{"code":20000,"message":"OK","data":{"asset_tags":null,"audio":{"title":""},"audio_info":{"uri":"https://wpimg-wscn.awtmt.com/4a35520a-a589-46c6-93b5-fd0bfe16c70f.mp3","start_time":"0.000000","duration":"131.832000","size":"395541"},"audio_uri":"https://wpimg-wscn.awtmt.com/4a35520a-a589-46c6-93b5-fd0bfe16c70f.mp3","author":{"article_count":6385,"author_kind":"default","avatar":"https://wpimg-wscn.awtmt.com/08507e99-88ee-4368-b332-c44def86720c","bio":"","display_name":"赵颖","editor_choice_articles":[],"followers_count":8024,"id":120000004514,"is_followed":false,"uri":"https://wallstreetcn.com/authors/120000004514"},"categories":[{"key":"global","name":"见闻首页"},{"key":"us-shares","name":"港美股"},{"key":"wscn-platform","name":"见闻"}],"columns":[],"comment_count":2,"comment_disabled":false,"content":"\u003cp\u003e最近几周，随着市场押注加息周期渐入尾声，\u003ca href=\"https://wallstreetcn.com/articles/3681189\" target=\"_blank\" rel=\"noopener\"\u003e美股Meme股再现“逼空式上涨”，\u003c/a\u003e对冲基金又一次被散户大军“冲垮”，以多年来最快的速度退出看跌押注。\u003c/p\u003e\n\u003cp\u003e周四，据媒体报道，摩根大通策略师Nikolaos Panigirtzoglou表示，\u003cstrong\u003e根据一个追踪指数期货未平仓合约数据变化和动量交易员头寸的模型，投资者已经平掉了约3000亿美元的空头头寸。目前美股期货头寸已接近历史中性水平，这表明去年10月之前的股票空头已基本被补平。\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003ePanigirtzoglou指出，美股期货的波动更接近1200亿美元。\u003cstrong\u003e本周二，摩根大通衡量持仓情况的读数升至9%，而10月份的低点为—9%，15%的读数被视为中性。\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e在经历了一年的低迷之后，散户开始重新买入。摩根大通根据交易所公开数据所做的估计显示，在1月下旬，来自散户大军的股票和ETF交易订单占市场总成交量的23%，甚至要比2021年散户抱团热潮时22%的前纪录还要高。\u003c/p\u003e\n\u003cp\u003e与此同时，美股今年以来的反弹迫使空头回补，高盛集团追踪的一篮子被做空最多的股票上涨了21%，而标普500指数今年迄今上涨了近8%。\u003c/p\u003e\n\u003cp\u003e在美联储警告称其抗击通胀的战斗远未结束之际，基金经理们削减了3000亿美元的空头头寸，使得仓位更接近过去10年平均水平。摩根大通和德意志银行的数据显示，自去年第二季度美联储开始加息以来，投资者目前的仓位最接近中性。\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003e尽管如此，Panigirtzoglou指出，除非基金转向完全看多，否则美股可能难以继续走高。\u003c/strong\u003e迄今为止，除了一些被迫增加敞口的系统性基金外，鉴于鹰派央行政策可能引发经济衰退，多数基金经理仍对市场走势持谨慎态度。\u003c/p\u003e\n\u003cp\u003e此外，许多华尔街人士警告称，美股今年以来的涨势已经过头了，将重演2022年的熊市反弹。美国银行首席投资策略师Michael Hartnett此前警告，通胀或在未来几个月再度恶化，美国经济可能在下半年出现严重的衰退。\u003c/p\u003e\u003cdiv style=\"color: #666; margin-bottom: 15px;\"\u003e风险提示及免责条款\u003c/div\u003e\n          \u003cdiv style=\"font-size: 12px;font-family: 黑体;color: #666;line-height: 20px;\"\u003e\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。\n          \u003c/div\u003e\n","content_short":"目前，美股期货头寸已接近历史中性水平，去年10月之前的股票空头已基本被补平。","custom_tag":"","display_time":1675940255,"funds":null,"has_transfer_audio":true,"id":3681568,"image":{"uri":"https://wpimg-wscn.awtmt.com/608b4fad-2cfd-4e54-84e7-679126749707.jpeg","height":594,"width":792,"size":258698},"images":[{"uri":"https://wpimg-wscn.awtmt.com/content_default_11.jpg","height":1664,"width":2500,"size":3998252}],"influence_score":0,"is_need_pay":false,"is_priced":false,"is_trial":false,"is_video":false,"layout":"wscn-layout","limited_time":0,"membership_uri":"","next":{"id":3681578,"image":{"uri":"https://wpimg-wscn.awtmt.com/c2e35227-1705-4197-88be-ad6e3f2eeda7.jpeg","height":682,"width":1024,"size":84937},"title":"京东豪掷31亿亦庄拿地，刘强东的“兄弟们”有福了？","url":"https://awtmt.com/articles/3681578?from=wscn"},"pageviews":6005,"plates":[],"previous":{"id":3681577,"image":{"uri":"https://wpimg-wscn.awtmt.com/e6d19648-e79c-42c3-99f7-caec42ad6899.jpeg","height":682,"width":1024,"size":195821},"title":"刘强东一回国就干了件大事","url":"https://wallstreetcn.com/articles/3681577"},"related_topics":[],"show_like":true,"source_name":"","source_uri":"","subtitle":"","tags":[],"theme_group_map":null,"themes":[],"title":"“逼空式上涨”后 美股3000亿美元空头投降了","unshow_content_short":false,"words_count":623}}