加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会

智通财经03-18

巴克莱银行的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。该行全球股票战术策略主管Altmann周二在致客户报告中称，该行股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。BETI指标整合了市场内部结构、...

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精彩评论

新奥尔良黄蜂队
03-19
新奥尔良黄蜂队
真不能轻信那“糟老头”，美股很可能会就此崩塌了，一场史诗级的股灾
小兔白又白
03-19
小兔白又白
说说你对这篇新闻的看法...
秋风萧瑟今又是
03-19
秋风萧瑟今又是
高盛反买
风之痕
03-19
风之痕
我笑了，那你们这些机构怎么疯狂出货呢？老黄那么好的业绩，缩量十字星不是你们砸出来是什么？
韭菜咋整
03-18
韭菜咋整
发套子机会
新手村韭菜
03-18
新手村韭菜
高盛反买

发表看法

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Barclays chants: U.S. stocks are showing their best buying opportunity in nearly a year","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/782fdc9d5f62abb24aa10cc59e05be50","symbols_score_info":{"MNQ2612":2,".SPX":2,"YMmain":2,"MNQmain":2,".DJI":2,"NQmain":2,"MNQ2603":2,"NDX":2,".IXIC":2,"ESmain":2},"content_text":"巴克莱银行的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。该行全球股票战术策略主管Altmann周二在致客户报告中称，该行股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。BETI指标整合了市场内部结构、仓位、情绪及宏观经济数据等19项输入变量，旨在识别股市的战术性拐点。历史数据显示，该指标高于+7时，预示未来回报不佳;低于-7时，则对应股市反弹的有利环境。巴克莱数据显示，自2015年以来，当该指标落在-8至-7区间时，标普500指数随后42天的平均回报率达6.6%，胜率高达92%;基于38次观测样本，同期中位数回报率为5.1%。周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现。报告指出，最新读数的悲观情绪，部分反映了标普500指数变化率的恶化。尽管该指数从今年早些时候高点的回撤幅度按绝对值看似乎不大，但考虑到此前六个月异常低的波动性和狭窄的交易区间，这一回撤就显得尤为突出。其他影响因素还包括：高收益信贷利差的急剧重新定价——即便其绝对水平仍相对温和——以及巴克莱股票狂热指标的骤降，这都表明看涨情绪正在迅速消退。Altmann写道：“巴克莱股票战术策略团队认为，在此次标普500指数回调期间，美国股市风险依然具有吸引力。”他还补充道，系统化交易者和主动型交易者的持仓相对克制，这可能会放大任何潜在的上涨势头。“剧烈贝塔逼空”行情可期Altmann表示，目前大宗商品交易顾问(CTA)仓位大致持平或小幅做空，对冲基金净敞口处于30%-40%分位区间，这种市场结构提升了“剧烈贝塔逼空”行情的可能性。这意味着，即便短线资金参与度不高，也可能推动股指重返历史高位。本月，受地缘政治风险升温影响，美股在震荡交投中承压，但已显现企稳迹象。标普500指数周二上涨0.4%，周一终结四连跌后，从关键技术支撑位反弹。尽管中东冲突进入第三周，市场对人工智能潜在冲击及私人信贷领域隐忧仍存，但投资者已开始“逢低买入”。Altmann是越来越多预测股市将反弹的市场专家之一。本周早些时候，高盛、摩根士丹利及摩根大通策略师均指出，盈利增长和估值(尽管依然偏高，但已不像之前那样极端)将为市场提供支撑。3月初，Citadel Securities的Scott Rubner也撤销了对美股的看空观点，理由是散户资金流入、波动性重置以及季节性利好等积极因素正在发挥作用。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":544025847251736,"gmtCreate":1773871336721,"gmtModify":1773871339281,"author":{"id":"3520394289616460","authorId":"3520394289616460","name":"新奥尔良黄蜂队","avatar":"https://static.tigerbbs.com/821f111df3f0e035aced631f28ac9a93","vip":1,"hat":"https://static.tigerbbs.com/048415ce28efe522291a14d3d3db53be","crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","name":"资深虎友","description":"加入老虎社区1000天","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"idStr":"3520394289616460","authorIdStr":"3520394289616460"},"htmlText":"真不能轻信那“糟老头”，美股很可能会就此崩塌了，一场史诗级的股灾","listText":"真不能轻信那“糟老头”，美股很可能会就此崩塌了，一场史诗级的股灾","text":"真不能轻信那“糟老头”，美股很可能会就此崩塌了，一场史诗级的股灾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544025847251736","repostId":2620011754,"repostType":2,"repost":{"id":"2620011754","kind":"news","pubTimestamp":1773790847,"share":"https://www.laohu8.com/m/news/2620011754?lang=zh_CN&edition=full","pubTime":"2026-03-18 07:40","market":"hk","language":"zh","title":"加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2620011754","media":"智通财经","summary":"智通财经APP获悉，巴克莱银行的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现。报告指出，最新读数的悲观情绪，部分反映了标普500指数变化率的恶化。本月，受地缘政治风险升温影响，美股在震荡交投中承压，但已显现企稳迹象。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。</p><p>该行全球股票战术策略主管Altmann周二在致客户报告中称，该行股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。</p><p>BETI指标整合了市场内部结构、仓位、情绪及宏观经济数据等19项输入变量，旨在识别股市的战术性拐点。历史数据显示，该指标高于+7时，预示未来回报不佳;低于-7时，则对应股市反弹的有利环境。</p><p>巴克莱数据显示，自2015年以来，当该指标落在-8至-7区间时，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数随后42天的平均回报率达6.6%，胜率高达92%;基于38次观测样本，同期中位数回报率为5.1%。</p><p>周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9695c4e58e3279785800e2266543f33\" tg-width=\"648\" tg-height=\"664\"/></p><p>报告指出，最新读数的悲观情绪，部分反映了标普500指数变化率的恶化。