今年以来科技股与黄金在全球舞台共舞。“左手科技,右手黄金”已经成为华尔街最拥挤的交易策略。全球对冲基金10月持续爆买科技。据高盛最新发布的报告,自2016年开始跟踪数据以来,全球对冲基金对人工智能相关技术硬件的敞口在今年10月份达到了最高水平,全球对冲基金10月大量买入半导体及相关芯片行业股票,股票买盘集中在多头仓位,押注亚洲和美国公司的股票将上涨。美国银行10月全球基金经理调查显示,多数投资者...
Source Link今年以来科技股与黄金在全球舞台共舞。“左手科技,右手黄金”已经成为华尔街最拥挤的交易策略。全球对冲基金10月持续爆买科技。据高盛最新发布的报告,自2016年开始跟踪数据以来,全球对冲基金对人工智能相关技术硬件的敞口在今年10月份达到了最高水平,全球对冲基金10月大量买入半导体及相关芯片行业股票,股票买盘集中在多头仓位,押注亚洲和美国公司的股票将上涨。美国银行10月全球基金经理调查显示,多数投资者...
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