华尔街又看空，摩根士丹利：机构在卖出美股、加空仓

华尔街见闻2022-04-09

华尔街机构又发出看空美股的警告。截至上周，标普500和纳指都连续三周累涨，标普将年初以来的跌幅收窄一半以上。而上周末摩根大通发布的主经纪商报告显示，在美股持续反弹时，对冲基金却一再抛售，“过去九个交易日里有八日都在净卖出”。本周五，摩根士丹利又在追踪资金流的主经纪商报告中指出，上周对冲基金出售了更多的美国多仓，并且空仓规模增加，净杠杆率下降3个百分点降至45%。该行认为，这是纯粹的防守，是一些个股...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2226573337?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/50f0a252f951b7accc03d40bda92a3b2","is_english":false,"pubTime":"2022-04-09 21:20","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2226573337","market":"us","top_or_hot":-1,"title":"华尔街又看空，摩根士丹利：机构在卖出美股、加空仓","media":"华尔街见闻","content":"<div>\n<p>华尔街机构又发出看空美股的警告。截至上周，标普500和纳指都连续三周累涨，标普将年初以来的跌幅收窄一半以上。而上周末摩根大通发布的主经纪商报告显示，在美股持续反弹时，对冲基金却一再抛售，“过去九个交易日里有八日都在净卖出”。本周五，摩根士丹利又在追踪资金流的主经纪商报告中指出，上周对冲基金出售了更多的美国多仓，并且空仓规模增加，净杠杆率下降3个百分点降至45%。该行认为，这是纯粹的防守，是一些个股...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3656428\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_api","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>华尔街又看空，摩根士丹利：机构在卖出美股、加空仓</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n华尔街又看空，摩根士丹利：机构在卖出美股、加空仓\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 21:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3656428><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华尔街机构又发出看空美股的警告。截至上周，标普500和纳指都连续三周累涨，标普将年初以来的跌幅收窄一半以上。而上周末摩根大通发布的主经纪商报告显示，在美股持续反弹时，对冲基金却一再抛售，“过去九个交易日里有八日都在净卖出”。本周五，摩根士丹利又在追踪资金流的主经纪商报告中指出，上周对冲基金出售了更多的美国多仓，并且空仓规模增加，净杠杆率下降3个百分点降至45%。该行认为，这是纯粹的防守，是一些个股...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3656428\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4534","symbol_name":"瑞士信贷持仓","start_time":0,"source_url":"https://wallstreetcn.com/articles/3656428","article_id":"2226573337","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/50f0a252f951b7accc03d40bda92a3b2"],"rights":{"source":"wallstreetcn_api","url":"https://wallstreetcn.com/articles/3656428","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2226573337","pubTimestamp":1649510454,"columns":[],"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"华尔街机构又发出看空美股的警告。截至上周，标普500和纳指都连续三周累涨，标普将年初以来的跌幅收窄一半以上。而上周末摩根大通发布的主经纪商报告显示，在美股持续反弹时，对冲基金却一再抛售，“过去九个交易","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4127":"投资银行业与经纪业","BK4581":"高盛持仓","MS":"摩根士丹利","BK4504":"桥水持仓"},"translate_title":"Wall Street is bearish again, Morgan Stanley: Institutions are selling US stocks and adding short positions","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/b7b8b3b6ba1a90914dea68698eb7e9c6","symbols_score_info":{"MS":1},"content_text":"华尔街机构又发出看空美股的警告。截至上周，标普500和纳指都连续三周累涨，标普将年初以来的跌幅收窄一半以上。而上周末摩根大通发布的主经纪商报告显示，在美股持续反弹时，对冲基金却一再抛售，“过去九个交易日里有八日都在净卖出”。本周五，摩根士丹利又在追踪资金流的主经纪商报告中指出，上周对冲基金出售了更多的美国多仓，并且空仓规模增加，净杠杆率下降3个百分点降至45%。该行认为，这是纯粹的防守，是一些个股、大部分属于科技、媒体通信类股持续抛售的结合。本月初华尔街见闻文章就提到，华尔街对于“熊市陷阱”的警告声日渐响亮，从美国银行到摩根士丹利，策略师们都在敦促投资者不要追逐收益，他们提到了从国债收益率曲线反转到估值过高和潜在的令人失望的收益等各种情况。高盛追踪的动向显示，在3月的前21个交易日里，投资者有15个交易日在解除他们的风险押注——削减多头，回补空头。本周稍早华尔街见闻文章又提到，多家华尔街机构都不看好最近的美股反弹。美国银行认为，市场正处于空头回补的后期阶段，因为最被高度做空的股票的隐含波动飙升已经开始消退。摩根士丹利认为，美股熊市的反弹已经结束，短期内对债券的投资比股票更具建设性，因为对经济增长的担忧是目前的中心，建议投资者寻求债券的庇护。而对押注美股的机构来说，本周最打击人的消息应该就是曾在2020年因斥数十亿美元投资美国蓝筹科技股而名声大噪 “纳斯达克鲸”黯淡收场。本周媒体称，软银在疫情期间悄然成立的内部对冲基金SB北极星部门即将“寿终正寝” ，熟悉其交易活动的人称，该部门持仓全部清算后，总损失金额可能攀升至60亿美元，甚至接近70亿美元。软银今年2月披露，SB北极星投资部门在成立后的一年多里损失了46亿美元，主要由于“灾难性的衍生品押注”。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2226573337","isCrawlerRequest":true}