S&T SELL

GS flow and positioning observations

Aug 14, 202618 pages页

From the report报告摘录China Equity Flow Collapse: Net selling surged (-$885M in China, 2nd largest net sold month), driven by risk-off flows (Z-Score -1.9) and long sales; margin financing fell sharply (3Tn→2.58Tn), with tech still 50% of…

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