尽管该指数从今年早些时候高点的回撤幅度按绝对值看似乎不大，但考虑到此前六个月异常低的波动性和狭窄的交易区间，这一回撤就显得尤为突出。</p><p>其他影响因素还包括：高收益信贷利差的急剧重新定价——即便其绝对水平仍相对温和——以及巴克莱股票狂热指标的骤降，这都表明看涨情绪正在迅速消退。</p><p>Altmann写道：“巴克莱股票战术策略团队认为，在此次标普500指数回调期间，美国股市风险依然具有吸引力。”他还补充道，系统化交易者和主动型交易者的持仓相对克制，这可能会放大任何潜在的上涨势头。</p><p><strong>“剧烈贝塔逼空”行情可期</strong></p><p>Altmann表示，目前大宗商品交易顾问(CTA)仓位大致持平或小幅做空，对冲基金净敞口处于30%-40%分位区间，这种市场结构提升了“剧烈贝塔逼空”行情的可能性。这意味着，即便短线资金参与度不高，也可能推动股指重返历史高位。</p><p>本月，受地缘政治风险升温影响，美股在震荡<a href=\"https://laohu8.com/S/002200\">交投</a>中承压，但已显现企稳迹象。标普500指数周二上涨0.4%，周一终结四连跌后，从关键技术支撑位反弹。尽管中东冲突进入第三周，市场对人工智能潜在冲击及私人信贷领域隐忧仍存，但投资者已开始“逢低买入”。</p><p>Altmann是越来越多预测股市将反弹的市场专家之一。本周早些时候，<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>及<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>策略师均指出，盈利增长和估值(尽管依然偏高，但已不像之前那样极端)将为市场提供支撑。3月初，Citadel Securities的Scott Rubner也撤销了对美股的看空观点，理由是散户资金流入、波动性重置以及季节性利好等积极因素正在发挥作用。</p></body></html>","source":"stock_zhitongcaijing","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>加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会</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 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class=\"title\">\n加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-18 07:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1415179.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴克莱银行的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。该行全球股票战术策略主管Altmann周二在致客户报告中称，该行股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。BETI指标整合了市场内部结构、...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1415179.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","BK4581":"高盛持仓","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME 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Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。该行全球股票战术策略主管Altmann周二在致客户报告中称，该行股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。BETI指标整合了市场内部结构、仓位、情绪及宏观经济数据等19项输入变量，旨在识别股市的战术性拐点。历史数据显示，该指标高于+7时，预示未来回报不佳;低于-7时，则对应股市反弹的有利环境。巴克莱数据显示，自2015年以来，当该指标落在-8至-7区间时，标普500指数随后42天的平均回报率达6.6%，胜率高达92%;基于38次观测样本，同期中位数回报率为5.1%。周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现。报告指出，最新读数的悲观情绪，部分反映了标普500指数变化率的恶化。尽管该指数从今年早些时候高点的回撤幅度按绝对值看似乎不大，但考虑到此前六个月异常低的波动性和狭窄的交易区间，这一回撤就显得尤为突出。其他影响因素还包括：高收益信贷利差的急剧重新定价——即便其绝对水平仍相对温和——以及巴克莱股票狂热指标的骤降，这都表明看涨情绪正在迅速消退。Altmann写道：“巴克莱股票战术策略团队认为，在此次标普500指数回调期间，美国股市风险依然具有吸引力。”他还补充道，系统化交易者和主动型交易者的持仓相对克制，这可能会放大任何潜在的上涨势头。“剧烈贝塔逼空”行情可期Altmann表示，目前大宗商品交易顾问(CTA)仓位大致持平或小幅做空，对冲基金净敞口处于30%-40%分位区间，这种市场结构提升了“剧烈贝塔逼空”行情的可能性。这意味着，即便短线资金参与度不高，也可能推动股指重返历史高位。本月，受地缘政治风险升温影响，美股在震荡交投中承压，但已显现企稳迹象。标普500指数周二上涨0.4%，周一终结四连跌后，从关键技术支撑位反弹。尽管中东冲突进入第三周，市场对人工智能潜在冲击及私人信贷领域隐忧仍存，但投资者已开始“逢低买入”。Altmann是越来越多预测股市将反弹的市场专家之一。本周早些时候，高盛、摩根士丹利及摩根大通策略师均指出，盈利增长和估值(尽管依然偏高，但已不像之前那样极端)将为市场提供支撑。3月初，Citadel Securities的Scott Rubner也撤销了对美股的看空观点，理由是散户资金流入、波动性重置以及季节性利好等积极因素正在发挥作用。","news_type":1,"symbols_score_info":{"MNQ2612":2,".SPX":2,"YMmain":2,"MNQmain":2,".DJI":2,"NQmain":2,"MNQ2603":2,"NDX":2,".IXIC":2,"ESmain":2}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":544066518569224,"gmtCreate":1773854310819,"gmtModify":1773854313283,"author":{"id":"3503570159183357","authorId":"3503570159183357","name":"小兔白又白","avatar":"https://static.tigerbbs.com/76bc8eb0b91a9686e087281ce27350a5","vip":1,"crmLevel":9,"crmLevelSwitch":1,"wearingBadges":[],"idStr":"3503570159183357","authorIdStr":"3503570159183357"},"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544066518569224","repostId":2620011754,"repostType":2,"repost":{"id":"2620011754","kind":"news","pubTimestamp":1773790847,"share":"https://www.laohu8.com/m/news/2620011754?lang=zh_CN&edition=full","pubTime":"2026-03-18 07:40","market":"hk","language":"zh","title":"加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2620011754","media":"智通财经","summary":"智通财经APP获悉，巴克莱银行的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现。