死猫反弹？无视美国区域性银行反弹势头，空头加大押注

智通财经2023-05-23

智通财经APP获悉，尽管美国区域性银行业创下一年来的最佳周度表现之一，卖空者上周加大了对美国区域性银行的押注。S3 Partners的数据显示，在截至5月19日的五天内，交易员在区域性银行的空头头寸增加了21亿美元，较前一周净增加了约20亿美元。与此同时，SPDR标普地区银行ETF同期上涨7.8%，为一年来的最佳单周表现，导致卖空者账面损失达到11亿美元。尽管该行业暂时休整，但由于不确定性持续存在...

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小彬_4072
2023-05-23
小彬_4072
至少做空啊来银行的损失惨重

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Ignoring the rebound of regional banks in the United States, bears increased their bets","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"161121":1},"content_text":"智通财经APP获悉，尽管美国区域性银行业创下一年来的最佳周度表现之一，卖空者上周加大了对美国区域性银行的押注。S3 Partners的数据显示，在截至5月19日的五天内，交易员在区域性银行的空头头寸增加了21亿美元，较前一周净增加了约20亿美元。与此同时，SPDR标普地区银行ETF同期上涨7.8%，为一年来的最佳单周表现，导致卖空者账面损失达到11亿美元。尽管该行业暂时休整，但由于不确定性持续存在，卖空者仍在继续做空齐昂银行(ZION.US)和Truist Financial(TFC.US)等地区性银行。摩根大通分析师Vivek Juneja在周一的一份报告中表示:“我们预计，尽管估值较低，但随着危机的持续，以及监管和经济的不确定性，银行股将继续受到压力和波动。”上周，卖空者对美国制商银行(MTB.US)的空头头寸增加了约2.05亿美元，为同期最大增幅。阿莱恩斯西部银行(WAL.US)也在交易员加大做空押注的银行名单中排在前端，尽管该银行公布存款增长，并在一定程度上缓解了投资者对银行健康状况的担忧。周一，当PacWest Bancorp(PACW.US)宣布将出售26亿美元的房地产贷款组合以提高流动性时，该公司股价上涨了近20%。标普ETF和KBW地区银行指数均继续攀升，分别收涨3.2%和3%。然而，这些收益几乎无法抵消该行业今年的巨额亏损。标普区域性银行业指数在2023年下跌了约31%，受3月份硅谷银行(SIVBQ.US)和签名银行(SBNY.US)以及本月第一共和银行(FRCB.US)倒闭的拖累。今年到目前为止，由于押注地区银行股将继续下跌，这些交易员已经获得了68亿美元的按市值计算利润。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":652423665,"gmtCreate":1684840280558,"gmtModify":1684840282064,"author":{"id":"4127724153663720","authorId":"4127724153663720","name":"小彬_4072","avatar":"https://static.tigerbbs.com/fad57cd454a3bdc5e4af4427f6a89b74","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4127724153663720","idStr":"4127724153663720"},"htmlText":"至少做空啊来银行的损失惨重","listText":"至少做空啊来银行的损失惨重","text":"至少做空啊来银行的损失惨重","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652423665","repostId":2337604494,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"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":"4.29.3","shortVersion":"4.29.3","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/2337604494"}