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"shortTitle": "AI拥挤度创新高 高盛、巴克莱示警:修正恐比市场预期更剧烈",
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"description": "美股在上周五非农报告公布后重挫,让押注动能股一路走高的投资人措手不及,对此高盛与巴克莱交易团队周二 (9 日) 警告,市场不应把下跌视为一次性事件,目前部位过度拥挤、市场广度狭窄加上利率居高不下等因素,都让股市更容易出现剧烈回档。 高盛交易员 Lee Coppersmith 等人说:「当前市场环境意味着「因子交易」(factor trade) 平仓引发的波动,可能远比大盘指数所反映的风险更大。」 上周五的市场已出现相关迹象,追踪动能股的 iShares MSCI USA Momentum Fac",
"createdAt": "2026-06-09T23:44:02.000Z",
"author": "网络",
"pv": 95,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
}
]
},
"_locals": {},
"cache": false
}