报告指出，最新读数的悲观情绪，部分反映了标普500指数变化率的恶化。本月，受地缘政治风险升温影响，美股在震荡交投中承压，但已显现企稳迹象。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。</p><p>该行全球股票战术策略主管Altmann周二在致客户报告中称，该行股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。</p><p>BETI指标整合了市场内部结构、仓位、情绪及宏观经济数据等19项输入变量，旨在识别股市的战术性拐点。历史数据显示，该指标高于+7时，预示未来回报不佳;低于-7时，则对应股市反弹的有利环境。</p><p>巴克莱数据显示，自2015年以来，当该指标落在-8至-7区间时，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数随后42天的平均回报率达6.6%，胜率高达92%;基于38次观测样本，同期中位数回报率为5.1%。</p><p>周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9695c4e58e3279785800e2266543f33\" tg-width=\"648\" tg-height=\"664\"/></p><p>报告指出，最新读数的悲观情绪，部分反映了标普500指数变化率的恶化。尽管该指数从今年早些时候高点的回撤幅度按绝对值看似乎不大，但考虑到此前六个月异常低的波动性和狭窄的交易区间，这一回撤就显得尤为突出。</p><p>其他影响因素还包括：高收益信贷利差的急剧重新定价——即便其绝对水平仍相对温和——以及巴克莱股票狂热指标的骤降，这都表明看涨情绪正在迅速消退。</p><p>Altmann写道：“巴克莱股票战术策略团队认为，在此次标普500指数回调期间，美国股市风险依然具有吸引力。”他还补充道，系统化交易者和主动型交易者的持仓相对克制，这可能会放大任何潜在的上涨势头。</p><p><strong>“剧烈贝塔逼空”行情可期</strong></p><p>Altmann表示，目前大宗商品交易顾问(CTA)仓位大致持平或小幅做空，对冲基金净敞口处于30%-40%分位区间，这种市场结构提升了“剧烈贝塔逼空”行情的可能性。这意味着，即便短线资金参与度不高，也可能推动股指重返历史高位。</p><p>本月，受地缘政治风险升温影响，美股在震荡<a href=\"https://laohu8.com/S/002200\">交投</a>中承压，但已显现企稳迹象。标普500指数周二上涨0.4%，周一终结四连跌后，从关键技术支撑位反弹。尽管中东冲突进入第三周，市场对人工智能潜在冲击及私人信贷领域隐忧仍存，但投资者已开始“逢低买入”。</p><p>Altmann是越来越多预测股市将反弹的市场专家之一。本周早些时候，<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>及<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>策略师均指出，盈利增长和估值(尽管依然偏高，但已不像之前那样极端)将为市场提供支撑。3月初，Citadel Securities的Scott Rubner也撤销了对美股的看空观点，理由是散户资金流入、波动性重置以及季节性利好等积极因素正在发挥作用。</p></body></html>","source":"stock_zhitongcaijing","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>加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会</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 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class=\"title\">\n加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-18 07:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1415179.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴克莱银行的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。该行全球股票战术策略主管Altmann周二在致客户报告中称，该行股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。BETI指标整合了市场内部结构、...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1415179.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","BK4581":"高盛持仓","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME 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Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。该行全球股票战术策略主管Altmann周二在致客户报告中称，该行股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。BETI指标整合了市场内部结构、仓位、情绪及宏观经济数据等19项输入变量，旨在识别股市的战术性拐点。历史数据显示，该指标高于+7时，预示未来回报不佳;低于-7时，则对应股市反弹的有利环境。巴克莱数据显示，自2015年以来，当该指标落在-8至-7区间时，标普500指数随后42天的平均回报率达6.6%，胜率高达92%;基于38次观测样本，同期中位数回报率为5.1%。周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现。报告指出，最新读数的悲观情绪，部分反映了标普500指数变化率的恶化。尽管该指数从今年早些时候高点的回撤幅度按绝对值看似乎不大，但考虑到此前六个月异常低的波动性和狭窄的交易区间，这一回撤就显得尤为突出。其他影响因素还包括：高收益信贷利差的急剧重新定价——即便其绝对水平仍相对温和——以及巴克莱股票狂热指标的骤降，这都表明看涨情绪正在迅速消退。Altmann写道：“巴克莱股票战术策略团队认为，在此次标普500指数回调期间，美国股市风险依然具有吸引力。”他还补充道，系统化交易者和主动型交易者的持仓相对克制，这可能会放大任何潜在的上涨势头。“剧烈贝塔逼空”行情可期Altmann表示，目前大宗商品交易顾问(CTA)仓位大致持平或小幅做空，对冲基金净敞口处于30%-40%分位区间，这种市场结构提升了“剧烈贝塔逼空”行情的可能性。这意味着，即便短线资金参与度不高，也可能推动股指重返历史高位。本月，受地缘政治风险升温影响，美股在震荡交投中承压，但已显现企稳迹象。标普500指数周二上涨0.4%，周一终结四连跌后，从关键技术支撑位反弹。尽管中东冲突进入第三周，市场对人工智能潜在冲击及私人信贷领域隐忧仍存，但投资者已开始“逢低买入”。Altmann是越来越多预测股市将反弹的市场专家之一。本周早些时候，高盛、摩根士丹利及摩根大通策略师均指出，盈利增长和估值(尽管依然偏高，但已不像之前那样极端)将为市场提供支撑。