抄天花板了？？？_老虎社区_美港股上老虎 - 老虎社区

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MGTZ
2020-03-04

抄天花板了？？？

上周五美股暴跌之日，对冲基金疯狂抄底，创十年来最大规模

对投资老手们来说，每次股市暴跌、市场恐慌之时，都是机会。华尔街的对冲基金们当然也不例外。上周，美股创下金融危机以来的最差单周表现，但是美国对冲基金却疯狂抄底。摩根士丹利称，在上周五，对冲基金买入美股已

上周五美股暴跌之日，对冲基金疯狂抄底，创十年来最大规模

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>称，在上周五，对冲基金买入美股已经成为了十年来对冲基金最大规模的一次入场。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>摩根士丹利机构经纪部门编制的数据显示，对冲基金在上周四的买入量创下两年多来最大，尽管当时标准普尔500指数下跌了4.4％。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>上周五，对冲基金的买入量更是比周四增加了大约75%。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>此时入场，对冲基金是否选对了时机呢？</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>周一美股的反弹的确在一定程度上缓解了市场的担忧，但是摩根士丹利认为，更重要的是要看后市如何发展：</span></p><blockquote cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" start=\"\" yahei=\"\"><p><span>未来市场可能进一步翻转，这也取决于种种因素如何发展。</span></p></blockquote><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>摩根士丹利称，两周之前就已经注意到，市场上创纪录高位的杠杆率、投资者跑步入场等因素，而如今对冲基金的涌入，也增加了市场翻转的风险。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>在两周前，摩根士丹利尚未看到上周美股的疯狂抛售，而美股近期的表现和对冲基金的入场，更让摩根士丹利担忧，美股可能离一个猛烈下跌越来越近了。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>对冲基金大举入市似乎早有准备。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>早在市场崩溃前，对冲基金就加大了对股市的净杠杆率（多头和空头头寸比率）。</span><span>摩根士丹利的数据显示，对冲基金的净杠杆率在2月初的几周内上升了约5％，为多年来最快的扩张之一。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>另外，<a href=\"https://laohu8.com/S/GS\">高盛</a>集团的客户自2019年底以来曾一直保持着杠杆率不变，但2月上旬也提高了杠杆率。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>高盛的数据显示，2月中旬的数据显示，这一比例为48.4%，为过去一年的前95%。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>这和散户投资者以及趋势交易者的行为形成鲜明对比，对冲基金的管理者认为股票价值在超跌中会相对上升，这也有助于解释为什么股票迅速反弹。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>摩根士丹利认为，对冲基金的活跃意味着杠杆的增强，尤其是在上周四和周五两天，做多方向的杠杆率明显加强。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>在过去六年中，每当这种情形出现时，对冲基金之后通常会抛售。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>摩根士丹利还指出，一个迫在眉睫的风险是，美国股市的总杠杆率（追踪多头和空头头寸的总量）很高，达到了190%，位于2010年以来区间的前86%。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>大摩担忧，如果市场动荡持续下去，这可能会带来麻烦，迫使基金经理平仓。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" right=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span>读完全文后点下“</span><strong>在看</strong><span>”</span></span></p>\n</div></body></html>","source":"weixin_highlight","collect":0,"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>上周五美股暴跌之日，对冲基金疯狂抄底，创十年来最大规模</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上周五美股暴跌之日，对冲基金疯狂抄底，创十年来最大规模\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1083533104\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/0717bf7b1e5642e9827aeffbf11eb9ad);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">见闻IPO </p>\n<p class=\"h-time\">2020-03-04 00:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/4fc13707c8f96b67060bce7f3c28b731\"/></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>对投资老手们来说，每次股市暴跌、市场恐慌之时，都是机会。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>华尔街的对冲基金们当然也不例外。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>上周，美股创下金融危机以来的最差单周表现，但是美国对冲基金却疯狂抄底。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>称，在上周五，对冲基金买入美股已经成为了十年来对冲基金最大规模的一次入场。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>摩根士丹利机构经纪部门编制的数据显示，对冲基金在上周四的买入量创下两年多来最大，尽管当时标准普尔500指数下跌了4.4％。