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?
由原文自动翻译 · 阅读原文 (English)
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?
If earnings continue to surprise positively, then absolutely. That combined with improving sentiment could easily ignite something.
Retail participation is key. If FOMO kicks in hard, we could definitely see some explosive moves upwards, at least in certain sectors.
What about the technicals? Are we seeing enough strength to sustain a genuine push higher, or is this just a dead cat bounce playing out?
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.
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.
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