The Compound 对 $XLU 的判断变化

2026-09-29看跌
《That Feeling Something Bad Is About to Happen | WAYT?》
不要逢低买入XLU;其估值相对历史水平偏高,且收益率相较美国国债缺乏竞争力,可能导致资金停滞或进一步下跌。

这是 State Street Utilities Select Sector Spider ETF,也就是 XLU。它大致可以代表这个板块的表现。我告诉你,我不会买这个回调。

我不喜欢它。我不喜欢它所代表的东西。我不喜欢它的走势。它处在无人地带。

This is a State Street Utilities Select Sector Spider ETF or XLU. It's sort of shorthand for how the sector is doing. I'm going to tell you, I will not buy this dip. I don't like it.

I don't like what it represents. I don't like how it acts. It's in no man's land.

所以我要说明的观点是,不是每个回调都能买。我不喜欢这一个。我认为最好的情况是资金被套死,最坏的情况是情况可能变得糟得多。

so to make the case I'm making is not every dip is buyable. I don't like this one. I think at best you have dead money and at worst this could get way worse.