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2021-06-30
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2022-06-19
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YangYang18
05-29
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2022-05-14
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05-19
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04-21
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04-20
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2025-07-23
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href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>?","text":"$ContextLogic Inc.(WISH)$?","images":[{"img":"https://static.tigerbbs.com/f79fe435f7f8af379a57996b48c2ffb1","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/151121316","isVote":1,"tweetType":1,"viewCount":4789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":167226635,"gmtCreate":1624272332727,"gmtModify":1703832085387,"author":{"id":"3574189594412642","authorId":"3574189594412642","name":"YangYang18","avatar":"https://community-static.tradeup.com/news/9dce58648fa6bd047baa777a52651cec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574189594412642","authorIdStr":"3574189594412642"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167226635","repostId":"1131677842","repostType":4,"isVote":1,"tweetType":1,"viewCount":3729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378897966,"gmtCreate":1619014323555,"gmtModify":1704718341166,"author":{"id":"3574189594412642","authorId":"3574189594412642","name":"YangYang18","avatar":"https://community-static.tradeup.com/news/9dce58648fa6bd047baa777a52651cec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574189594412642","authorIdStr":"3574189594412642"},"themes":[],"title":"","htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378897966","repostId":"1106242522","repostType":4,"repost":{"id":"1106242522","kind":"news","pubTimestamp":1618998566,"share":"https://ttm.financial/m/news/1106242522?lang=en_US&edition=fundamental","pubTime":"2021-04-21 17:49","market":"us","language":"zh","title":"Supply Chain People: Apple's 12.9-inch iPad Pro Mini LED is exclusively assembled by Foxconn","url":"https://stock-news.laohu8.com/highlight/detail?id=1106242522","media":"中证网","summary":"4月21日下午,中国证券报记者从供应链人士独家获悉,苹果12.9英寸iPad Pro Mini LED版本由富士康独家组装供货。消息面上,4月21日凌晨,苹果发布iPad Pro平板电脑,支持5G,搭","content":"<p><div>On the afternoon of April 21st, china securities journal reporter learned exclusively from supply chain people that Apple's 12.9-inch iPad Pro Mini LED version was exclusively assembled and supplied by Foxconn. On the news, in the early morning of April 21st, Apple released the iPad Pro tablet, which supports 5G and is equipped with Apple's latest M1 chip. The 11-inch version of the iPad Pro starts at 6199 yuan. The 12.9-inch version features a Mini LED screen and is priced from 8499 yuan.</p><p><a href=\"http://www.cs.com.cn/sylm/jsbd/202104/t20210421_6159920.html\">Web link</a></div></p>","source":"zzw","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Supply Chain People: Apple's 12.9-inch iPad Pro Mini LED is exclusively assembled by Foxconn</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSupply Chain People: Apple's 12.9-inch iPad Pro Mini LED is exclusively assembled by Foxconn\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中证网</strong><span class=\"h-time small\">2021-04-21 17:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>On the afternoon of April 21st, china securities journal reporter learned exclusively from supply chain people that Apple's 12.9-inch iPad Pro Mini LED version was exclusively assembled and supplied by Foxconn. On the news, in the early morning of April 21st, Apple released the iPad Pro tablet, which supports 5G and is equipped with Apple's latest M1 chip. The 11-inch version of the iPad Pro starts at 6199 yuan. The 12.9-inch version features a Mini LED screen and is priced from 8499 yuan.