高盛交易员警告称,关税冲击远超预期,税率预期从15%飙升至20%。 周三特朗普宣布最新的关税政策后,高盛交易员John Flood在当天发布的题为“比预期更糟”的盘后报告中直言不讳地描述了市场的恐慌状态: “我们目前正在见证多头疯狂抛售科技股以及对冲基金激进做空宏观产品。” 这位高盛交易员提醒客户,过去两周以来,资产管理公司和对冲基金已经持续降低风险敞口,但实际情况比预期更为严峻。 根据高盛...
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