高盛:“新冠来了”可能让对冲基金被打了个措手不及

市场资讯2021-11-30

高盛策略师Asad Haider表示,关于新毒株omicron的报道导致疫苗股和检测股上周五大涨,可能让此前看空的对冲基金被打个措手不及。这些股票周一延续涨势,Moderna和辉瑞股价进一步上涨。 Haider在研报中写道,这次股价上涨源于omicron带来的宏观冲击,是“典型的‘新冠来了’题材”,让“许多对冲基金措手不及”,因为他们过去一周买入解封概念股票并卖出居家概念股。 Haider补充称,...

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