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北京时间·🕒 发布 03-23 16:56:49时区推断·⟳ 抓取 06-03 23:10:37回填·⚡ 决策 06-18 00:21:49·131.7 天前
KOL复盘亚洲市场因伊朗冲突大跌而以色列大涨，对比美韩宽基ETF表现
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One of the most brutal wipeouts occurred in Asian markets today. China's stock market: -3.63% Korea's (KOSPI / $EWY) st…
不做 EWY.US
亚洲盘面跌幅将在美股开盘直接跳空定价，地缘冲突导致的宽基ETF大跌缺乏短期反转或追空的明确edge，左侧接飞刀风险高，当日利空已price-in。
不做 SPY.US
仅为宏观对比提及YTD跌幅，无突发催化剂或异动，宽基ETF无短期事件驱动交易价值。
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One of the most brutal wipeouts occurred in Asian markets today.
China's stock market: -3.63%
Korea's (KOSPI / $EWY) stock market: -6.49%
Japan's (Nikkei) stock market: -3.48
However if you look at Israel's Ta-125 stock market?
+11.25% YTD and +67.21% 1Y.
The US $SPY is down ~5% YTD, but faring better than their Asian counterparties.
This data is very interesting since markets, not headlines, are usually the best largest indicators of:
Winners and Losers of War.
Especially with the ongoing energy conflict with the War in Iran.
China's stock market: -3.63%
Korea's (KOSPI / $EWY) stock market: -6.49%
Japan's (Nikkei) stock market: -3.48
However if you look at Israel's Ta-125 stock market?
+11.25% YTD and +67.21% 1Y.
The US $SPY is down ~5% YTD, but faring better than their Asian counterparties.
This data is very interesting since markets, not headlines, are usually the best largest indicators of:
Winners and Losers of War.
Especially with the ongoing energy conflict with the War in Iran.
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