高盛交易台：英伟达继续下跌哪些受损

MACRO: WHAT IS VULNERABLE IN ASIA TO THE FALL IN NVIDIA 宏观：亚洲在英伟达下跌中脆弱的是什么 Last week we looked at the correlations of Asian companies with Bitcoin and showed what seemed to be surprisingly high correlations. We suggested that these correlations were happening as a result of excess liquidity which has been declining since November as a result of the fiscal debt freeze, contraction of global central bank balance sheet, the unwind of the yen carry trade and USD strength caused by tariff concerns. A rise in rea ...