3月初，Citadel Securities的Scott Rubner也撤销了对美股的看空观点，理由是散户资金流入、波动性重置以及季节性利好等积极因素正在发挥作用。","news_type":1,"symbols_score_info":{"MNQ2612":2,".SPX":2,"YMmain":2,"MNQmain":2,".DJI":2,"NQmain":2,"MNQ2603":2,"NDX":2,".IXIC":2,"ESmain":2}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":544063672353304,"gmtCreate":1773853617568,"gmtModify":1773853620037,"author":{"id":"3517010547057976","authorId":"3517010547057976","name":"秋风萧瑟今又是","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":1,"wearingBadges":[],"idStr":"3517010547057976","authorIdStr":"3517010547057976"},"htmlText":"高盛反买","listText":"高盛反买","text":"高盛反买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544063672353304","repostId":2620011754,"repostType":2,"repost":{"id":"2620011754","kind":"news","pubTimestamp":1773790847,"share":"https://www.laohu8.com/m/news/2620011754?lang=zh_CN&edition=full","pubTime":"2026-03-18 07:40","market":"hk","language":"zh","title":"加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2620011754","media":"智通财经","summary":"智通财经APP获悉，巴克莱银行的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现。报告指出，最新读数的悲观情绪，部分反映了标普500指数变化率的恶化。本月，受地缘政治风险升温影响，美股在震荡交投中承压，但已显现企稳迹象。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。</p><p>该行全球股票战术策略主管Altmann周二在致客户报告中称，该行股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。</p><p>BETI指标整合了市场内部结构、仓位、情绪及宏观经济数据等19项输入变量，旨在识别股市的战术性拐点。历史数据显示，该指标高于+7时，预示未来回报不佳;低于-7时，则对应股市反弹的有利环境。</p><p>巴克莱数据显示，自2015年以来，当该指标落在-8至-7区间时，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数随后42天的平均回报率达6.6%，胜率高达92%;基于38次观测样本，同期中位数回报率为5.1%。</p><p>周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9695c4e58e3279785800e2266543f33\" tg-width=\"648\" tg-height=\"664\"/></p><p>报告指出，最新读数的悲观情绪，部分反映了标普500指数变化率的恶化。尽管该指数从今年早些时候高点的回撤幅度按绝对值看似乎不大，但考虑到此前六个月异常低的波动性和狭窄的交易区间，这一回撤就显得尤为突出。</p><p>其他影响因素还包括：高收益信贷利差的急剧重新定价——即便其绝对水平仍相对温和——以及巴克莱股票狂热指标的骤降，这都表明看涨情绪正在迅速消退。</p><p>Altmann写道：“巴克莱股票战术策略团队认为，在此次标普500指数回调期间，美国股市风险依然具有吸引力。”他还补充道，系统化交易者和主动型交易者的持仓相对克制，这可能会放大任何潜在的上涨势头。</p><p><strong>“剧烈贝塔逼空”行情可期</strong></p><p>Altmann表示，目前大宗商品交易顾问(CTA)仓位大致持平或小幅做空，对冲基金净敞口处于30%-40%分位区间，这种市场结构提升了“剧烈贝塔逼空”行情的可能性。这意味着，即便短线资金参与度不高，也可能推动股指重返历史高位。</p><p>本月，受地缘政治风险升温影响，美股在震荡<a href=\"https://laohu8.com/S/002200\">交投</a>中承压，但已显现企稳迹象。标普500指数周二上涨0.4%，周一终结四连跌后，从关键技术支撑位反弹。尽管中东冲突进入第三周，市场对人工智能潜在冲击及私人信贷领域隐忧仍存，但投资者已开始“逢低买入”。</p><p>Altmann是越来越多预测股市将反弹的市场专家之一。本周早些时候，<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>及<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>策略师均指出，盈利增长和估值(尽管依然偏高，但已不像之前那样极端)将为市场提供支撑。3月初，Citadel Securities的Scott Rubner也撤销了对美股的看空观点，理由是散户资金流入、波动性重置以及季节性利好等积极因素正在发挥作用。</p></body></html>","source":"stock_zhitongcaijing","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>加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会</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 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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加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-18 07:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1415179.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴克莱银行的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。该行全球股票战术策略主管Altmann周二在致客户报告中称，该行股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。BETI指标整合了市场内部结构、...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1415179.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","BK4581":"高盛持仓","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME 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Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。该行全球股票战术策略主管Altmann周二在致客户报告中称，该行股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。BETI指标整合了市场内部结构、仓位、情绪及宏观经济数据等19项输入变量，旨在识别股市的战术性拐点。历史数据显示，该指标高于+7时，预示未来回报不佳;低于-7时，则对应股市反弹的有利环境。巴克莱数据显示，自2015年以来，当该指标落在-8至-7区间时，标普500指数随后42天的平均回报率达6.6%，胜率高达92%;基于38次观测样本，同期中位数回报率为5.1%。周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现。报告指出，最新读数的悲观情绪，部分反映了标普500指数变化率的恶化。