去年年底量化机构和大_老虎社区_美港股上老虎

去年年底量化机构和大型基金现金配置已经是历史新低，所以财报越好，有了流动性支撑，他们亏一点也要先换成现金。过去一年多少股票涨上天，你觉得他们赔本，实际上持股成本低得不可想象，哪怕腰斩再腰斩，摊薄成本还在下面。 $NQ100指数主连 2603(NQmain)$ $SP500指数主连 2603(ESmain)$

2月CPI符合预期！市场将如何演绎？

美国重磅通胀数据相对温和，IEA宣布创纪录的原油储备释放，未能提振市场情绪。特朗普试图淡化霍尔木兹海峡布雷威胁，再暗示战争将很快结束，市场仍担忧中东局势。【大家觉得市场后续将会如何演绎？】

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