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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？
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.
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.
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