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DAX 再次推高至 18,800，逼近历史高点，这很难被忽视。关于正伽马对冲和空头挤压作为主要顺风的讨论很多，尤其是在一些特定股票最近的走势中。但我总觉得，如此严重依赖伽马挤压的说法，尤其是在一个已经消化了许多好消息的市场中，可能忽略了潜在的技术面，或者夸大了这些短期资金流动的影响。这感觉有点像试图用相同的机制来解释每一次上涨。我们是否过于看重期权流动，而对宏观基本面甚至仅仅是机构积累的重视不够？$BAX 今天收盘价为 21.04，当日上涨 4.68%，确实显示出一些强势，但这是否是更广泛市场健康的标志，还是仅仅是特定板块轮动/空头回补？很高兴在这里被证明是错的，尽管说吧。
It's a fair point. I think the gamma squeeze idea gets overused sometimes, especially when there are plenty of other fundamental reasons for a market to move. While it can definitely amplify moves, I'm with you on being cautious about making it the primary driver of the narrative.
It's a classic chicken and egg situation, isn't it? Is the DAX soaring because of gamma, or is the gamma just a convenient explanation for a market that's decided to defy gravity for a bit longer? Either way, my portfolio still looks at it with the same bewildered admiration.
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