尽管该指数从今年早些时候高点的回撤幅度按绝对值看似乎不大，但考虑到此前六个月异常低的波动性和狭窄的交易区间，这一回撤就显得尤为突出。其他影响因素还包括：高收益信贷利差的急剧重新定价——即便其绝对水平仍相对温和——以及巴克莱股票狂热指标的骤降，这都表明看涨情绪正在迅速消退。Altmann写道：“巴克莱股票战术策略团队认为，在此次标普500指数回调期间，美国股市风险依然具有吸引力。”他还补充道，系统化交易者和主动型交易者的持仓相对克制，这可能会放大任何潜在的上涨势头。“剧烈贝塔逼空”行情可期Altmann表示，目前大宗商品交易顾问(CTA)仓位大致持平或小幅做空，对冲基金净敞口处于30%-40%分位区间，这种市场结构提升了“剧烈贝塔逼空”行情的可能性。这意味着，即便短线资金参与度不高，也可能推动股指重返历史高位。本月，受地缘政治风险升温影响，美股在震荡交投中承压，但已显现企稳迹象。标普500指数周二上涨0.4%，周一终结四连跌后，从关键技术支撑位反弹。尽管中东冲突进入第三周，市场对人工智能潜在冲击及私人信贷领域隐忧仍存，但投资者已开始“逢低买入”。Altmann是越来越多预测股市将反弹的市场专家之一。本周早些时候，高盛、摩根士丹利及摩根大通策略师均指出，盈利增长和估值(尽管依然偏高，但已不像之前那样极端)将为市场提供支撑。3月初，Citadel Securities的Scott Rubner也撤销了对美股的看空观点，理由是散户资金流入、波动性重置以及季节性利好等积极因素正在发挥作用。","news_type":1,"symbols_score_info":{"MNQ2612":2,".SPX":2,"YMmain":2,"MNQmain":2,".DJI":2,"NQmain":2,"MNQ2603":2,"NDX":2,".IXIC":2,"ESmain":2}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":544048452870504,"gmtCreate":1773849823116,"gmtModify":1773849825697,"author":{"id":"339475798898324","authorId":"339475798898324","name":"风之痕","avatar":"https://static.tigerbbs.com/d668de5e83728de1fa4dee0ed9d2f18d","vip":1,"crmLevel":5,"crmLevelSwitch":0,"wearingBadges":[],"idStr":"339475798898324","authorIdStr":"339475798898324"},"htmlText":"我笑了，那你们这些机构怎么疯狂出货呢？老黄那么好的业绩，缩量十字星不是你们砸出来是什么？","listText":"我笑了，那你们这些机构怎么疯狂出货呢？老黄那么好的业绩，缩量十字星不是你们砸出来是什么？","text":"我笑了，那你们这些机构怎么疯狂出货呢？老黄那么好的业绩，缩量十字星不是你们砸出来是什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544048452870504","repostId":2620011754,"repostType":2,"repost":{"id":"2620011754","kind":"news","pubTimestamp":1773790847,"share":"https://www.laohu8.com/m/news/2620011754?lang=zh_CN&edition=full","pubTime":"2026-03-18 07:40","market":"hk","language":"zh","title":"加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2620011754","media":"智通财经","summary":"智通财经APP获悉，巴克莱银行的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现。报告指出，最新读数的悲观情绪，部分反映了标普500指数变化率的恶化。本月，受地缘政治风险升温影响，美股在震荡交投中承压，但已显现企稳迹象。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。</p><p>该行全球股票战术策略主管Altmann周二在致客户报告中称，该行股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。</p><p>BETI指标整合了市场内部结构、仓位、情绪及宏观经济数据等19项输入变量，旨在识别股市的战术性拐点。历史数据显示，该指标高于+7时，预示未来回报不佳;低于-7时，则对应股市反弹的有利环境。</p><p>巴克莱数据显示，自2015年以来，当该指标落在-8至-7区间时，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数随后42天的平均回报率达6.6%，胜率高达92%;基于38次观测样本，同期中位数回报率为5.1%。</p><p>周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9695c4e58e3279785800e2266543f33\" tg-width=\"648\" tg-height=\"664\"/></p><p>报告指出，最新读数的悲观情绪，部分反映了标普500指数变化率的恶化。尽管该指数从今年早些时候高点的回撤幅度按绝对值看似乎不大，但考虑到此前六个月异常低的波动性和狭窄的交易区间，这一回撤就显得尤为突出。</p><p>其他影响因素还包括：高收益信贷利差的急剧重新定价——即便其绝对水平仍相对温和——以及巴克莱股票狂热指标的骤降，这都表明看涨情绪正在迅速消退。</p><p>Altmann写道：“巴克莱股票战术策略团队认为，在此次标普500指数回调期间，美国股市风险依然具有吸引力。”他还补充道，系统化交易者和主动型交易者的持仓相对克制，这可能会放大任何潜在的上涨势头。</p><p><strong>“剧烈贝塔逼空”行情可期</strong></p><p>Altmann表示，目前大宗商品交易顾问(CTA)仓位大致持平或小幅做空，对冲基金净敞口处于30%-40%分位区间，这种市场结构提升了“剧烈贝塔逼空”行情的可能性。这意味着，即便短线资金参与度不高，也可能推动股指重返历史高位。</p><p>本月，受地缘政治风险升温影响，美股在震荡<a href=\"https://laohu8.com/S/002200\">交投</a>中承压，但已显现企稳迹象。标普500指数周二上涨0.4%，周一终结四连跌后，从关键技术支撑位反弹。尽管中东冲突进入第三周，市场对人工智能潜在冲击及私人信贷领域隐忧仍存，但投资者已开始“逢低买入”。</p><p>Altmann是越来越多预测股市将反弹的市场专家之一。本周早些时候，<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>及<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>策略师均指出，盈利增长和估值(尽管依然偏高，但已不像之前那样极端)将为市场提供支撑。3月初，Citadel Securities的Scott Rubner也撤销了对美股的看空观点，理由是散户资金流入、波动性重置以及季节性利好等积极因素正在发挥作用。</p></body></html>","source":"stock_zhitongcaijing","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>加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会</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 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class=\"title\">\n加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-18 07:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1415179.