EPISODE · Mar 18, 2026 · 7 MIN
美股：犹豫比恐慌更危险 | 巴克莱
from 左兜进右兜
巴克莱 | 2026年3月17日 | The Long & Short of It: Conflict hits, conviction slips伊朗冲突升级，所有人都在收缩，但没有人在恐慌——巴克莱从五个维度对美股持仓结构做了一次全面体检。本期核心问题：资金还在流入美股吗？欧洲的钱还买不买？长线基金、对冲基金、散户，谁在跑谁在等？波动率控制基金还没动，CTA已经转空——下一个触发点是什么？如果你觉得这期节目有帮助，欢迎在知识星球《左兜进右兜｜研报解读》获取更多顶级机构研报的筛选与解读。本期内容：主播小柒背后的男人右兜如需获得更多及时机构观点，欢迎加入我们的付费知识星球《左兜进右兜｜研报解读》量化模型交易信号，模型交易实时日志，欢迎加入我们的付费Discord社区，微信咨询：Right_pocket090在小宇宙查看该单集文稿
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美股：犹豫比恐慌更危险 | 巴克莱
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