Mediator
07-30
在正常情况下,产品仍会尽量维持2倍或-2倍。只有在市场容量、对手方限额或交易成本等因素影响产品正常运作时,管理人才可能下调倍数。
需要注意的是,管理人调整杠杆的主要依据不是判断标的股票会上涨还是下跌,而是产品能否获得足够的交易及对冲容量。
SK海力士涨超8%,两家投行齐喊$200目标价?
SK海力士今日上涨8.17%,Wolfe Research与RBC Capital同日首次覆盖、双双给出"跑赢大盘"评级和200美元目标价,HBM高带宽内存的AI需求是核心逻辑。作为英伟达HBM主力供应商,海力士被视为AI算力扩张最直接的存储受益方。但存储强周期属性下,涨价见顶风险始终高悬。两大投行同时背书,海力士的HBM红利还能兑现多久?
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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