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴克莱银行的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。该行全球股票战术策略主管Altmann周二在致客户报告中称，该行股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。BETI指标整合了市场内部结构、...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1415179.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","BK4581":"高盛持仓","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME 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Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。该行全球股票战术策略主管Altmann周二在致客户报告中称，该行股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。BETI指标整合了市场内部结构、仓位、情绪及宏观经济数据等19项输入变量，旨在识别股市的战术性拐点。历史数据显示，该指标高于+7时，预示未来回报不佳;低于-7时，则对应股市反弹的有利环境。巴克莱数据显示，自2015年以来，当该指标落在-8至-7区间时，标普500指数随后42天的平均回报率达6.6%，胜率高达92%;基于38次观测样本，同期中位数回报率为5.1%。周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现。报告指出，最新读数的悲观情绪，部分反映了标普500指数变化率的恶化。尽管该指数从今年早些时候高点的回撤幅度按绝对值看似乎不大，但考虑到此前六个月异常低的波动性和狭窄的交易区间，这一回撤就显得尤为突出。其他影响因素还包括：高收益信贷利差的急剧重新定价——即便其绝对水平仍相对温和——以及巴克莱股票狂热指标的骤降，这都表明看涨情绪正在迅速消退。Altmann写道：“巴克莱股票战术策略团队认为，在此次标普500指数回调期间，美国股市风险依然具有吸引力。”他还补充道，系统化交易者和主动型交易者的持仓相对克制，这可能会放大任何潜在的上涨势头。“剧烈贝塔逼空”行情可期Altmann表示，目前大宗商品交易顾问(CTA)仓位大致持平或小幅做空，对冲基金净敞口处于30%-40%分位区间，这种市场结构提升了“剧烈贝塔逼空”行情的可能性。这意味着，即便短线资金参与度不高，也可能推动股指重返历史高位。本月，受地缘政治风险升温影响，美股在震荡交投中承压，但已显现企稳迹象。标普500指数周二上涨0.4%，周一终结四连跌后，从关键技术支撑位反弹。尽管中东冲突进入第三周，市场对人工智能潜在冲击及私人信贷领域隐忧仍存，但投资者已开始“逢低买入”。Altmann是越来越多预测股市将反弹的市场专家之一。本周早些时候，高盛、摩根士丹利及摩根大通策略师均指出，盈利增长和估值(尽管依然偏高，但已不像之前那样极端)将为市场提供支撑。3月初，Citadel Securities的Scott Rubner也撤销了对美股的看空观点，理由是散户资金流入、波动性重置以及季节性利好等积极因素正在发挥作用。","news_type":1,"symbols_score_info":{"MNQ2612":2,".SPX":2,"YMmain":2,"MNQmain":2,".DJI":2,"NQmain":2,"MNQ2603":2,"NDX":2,".IXIC":2,"ESmain":2}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":544030215783448,"gmtCreate":1773845375805,"gmtModify":1773845378423,"author":{"id":"3483407483698511","authorId":"3483407483698511","name":"韭菜咋整","avatar":"https://static.tigerbbs.com/7e2339f9ab6e06ce3030892e682edc9b","vip":1,"hat":"https://static.tigerbbs.com/3b7820dfed76481d8dc4de6ac5a7a136","crmLevel":9,"crmLevelSwitch":1,"wearingBadges":[{"badgeId":"b5eac23d9fc54745ba6a0c53fe19a6d7-1","name":"2025元宝x5","description":"2025年度投资收益达成50万美金","smallImgUrl":"https://static.tigerbbs.com/fe594e0b4fff37ae6aace859f9b3d7d6","bigImgUrl":"https://static.tigerbbs.com/fe594e0b4fff37ae6aace859f9b3d7d6","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"idStr":"3483407483698511","authorIdStr":"3483407483698511"},"htmlText":"发套子机会","listText":"发套子机会","text":"发套子机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544030215783448","repostId":2620011754,"repostType":2,"repost":{"id":"2620011754","kind":"news","pubTimestamp":1773790847,"share":"https://www.laohu8.com/m/news/2620011754?lang=zh_CN&edition=full","pubTime":"2026-03-18 07:40","market":"hk","language":"zh","title":"加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2620011754","media":"智通财经","summary":"智通财经APP获悉，巴克莱银行的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现。报告指出，最新读数的悲观情绪，部分反映了标普500指数变化率的恶化。本月，受地缘政治风险升温影响，美股在震荡交投中承压，但已显现企稳迹象。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。</p><p>该行全球股票战术策略主管Altmann周二在致客户报告中称，该行股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。</p><p>BETI指标整合了市场内部结构、仓位、情绪及宏观经济数据等19项输入变量，旨在识别股市的战术性拐点。历史数据显示，该指标高于+7时，预示未来回报不佳;低于-7时，则对应股市反弹的有利环境。</p><p>巴克莱数据显示，自2015年以来，当该指标落在-8至-7区间时，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数随后42天的平均回报率达6.6%，胜率高达92%;基于38次观测样本，同期中位数回报率为5.1%。</p><p>周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9695c4e58e3279785800e2266543f33\" tg-width=\"648\" tg-height=\"664\"/></p><p>报告指出，最新读数的悲观情绪，部分反映了标普500指数变化率的恶化。尽管该指数从今年早些时候高点的回撤幅度按绝对值看似乎不大，但考虑到此前六个月异常低的波动性和狭窄的交易区间，这一回撤就显得尤为突出。</p><p>其他影响因素还包括：高收益信贷利差的急剧重新定价——即便其绝对水平仍相对温和——以及巴克莱股票狂热指标的骤降，这都表明看涨情绪正在迅速消退。