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杰克船长宏观策略
@macrotradecn
Joined September 2011
95 Following    159.3K Followers
杰克船长宏观策略@macrotradecn
2026.05.09 08:59
“TACO交易已经过时了。”随着外界对霍尔木兹海峡危机能否迅速化解的疑虑持续加深，华尔街正在拥抱一个新的交易叙事——“NACHO”。 “NACHO”是“Not A Chance Hormuz Opens”（霍尔木兹海峡根本不可能重开）
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