标普 500 盈利增速约 31%，主动型投资者仓位却依旧谨慎
Not euphoric Discretionary investors are essentially neutral on equities, despite S&P 500 earnings growth running at roughly 31%. Positioning looks un...
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主动型（Discretionary）投资者对股票基本持中性态度，尽管标普 500 盈利增速运行在约 31%。相对盈利背景，当前仓位显得异常谨慎，市场情绪谈不上亢奋。
来源：@joemccann · x.com