$SPY

美股气势如虹， $EWY 盈利超50%， $TSLA 盈利超20%！ 3月买入的 $SPY $EWY $TSLA 盈利丰厚，当时标普指数6500，市场无人问津； 今天 $SPX 突破了7500，和我们的年度目标位7600很近了，按计划分批止盈； 目前散户情绪还不够高涨，不少在浮亏加空； 美股CTA以外的多类机构目前仓位中高，还没有超配； 所以，还不适合做空； 有仓位的分批止盈，没仓位的耐心等待回调。 按历史，每届美联储新主席就职后，回调会到来。 U.S. stocks are on fire — $EWY is up more than 50%, and $TSLA is up over 20%! The $SPY, $EWY, and $TSLA positions we bought in March have delivered huge gains. Back then, the S&P was around 6,500 and nobody cared about the market. Today, $SPX has broken above 7,500 and is getting very close to our annual target of 7,600, so we’re taking profits gradually according to plan. Retail sentiment still isn’t euphoric enough yet — many are still underwater and adding shorts. Outside of CTAs, many institutional investors are currently at medium-to-high positioning