· 杂谈

对比委内瑞拉与伊朗事件的市场反应,质疑散户错失机会的说法。

涉及标的:

中文翻译

委内瑞拉的接管对大多数人来说 largely 是个意外(因为此前主要是封锁)。这就是为什么交易员能够像机构一样,在受益股如 Gold Reserve(跳空高开100%+)和 $CVX 上赚取巨额利润。而在伊朗问题上,机构/交易员早已提前重新配置仓位,大多数情况已被定价。但我预计随着事件落地,仍会出现波动。至于 X 上的散户投资者是从哪里得到“他们错过了这次机会”的消息,我不太明白。

英文原文

The Venezuela takeover was largely a surprise to everyone (as it was mainly a blockade before). Hence why traders were able to make enormous profits on beneficiaries like Gold Reserve (gap up 100%+) and $CVX at the same time as institutions. With Iran, institutions/traders have already re-positioned well ahead of time and most things have already been priced in. But I do expect volatility given the event has been realized. Yeah not sure where retail investors on X are getting their news that they missed this.

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