科技股上周跌幅已全部收复,但资金仍在低配并降低仓位
RT @eliant_capital: Entirety of last week’s selloff in Tech retraced… Except, everyone is now underweight the group & degrossed at the lo…
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Eliant Capital 指出,科技股上周的抛售跌幅已全部收复(retraced),但资金面并未同步修复:当前市场对该板块普遍处于低配(underweight)状态,且在低点进行了去杠杆式减仓(degrossed)。
来源:@labubu_trader · x.com