欧洲银行股的“金发姑娘”涨势吸引了投资者的回归……和卖空者fxcue.com

【fxcue】-在令人意外乐观的财报季过后，投资者纷纷重返欧洲银行股，推动其股价升至多年高位，但反弹也吸引了卖空者，他们押注这种乐观情绪不太可能持续下去。斯托克欧洲银行股指数上周五开盘突破200点，创下2015年8月以来的最高水平，因市场对银行股盈利能力的信心增强，而美联储和英国央行暂缓降息。但做空一些主要银行股的投资者数量也在增加，表明他们不相信反弹会持续下去。根据Hazeltree的数据，1月2日至5月3日期间，押注英国银行NatWest Group股价下跌的基金数量几乎翻了一番，从16家增至31家。Hazeltree是一家为投资基金提供软件和其他服务的公司。Hazeltree表示，德意志银行（Deutsche Bank）等其他欧洲银行也吸引了投机客的目光，同时有21家投资者正在做空荷兰国际集团(ING)，年初时为7家。Hazeltree表示，虽然没有追踪做空股票的比例，但该公司的数据显示了投资者的仓位状况，因为约有700家资产管理基金以汇总和匿名的方式参与了该数据。卖空者是那些从股票价值下跌中赚钱的投资者。他们借入股票，卖出，并在股价下跌后重新买入，将差价收入囊中。一些分析师表示，做空和做多投资者对欧洲银行股的兴趣双双上升，反映出对该地区经济以及消费者和企业应对长期借贷成本上升的能力的看法分歧越来越大。包括Algebris Investments股票分析师本杰·克里兰·桑福德(Benjie Creelan Sandford)在内的其他分析师表示，今年迄今为止，银行业的表现优于欧洲大盘约10%，这让人们更加关注技术市场指标。克里兰·桑福德表示，相对强弱指数(RSI)反映的动能指标上升，可能导致一些参与者在战术上增加空头头寸。相对强弱指数可以帮助投资者确定特定证券是否可能超买或超卖。“从现在开始，个股选择将发挥越来越重要的作用。”他表示。苏黎世Erlen Capital Management管理合伙人布鲁诺·施内勒（Bruno Schneller）表示，基金对欧洲银行的卖空押注，也可被视为防范该地区潜在经济逆风的保护性策略。施内勒表示，美国对对冲基金的贷款水平上升，显示一些对冲基金正将资金投向他们看到机会的地方，而近年来许多对冲基金倾向于观望。Hazeltree的数据显示，意大利银行Intesa的空头押注增幅位居第三，仅次于汇丰银行(HSBC)和NatWest，空头押注的基金数量从19家增至26家，未完成押注的净值也出现净增长。*欧洲银行重回聚光灯下*欧洲银行的首席执行官们证实，在一系列好于预期的收益之后，他们发现投资者的兴趣今年出现了飙升。其中包括NatWest，根据Hazeltree的数据，按价值计算，该银行吸引了最多的卖空兴趣，因为该银行正准备脱离国有。尽管从长期来看，这应该对该行有利，但空头押注的增加可能反映出，人们担心政府拟议中的零售股发售可能不会吸引太多需求。据咨询公司安永（EY）称，英国银行还面临着更大的担忧，即消费者信贷需求放缓和抵押贷款违约率将在2024年上升，因为更高的成本打击了借款人的偿还能力。该地区的投资银行在第一季表现不俗，德意志银行公布的利润远好于预期，巴克莱(Barclays)则显示其战略取得进展。安永EMEIA地区银行和资本市场主管奈杰尔·莫登（Nigel Moden）表示，欧洲银行第二季表现强劲，而美国一些大型银行的成本增幅超过营收增幅。莫登说，投资者已经注意到了这一点，财报日欧洲银行股相对于欧洲银行指数平均上涨了2%。一位资深银行业高管称，过去六个月对英国银行股的人气迅速反弹，派息增加，且估值温和，吸引了来自美国、加拿大和日本的只做多投资者。这位驻伦敦的高管对路透社表示:“他们现在正飞来与我们会面，而六个月前，我们还在忙着跑腿。”

欧洲银行股的“金发姑娘”涨势吸引了投资者的回归……和卖空者

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欧洲银行股的“金发姑娘”涨势吸引了投资者的回归……和卖空者

萨尔瓦多在过去三年中开采了近474枚比特币增加了该国加密货币持有量

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Trader

This week, there was a slight loss in gold trading. When it comes to stop loss, my mentality is very stable. No one is perfect, there will always be a pullback. Have a nice weekend, we'll trade next week.

