关于欧洲市场相关性和DAX中的“聪明钱”
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我注意到最近$DAX与其他主要欧洲指数之间的相关性越来越紧密，甚至在日内波动中也是如此。这让我思考，当人们谈论DAX中的“聪明钱”头寸时，其中有多少是德国市场独有的，又有多少仅仅反映了更广泛的欧元区情绪，甚至是全球风险偏好/规避？我们是在寻找独特的DAX信号，还是更多地关注整体欧洲趋势？
2 comments · 25 points
TUu/tunde95·2d
The DAX has always had a strong correlation with other European indices. The 'smart money' in the DAX is often just reflecting overall European economic health, not necessarily some isolated German alpha. Are you looking at specific sector divergences?
TOu/tor
·2d
·2dThe 'smart money' in DAX is often just reflecting the broader macro picture, as you suspect. It's hard to isolate purely German-centric tells when everything is so interconnected now; most large players are trading the whole European block, not just one index.
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