美股的春天来了？空头正在撤退

华尔街见闻2022-07-06

摘要：S3 Partners的数据显示，6月份美国卖空总额增加了200亿美元，低于5月份的610亿美元，也低于2022年的大多数月份。空头放缓可能表明，投资者认为股市接近低点并为市场反弹做准备。虽然“大空头原型”Michael Burry在下半年的第一天警告，美股整体跌势可能才完成一半，但有迹象显示美股空头力量出现了衰减信号。根据技术和数据分析公司S3 Partners的数据，6月份美国卖空总额...

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UC震惊部主编
2022-07-06
UC震惊部主编
新增的空头头寸减少不代表空头力量开始衰弱，这两个完全不同的概念
Buybuybuy
2022-07-06
Buybuybuy
00
史蒂芬康康
2022-07-06
史蒂芬康康
这是积蓄力量准备后面更大的猛攻吧

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The bears are retreating","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/167ed8b56072a766a41c7da553abccb3","symbols_score_info":{"161125":0.6,"513500":0.6,".DJI":0.9,"SPY":0.9,"GS":0.77,"BAC":0.77,".IXIC":0.62,"NQmain":0.6,"UPRO":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,"PSQ":0.6,"QID":0.6,"QLD":0.6,"QQQ":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"UDOW":0.6,".SPX":0.6,"MNQmain":0.6,"DDM":0.6,"DJX":0.6,"DOG":0.6,"DXD":0.6,"ESmain":0.6},"content_text":"摘要：S3 Partners的数据显示，6月份美国卖空总额增加了200亿美元，低于5月份的610亿美元，也低于2022年的大多数月份。空头放缓可能表明，投资者认为股市接近低点并为市场反弹做准备。虽然“大空头原型”Michael Burry在下半年的第一天警告，美股整体跌势可能才完成一半，但有迹象显示美股空头力量出现了衰减信号。根据技术和数据分析公司S3 Partners的数据，6月份美国卖空总额增加了200亿美元。这低于5月份的610亿美元，也低于2022年的大多数月份。空头放缓可能表明，投资者认为股市接近低点并为市场反弹做准备。Crossmark Global Investments的首席投资官Bob Doll表示，其公司已经开始缩减空头头寸押注：你总是希望在市场处于高位时做空，在市场处于底部时停止做空。今年上半年，标普500指数累计下跌了约20%，创下自1970年以来最大的上半年跌幅。高盛跟踪的被做空最多的股票指数今年迄今下跌了37%，近乎标普500指数跌幅的两倍。这意味着空头的成功，S3 Partners估计，空头今年迄今未实现的收益约为3000亿美元。华尔街见闻稍早前文章所说，历史数据显示，标普500在历史最差上半年表现中有四次在下半年反弹在17%以上，而最差的一次也达到10%。虽然市场对美股是否复苏的争论还在，但有一个信号可以作为参考，如果美股真的复苏，市场可能会看到空头回补的上升，因为卖空者买回股票来平仓。期权市场同样表明，投资者的担忧正在缓和。据美国银行分析师称，与标普500指数挂钩的看跌期权的价格已经相对低于看涨期权，如果股票上涨，这些期权将被支付。也就是说，一些交易员对股市大幅下跌的风险担忧逐步减低。大宗商品近期全线下挫，意味着通胀见顶甚至出现回落，市场猜测届时美联储可以不用大幅收紧货币政策，美股或许会迎来反弹和复苏。不过可以肯定的是，一些投资者预计市场将继续下跌，并将会继续做空股票。根据S3 Partners的数据，6月份做空者针对SPDR S&P 500 Pacer Swan SOS Fund of Funds ETF|ETF Trust的头寸增加了63亿美元，高于5月份做空的45亿美元股票。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":681557987,"gmtCreate":1657083023551,"gmtModify":1704866483650,"author":{"id":"3573203313070353","authorId":"3573203313070353","name":"UC震惊部主编","avatar":"https://static.tigerbbs.com/dea323dda0e8135c793f5d1b17cb2dcd","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"新增的空头头寸减少不代表空头力量开始衰弱，这两个完全不同的概念","listText":"新增的空头头寸减少不代表空头力量开始衰弱，这两个完全不同的概念","text":"新增的空头头寸减少不代表空头力量开始衰弱，这两个完全不同的概念","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681557987","repostId":2249906582,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":681558694,"gmtCreate":1657080526221,"gmtModify":1704866475754,"author":{"id":"3574802302790071","authorId":"3574802302790071","name":"Buybuybuy","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"00","listText":"00","text":"00","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681558694","repostId":2249906582,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":681551275,"gmtCreate":1657080099500,"gmtModify":1704866474205,"author":{"id":"3459129871943687","authorId":"3459129871943687","name":"史蒂芬康康","avatar":"https://static.laohu8.com/495416b95f5ef836d1c44b7d147f5421","vip":1,"crmLevel":5,"crmLevelSwitch":1},"htmlText":"这是积蓄力量准备后面更大的猛攻吧","listText":"这是积蓄力量准备后面更大的猛攻吧","text":"这是积蓄力量准备后面更大的猛攻吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681551275","repostId":2249906582,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":10,"commentSize":3,"repostSize":0,"favoriteSize":10,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2249906582"}