从索罗斯抄底爆仓股谈起：宏观交易到底怎么玩儿

泷韬全球宏观2021-05-18

索罗斯的基金在一季度抄底Bill Hwang爆仓的股票。说实话，我觉得这个消息没什么意义——因为自从2000年 Druckenmiller离开量子基金后，索罗斯就把公司交给儿子打理，CIO都靠外包模式，自己根本没有接班人。风格早就不知道飘到哪里了。08年曾经和他们当时的CIO交流过，我完全感觉不到他们的宏观体系，更像巴菲特的价值投资。除了索罗斯在08年紧急出马做空次债危机，以及在2013年做空...

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免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

馒头卡喉咙啦
2021-05-19
馒头卡喉咙啦
烧
hhyw
2021-05-19
hhyw
越有钱就越玩的起😞😞😞
Youn7276
2021-05-19
Youn7276
炒面高手！
Kenwong
2021-05-19
Kenwong
👍
心跳_8338
2021-05-18
心跳_8338
想了想这才是能牵动市场，我们都是韭菜
- hhyw:
  我们都是
Schemppho
2021-05-18
Schemppho
[难过] [难过] [难过] [捂脸]

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