高盛交易台：股票alpha梳理

市场洞察 - Marquee --- Market Insights - Marquee Market Insights | Markets | Equities 市场洞察 | 市场 | 股票 Equities - Alpha 股票 - 阿尔法 A lot has happened in the last month – reciprocal tariff pause, US-UK trade deal, US-China détente, Indo- Pak ceasefire, Trump's Saudi trip deal announcements, back & forth in Russia-Ukraine peace talks & Iran nuclear deal 过去⼀个⽉发⽣了许多事情——互惠关税暂停、美英贸易协议、美中缓和、印巴停⽕、特朗普沙特之⾏及 协议宣布、俄乌和平谈判反复以及伊朗核协议 Left tail in equities got priced out and right tail has been left to imagination 股票市场的左尾⻛险已被剔除，右尾⻛ ...