华尔街已学会了“TACO交易”:特朗普发飙后做空美股,5天后反手做多

华尔街见闻
04 Jun

当特朗普再次挥舞关税大棒时,华尔街对其政策的市场效应已经形成了一套成熟的获利模式——"TACO交易"。 野村策略师Charlie McElligott的研究显示,自2月初以来,每当特朗普发出贸易威胁时立即做空标普500指数期货,并在五天后反手做多,这一策略已经带来12%的丰厚回报。 相比之下,那些单纯持有基准指数的投资者在经历一系列令人心惊肉跳的波动后,几乎没有获得任何实质性收益。 其他华尔街机构...

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