高盛交易员：“快钱”基金即将回归买入股票模式

环球市场播报04-07

高盛集团交易部门表示，在近期市场抛售期间将股票敞口削减至多年低点后，系统性投资者即将重新转入买入股票模式。　　高盛周一在一份致客户的报告中表示，所谓的“快钱”群体——包括商品交易顾问和波动率目标策略——在过去一个月市场大跌期间抛售了约2400亿美元的全球股票。这波抛售似乎正在减弱，该行交易员估计，未来一个月该群体可能将净买入约550亿美元，其中约200亿美元为美国股票。　　高盛预计，任何此类...

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href=https://finance.sina.com.cn/stock/usstock/c/2026-04-07/doc-inhtqxft7618780.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛集团交易部门表示，在近期市场抛售期间将股票敞口削减至多年低点后，系统性投资者即将重新转入买入股票模式。\n　　高盛周一在一份致客户的报告中表示，所谓的“快钱”群体——包括商品交易顾问和波动率目标策略——在过去一个月市场大跌期间抛售了约2400亿美元的全球股票。这波抛售似乎正在减弱，该行交易员估计，未来一个月该群体可能将净买入约550亿美元，其中约200亿美元为美国股票。\n　　高盛预计，任何此类...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-04-07/doc-inhtqxft7618780.shtml\">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":"LU1868836591.USD","symbol_name":"CT (LUX) I AMERICAN \"1U\"(USD) 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Mode","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GSX":0.6,"GS":1.5},"content_text":"高盛集团交易部门表示，在近期市场抛售期间将股票敞口削减至多年低点后，系统性投资者即将重新转入买入股票模式。\n　　高盛周一在一份致客户的报告中表示，所谓的“快钱”群体——包括商品交易顾问和波动率目标策略——在过去一个月市场大跌期间抛售了约2400亿美元的全球股票。这波抛售似乎正在减弱，该行交易员估计，未来一个月该群体可能将净买入约550亿美元，其中约200亿美元为美国股票。\n　　高盛预计，任何此类操作都将是渐进式的，未来一周仅会有50亿美元的买盘。该行表示，这可能意味着它们对市场的短期影响将较为有限。\n　　“这种机械性买盘正在改善，但与其说它会立刻提供缓冲，不如说它更像是月中时点的一股顺风，”该行董事总经理Lee Coppersmith写道。\n\n　　这一转变可能预示着本轮市场抛售即将迎来转折点。此前，受伊朗战争引发的油价飙升影响，标普500指数一度较历史高点下跌9%。近几个交易日，股市已显现出初步反弹迹象，不过伊朗战争的走向仍远未明朗。\n　　短期反弹的力度可能决定这些基金将以多大力度入场。高盛的模型估计，若未来一个月标普500指数上涨约8%，系统性基金可能会将其全球买盘增至多达2200亿美元，其中超过一半将集中在美国市场。相反，若再下跌约10%，则会触发额外1100亿美元的卖盘。\n　　关键技术点位或许能为市场将走哪条路径提供线索。高盛的Paul Leyzerovich指出，标普500指数6720点至6740点区间是一个关键的重新入场区域，在这一区间，短期和中期趋势信号将开始重新转为正面，进而可能加快趋势跟随策略的资金流入。该指数目前在大约6600点。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李桐","kind":"news","is_publish_news":true,"is_publish_highlight":false,"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":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"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; 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