</p><p>Altmann写道：“巴克莱股票战术策略团队认为，在此次标普500指数回调期间，美国股市风险依然具有吸引力。”他还补充道，系统化交易者和主动型交易者的持仓相对克制，这可能会放大任何潜在的上涨势头。</p><p><strong>“剧烈贝塔逼空”行情可期</strong></p><p>Altmann表示，目前大宗商品交易顾问(CTA)仓位大致持平或小幅做空，对冲基金净敞口处于30%-40%分位区间，这种市场结构提升了“剧烈贝塔逼空”行情的可能性。这意味着，即便短线资金参与度不高，也可能推动股指重返历史高位。</p><p>本月，受地缘政治风险升温影响，美股在震荡<a href=\"https://laohu8.com/S/002200\">交投</a>中承压，但已显现企稳迹象。标普500指数周二上涨0.4%，周一终结四连跌后，从关键技术支撑位反弹。尽管中东冲突进入第三周，市场对人工智能潜在冲击及私人信贷领域隐忧仍存，但投资者已开始“逢低买入”。</p><p>Altmann是越来越多预测股市将反弹的市场专家之一。本周早些时候，<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>及<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>策略师均指出，盈利增长和估值(尽管依然偏高，但已不像之前那样极端)将为市场提供支撑。3月初，Citadel Securities的Scott Rubner也撤销了对美股的看空观点，理由是散户资金流入、波动性重置以及季节性利好等积极因素正在发挥作用。</p></body></html>","source":"stock_zhitongcaijing","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>加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会</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 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class=\"title\">\n加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-18 07:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1415179.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴克莱银行的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。该行全球股票战术策略主管Altmann周二在致客户报告中称，该行股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。BETI指标整合了市场内部结构、...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1415179.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","BK4581":"高盛持仓","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME 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Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。该行全球股票战术策略主管Altmann周二在致客户报告中称，该行股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。BETI指标整合了市场内部结构、仓位、情绪及宏观经济数据等19项输入变量，旨在识别股市的战术性拐点。历史数据显示，该指标高于+7时，预示未来回报不佳;低于-7时，则对应股市反弹的有利环境。巴克莱数据显示，自2015年以来，当该指标落在-8至-7区间时，标普500指数随后42天的平均回报率达6.6%，胜率高达92%;基于38次观测样本，同期中位数回报率为5.1%。周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现。报告指出，最新读数的悲观情绪，部分反映了标普500指数变化率的恶化。尽管该指数从今年早些时候高点的回撤幅度按绝对值看似乎不大，但考虑到此前六个月异常低的波动性和狭窄的交易区间，这一回撤就显得尤为突出。其他影响因素还包括：高收益信贷利差的急剧重新定价——即便其绝对水平仍相对温和——以及巴克莱股票狂热指标的骤降，这都表明看涨情绪正在迅速消退。Altmann写道：“巴克莱股票战术策略团队认为，在此次标普500指数回调期间，美国股市风险依然具有吸引力。”他还补充道，系统化交易者和主动型交易者的持仓相对克制，这可能会放大任何潜在的上涨势头。“剧烈贝塔逼空”行情可期Altmann表示，目前大宗商品交易顾问(CTA)仓位大致持平或小幅做空，对冲基金净敞口处于30%-40%分位区间，这种市场结构提升了“剧烈贝塔逼空”行情的可能性。这意味着，即便短线资金参与度不高，也可能推动股指重返历史高位。本月，受地缘政治风险升温影响，美股在震荡交投中承压，但已显现企稳迹象。标普500指数周二上涨0.4%，周一终结四连跌后，从关键技术支撑位反弹。尽管中东冲突进入第三周，市场对人工智能潜在冲击及私人信贷领域隐忧仍存，但投资者已开始“逢低买入”。Altmann是越来越多预测股市将反弹的市场专家之一。本周早些时候，高盛、摩根士丹利及摩根大通策略师均指出，盈利增长和估值(尽管依然偏高，但已不像之前那样极端)将为市场提供支撑。3月初，Citadel Securities的Scott Rubner也撤销了对美股的看空观点，理由是散户资金流入、波动性重置以及季节性利好等积极因素正在发挥作用。","news_type":1,"symbols_score_info":{"MNQ2612":2,".SPX":2,"YMmain":2,"MNQmain":2,".DJI":2,"NQmain":2,"MNQ2603":2,"NDX":2,".IXIC":2,"ESmain":2}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":543992018673664,"gmtCreate":1773836032962,"gmtModify":1773836035818,"author":{"id":"3491450102373240","authorId":"3491450102373240","name":"新手村韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"idStr":"3491450102373240","authorIdStr":"3491450102373240"},"htmlText":"高盛反买","listText":"高盛反买","text":"高盛反买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543992018673664","repostId":2620011754,"repostType":2,"repost":{"id":"2620011754","kind":"news","pubTimestamp":1773790847,"share":"https://www.laohu8.com/m/news/2620011754?lang=zh_CN&edition=full","pubTime":"2026-03-18 07:40","market":"hk","language":"zh","title":"加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2620011754","media":"智通财经","summary":"智通财经APP获悉，巴克莱银行的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现。报告指出，最新读数的悲观情绪，部分反映了标普500指数变化率的恶化。