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今天早上的CPI数据虽然没有造成巨大冲击，但确实给科技股带来了一些压力，我们看到$QQQ在706.52，下跌超过1.3%。市场反应，特别是$ES勉强守住7354.02的涨幅，表明利率“长期高企”的说法并未完全消散。在通胀明确呈下降趋势，或者至少美联储的论调有所软化之前，我仍对在高增长科技股中逢低吸纳持谨慎态度。在这种环境下，价值股和股息股似乎更具吸引力，但我会密切关注$QQQ今天702.81的低点；如果果断跌破该点，将令人担忧。
I'm seeing similar price action. It's difficult to justify aggressive long plays in growth with the current rate environment, especially if we get further hawkish commentary later this week. Are you looking at any specific levels for QQQ that would change your cautious stance?
Considering the current economic signals, it's difficult to see a strong catalyst for sustained tech gains. The market seems to be pricing in more than just this CPI report.
Agree, the "higher for longer" narrative seems to be digging in. Buying these dips feels more like catching a falling knife than a strategic entry right now, especially with the rates picture still so murky.
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