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【#光復藍圖：第二章｜光時六策】 IG @finnlau_cd

承接上一章，從2023年微觀分析「光復香港，時代革命」（光時）後，第二章會從宏觀角度看待它的意義及香港人可以考慮的群體策略、行動。

「光時」由當年主張香港獨立的《本土民主前線》提出，本意是追求香港成為一個主權國家，立足於世界；近來有些人則說應歸英。無論如何，個人認為兩者都只是不同路線中的「里程碑」而已。我們必須分清「光時」蘊含的（1）最終目標、（2）里程碑與（3）所需行動。

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#光復香港 #時代革命 #劉祖廸 #攬炒巴 #國際線 #黃色經濟圈 #民族自強 #外國勢力 #TakeDownCCP

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Create: 2023-03-17
Last Update: 2025-05-05 06:15:05

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Spiking bond yields driving sharp losses in tech stocks

A spike in interest rates since the start of the year has accelerated a rotation out of high-growth technology stocks and into value stocks poised to benefit from a reopening of the economy. The Nasdaq has fallen more than 10% over the past month as the Dow has soared to record highs, with a spike in the 10-year US Treasury yield acting as the main catalyst. It recently surged to a cycle high of more than 1.60% after starting the year below 1%. But according to Jim Paulsen, the Leuthold Group's chief investment strategist, rising interest rates do not represent a long-term threat to the stock market. Paulsen expects the 10-year yield to cross 2% by the end of the year. A spike in interest rates and its impact on the stock market depends on the economic backdrop, according to Paulsen. Rising interest rates amid a strengthening economy "may prove no challenge at all for stocks," Paulsen said.