高盛交易台:为何暴跌?&玖龙、B站路演/分析师会议纪要

智通财经网
03 Mar

交易台点评:这走势相当猛烈, 昨夜市场风险规避情绪强烈,成交量攀升。周三市场稍作喘息后,动量反转行情再度延续。我们的高贝塔动量组合{高盛高贝塔动量指数(GSCBHMOM Index)}在最近这次回撤中已下跌 15%,英伟达股价收盘下跌 8.5%,该指数难以维持 —— 英伟达市值较盘中高点蒸发约 3200 亿美元。关税成为今早众人关注的焦点 ——3 月 4 日(周二),美国计划将关税上调至 20%,...

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