散户贪婪情绪高涨之际,“聪明钱”正悄然撤退。 近日,彭博社的宏观策略师西蒙·怀特(Simon White)发表了一篇分析文章,深入探讨了当前股票市场中一个值得警惕的现象。作为一名资深的宏观分析专家,怀特通过追踪“聪明钱”的动向,揭示了在美股市场一片歌舞升平的表象之下,潜藏的风险正在积聚。 文章指出,尽管美股看似仍在上涨,但以宏观基金和量化基金为代表的对冲基金群体,已经对股票表现出了明显的冷淡态度。...
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