</p><p><a href=\"http://www.cs.com.cn/sylm/jsbd/202104/t20210421_6159920.html\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://www.cs.com.cn/sylm/jsbd/202104/t20210421_6159920.html\">中证网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"AAPL":"苹果"},"source_url":"http://www.cs.com.cn/sylm/jsbd/202104/t20210421_6159920.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106242522","content_text":"4月21日下午,中国证券报记者从供应链人士独家获悉,苹果12.9英寸iPad Pro Mini LED版本由富士康独家组装供货。消息面上,4月21日凌晨,苹果发布iPad Pro平板电脑,支持5G,搭载苹果最新的M1芯片。11英寸版本 iPad Pro 售价6199元起。12.9英寸版本采用Mini LED屏幕,售价8499元起。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362831698,"gmtCreate":1614611491214,"gmtModify":1704773089391,"author":{"id":"3574189594412642","authorId":"3574189594412642","name":"YangYang18","avatar":"https://community-static.tradeup.com/news/9dce58648fa6bd047baa777a52651cec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574189594412642","authorIdStr":"3574189594412642"},"themes":[],"title":"","htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/362831698","repostId":"1168454193","repostType":4,"repost":{"id":"1168454193","kind":"news","pubTimestamp":1614610279,"share":"https://ttm.financial/m/news/1168454193?lang=en_US&edition=fundamental","pubTime":"2021-03-01 22:51","market":"us","language":"zh","title":"After the air-forced battle, the US stock market has once again seen an aggressive short-selling tide","url":"https://stock-news.laohu8.com/highlight/detail?id=1168454193","media":"金十数据","summary":"此前,卖空者在逼空热潮中损失惨重。而根据高盛的报告,他们似乎正卷土重来……","content":"<p>Author: Lin Mochou</p><p>Financial Zero Hedge said that for short sellers, it has been a painful decade from the era of the dot-com bubble to the present, because the stock market has soared all the way under the manipulation and intervention of the Federal Reserve in the market, and they have no choice but to reduce their interest in short selling. Coupled with the short-squeeze incident launched by retail investors on Reddit forum in January against stocks such as GME and AMC, which ended miserably, which further hit the short-selling group, and short-selling interest reached a record low at the end of January.</p><p><img src=\"https://static.tigerbbs.com/44e0b18bf742c7d13185b0916916b3a1\" tg-width=\"727\" tg-height=\"515\" referrerpolicy=\"no-referrer\"></p><p>Some might argue that the remaining group of short sellers could also be \"dissuaded\" because of the Fed's approach and the potential $1.9 trillion stimulus package. However,<b>according to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The latest data from Prime, short sellers have resurfaced recently, with the most aggressive short selling in recent months in the market last Thursday.</b></p><p>As Vincent Lin of Goldman Sachs wrote,<b><u>Goldman's Prime book shows the stock market saw a net sell last Thursday, which was driven entirely by short selling; Short selling far outweighs proper long buying (13 to 1)</u></b>。 Trading suggests that, from a regional perspective, net selling is concentrated in<b>North America</b>, which outpaced net buying in emerging markets in Asia (long buy + short cover) and Asia (long buy), while European equities had little net buy.</p><p>The details of the report are as follows:</p><p>The largest net sale in the U.S. stock market since Jan. 27 was driven by short selling of macro assets and long-short trading of individual stocks; Macro assets (including indices and ETFs) and individual stocks accounted for 70% and 30% of net sales on Thursday, respectively.</p><p>Short positions in ETFs on Goldman Sachs Prime book increased 2.4%, driven by corporate bonds, technology and large-cap ETFs; ETFs accounted for 31% of U.S. market volume, up 40% from the year-to-date average, and reaching their highest volume since early November last year.