Post

Cato_KT
Cato_KT
Influential Creator
Show original
今天亚盘股市表现不错,推动亚盘股市上涨的三大因素: a,昨晚美股半导体上涨,多头情绪延续到亚洲继续发酵 b,美伊局势缓和,Brent价格持续下跌,跌破95美元后未来通胀压力明显放缓 c,连续两周的持续抛售有技术性反弹需求。 其实通过今天亚洲股市的表现在结合今晚10月CPI数据来看,市场并未因为CPI而进入相对谨慎的防守阶段,显然此前的抛售已经消化足够抛压,同时也为12月加息进行充分定价 目前12月加息概率已经高达97.4%,基本进入充分定价阶段,在加息预期高的前提下亚洲估值依旧表现出乐观上涨,说明今晚的美股市场情绪也会不错,尤其是今晚的10月CPI公布落地之后,只要数据不大幅超预期,美股基本要走反弹趋势!#美国10月CPI今晚公布,加息预期能否改变?
Cato_KT
Cato_KT
After organizing this week's macro weekly framework, I came to a conclusion: from after this week until the December 9th interest rate meeting, this period might be the best time for everyone to bottom-fish, whether for tech stocks or #Bitcoin, basically the same. Recently, on the macro front, industry narratives, and black swan events, everything has basically exploded all at once, which can be seen as a short-term thorough acceleration of clearing selling pressure. The December rate hike expectations have basically been maxed out, and with multiple unstable factors emerging, it seems we have reached a "freezing point" market phase. When most people around you start to feel disappointed and give up, buying at this time means that once the negative conditions gradually ease, it will be a series of positive stimuli for the market. When I am desperate about life but then realize the future is not so desperate, even the smallest good thing becomes a very, very optimistic condition for me! #美国10月CPI前瞻:12月加息预期会否改变?

Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more

Replies

No comments yet. Be the first to reply!