高盛:对冲基金正以十年来最快的速度抄底亚洲市场

华尔街见闻
Feb 17

根据高盛的一份报告,对冲基金上周转为全球股票的净买方,这是三周以来首次,资金流入所有主要市场,但亚洲表现最为突出。报告指出,随着投资者从动量交易中轮动出来,同时对美元走弱作出反应,新兴市场持续跑赢。由于市场对人工智能基础设施公司的乐观情绪升温,对冲基金对新兴及发达亚洲市场的净买入规模在上周录得自2016年高盛开始追踪相关数据以来的最大。对亚洲股票的敞口已升至至少自2016年以来的最高水平。根据高盛...

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