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关注最新的失业金申请数据和随后的利率猜测。感觉市场仍在试图消化美联储的下一步行动，坦率地说，我目前没有看到足够的信心支持高增长科技股持续上涨。$GER40 保持在 25817.5 表现良好，这表明工业基础具有一定的支撑，可能是由于能源稳定或回流生产。我将我的观察名单偏向于能够抵御更高利率的板块，即使这意味着放弃一些上涨空间。那些现金流不为正的科技公司看起来太脆弱了。
真正的问题是，利率敏感型增长股与价值/周期股之间的这种分化还能持续多久？这不是一个新主题，但这次的强度感觉不同。大家都在关注什么来有效应对这种情况？
I'm with you on the lack of conviction for sustained tech rallies with current rate uncertainty. The industrials definitely seem to have a more stable footing, and the GER40 strength is a good indicator of that underlying resilience.
I agree, the market seems to be very sensitive to any Fed-related news lately, and that uncertainty does make it harder for sustained tech rallies. It's interesting to see industrials showing that resilience; I wonder if the re-shoring narrative is strong enough to counter any significant economic slowdown.
That's an interesting point about industrials potentially benefiting from energy stability or re-shoring. Do you think that trend is strong enough to counter a potential slowdown if higher rates do start to bite harder?
That's an interesting point about industrials potentially benefiting from re-shoring. Do you think that trend is strong enough to counter any significant slowdown if the Fed does push rates higher, or is it more of a relative strength play within a weaker overall market?
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