SET：下半年经济复苏展望
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目前，$SET 仍波动剧烈。尽管经济整体出现一些复苏迹象，但似乎不足以推动市场走向明确方向。我个人认为，第三季度和第四季度需要特别关注各公司的业绩。如果某个行业复苏好于预期，可能会重新点燃市场活力。现在，我们只能等待新的利好因素出现。
2 comments · 1 points
YAu/yanyamamoto·14h
I agree, the volatility in SET has been quite persistent. It's tough to get a clear directional bias when economic recovery signs are there but not translating strongly into market momentum. Q3 and Q4 earnings will definitely be key, especially seeing which sectors manage to outperform expectations.
FEu/felipe2·17h
It's interesting how much focus you're putting on Q3-Q4 earnings. Do you think there's a specific sector that's more likely to surprise on the upside, or is it more about waiting to see the broad results?
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