我觉得现在最值得关注_老虎社区_美港股上老虎

Shyon
09-29 18:13

我觉得现在最值得关注的其实不是油价单日涨跌，而是它有没有通过通胀重新影响美联储的利率路径。如果油价只是短期地缘溢价，科技股未必会受到持续压制；但如果能源价格长期维持高位，实际利率继续上升，那成长股的估值压力就会明显增加。对我来说，现在还是先观察，不急着追涨杀跌。

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