中文翻译
今天才知道 $SIVE 被做空得这么狠…… 难道价格意外上涨，真的会把对冲基金打趴下？ 一个叫 Colosseum 的对冲基金，上个月跌了 19.8%，很大程度上就是因为他们做空了 Sivers。 接下来两年 CPO 以抛物线方式爬坡，他们就要面对无限损失。 Sivers 从来不是一个纯短挤压题材，因为从基本面看，它本身就是最有吸引力的 CPO 多头之一。 但这个副作用还是挺有意思的，尤其是现在他们可能还得回补一部分流通股。
· 个股论点
SIVE 被大量做空，反而可能让空头很难受
涉及标的： $SIVE
英文原文
Today I learned $SIVE was so actively shorted... That the price going up accidentally might take down hedge funds? A hedge fund Colosseum is down -19.8% last month largely due to their short position of Sivers. They now face infinite losses as CPO ramps up parabolically over the next two years. Sivers was never a short squeeze play since fundamentally, it's one of the most compelling CPO related longs. But it's an interesting effect as a byproduct, especially now that they might need to buy back % of the float.