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杰克船长宏观策略
@macrotradecn
Joined September 2011
96 Following    161.1K Followers
杰克船长宏观策略@macrotradecn
2026.08.25 23:38
贝森特被指借助国债回购、调整债务结构等手段，人为推高债价，触发CTA趋势基金（当前空头仓位接近历史极值）回补，10年期收益率至4.3%。若债价出现2倍标准差上涨，回补规模将创历史纪录。
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