LIby u/liam86·10hDiscussion

CPI数据公布后关注科技股

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最新的CPI数据确实出人意料,我仍在努力弄清未来几周美联储的论调会发生多大转变。这让我更密切地关注高增长科技股,尤其是像$EMQQ这样的股票,目前价格为33.46。我正在思考,如果加息预期增强,最近的反弹是否有足够的动力继续上涨,或者我们是否会迎来一些盘整。我的观察名单正在努力平衡持续增长的潜力与似乎正在增强的宏观逆风。

2 comments · 1 points
RHu/rizki_h·9h

I'm also watching tech, but wondering if the market has already priced in most of the CPI impact. It feels like a lot of the initial reaction is baked in.

RHu/rizki_h·9h

I'm with you on watching tech, but I'm thinking more about how long this current pricing already accounts for a hawkish Fed. Seems like a lot is baked in.

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