美联储领衔新增3500亿美元流动性，所以放水已经悄悄开始了？

金十数据2023-12-05

“隐形的手”捉摸不定，上个月注入巨额流动性呵护市场狂欢，现在又要反手一巴掌？11月美股、美债等资产大涨背后的各种微观驱动因素和催化剂已经被各路分析师搜了个遍，包括CTA创纪录的买入、企业创纪录的股票回购（每天超过50亿美元）、创纪录的交易商gamma、对冲基金的残酷逼空、散户大量买入meme股、有利的季节性因素，以及第三季度财报强于预期且结束了过去一年的盈利衰退。现在不妨忘掉所有这些，只考虑房间里...

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嘞撸虎7
2023-12-06
嘞撸虎7
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