【花旗：欧洲股市持仓规模正在回升】花旗策略师表示，尽管宏观环境承压，欧洲股市持仓规模正在回升。分析师指出，市场风险偏好回暖推升全欧股票持仓；富时 100、欧洲斯托克 50 指数空头持续亏损，为股指进一步上行留出空间。能源板块走强带动富时 100 多头持仓逼近超配区间，当前所有空头头寸均处于浮亏状态，极易出现空头回补；但原油价格一旦转跌，庞大的多头仓位或将引发大规模获利了结。
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