警报：高盛头部分析师居然说离2015还有很远的距离。
Chinese equities. I touched on China earlier this week. I acknowledge the index has traded well of late. I also acknowledge that GS PB data shows hedge fund length is at YTD lows, and there are a few good tactical trades out there (let me know if interested). much bigger picture, I think it’s notable that SHCOMP is still well below the 2015 highs (by comparison, over this same period of time, S&P has rallied over 250%)
中国股票。本周早些时候，我提到了中国。我承认指数最近交易良好。我还承认，GS PB数据显示，对冲基金的长度处于YTD低点，并且有一些不错的战术交易（如果有兴趣，请告诉我）。大局，我认为值得注意的是，上证指数仍然远低于2015年的高点（相比之下，在同一时期，标准普尔指数已经上涨了250%以上）
