对冲基金GCQ称Citrini事件标志软件股触底 抛售不合逻辑已趁回调买入

格隆汇
Feb 26

格隆汇2月26日|总部位于悉尼的对冲基金GCQ Funds Management表示,软件股抛售已经见底,并趁回调买入约2亿澳元(1.43亿美元)的科技股。该基金卖出了部分表现最好的股票,包括欧洲奢侈品公司股票,以转而布局重挫的软件股。首席投资官Doug Tynan称,近几周该基金重点买入微软、会计软件公司Intuit Inc以及行业巨头SAP SE。科技公司近期被卷入所谓“AI恐慌交易”。在包括...

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