SYby u/suzuki_yan·1dDiscussion

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·1d

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·1d

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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