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← @行为金融学策略

$.INX

BEARISH2026-05-22
By horizonMaturing · ~0 trading days to go
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Original post
行为金融学策略 · 2026-05-22

彭博计算纳指pe的方式好像有问题,纳指估值并未回到去年10月水平,标普也一样。换了个平台看,都还在半山腰。目前其它指标显示,美股处于偏高位置。比如对冲基金现金仓位3.9%(破了警戒线4%);cta几乎买满;美银牛熊指标7.6,很快到达警戒线8,本周五发布的数据估计过8,因为会加上cash level指标。前几天卖在碰面,短期高点,这点倒是没搞错。综合结论了还有空间,但道路曲折。$纳指3X做多-ProShares(TQQQ)$ $标普500指数(.INX)$

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