散户极度悲观，看空比率升至47.7%的高位，很快又要吃苦头了 昨天收盘前，我们把 $ORCL 换仓为 $TSM ,操作堪称完美，盘后财报后 $ORCL 大跌10%； 一周前，乐观的散户，目前开始悲观、割肉，并大量买入 SQQQ及看空期权等做套保； 市场净看多比例快速降到负17.4%（如下图）； 很快，他们又要吃苦头了； CPI落地了，PPI落地了，欧洲央行加息落地了； 接下来等明天的SpaceX的IPO以及17号的美国和日本的议息会议； AI的蓬勃发展还没结束，标普指数 7300-6800，是我们分批加仓的区域； 加仓时机就在6月中下旬。 点赞，关注，不迷路。 Retail investors have turned extremely bearish, with the bearish sentiment ratio climbing to 47.7% — and they may soon find themselves on the wrong side of the market again. Before yesterday’s close, we rotated out of $ORCL and into $TSM. The timing turned out to be nearly perfect, as $ORCL plunged 10% after earnings. Just a week ago, retail investors were very optimistic. Now they’re turning bearish, cutting positions, and piling into $SQQQ and put options as hedges. Net bullish sentiment has quic
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