连续两周买入美股后,美股市场达到历史新高,聪明钱又开始卖出。 根据高盛最新的周报,过去一周,对冲基金出售了美股,回吐了最近建立的多头头寸的25%,卖空交易数额是买入的两倍多。 宏观产品(指数和ETF的组合)几乎占据了全部的美国净卖出,在过去四周中有三周出现了净卖出,卖空交易数额是买入的三倍多。 上周,宏观产品的名义卖空量是自1月初以来的最大值,达到了五年内的第97百分位。高盛交易员John ...
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