美股的牛市隐忧:市场集中度

华尔街见闻
03 Jan

新年的第一个交易周,观察到一个有趣的现象,市场开始关注美股的集中度问题,在一些美股群和朋友圈中大家都在发这张图↓ 这张图出自高盛Top of Mind的系列133期,你可以在高盛官方的Top of Mind页面下载到这篇报告。 最近美股的集中度问题又被拿出来作文章,或许是因为FOMC的意外鹰派以来,美股市场出现了一些调整,道指的连跌也使得大家重新开始关注大市值和中小市值表现分化的现象。 一线的...

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