--- title: "自 2010 年以来软件股票遭遇最大规模的做空,高盛表示 “今天无处可藏”" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/275849459.md" description: "在周末,我们报道了上周创下了历史上单只股票空头头寸最大的记录。尽管周五和本周初出现了一些激烈的回补,但现在看来反弹只是一次 “死猫反弹”,摩根士丹利报告称,昨天空头头寸再次激增,尤其是在软件/SaaS 股票中" datetime: "2026-02-13T04:27:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/275849459.md) - [en](https://longbridge.com/en/news/275849459.md) - [zh-HK](https://longbridge.com/zh-HK/news/275849459.md) --- # 自 2010 年以来软件股票遭遇最大规模的做空,高盛表示 “今天无处可藏” Over the weekend, we reported that last week saw the biggest shorting of single-name stocks in history.And while Friday and early this week there was some furious covering, it now appears that the rebound was a dead cat bounce, with Morgan Stanley reporting that yesterday saw another explosion in shorting, especially in Software/SaaS stocks. ### 相关股票 - [WCLD.US](https://longbridge.com/zh-CN/quote/WCLD.US.md) - [FCLD.US](https://longbridge.com/zh-CN/quote/FCLD.US.md) - [XSW.US](https://longbridge.com/zh-CN/quote/XSW.US.md) - [IGV.US](https://longbridge.com/zh-CN/quote/IGV.US.md) - [CLOU.US](https://longbridge.com/zh-CN/quote/CLOU.US.md) - [SKYY.US](https://longbridge.com/zh-CN/quote/SKYY.US.md) ## 相关资讯与研究 - [有关 “AI 吞噬软件” 的悲观叙事,华尔街正在改口](https://longbridge.com/zh-CN/news/287023787.md) - [那个最窝囊的部门,才是中国软件最大的短板](https://longbridge.com/zh-CN/news/287133521.md) - [SaaS 已死,SaaS 永生:Agent 时代,有头与无头 SaaS 的终极进化](https://longbridge.com/zh-CN/news/286722219.md) - [新股消息 | 汉森软件二次递表港交所](https://longbridge.com/zh-CN/news/286477486.md) - [专家股份策略追踪|认为百度具有憧憬 推介软件股 Datadog](https://longbridge.com/zh-CN/news/286736879.md)