</p><p><b>In addition to ETFs, individual stocks also saw two consecutive days of net selling, the largest net selling since Jan. 25, with short selling mainly focused on</b><b>Technology stocks</b><b>And</b><b>Consumer discretionary stocks</b><b>。</b>Among them, tech stocks recorded their largest net sell since Jan. 26, driven by long-short trading; Consumer discretionary stocks recorded 5 consecutive days of net selling, primarily driven by short trading. On February 24th, Eastern Time, consumer discretionary stocks had the largest net sale in more than five years, but the net selling behavior continues at present.</p><p>Notably, among tech stocks, there is one class of stocks that has not seen a short-selling boom: TMT sector mega-cap FAAMG saw its largest net buying since February 5, driven by long buying and a lesser degree of short covering.</p><p><b>Healthcare stocks, financials, industrials and materials stocks</b>Last Thursday, they were all net buys.</p><p>In summary, here's a breakdown of the industry by industry last Thursday:</p><p><b>Sectors with Net Buying</b>: Capital Markets, Chemicals, Biotechnology, Aviation, Professional Services, Wireless Communications, Hotels, Restaurants and Leisure, Aerospace and Defence;<b>Industries with Net Sell:</b>IT Services, Internet & Direct Retail, Interactive Media & Communications, Semi-Devices & Semi-Equipment, Automotive, Media, Metals & Mining, Retail Monopoly.<img src=\"https://static.tigerbbs.com/0d004f5725da0417c3ac5cde50dbcd49\" tg-width=\"750\" tg-height=\"308\" referrerpolicy=\"no-referrer\"></p><p>Next up is Goldman's estimate of equity performance: Last Thursday was the worst day for long/short ratios for fundamental trading strategies since Jan. 27, but the cumulative monthly return on long/short ratios remained positive.</p><p><img src=\"https://static.tigerbbs.com/e69ac2a2c67efc727b86a4518cb384c6\" tg-width=\"673\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/cd5460469a99fc5ea3cc7c099eaad1ff\" tg-width=\"690\" tg-height=\"276\" referrerpolicy=\"no-referrer\"></p><p>As you can see from the chart above, long-term returns are clearly dismal year-to-date for hedge funds using fundamental trading strategies.<b><u>According to Goldman Sachs, the long/short ratio of fundamental trading strategies has seen its biggest decline since January 27, recording seven consecutive days of decline, and now has a long/short ratio of just 75% of last year's levels.</u></b></p><p><img src=\"https://static.tigerbbs.com/3cd46fdbf29c639011d0d3eb35044b44\" tg-width=\"750\" tg-height=\"441\" referrerpolicy=\"no-referrer\"></p><p>Finally, Financial Zero Hedge said that in late January, retail investors discovered heavily shorted stocks, which then coaxed the stock price, forcing hedge funds that shorted these stocks to cover their short positions.<b>Now, shorting hedge funds are tentatively trying to go back short.</b></p><p>Guess, how long before the next massive short squeeze boom will get stocks, especially the most junk ones, higher again?</p>","source":"jssj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>After the air-forced battle, the US stock market has once again seen an aggressive short-selling tide</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAfter the air-forced battle, the US stock market has once again seen an aggressive short-selling tide\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2021-03-01 22:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Author: Lin Mochou</p><p>Financial Zero Hedge said that for short sellers, it has been a painful decade from the era of the dot-com bubble to the present, because the stock market has soared all the way under the manipulation and intervention of the Federal Reserve in the market, and they have no choice but to reduce their interest in short selling. Coupled with the short-squeeze incident launched by retail investors on Reddit forum in January against stocks such as GME and AMC, which ended miserably, which further hit the short-selling group, and short-selling interest reached a record low at the end of January.