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迷因股热潮下,高盛客户转而做空不盈利科技股?

Group 1 - The core observation from Goldman Sachs indicates a resurgence of meme stocks, leading to a significant increase in small-cap stocks and heightened interest in shorting unprofitable tech stocks [1][3] - Since mid-April, Goldman Sachs' basket of unprofitable tech stocks has surged approximately 70%, although there has been a recent pullback of over 3% in the last two days [1][3] - Faris Mourad, Vice President of Goldman Sachs' U.S. Custom Basket team, noted that discussions with clients have centered around the timing for implementing short strategies in speculative sectors, particularly among loss-making tech stocks [1][3] Group 2 - The strong return of meme stocks has not only stirred the small-cap market but also created a ripple effect across the entire tech sector, prompting investors to reassess the risk-reward ratio of unprofitable tech stocks [3] - Despite the recent pullback in unprofitable tech stocks, they continue to exhibit high volatility, making them attractive for investors seeking short-term arbitrage opportunities [3]