近期美股在持续的不确定性中上演反弹,其背后一股不容忽视的力量正浮出水面:并非市场基本面信心的回暖,而是一场由空头被迫回补仓位引发的“轧空”行情,这可能正在向市场传递虚假的乐观信号。 最直观的证据来自高盛集团追踪的一篮子被做空最严重的美股。该指数本月已飙升16%,远超同期标普500指数0.7%的涨幅,并有望创下2008年有记录以来表现最好的十月份。 这轮由空头回补驱动的反弹,正推动大盘走高,但其本质...
Source Link近期美股在持续的不确定性中上演反弹,其背后一股不容忽视的力量正浮出水面:并非市场基本面信心的回暖,而是一场由空头被迫回补仓位引发的“轧空”行情,这可能正在向市场传递虚假的乐观信号。 最直观的证据来自高盛集团追踪的一篮子被做空最严重的美股。该指数本月已飙升16%,远超同期标普500指数0.7%的涨幅,并有望创下2008年有记录以来表现最好的十月份。 这轮由空头回补驱动的反弹,正推动大盘走高,但其本质...
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