“次贷危机”还是“过度反应”?美国小银行“暴雷”,市场“先卖再说”

华尔街见闻
Oct 17

美国两家区域银行披露的贷款欺诈案引发市场恐慌,标普区域性银行精选行业指数周四暴跌6.3%,创下数月来最差单日表现。投资者担忧这只是冰山一角,摩根大通分析师表示,银行业是一个投资者倾向于“先卖出,后提问”的领域,市场情绪的快速恶化,正成为比银行资产负债表本身更大的担忧。两家美国区域性银行披露的贷款欺诈案引发市场恐慌,一场针对地区银行的抛售潮正在华尔街蔓延,投资者在信贷风险担忧下采取"先卖再说"的策略...

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