美股上涨无碍空头赚钱，第二季度获利100亿美元

环球市场播报07-10

美股空头今年第二季度获利颇丰，在整体市场继续走高的情况下，他们成功地押注了那些下跌的股票。　　根据金融数据提供商S3 Partners的数据，美股空头第二季度账面获利100亿美元。S3预测分析部门董事总经理杜萨尼夫斯基（Ihor Dusaniwsky）称，空头们在工业、医疗保健和金融等行业的账面获利抵消了科技股157亿美元的按市值计算亏损。　　杜萨尼夫斯基说：“他们在本季度确实是很好的选股者。...

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Partners的数据，美股空头第二季度账面获利100亿美元。S3预测分析部门董事总经理杜萨尼夫斯基（Ihor Dusaniwsky）称，空头们在工业、医疗保健和金融等行业的账面获利抵消了科技股157亿美元的按市值计算亏损。\n　　杜萨尼夫斯基说：“他们在本季度确实是很好的选股者。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-07-10/doc-inccqzhm2981968.shtml\">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":"IE00BSNM7G36.USD","symbol_name":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-07-10/doc-inccqzhm2981968.shtml","article_id":"2450000086","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/usstock/c/2024-07-10/doc-inccqzhm2981968.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, 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RESEARCH ENHANCED \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4574":"无人驾驶"},"translate_title":"The rise in U.S. stocks does not hinder short sellers from making money, making a profit of $10 billion in the second quarter","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"IBM":0.65,"TSLA":0.3,"NVDA":0.3,"META":0.3,"GOOG":0.3},"content_text":"美股空头今年第二季度获利颇丰，在整体市场继续走高的情况下，他们成功地押注了那些下跌的股票。\n　　根据金融数据提供商S3 Partners的数据，美股空头第二季度账面获利100亿美元。S3预测分析部门董事总经理杜萨尼夫斯基（Ihor Dusaniwsky）称，空头们在工业、医疗保健和金融等行业的账面获利抵消了科技股157亿美元的按市值计算亏损。\n　　杜萨尼夫斯基说：“他们在本季度确实是很好的选股者。”他指出，IBM和Cloudflare等稳健交易的股票在本季度出现了下跌。\n　　做空者在市场反弹时获利的能力表明，在宏观经济背景不确定的情况下，投资者正涌向少数几只大型科技股，而其他行业的一些领域则存在疲软。\n　　在截至6月28日的季度中，标普500指数上涨3.9%，其中英伟达股价上涨近37%，以科技股为主的纳斯达克100指数同期上涨7.8%。\n　　不过，有证据表明，卖空者正在将资金投入本季度上涨的行业。S3的数据显示，这些反向交易者向信息技术板块投入了330亿美元，做空最多的是谷歌母公司Alphabet、Meta和奈飞。\n　　空头们还积极增加了对表现不佳行业的押注，包括金融、基本消费品和非必需消费品。特斯拉也是一个例外，尽管大多数做空者都大举做空非必需消费品行业，但他们对马斯克的电动汽车公司的空仓进行了回补，金额高达22亿美元。这使得特斯拉从2023年的美股最大做空目标变成了今年的第四大做空目标。\n　　与此同时，能源板块在第二季度出现了最多的空头回补。\n　　杜萨尼夫斯基将卖空者的成功归功于在决定如何交易时更多地考虑市场势头。\n　　“市场速度几乎比公司的基本面更重要，”他说，“我们看到，多头和空头流入的资金比以往多得多。”\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 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