--- title: "在经历了 “圣经般的波动率重置” 之后,野村证券提出了重新做空该市场的条件" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/282876630.md" description: "野村证券的策略师查理·麦克艾利戈特讨论了近期市场的波动性,指出在特朗普的市场策略之后,波动性评级显著下降。美国股市经历了一波持续的反弹,这促使人们重新评估空头头寸。麦克艾利戈特强调了美国股市波动性的极端重新定价,并建议在买家继续推高价格的情况下,重新做空市场的条件" datetime: "2026-04-15T16:37:23.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282876630.md) - [en](https://longbridge.com/en/news/282876630.md) - [zh-HK](https://longbridge.com/zh-HK/news/282876630.md) --- # 在经历了 “圣经般的波动率重置” 之后,野村证券提出了重新做空该市场的条件 **Trump’s “Escalate to De-Escalate 101” whip-saws the Markets yet again,** and over the past week and a half, top Nomura strategist, Charlie McElligott notes that **this has led to a biblical Vol re-rating lower, with the Spot Equities rally which most everyone was de-risked out of now turning relentless**, as “buyers are higher”... _...an eye-water repricing in US Equities Volatility, with the extreme Spot rally paired with / a function of the UX1 and “Vol of Vol” crush…_ ## When to Re-Short... ### 相关股票 - [.VIX.US](https://longbridge.com/zh-CN/quote/.VIX.US.md) - [SQQQ.US](https://longbridge.com/zh-CN/quote/SQQQ.US.md) - [SPXS.US](https://longbridge.com/zh-CN/quote/SPXS.US.md) - [SDOW.US](https://longbridge.com/zh-CN/quote/SDOW.US.md) - [SVXY.US](https://longbridge.com/zh-CN/quote/SVXY.US.md) - [SPXU.US](https://longbridge.com/zh-CN/quote/SPXU.US.md) - [SDS.US](https://longbridge.com/zh-CN/quote/SDS.US.md) - [SH.US](https://longbridge.com/zh-CN/quote/SH.US.md) - [SVIX.US](https://longbridge.com/zh-CN/quote/SVIX.US.md) - [VIXY.US](https://longbridge.com/zh-CN/quote/VIXY.US.md) - [QID.US](https://longbridge.com/zh-CN/quote/QID.US.md) - [PSQ.US](https://longbridge.com/zh-CN/quote/PSQ.US.md) - [UVXY.US](https://longbridge.com/zh-CN/quote/UVXY.US.md) - [8604.JP](https://longbridge.com/zh-CN/quote/8604.JP.md) - [NMR.US](https://longbridge.com/zh-CN/quote/NMR.US.md) ## 相关资讯与研究 - [美联储会议纪要:多数官员倾向必要时加息,内部阵营严重分化](https://longbridge.com/zh-CN/news/287130253.md) - [美联储迎来新纪元,但沃什、特朗普及美国的政策前景仍不明朗](https://longbridge.com/zh-CN/news/286750351.md) - [被虚构的 “沃什冲击”](https://longbridge.com/zh-CN/news/286768841.md) - [美股七连涨后回调风险升温!Citadel Securities 警告:美债削弱股票吸引力 资金动能正逐渐减弱](https://longbridge.com/zh-CN/news/286824955.md) - [美联储的古尔斯比表示:当沃什开始担任主席时,通胀问题必须成为首要关注点](https://longbridge.com/zh-CN/news/286812315.md)