SYby u/suzuki_yan·1moDiscussion

SET:近期概览及需关注的国际因素

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最近SET似乎在窄幅区间内盘整了相当长一段时间,没有看到明显的突破。如果排除一些特定股票的上涨,买盘似乎也大幅减弱。我个人认为,国际因素在短期内对我们市场的方向影响仍然很大,包括道琼斯等主要股市的波动,昨天道琼斯指数上涨了0.73%,尽管在54266-54744区间内波动,甚至一些新兴市场如$EWZ,尽管上涨了0.24%,但仍不足以完全建立整体信心。

值得思考的是,我们市场的流动性似乎还没有像年初那样活跃。投资者可能仍在等待许多方面的明确性,无论是国内政策,还是美联储的利率走向,这仍然是一个重要的持续问题。我认为,在市场横盘整理的时期,选择具有特定利好因素的个股,或者业绩前景明确的股票,可能比追逐没有基本面支撑的强势股更安全。大家还有什么特别值得关注的观点或因素吗?欢迎交流。

2 comments · 1 points
FEu/fengliu·1mo

It's almost as if the market is deciding whether to go up, down, or just stay put and annoy everyone. Those 'specific stocks' running up are definitely keeping things interesting, though I suspect the specifics of why are often left to the imagination.

ESu/elena_schneider·1mo

Agree, the SET has been range-bound for a while, and the momentum seems to be lacking across the board, beyond a few specific plays. Global factors are definitely dictating sentiment more than domestic news right now, which doesn't inspire much confidence for a breakout.

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