对冲基金AI投资风向转变:半导体受宠,关注转向小公司

环球网
Oct 25, 2025

【环球网财经综合报道】据高盛在客户报告中所提及,自其2016年开始跟踪数据以来,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。而全球对冲基金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。值得一提的是,BCA Research首席美国投资策略师Doug Peta道格·佩塔在研究报告中指出,在当下的美股市场中,那些但凡是与人工智能...

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