StockCharts TV发布 2026-08-28
《The Rally Is Still Working, But It’s Getting Selective》
$KRE看跌
KRE面临负面压力，因收益率曲线趋平压缩了地区银行的贷款利差。
KRE，我谈到银行股受到 30 年期收益率下降的负面影响，因为政府大规模回购股票。所以，KRE 是地区银行 ETF。这些较小的银行将受到最严重的负面影响，因为它们的贷款活动，利差将更低，因为收益率曲线不会那么陡峭。
KRE, I talked about bank stocks being negatively impacted by the fact that the yield on that 30-year is declining because of the government's huge share buybacks. So, KRE is that regional banking ETF. These smaller banks are going to be the most negatively impacted because their lending activity, the margins are going to be lower because that yield clerks yield curve is not going to be quite as steep.