基金经理年末避险：资金流向显示 LO/HF 在周一二反弹中减仓
They are still humans, they have fears. Actually the fund flow also confirmed that LO/HF were selling their exposures during Mon/Tue's rally. Think ab...
AI 导读
作者根据资金流向指出，LO/HF 在周一、周二的反弹中卖出持仓。其解释是：下半年经历多轮暴涨暴跌，上周又目睹同行被平仓和追加保证金，年末考核奖金的基金经理风险容忍度极低，宁可错过反弹也不愿再承受下跌。据 Tom 称，科技股仓位已处于约 17 年低点，已清仓者无法继续卖出，这一结构被认为偏多头。
来源：@labubu_trader · x.com