高盛:过去两个月对冲基金抛售欧股规模达十年来最高水平

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高盛的一份报告显示,对冲基金在3月和4月期间抛售欧洲股票的规模达到了10年来的最高水平。欧洲股票投资者受到了欧洲“双重打击”的惊吓:特朗普的贸易政策以及欧元走强。高盛上周发布的报告指出,在过去两个月里,对冲基金纷纷撤离那些原本预期股价上涨的多头头寸。他们还增加了预期欧洲资产下跌的空头交易。据报告,对冲基金抛售单一股票时,集中在对关税敏感的股票上,尤其是汽车和奢侈品行业。该行表示,在奢侈品公司公布的...

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