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>上周五，对冲基金的买入量更是比周四增加了大约75%。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>此时入场，对冲基金是否选对了时机呢？</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>周一美股的反弹的确在一定程度上缓解了市场的担忧，但是摩根士丹利认为，更重要的是要看后市如何发展：</span></p><blockquote cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" start=\"\" yahei=\"\"><p><span>未来市场可能进一步翻转，这也取决于种种因素如何发展。</span></p></blockquote><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>摩根士丹利称，两周之前就已经注意到，市场上创纪录高位的杠杆率、投资者跑步入场等因素，而如今对冲基金的涌入，也增加了市场翻转的风险。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>在两周前，摩根士丹利尚未看到上周美股的疯狂抛售，而美股近期的表现和对冲基金的入场，更让摩根士丹利担忧，美股可能离一个猛烈下跌越来越近了。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>对冲基金大举入市似乎早有准备。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>早在市场崩溃前，对冲基金就加大了对股市的净杠杆率（多头和空头头寸比率）。</span><span>摩根士丹利的数据显示，对冲基金的净杠杆率在2月初的几周内上升了约5％，为多年来最快的扩张之一。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>另外，<a href=\"https://laohu8.com/S/GS\">高盛</a>集团的客户自2019年底以来曾一直保持着杠杆率不变，但2月上旬也提高了杠杆率。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>高盛的数据显示，2月中旬的数据显示，这一比例为48.4%，为过去一年的前95%。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>这和散户投资者以及趋势交易者的行为形成鲜明对比，对冲基金的管理者认为股票价值在超跌中会相对上升，这也有助于解释为什么股票迅速反弹。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>摩根士丹利认为，对冲基金的活跃意味着杠杆的增强，尤其是在上周四和周五两天，做多方向的杠杆率明显加强。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>在过去六年中，每当这种情形出现时，对冲基金之后通常会抛售。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>摩根士丹利还指出，一个迫在眉睫的风险是，美国股市的总杠杆率（追踪多头和空头头寸的总量）很高，达到了190%，位于2010年以来区间的前86%。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>大摩担忧，如果市场动荡持续下去，这可能会带来麻烦，迫使基金经理平仓。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" right=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span>读完全文后点下“</span><strong>在看</strong><span>”</span></span></p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{"TVIX":"二倍做多VIX波动率指数短期期权ETN","UVXY":"1.5倍做多恐慌指数短期期货ETF","VIXY":"波动率短期期货指数ETF","SVXY":"0.5倍做空波动率指数短期期货ETF"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzIzNzQwMDc2MQ==&mid=2247493874&idx=2&sn=6aa032c841ff779e4243eb52155e8e18&chksm=e8cb8f24dfbc063217aa30ab32cdcb4b5235f549f558b0ee81f24fa3fe2f0082037743c25402&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2016311141","content_text":"对投资老手们来说，每次股市暴跌、市场恐慌之时，都是机会。华尔街的对冲基金们当然也不例外。上周，美股创下金融危机以来的最差单周表现，但是美国对冲基金却疯狂抄底。摩根士丹利称，在上周五，对冲基金买入美股已经成为了十年来对冲基金最大规模的一次入场。摩根士丹利机构经纪部门编制的数据显示，对冲基金在上周四的买入量创下两年多来最大，尽管当时标准普尔500指数下跌了4.4％。上周五，对冲基金的买入量更是比周四增加了大约75%。此时入场，对冲基金是否选对了时机呢？周一美股的反弹的确在一定程度上缓解了市场的担忧，但是摩根士丹利认为，更重要的是要看后市如何发展：未来市场可能进一步翻转，这也取决于种种因素如何发展。摩根士丹利称，两周之前就已经注意到，市场上创纪录高位的杠杆率、投资者跑步入场等因素，而如今对冲基金的涌入，也增加了市场翻转的风险。在两周前，摩根士丹利尚未看到上周美股的疯狂抛售，而美股近期的表现和对冲基金的入场，更让摩根士丹利担忧，美股可能离一个猛烈下跌越来越近了。对冲基金大举入市似乎早有准备。早在市场崩溃前，对冲基金就加大了对股市的净杠杆率（多头和空头头寸比率）。摩根士丹利的数据显示，对冲基金的净杠杆率在2月初的几周内上升了约5％，为多年来最快的扩张之一。另外，高盛集团的客户自2019年底以来曾一直保持着杠杆率不变，但2月上旬也提高了杠杆率。高盛的数据显示，2月中旬的数据显示，这一比例为48.4%，为过去一年的前95%。这和散户投资者以及趋势交易者的行为形成鲜明对比，对冲基金的管理者认为股票价值在超跌中会相对上升，这也有助于解释为什么股票迅速反弹。摩根士丹利认为，对冲基金的活跃意味着杠杆的增强，尤其是在上周四和周五两天，做多方向的杠杆率明显加强。在过去六年中，每当这种情形出现时，对冲基金之后通常会抛售。摩根士丹利还指出，一个迫在眉睫的风险是，美国股市的总杠杆率（追踪多头和空头头寸的总量）很高，达到了190%，位于2010年以来区间的前86%。大摩担忧，如果市场动荡持续下去，这可能会带来麻烦，迫使基金经理平仓。读完全文后点下“在看”","news_type":1},"isVote":1,"tweetType":1,"viewCount":2437,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":13,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}