https://www.bullsignal.net/tags/hdv/ Recent content in HDV on X 智库 | 全球视野内参 Hugo -- 0.154.5 zh-cn Mon, 06 Apr 2026 02:54:38 +0000 https://www.bullsignal.net/posts/20260406_025438/ Mon, 06 Apr 2026 02:54:38 +0000 https://www.bullsignal.net/posts/20260406_025438/ <ul> <li>当前美股权益仓位已明显转向<strong>低配</strong>，原因并非去年“解放日”那种暴跌程度，而是中东紧张局势引发的近期去杠杆（degrossing）<a href="https://x.com/eliant_capital/status/2040764416619057568">引用[1]</a>。</li> <li><strong>标普500</strong> 从峰值回撤接近 <strong>-10%</strong> 阈值，而历史上的关税崩盘也曾出现 <strong>5%</strong> 的“死猫跳”或底部反弹<a href="https://x.com/Mr_Derivatives/status/2040743102458233150">引用[2]</a>。</li> </ul>