</p><p><img src=\"https://static.tigerbbs.com/44e0b18bf742c7d13185b0916916b3a1\" tg-width=\"727\" tg-height=\"515\" referrerpolicy=\"no-referrer\"></p><p>Some might argue that the remaining group of short sellers could also be \"dissuaded\" because of the Fed's approach and the potential $1.9 trillion stimulus package. However,<b>according to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The latest data from Prime, short sellers have resurfaced recently, with the most aggressive short selling in recent months in the market last Thursday.</b></p><p>As Vincent Lin of Goldman Sachs wrote,<b><u>Goldman's Prime book shows the stock market saw a net sell last Thursday, which was driven entirely by short selling; Short selling far outweighs proper long buying (13 to 1)</u></b>。 Trading suggests that, from a regional perspective, net selling is concentrated in<b>North America</b>, which outpaced net buying in emerging markets in Asia (long buy + short cover) and Asia (long buy), while European equities had little net buy.</p><p>The details of the report are as follows:</p><p>The largest net sale in the U.S. stock market since Jan. 27 was driven by short selling of macro assets and long-short trading of individual stocks; Macro assets (including indices and ETFs) and individual stocks accounted for 70% and 30% of net sales on Thursday, respectively.</p><p>Short positions in ETFs on Goldman Sachs Prime book increased 2.4%, driven by corporate bonds, technology and large-cap ETFs; ETFs accounted for 31% of U.S. market volume, up 40% from the year-to-date average, and reaching their highest volume since early November last year.</p><p><b>In addition to ETFs, individual stocks also saw two consecutive days of net selling, the largest net selling since Jan. 25, with short selling mainly focused on</b><b>Technology stocks</b><b>And</b><b>Consumer discretionary stocks</b><b>。</b>Among them, tech stocks recorded their largest net sell since Jan. 26, driven by long-short trading; Consumer discretionary stocks recorded 5 consecutive days of net selling, primarily driven by short trading. On February 24th, Eastern Time, consumer discretionary stocks had the largest net sale in more than five years, but the net selling behavior continues at present.</p><p>Notably, among tech stocks, there is one class of stocks that has not seen a short-selling boom: TMT sector mega-cap FAAMG saw its largest net buying since February 5, driven by long buying and a lesser degree of short covering.</p><p><b>Healthcare stocks, financials, industrials and materials stocks</b>Last Thursday, they were all net buys.</p><p>In summary, here's a breakdown of the industry by industry last Thursday:</p><p><b>Sectors with Net Buying</b>: Capital Markets, Chemicals, Biotechnology, Aviation, Professional Services, Wireless Communications, Hotels, Restaurants and Leisure, Aerospace and Defence;<b>Industries with Net Sell:</b>IT Services, Internet & Direct Retail, Interactive Media & Communications, Semi-Devices & Semi-Equipment, Automotive, Media, Metals & Mining, Retail Monopoly.<img src=\"https://static.tigerbbs.com/0d004f5725da0417c3ac5cde50dbcd49\" tg-width=\"750\" tg-height=\"308\" referrerpolicy=\"no-referrer\"></p><p>Next up is Goldman's estimate of equity performance: Last Thursday was the worst day for long/short ratios for fundamental trading strategies since Jan. 27, but the cumulative monthly return on long/short ratios remained positive.</p><p><img src=\"https://static.tigerbbs.com/e69ac2a2c67efc727b86a4518cb384c6\" tg-width=\"673\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/cd5460469a99fc5ea3cc7c099eaad1ff\" tg-width=\"690\" tg-height=\"276\" referrerpolicy=\"no-referrer\"></p><p>As you can see from the chart above, long-term returns are clearly dismal year-to-date for hedge funds using fundamental trading strategies.