高盛:多空两难,当前市场如何应对? episode artwork

EPISODE · Apr 7, 2026 · 4 MIN

高盛:多空两难,当前市场如何应对?

from 深度

高盛对冲基金业务主管Tony Pasquariello认为应回归基本面。标普500反弹,高盛对2026年美国GDP增速有信心,财报季盈利预期上修。技术面改善,风险趋于平衡。建议投资一级流动性证券、压缩股票敞口,用看涨期权价差做多头。

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高盛:多空两难,当前市场如何应对?

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