外资交易台：周末市场观察 --- Weekend Thoughts_

Weekend Thoughts. 周末随想。 47/52. US flow colour, AI Platform stocks, EU Peace Deal basket, China's 15th FYP basket. 46/52。新兴市场的⼗年，亚洲五⼤主题。 47/52。美国资⾦流向⾊谱、⼈⼯智能平台股票、欧盟和平协议篮⼦、中国第⼗五个五年规划 篮⼦。 Past notes: 过去的笔记： • 46/52. EM decade, Asia's 5 themes. 44/52。最后两个⽉。 • 41/52. Bubble watch, Komeito surprise, $4900 Gold. 第 41/52 期。泡沫观察，公明党意外，4900 美元⻩⾦。 1/ This week in US. 1/ 本周美国情况。 Seeing significant HF covers in these macro products across our trading desks. Shorts across US-listed ETFs increased +4.6% on Friday – to put ...