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GameStop之戰沽空機構舉白旗| 蘋果日報 @ 2021-01-28T12: Back Hot News
Keyword:散戶
Concept:
戰友畢老林上周五(22日)在他的「投資者日記」引述《華爾街日報》的文章指出,TIKTOK、TWITTER、REDDIT、YOUTUBE、INSTAGRAM、FACEBOOK及DISCORD等的網上通訊平台,儼然變成「華爾街新盤房」(NEW WALL TRADING DESKS)。據《華日》報道,相關社交媒體吸引了大批散戶「登台」暢談投資戰績(BOAST OF GAINS AND COMMISERATE ABOUT LOSSES)之余,又不時推介個人發掘出來的心水股,中國智能電動車公司蔚來(紐交所代號NIO),就因為網絡社群的感染力而成為散戶GOOGLE最頻密的美國上市公司之一,過去一年更是交投第二活躍的股份,每日平均有.11億股轉手,僅次於市值一哥蘋果。
至於由社群媒體組織起來的散戶大軍能不能成事,破壞華爾街既有行規,讓主流市場感到危險? 華爾街日報「股聞天下」專欄作者柏德認為,散戶這種當日大規模進出的交易行為很戲劇化,但極具風險。對其他人而言只是余興節目,不致傷到美國資本市場運作。
有專家透露,在此次圍繞游戲驛站發動「狙擊戰」的散戶中,也有中國游資參與其中。香頌資本執行董事沈萌對《證券日報》記者表示,「美股散戶中可能有一部分是來自中國的游資。一方面,美國本土家庭儲蓄率低,散戶直接入市的幾率小。另一方面,與機構對峙的做法也比較符合中國內地游資對A股的炒作手法,形成對峙的個股往往是小盤股,一般不會受到大機構的關注,游資可以獲取相對的優勢。」

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