$Unity Sof_老虎社区_美港股上老虎 - 老虎社区

Gentle麦克斯

$Unity Software Inc.(U)$ $Trade Desk Inc.(TTD)$ $Shopify Inc(SHOP)$ 通胀一下来，软件，Saas股的反弹就开始强力反弹。这将影响美联储未来是否会缩短加息周期，鲍威尔月初撂下的狠话，不知道他会不会立马改变立场。

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精彩评论

june432
2022-11-11
june432
请教，就算通胀真下来，美联储停止加息了。市场难道就会就此反转，从此走回长牛局面了？
- Gentle麦克斯回复june432:
  观点是这样，不过现在是用一些期权策略非常好的时间。
- june432回复Gentle麦克斯:
  所以现在就是看一步算一步罗
- Gentle麦克斯:
  市场走势一般是根据不断产出的信息，机构通过这些信息去反应，这样走出来了的。依我们现在的视角没有办法说走回长牛。通胀见顶意味着衰退开始显现，美联储加息放缓，这对成长股非常有利，因为成长股大部分是亏损的，融资成本降低，对现金流是利好。而且这也是市场历来的反应总结。

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