过去四周的“打脸”教训:“过于一致”的看空美股

华尔街见闻
10 May

华尔街大逆转:空头陷阱正在崩塌,投资者被迫改变立场?在市场急剧震荡的四月之后,华尔街正经历一场壮观的反弹,让许多仓促做出的防御性决策显得过于草率。据媒体报道,押注美元走弱、做空股票市场以及押注波动性上升的拥挤交易突然变得脆弱,这背后是特朗普对关税态度的缓和以及一系列积极的经济数据推动的情绪回暖。此前,高盛交易员布莱恩·加勒特(Brian Garrett)警告:“如果你看跌,那么你就是共识……"他...

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