高盛主经纪业务部门报告显示,截至7月25日当周,对冲基金以2024年7月以来最快步伐降低美国科技、媒体和电信(TMT)股的风险敞口,多头仓位的抛售速度超过了空头回补。数据显示,TMT多数子行业出现风险减仓,以半导体及半导体设备、软件、信息技术(IT)服务和媒体股为首。科技板块财报季正进入高峰期,亚马逊、苹果公司、Meta Platforms Inc.和微软等公司定于本周公布业绩。“半导体及半导体...
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