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分析:若4月9日贸易协议无法达成,市场情绪将再度崩溃
果然坚持就是胜利
果然坚持就是胜利
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资深研究
04-08 10:59
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4 月 8 日,据 The Kobeissi Letter 分析,昨夜美股因「关税推迟」假新闻出现短期大幅波动,波动的原因可归结为技术性指标要求以及市场情绪仍处于几年前的「buy the dip」思维模式。


分析称,过去两年投资者已经习惯于逢低买入股票。机构投资者和散户投资者都是如此。即使在 3 月份,随着市场下跌,资本也纷纷涌入股市。现在,如果宣布达成贸易协议,没有人愿意「错过」底部。


然而,文中提醒投资者,如果 4 月 9 日临近而中美之间没有达成贸易协议,市场情绪可能会再次崩溃。市场情绪两极分化,恐慌情绪达到 2020 年 3 月的水平,这意味着未来将出现更多波动。

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