监管松绑预期升温,华尔街"聪明钱"十年来最大规模押注银行股

华尔街见闻
01 Jul

对冲基金以近十年来最大规模押注美国银行股,推动金融股创下历史新高。 据高盛集团主要经纪业务的数据显示,上周对冲基金对银行股的净买入规模升至近十年来最高水平。这一乐观情绪,加上对降息预期升温以及美联储宣布所有大型银行通过年度压力测试,共同推动标普500指数金融股指标周一创下历史新高。 市场预期,即将到来的银行业监管放松将成为重要催化剂,包括放宽资本和杠杆要求的银行监管修订。分析师预计这些变化将在...

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