地缘冲突持续发酵，华尔街对"快速解决"的乐观预期正在瓦解。周五，高盛顶级交易员Shawn Tuteja在最新客户报告中指出，市场叙事正经历关键转变——从笃信冲突将迅速平息，转向对"不确定性无限期延续"的定价。Tuteja表示，过去数周，高盛客户群体的主流叙事始终是地缘冲突将得到"解决"，但随着局势拖延，这一信心正在动摇。上周末，市场情绪急剧转向，客户开始大举做空低质量股票组合及欧洲资产，同时押注...
Source Link地缘冲突持续发酵，华尔街对"快速解决"的乐观预期正在瓦解。周五，高盛顶级交易员Shawn Tuteja在最新客户报告中指出，市场叙事正经历关键转变——从笃信冲突将迅速平息，转向对"不确定性无限期延续"的定价。Tuteja表示，过去数周，高盛客户群体的主流叙事始终是地缘冲突将得到"解决"，但随着局势拖延，这一信心正在动摇。上周末，市场情绪急剧转向，客户开始大举做空低质量股票组合及欧洲资产，同时押注...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.