回顾一季度“东升西落”的叙事,对冲基金资金流向大转向,疯狂减持“科技七巨头”并加仓中国ADR。 周三,根据高盛最新报告,对冲基金在2025年第一季度减持了“科技七巨头”股票,同时增加了对在美上市中国公司的投资敞口。该报告分析了684家对冲基金持股情况,这些基金股票总仓位达3.1万亿美元。 高盛策略师Ben Snider在报告中指出: 尽管当时贸易紧张局势加剧,但基金仍增加了对中国ADR的投资。...
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