窄幅震荡中，尽管有一些来自内部因素的好消息，但似乎不足以推动市场走远。
我个人认为，主要拖累因素之一是全球债券收益率（Bond Yield）持续高企。美国等主要国家的通胀数据并未如预期般下降，导致央行不得不继续维持紧缩的货币政策。这给高负债或需要高流动性的股票板块带来了相当大的压力。即使在外汇市场，例如$NZDUSD今天仍在0.56411附近徘徊，也很好地反映了全球经济的不确定性。
大家对外部因素将对SET产生多久的影响有何看法？或者认为哪些板块能更好地抵御这种压力？
Totally agree. It feels like the market is just waiting for some clearer signals on inflation and interest rates before making any big moves. That bond yield pressure is definitely a major headwind right now.
Yeah, I'm feeling that too. The stubborn inflation numbers in the US are definitely casting a long shadow, making it hard for anything to really gain traction here.
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