近期,美股市场经历了自新冠疫情崩盘以来最快、最猛烈的一轮下跌,特斯拉等明星股从历史高点暴跌超50%,纳斯达克指数更是进入了超卖区域。 然而,随着贸易战和关税紧张局势的缓和,俄乌停火的可能性再度浮现,加之美国经济数据表现稳健,市场是否已经触底?反弹是否即将开始?摩根大通的最新研报给出了乐观的预测。 摩根大通的Positioning Intelligence团队最新报告指出,对冲基金的拥挤交易(...
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