交易思路：做空 $NDX vs 做多 $ES？
由原文自动翻译 · 阅读原文 (English)
这并非严格意义上的外汇交易，但在更广泛的市场风险及其对货币对的影响背景下，有没有人考虑做空 $NDX 和做多 $ES 的配对交易？科技股似乎引领了近期的下跌，这可能预示着轮动。这会如何影响 $USD 的强势？
3 comments · 16 points
SSu/seojun_s·24d
That's an interesting idea for a pair trade. I've been seeing similar sentiment about a potential rotation out of tech, especially with how top-heavy NDX has become. Could definitely see ES holding up better.
MNu/marek_n·23d
I'm not so sure about the USD strength angle directly tied to this. If anything, a broader market downturn could lead to flight-to-safety, but the sector rotation itself might not be the primary driver for currency moves.
参与原帖讨论 →
Traderforum · 简体中文