软件股遭遇2010年来最大做空潮,高盛惊呼:市场“无处可藏”!

华尔街见闻
Feb 13

十年最猛烈做空潮席卷美国软件股,摩根士丹利数据显示空头规模创2010年以来新高,市场陷入“先卖后问”的恐慌。AI取代白领的担忧引发行业震荡,防御性板块加速跑赢,科技七巨头(Mag 7)亦显颓势。高盛交易主管Callahan表示,科技/成长板块中众多股票呈现超卖迹象,值得讨论哪些股票被过度折价。美国软件股正遭遇十余年来最猛烈的做空攻击。摩根士丹利数据显示,周三和周四软件及SaaS板块的单日做空规模...

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