【散戶單日賣超 3.38 億美元，只有疫情那兩天比這天多】💸
11 月 5 日美股重挫那天，美國散戶在個股上淨賣出 3.38 億美元。比這天賣得更兇的只有兩天，都發生在 2020 年 3 月。
聽起來像恐慌。但同一張榜單還藏了另一個訊息：前十名裡有七天是今年發生的。
■ 紀錄容易被刷新，是因為基數變了
散戶這幾年進出的部位比疫情前大得多。同樣幅度的情緒波動，換算成金額就更容易擠進歷史前段班。把 3.38 億放回今年來看，7 月到 9 月之間已經出現過好幾次 2.5 億上下的賣超，差距沒有榜單名次看起來那麼大。
真正的轉折在這天之前：散戶已經連續 22 個交易日站在買方。連買一個多月之後掉頭，比單日金額更值得記下來。
這個數字是盤中估算，收盤之後還會變。
資料來源: Vanda Research (圖片來自 @BrianSozzi)
Retail Sold $338mn of Single Stocks in a Day, Beaten Only by Two Covid Sessions
On 5 November, the day US stocks tumbled, retail investors net sold $338mn of single stocks. Only two days have ever seen heavier retail selling, both in March 2020.
It sounds like panic. But the same ranking carries a second message: seven of the top ten days happened this year.
■ Records fall easily when the base has changed
Retail positions are far bigger than they were before the pandemic. The same swing in sentiment now translates into a larger dollar figure, which makes it easier to break into the all-time list. Put $338mn next to the rest of 2026 and several days between July and September already came in around $250mn. The gap is narrower than the ranking suggests.
The real turn came earlier. Retail had been a net buyer for 22 straight sessions. Reversing after more than a month of buying matters more than the size of a single day.
This figure is an intraday estimate and will still move.
Source: Vanda Research (Image: @BrianSozzi)