从美国911想起,
美国911前期,市场上期指卖空单爆增至平常的 N 倍,如此机密的突发事件,
还是有人能提前布局获利。
今期的中,港,新的龙筹股跌势,oversold after oversold,到了一地鸡毛的地步,有目共睹。
如是“最大的利空是涨过头,最大的利好是跌过头“,那还好办。
问题是台湾3。22大选就在本月,台海局势紧张,引发主权财富基金从股市撤离,
避险还是为了筹措军费?
我的看法
美国911前期,市场上期指卖空单爆增至平常的 N 倍,如此机密的突发事件,
还是有人能提前布局获利。
pls provide proof
今期的中,港,新的龙筹股跌势,oversold after oversold,到了一地鸡毛的地步,有目共睹。
如是“最大的利空是涨过头,最大的利好是跌过头“,那还好办。
oversold doesnt mean buying opportunity, same as the value stock trap ==> value stock may never realise their values. For those selling down those "oversold" stks, (say Ferrochina now trading below 1x book, including goodiwll, and Cosco corp) the stocks they sell are just the non-core holdings, so selling at a loss doesnt really matter that much. risk unwinding is overwhelming factor.
问题是台湾3。22大选就在本月,台海局势紧张,引发主权财富基金从股市撤离,
which Sov fund selling which market? pls specify. i dun see evidence of these. btw if all the military expenditure has to be financed by this kinda of short term selling, no millitary operations will be possible (that requires long term planning n funding.)
避险还是为了筹措军费?