南山

美股創新高但油價又升?呢個paradox我見得多囉

睇到mulan講美股創新高但油價又升,risk-on/risk-off paradox。呢啲嘢我見得多啦,97年嗰陣都係咁,股市一路升,油價又跟住上,最後咪爆咗個亞洲金融風暴出嚟。 08年次貸危機前都係咁,商品價格狂飆,股市又創新高,然後就出事。而家AI概念炒到飛天,TSMC估值追緊華爾街,但油價又因為伊朗deal唔明朗而升。呢個組合好熟口面㗎。…

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