[問題] 外資的獲利問題
常常看到板上或電視上把外資上萬的期貨多單視為一個重大指標
但是即使是今天的兩萬口多單,指數一個月漲1000點好了,
2萬*1000*200 =40E,這樣對於動輒每天在現貨市場就能買賣超百億而言的外資也
不算多阿...且電子股外資持有的比重好幾成。
且台股總市值約20兆,外資持有現貨市場的成本應該兆以上有吧(大型公司持股都好幾成)?
那麼一來所謂的賠現貨賺期貨真的對外資而言合算嗎?
例如:狂倒現貨放空期貨2萬口使得指數下跌1000點,賺了40E,可是還沒倒完的
現貨部分還有一兆,卻下跌了10%(假設從一萬點跌到9000點),
現貨損失=1兆*10%=1000E....
我知道實際上的情況一定不會是這樣,否則外資不會這麼傻,但是我思來想去
還是不知道我這樣的邏輯哪裡有問題XD 還請指教
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