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Matrixport联创:本轮抛售由流动性不足和CTA跟风交易导致,预计市场将很快恢复

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2025-02-03 03:18:51
Matrixport 联合创始人 Daniel Yan 发文指出,当前亚洲市场对负面消息过度敏感且缺乏独立思考。本轮抛售是由流动性不足和商品交易顾问(CTA)跟风交易导致的典型疲软行情。新关税政策对美国生产力和通胀的冲击有限,预计市场将很快恢复。
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