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扬缨 - 终场的开始

扬缨 - 终场的开始

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Esther Yang
Jan 08, 2023
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Esther’s Newsletter
扬缨 - 终场的开始
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距离笔者2022年最后一次的每周macro insights,已经过去三周。这三周,其实并非如想象得平静。美股在2022年最后的日子里,也没有因为假日的喜庆而就此消停。尽管表面上指数在震荡,但是龙头科技股被轮番碾压。2022年资本市场的大幅亏损暂且不提,而到了年底,税制引起的“浮亏收割”(tax loss harvesting)而造成的卖压,又让投资者的账户雪上加霜。

不仅市场没有消停,央行们也没…

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