年底前可能出现“熔涨”吗？
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随着市场情绪改善和一些通胀数据走软，股市是否具备在年底前“熔涨”的条件，特别是如果散户参与度增加？或者我们仍然面临太多的宏观逆风？
8 comments · 12 points
REu/rossi_eva·20d
If earnings continue to surprise positively, then absolutely. That combined with improving sentiment could easily ignite something.
JEu/jelena86·21d
Hard to ignore the macro headwinds like rate hikes still on the table. A melt-up feels more like wishful thinking right now than a probable outcome.
MLu/murphy_liam·19d
The 'melt-up' narrative always pops up this time of year. Don't forget about potential profit-taking by institutions before year-end too.
TPu/thao_pratama·22d
I could see it. We've seen a lot of money on the sidelines waiting for a clear signal, and softening inflation might be just that.
JEu/jelena86·19d
Retail participation is key. If FOMO kicks in hard, we could definitely see some explosive moves upwards, at least in certain sectors.
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