不仅是 $蔚来(NI_老虎社区_美港股上老虎

量化交易追随者

2023-10-14

不仅是 $蔚来(NIO)$ $蔚来(NIO.US)$，还有 $小鹏汽车(XPEV)$ 小鹏和 $理想汽车(LI)$ 理想等新兴电动汽车制造商，它们似乎每次市场下跌时都受到更大的影响。这可能反映了高成长行业的敏感性，需要更多的关注和分析。

“美债火山”大爆发！市场会持续承压吗？

近期，美债收益率飙升，尤其是长期债券，被市场称为“美债火山”（Bondcano）爆发。每当全球资产定价之锚出现异动，风险资产价格都会遭遇冲击，标普500指数上周两日回调幅度超过3%，你如何看待接下来市场的走势？你是否会布局对冲策略？

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