Davyc3
2021-02-07

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@小虎AV【必看!CNBC專訪華爾街帶頭大哥 Chamath中字完整視頻:WSB課代表舌戰華爾街名嘴!】Wallstreetbets論壇網紅,億萬富翁投資者Chamath Palihapitiya週三接受了CNBC採訪,本來以爲是個對散戶的道德拷問,最後卻變成了對建制派的靈魂追問! 他在節目中表示已經清掉了自己在GME中的倉位,精彩要點如下:1,GME股價暴漲的原因是這隻股票被機構做空了140%,憑什麼可以多40%?要不是華爾街機構天天利用散戶不能用的工具,怎麼可能多40%而被散戶抓到空子? 2,論壇上的研究水平,很多都和對衝基金的研究水平相當,憑什麼散戶不能根據這些研究來買賣? 3,華爾街上的量化基金(指明文藝復興),根本就不看基本面來買賣,憑什麼他們不看基本面就可以不受到指責,而散戶不看基本面就要被指責? 4,從特斯拉股價的歷史來看,所有的對衝基金都錯,所有的散戶都對,憑什麼對衝基金就一定要比散戶對? 5,對衝基金只開放給大戶投資而不開放給散戶,現在散戶賺錢了就不滿了要限制散戶,憑什麼? Chamath也說得很清楚,市場中性原則(market neutral)基金靠着$10億的本金,就能得到券商$100億的槓桿,這些都是散戶沒有的優勢。華爾街就靠着祕密,靠着好的晚餐,靠着相互之間勾肩搭背,來壟斷投資市場。而論壇的討論很透明,這些都是華爾街應該學習的東西。不劇透了,大家自己看吧。 對話很精彩,中間Palihapitiya的觀點把主持人問到閉麥三秒,我還以爲網卡了[吃瓜] 個人認爲是歷史留名的經典採訪,安利大家一定要看![喲喲]$遊戲驛站(GME)$ $AMC院線(AMC)$
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