对冲基金看涨铜的押注与放缓相抵触
经济学人·2024-06-24 02:42
更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 Run Into China Slowdown Hedge Funds' Bullish Copper Bets Run Into China's Slowdown对冲基金看涨铜的押注与中国经济放缓相抵触 铜铸造厂的工人。 更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 摄影师：Oliver Bunic/Bloomberg But now they were bewildered. Everything in China pointed to a market that should be slumping, and yet prices were soaring on a wave of speculative money. What were they missing?但现在他们感到困惑。中国的 一切都表明，市场应该会下滑，但价格却在投机资金的 浪潮中飙升。他们错过了什么？ 更多一手调研纪要和研报数据加V:shuinu9870 Sadrian)这样的基金经理，他们是市场上最大的多头之 一——突显了过去几个月笼罩铜市场的拉锯战。 Read: ...