The trading of EURUSD, GBPUSD, XAUUSD, and USDJPY ended in one week, resulting in a loss of over 7000 US dollars. When you engage in forex gold trading, whether it's profit or loss, don't lose your mind. Timely stop loss and take profit is the correct trading method.

This week's gold trading has an 80% win rate, with no rush or impatience, and stable profits.

To summarize, the gold market has been volatile and has been a bit tiring. Overall, there has been a slight loss this week. Even if the market situation is not as good as I wish, I will stick to my trading strategy and maintain my true goal of making money and profits.

Strictly control the frequency of gold trading this week, with 1 to 2 trades per day, and seize opportunities for trading. This week, I traded gold 7 times and made a profit of over $500. I only took one stop loss order, which was a perfect week.

This week's gold trading has suffered a slight loss, and I have caught a cold these past few days. My condition is not good, and I will trade at full capacity next week.

This week's gold trading sales made a profit of over $2000, and next week's gold sales will continue.

This week, trading US100, XAUSD, XTIUSD, GBPJPY, and USDJPY resulted in a total loss of $29259. A controllable trading drawdown is an important guarantee for profitability, and we will optimize our trading strategy next week.

One week (0902-0906) trading summary shows that USDJPY, XAUUSD, GBPCHF, and USOIL made a total profit of $22228 this week, mainly due to non farm data gains. Foreign exchange, gold, and crude oil trading will end this week and continue next week.

The non farm day ended perfectly with a profit of $13238 and a pleasant weekend.

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欧洲银行股的“金发姑娘”涨势吸引了投资者的回归……和卖空者

交易员在期权市场押注欧洲央行大幅降息

疯狂的韩国加密货币交易为比特币创造记录奠定了基础

大宗商品触及一年来最高水平 引发新的通胀威胁

﻿Reddit用户质疑引发最新GameStop飙升的模因背后是否真的是基思·吉尔

比特币可能会出现一波被迫抛售 因为矿工在比特币减半事件后面临着更低回报的现实

新西兰元期待新西兰央行利率决定建立看涨势头

欧洲银行股的“金发姑娘”涨势吸引了投资者的回归……和卖空者

萨尔瓦多在过去三年中开采了近474枚比特币 增加了该国加密货币持有量

Please sign in

Trader

This week, there was a slight loss in gold trading. When it comes to stop loss, my mentality is very stable. No one is perfect, there will always be a pullback. Have a nice weekend, we'll trade next week.

The trading of EURUSD, GBPUSD, XAUUSD, and USDJPY ended in one week, resulting in a loss of over 7000 US dollars. When you engage in forex gold trading, whether it's profit or loss, don't lose your mind. Timely stop loss and take profit is the correct trading method.

This week's gold trading has an 80% win rate, with no rush or impatience, and stable profits.

To summarize, the gold market has been volatile and has been a bit tiring. Overall, there has been a slight loss this week. Even if the market situation is not as good as I wish, I will stick to my trading strategy and maintain my true goal of making money and profits.

Strictly control the frequency of gold trading this week, with 1 to 2 trades per day, and seize opportunities for trading. This week, I traded gold 7 times and made a profit of over $500. I only took one stop loss order, which was a perfect week.

This week's gold trading has suffered a slight loss, and I have caught a cold these past few days. My condition is not good, and I will trade at full capacity next week.

This week's gold trading sales made a profit of over $2000, and next week's gold sales will continue.

This week, trading US100, XAUSD, XTIUSD, GBPJPY, and USDJPY resulted in a total loss of $29259. A controllable trading drawdown is an important guarantee for profitability, and we will optimize our trading strategy next week.

One week (0902-0906) trading summary shows that USDJPY, XAUUSD, GBPCHF, and USOIL made a total profit of $22228 this week, mainly due to non farm data gains. Foreign exchange, gold, and crude oil trading will end this week and continue next week.

The non farm day ended perfectly with a profit of $13238 and a pleasant weekend.

Tags

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大宗商品触及一年来最高水平引发新的通胀威胁

Reddit用户质疑引发最新GameStop飙升的模因背后是否真的是基思·吉尔

比特币可能会出现一波被迫抛售因为矿工在比特币减半事件后面临着更低回报的现实

萨尔瓦多在过去三年中开采了近474枚比特币增加了该国加密货币持有量