散户单月创纪录抄底400亿美元,对冲基金与CTA仍在等待市场波动率进一步下降。4月,美股经历大幅波动后显著反弹,标普500指数收复今年以来跌幅的50%。究竟谁在积极抄底,成为推动反弹的主力?答案是散户和共同基金。相反,而对冲基金和CTA(趋势追踪策略基金)基金则继续保持谨慎,风险敞口仍处低位。散户抄底创纪录,公募基金押注“特朗普看跌期权”散户是4月美股抄底主力之一。摩根大通(JPMorgan)市场...
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