<b><u>According to Goldman Sachs, the long/short ratio of fundamental trading strategies has seen its biggest decline since January 27, recording seven consecutive days of decline, and now has a long/short ratio of just 75% of last year's levels.</u></b></p><p><img src=\"https://static.tigerbbs.com/3cd46fdbf29c639011d0d3eb35044b44\" tg-width=\"750\" tg-height=\"441\" referrerpolicy=\"no-referrer\"></p><p>Finally, Financial Zero Hedge said that in late January, retail investors discovered heavily shorted stocks, which then coaxed the stock price, forcing hedge funds that shorted these stocks to cover their short positions.<b>Now, shorting hedge funds are tentatively trying to go back short.</b></p><p>Guess, how long before the next massive short squeeze boom will get stocks, especially the most junk ones, higher again?</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://xnews.jin10.com/details/71136\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8563c55eda230bf12ce63dc5314b95d0","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://xnews.jin10.com/details/71136","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168454193","content_text":"作者:林莫愁\n金融零对冲称,对于卖空者来说,从互联网泡沫时代到现在是痛苦的十年,因为在美联储操纵和干预市场下,股市一路大涨,他们别无选择,只能将卖空的兴趣降低。再加上1月份Reddit论坛上的散户针对GME和AMC等股票发起逼空事件,最终却惨跌收场,这更是进一步打击了卖空群体,卖空兴趣在1月底达到历史新低。\n\n一些人可能会认为,由于美联储的做法以及有可能出台的1.9万亿美元的刺激计划,剩下的卖空群体也可能会被“劝退”。然而,根据高盛Prime的最新数据,近期卖空者又重新出现,上周四市场上出现了近几个月来最激进的卖空行为。\n正如高盛的Vincent Lin所写的那样,高盛的Prime book显示股市上周四出现了净卖出情况,这完全是由卖空行为推动的;卖空行为远远超过了适当的多头买入行为(13比1)。交易表明,从地区角度来看,净卖出情况主要集中在北美,这超过了亚洲新兴市场(多头买入+空头回补)和亚洲(多头买入)的净买入,而欧洲股市几乎没有净买入。\n报告具体内容如下:\n这场自1月27日以来美国股市规模最大的净卖出,是受宏观资产卖空和个股的多空交易所推动的;宏观资产(包括指数和ETF)和个股分别占周四净卖出的70%和30%。\n在公司债券、科技和大型ETF的推动下,高盛Prime book上ETF的空头增加了2.4%;ETF占美国市场成交量的31%,较今年年初到现在的平均水平增加了40%,达到了自去年11月初以来的最高成交量。\n除ETF外,个股也出现连续两天净卖出的情况,创下自1月25日以来的最大净卖出,做空行为主要集中在科技股和非必需消费品股。其中,科技股创下自1月26日以来的最大净卖出,受多空交易推动;非必需消费品股录得连续5天净卖出,主要受空头交易推动。美东时间2月24日,非必需消费品股出现5年多来最大的净卖出,但目前净卖出行为仍在继续。\n值得注意的是,在科技股中,有一类股票没有出现做空热潮:TMT行业大型股FAAMG出现了自2月5日以来最大的净买入,这是由多头买入和较小程度的空头回补所推动的。\n医疗保健类股、金融类股、工业类股和材料类股在上周四则均为净买入。\n总结来说,以下是上周四按行业分类的行业细分:\n\n出现净买入的行业:资本市场、化工、生物技术、航空、专业服务、无线通信、酒店、餐馆和休闲、航空航天和国防;\n 出现净卖出的行业:IT服务、互联网和直销零售、互动媒体和通信、半设备和半装备、汽车、媒体、金属和矿业、零售专卖。\n\n\n接下来是高盛对股票业绩的估计:上周四是自1月27日以来,基本面交易策略的多头/空头比率表现最差的一天,但多头/空头比率的月累计回报率仍为正值。\n\n\n从上图看出,对于使用基本面交易策略的对冲基金来说,从年初至今的长期回报率显然很惨淡。根据高盛的数据,基本面交易策略的多头/空头比率出现了自1月27日以来的最大跌幅,录得连续7天下降,现在的多头/空头比率仅为去年水平的75%。\n\n最后,金融零对冲称,在1月份下旬,散户发现了被严重做空的个股,进而哄炒股价,迫使做空这些个股的对冲基金进行空头回补。现在,做空的对冲基金正在试探性地尝试重新做空。\n你猜,还有多久会出现下一次大规模逼空热潮,才能让股票特别是那些最垃圾的股票再次走高?","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":151121316,"gmtCreate":1625068332335,"gmtModify":1703735464939,"author":{"id":"3574189594412642","authorId":"3574189594412642","name":"YangYang18","avatar":"https://community-static.tradeup.com/news/9dce58648fa6bd047baa777a52651cec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574189594412642","authorIdStr":"3574189594412642"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>?","listText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>?","text":"$ContextLogic Inc.(WISH)$?","images":[{"img":"https://static.tigerbbs.com/f79fe435f7f8af379a57996b48c2ffb1","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/151121316","isVote":1,"tweetType":1,"viewCount":4789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9040881523,"gmtCreate":1655639614962,"gmtModify":1676535676296,"author":{"id":"3574189594412642","authorId":"3574189594412642","name":"YangYang18","avatar":"https://community-static.tradeup.com/news/9dce58648fa6bd047baa777a52651cec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574189594412642","authorIdStr":"3574189594412642"},"themes":[],"title":"","htmlText":"<a 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