“投机热潮”复苏！散户交易热情高涨，机构仓位大幅上升

智通财经2022-08-17

目前，美股市场上的投机热情高涨，投机者在两周内推动$AMC院线(AMC)股价上升78%、3B家居暴涨4倍。虽然比不上疫情期间的狂热，有迹象表明，投机热情正在蔓延到WSB概念股之外，相对保守的主动型基金经理正快速买入股票，而看涨期权敞口的指标也在飙升。德意志银行持有的衡量众多机构投资者情绪的模型显示，即使他们目前远称不上“极度乐观”，但其交易热情正在上升。例如，波动率控制基金已将股票敞口从6月中旬的...

网页链接

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

阿小伍
2022-08-17
阿小伍
准备割韭菜？

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2260864278?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/96819b78df36696eeccbf03ebd7c466d","is_english":false,"pubTime":"2022-08-17 11:25","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2260864278","market":"us","top_or_hot":-1,"title":"“投机热潮”复苏！散户交易热情高涨，机构仓位大幅上升","media":"智通财经","content":"<div>\n<p>目前，美股市场上的投机热情高涨，投机者在两周内推动$AMC院线(AMC)股价上升78%、3B家居暴涨4倍。虽然比不上疫情期间的狂热，有迹象表明，投机热情正在蔓延到WSB概念股之外，相对保守的主动型基金经理正快速买入股票，而看涨期权敞口的指标也在飙升。德意志银行持有的衡量众多机构投资者情绪的模型显示，即使他们目前远称不上“极度乐观”，但其交易热情正在上升。例如，波动率控制基金已将股票敞口从6月中旬的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/772583.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“投机热潮”复苏！散户交易热情高涨，机构仓位大幅上升</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“投机热潮”复苏！散户交易热情高涨，机构仓位大幅上升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-17 11:25 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/772583.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>目前，美股市场上的投机热情高涨，投机者在两周内推动$AMC院线(AMC)股价上升78%、3B家居暴涨4倍。虽然比不上疫情期间的狂热，有迹象表明，投机热情正在蔓延到WSB概念股之外，相对保守的主动型基金经理正快速买入股票，而看涨期权敞口的指标也在飙升。德意志银行持有的衡量众多机构投资者情绪的模型显示，即使他们目前远称不上“极度乐观”，但其交易热情正在上升。例如，波动率控制基金已将股票敞口从6月中旬的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/772583.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BBBY","symbol_name":"3B家居","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/772583.html","article_id":"2260864278","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/96819b78df36696eeccbf03ebd7c466d"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2260864278","pubTimestamp":1660706702,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"投机热情正在蔓延到WSB概念股之外。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BBBY":"3B家居","AMC":"AMC院线"},"translate_title":"The \"speculative boom\" has recovered! Retail investors are enthusiastic about trading and institutional positions have risen sharply","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/85de146e09f781db59ac00124cff3edc","symbols_score_info":{"AMC":0.9,"BBBY":0.9},"content_text":"目前，美股市场上的投机热情高涨，投机者在两周内推动$AMC院线(AMC)股价上升78%、3B家居暴涨4倍。虽然比不上疫情期间的狂热，有迹象表明，投机热情正在蔓延到WSB概念股之外，相对保守的主动型基金经理正快速买入股票，而看涨期权敞口的指标也在飙升。德意志银行持有的衡量众多机构投资者情绪的模型显示，即使他们目前远称不上“极度乐观”，但其交易热情正在上升。例如，波动率控制基金已将股票敞口从6月中旬的37%增加到54%。德银的数据显示，机构投资者的仓位在跌至区间底部后，现在正接近中性水平。不过，面对极其鹰派的美联储，有观点认为尽管上半年股市暴跌过度，也很难判断去年交易热情的全面复苏是否会出现。Wolfe Research首席投资策略师Chris Senyek表示：“市场现在普遍预期美联储将在12月暂停加息、通胀将迅速下降、估值保持稳定、衰退得以避免以及每股收益预期只会小幅下降。在我们看来，这种对美股的看法属于‘完美定价’，太理想化。过去两个月令投资者非常痛苦，但我们对中期前景仍然看跌。”美股已连续第三天上涨，其中标普500指数连续第五周上涨，该指数较6月触及的2022年低点上涨了约17%，目前比其200天平均水平低约20点，接近4326点。一些人认为这一阈值将出现长期势头的看涨信号并促使基于规则交易的投资者加大买入力度。由于数据显示劳动力市场强劲和通胀低于预期，最近的反弹开始于空头挤压。根据全美主动投资经理协会的一项调查，股票敞口在过去八周内从20%跃升至72%，为2021年4月以来的最大增幅。根据美国银行的一项民意调查，基金经理正从对股票的悲观情绪中撤出，开始买入美股，包括科技股。Michael Hartnett领导的美国银行策略师表示，尽管还谈不上完全乐观，但投资者已不再看跌股市。在期权市场上，看涨合约的换手速度快于看跌合约。芝加哥期权交易所(Cboe)股票看跌期权与看涨期权比率的10年平均水平跌至4月以来的最低水平，表明投资者对股市上行的押注兴趣正在增加。推动涨势的还有散户，他们再次买入股票并从期权中快速获利。乐观情绪复苏以及周一纽约州制造业数据惨淡，是法巴银行美国股票和衍生品策略主管Greg Boutle建议投资者使用期权进行对冲的原因。他表示：“我们认为通胀数据见顶的迹象是必要的，但不足以促使股市进入持久的反弹。最近的上涨可能要结束了，经济增长前景仍面临挑战。”","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":687963945,"gmtCreate":1660711605388,"gmtModify":1660711605388,"author":{"id":"3475007176548823","authorId":"3475007176548823","name":"阿小伍","avatar":"https://static.tigerbbs.com/f1451912edb5c06733242436f644850a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3475007176548823","authorIdStr":"3475007176548823"},"htmlText":"准备割韭菜？","listText":"准备割韭菜？","text":"准备割韭菜？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687963945","repostId":2260864278,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":8,"commentSize":1,"repostSize":0,"favoriteSize":5,"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":"4.29.4","shortVersion":"4.29.4","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/2260864278"}