交易员观点：市场严重超卖，做空风险收益比不佳，更倾向年底做多 AI 股
Everything is just so oversold now. Short just have very bad risk/reward ratio. If I want to short, I want to short after a big rally. I think eventua...
AI 导读
有交易员认为当前市场严重超卖，做空的风险收益比很差，若要做空也应等大幅反弹之后。他预计明年半导体板块 forward PE 至多 10-15X，长期（2027 年）看空但短期不看空，仍在寻找年底做多 AI 股的机会。
来源：@labubu_trader · x.com