高盛交易部门认为,美股在经历11月的剧烈内部调整后,多项指标目前已完成“重置”。市场有效修正了大型科技股的极端看涨仓位,改善了市场广度,并缓解了约160亿美元的系统性抛压。随着市场恐慌情绪降温,以及AI投资主题从技术销售方拓宽至应用方,年底美股市场基础已变得更为稳固。一个动荡的11月重置了市场仓位与情绪,为美股进入年度最后一个月提供了更清晰的路径。根据高盛交易部门11月28日发布的最新观察,市场在...
Source Link高盛交易部门认为,美股在经历11月的剧烈内部调整后,多项指标目前已完成“重置”。市场有效修正了大型科技股的极端看涨仓位,改善了市场广度,并缓解了约160亿美元的系统性抛压。随着市场恐慌情绪降温,以及AI投资主题从技术销售方拓宽至应用方,年底美股市场基础已变得更为稳固。一个动荡的11月重置了市场仓位与情绪,为美股进入年度最后一个月提供了更清晰的路径。根据高盛交易部门11月28日发布的最新观察,市场在...
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