· 业绩复盘

认为伊朗战争将结束,宏观改善会利好此前受油价拖累的欧洲/台湾/韩国股票。

中文翻译

好吧,看起来伊朗战争快要结束了。 市场/指数周一大概率会这样走。 对因油价担忧被拖累更多的欧洲/台湾/韩国股票来说,可能甚至更好。 如果某个东西在这段时间还能上涨……在更好的宏观环境下可能会涨得更高。

英文原文

Well, looks like Iran War is about to end. Markets/Indexes are probably going like this Monday. Probably even better for Europe/Taiwan/Korean equities that were dragged down more from oil fears. If something goes up during this time… probably goes higher in better macro. https://t.co/kZQ5r0IzZd

在 X 上查看原推 ↗