9月19日uSMART交易熱榜 | 持續陰跌顯沉悶,抄底熱度悄然回升
美股和港股繼續震盪下行,截止上週五,此前小反彈的漲幅已被全部抹去,加碼做空的人數在上週五再次小幅攀升,但同時入場抄底做多的人數上升更快。
榜1的SQQQ交易熱度比上週五上升了3位,但三倍做多納指的TQQQ則上升了5位,由上週五的第7位躍升至榜2位置。上週五美股後半場跌勢趨緩,科技類股票從底部有所回升,TQQQ在盤後時段轉燈上漲,吸引了不少投資者入場博反彈。
有分析師認爲,美股對 8 月 CPI 超預期的反饋可能是快速而激進的,並不會形成新一輪的階段性調整,反而更可能是美股階段性調整結束前的“最後一跌”。
此判斷的主要依據是,在8 月 CPI 披露前,點陣圖顯示 9 月 22 日加息 75bp 的概率已經高達 91%,這意味着市場已經預期到 9 月加息 75bp 是大概率事件,超預期 CPI 只是加大了加息 75bp 發生的概率,僅僅是二階導的量變而並非是一階導的質變,這種預期的反饋是迅速的而非是持久的。
不僅是TQQQ熱度快速上升,港股市場的兩倍做多恆生科技ETF(7226)也時隔多日後重上熱榜,排在榜單第6,港股今年作爲更弱勢的市場,做多ETF受追捧並不多見。
不過,看到特斯拉、快手、騰訊、小米這些大型科技股也同時上榜,就不難理解投資者此時的思路了,與抄底做多恆生科技ETF如出一轍。
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