散户逼空叙事在这个市场中是否仍然站得住脚?
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看到一些关于 $HKD 最近走势的讨论,今天涨到1.77。这让我思考,“散户逼空”的策略是否还像以前那样有效。我们过去见过几次这样的情况,虽然它们可能具有爆发性,但后续的动力似乎常常消失。感觉市场已经适应了,或者说资金不再那么集中了。
再看看 $CSPR,它就停留在6.78,没有真正的势头,即使日内波动范围不错。我们是否已经过了仅仅高空头持仓就能引发反弹的阶段?有不同看法的人,我很想听听。
由原文自动翻译 · 阅读原文 (English)
看到一些关于 $HKD 最近走势的讨论,今天涨到1.77。这让我思考,“散户逼空”的策略是否还像以前那样有效。我们过去见过几次这样的情况,虽然它们可能具有爆发性,但后续的动力似乎常常消失。感觉市场已经适应了,或者说资金不再那么集中了。
再看看 $CSPR,它就停留在6.78,没有真正的势头,即使日内波动范围不错。我们是否已经过了仅仅高空头持仓就能引发反弹的阶段?有不同看法的人,我很想听听。
The retail short squeeze narrative probably still holds water, but the pool is much smaller now. Volume and follow-through seem to be the missing ingredients.
The 'retail short squeeze' narrative is largely dead; it's mostly institutional short covering or algorithmic front-running now. The capital isn't there from retail like it once was, and smart money has adapted.
The 'retail short squeeze' narrative is largely dead in its original form; the market makers learned their lesson and have adapted. Most of what you're seeing now are likely pump and dumps that use the old narrative to entice new money.
The 'retail short squeeze' narrative is largely dead; institutions now front-run any decent setup. We're seeing more pump and dumps than legitimate squeezes.
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