本月，受地缘政治风险升温影响，美股在震荡交投中承压，但已显现企稳迹象。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。</p><p>该行全球股票战术策略主管Altmann周二在致客户报告中称，该行股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。</p><p>BETI指标整合了市场内部结构、仓位、情绪及宏观经济数据等19项输入变量，旨在识别股市的战术性拐点。历史数据显示，该指标高于+7时，预示未来回报不佳;低于-7时，则对应股市反弹的有利环境。</p><p>巴克莱数据显示，自2015年以来，当该指标落在-8至-7区间时，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数随后42天的平均回报率达6.6%，胜率高达92%;基于38次观测样本，同期中位数回报率为5.1%。</p><p>周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9695c4e58e3279785800e2266543f33\" tg-width=\"648\" tg-height=\"664\"/></p><p>报告指出，最新读数的悲观情绪，部分反映了标普500指数变化率的恶化。尽管该指数从今年早些时候高点的回撤幅度按绝对值看似乎不大，但考虑到此前六个月异常低的波动性和狭窄的交易区间，这一回撤就显得尤为突出。</p><p>其他影响因素还包括：高收益信贷利差的急剧重新定价——即便其绝对水平仍相对温和——以及巴克莱股票狂热指标的骤降，这都表明看涨情绪正在迅速消退。</p><p>Altmann写道：“巴克莱股票战术策略团队认为，在此次标普500指数回调期间，美国股市风险依然具有吸引力。”他还补充道，系统化交易者和主动型交易者的持仓相对克制，这可能会放大任何潜在的上涨势头。</p><p><strong>“剧烈贝塔逼空”行情可期</strong></p><p>Altmann表示，目前大宗商品交易顾问(CTA)仓位大致持平或小幅做空，对冲基金净敞口处于30%-40%分位区间，这种市场结构提升了“剧烈贝塔逼空”行情的可能性。这意味着，即便短线资金参与度不高，也可能推动股指重返历史高位。</p><p>本月，受地缘政治风险升温影响，美股在震荡<a href=\"https://laohu8.com/S/002200\">交投</a>中承压，但已显现企稳迹象。标普500指数周二上涨0.4%，周一终结四连跌后，从关键技术支撑位反弹。尽管中东冲突进入第三周，市场对人工智能潜在冲击及私人信贷领域隐忧仍存，但投资者已开始“逢低买入”。</p><p>Altmann是越来越多预测股市将反弹的市场专家之一。本周早些时候，<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>及<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>策略师均指出，盈利增长和估值(尽管依然偏高，但已不像之前那样极端)将为市场提供支撑。3月初，Citadel Securities的Scott Rubner也撤销了对美股的看空观点，理由是散户资金流入、波动性重置以及季节性利好等积极因素正在发挥作用。</p></body></html>","source":"stock_zhitongcaijing","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>加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会</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 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class=\"title\">\n加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-18 07:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1415179.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴克莱银行的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。该行全球股票战术策略主管Altmann周二在致客户报告中称，该行股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。BETI指标整合了市场内部结构、...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1415179.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","BK4581":"高盛持仓","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME 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Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。该行全球股票战术策略主管Altmann周二在致客户报告中称，该行股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。BETI指标整合了市场内部结构、仓位、情绪及宏观经济数据等19项输入变量，旨在识别股市的战术性拐点。历史数据显示，该指标高于+7时，预示未来回报不佳;低于-7时，则对应股市反弹的有利环境。巴克莱数据显示，自2015年以来，当该指标落在-8至-7区间时，标普500指数随后42天的平均回报率达6.6%，胜率高达92%;基于38次观测样本，同期中位数回报率为5.1%。周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现。报告指出，最新读数的悲观情绪，部分反映了标普500指数变化率的恶化。尽管该指数从今年早些时候高点的回撤幅度按绝对值看似乎不大，但考虑到此前六个月异常低的波动性和狭窄的交易区间，这一回撤就显得尤为突出。其他影响因素还包括：高收益信贷利差的急剧重新定价——即便其绝对水平仍相对温和——以及巴克莱股票狂热指标的骤降，这都表明看涨情绪正在迅速消退。Altmann写道：“巴克莱股票战术策略团队认为，在此次标普500指数回调期间，美国股市风险依然具有吸引力。”他还补充道，系统化交易者和主动型交易者的持仓相对克制，这可能会放大任何潜在的上涨势头。“剧烈贝塔逼空”行情可期Altmann表示，目前大宗商品交易顾问(CTA)仓位大致持平或小幅做空，对冲基金净敞口处于30%-40%分位区间，这种市场结构提升了“剧烈贝塔逼空”行情的可能性。这意味着，即便短线资金参与度不高，也可能推动股指重返历史高位。本月，受地缘政治风险升温影响，美股在震荡交投中承压，但已显现企稳迹象。标普500指数周二上涨0.4%，周一终结四连跌后，从关键技术支撑位反弹。尽管中东冲突进入第三周，市场对人工智能潜在冲击及私人信贷领域隐忧仍存，但投资者已开始“逢低买入”。Altmann是越来越多预测股市将反弹的市场专家之一。本周早些时候，高盛、摩根士丹利及摩根大通策略师均指出，盈利增长和估值(尽管依然偏高，但已不像之前那样极端)将为市场提供支撑。3月初，Citadel Securities的Scott Rubner也撤销了对美股的看空观点，理由是散户资金流入、波动性重置以及季节性利好等积极因素正在发挥作用。","news_type":1,"symbols_score_info":{"MNQ2612":2,".SPX":2,"YMmain":2,"MNQmain":2,".DJI":2,"NQmain":2,"MNQ2603":2,"NDX":2,".IXIC":2,"ESmain":2}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":6,"commentSize":6,"repostSize":6,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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