【桥水中国减持黄金,对本土股票持乐观态度】桥水中国向投资者表示,对黄金看多意愿减弱,对本土股票保持“审慎乐观”。在经历波动剧烈的一个季度后,该基金调整部分观点,赋予人工基金经理更大的配置决策权。受高利率与油价上行影响,该机构逐步削减黄金超配仓位。桥水正加大主动管理权重,由人工制定交易决策,以此主导其在华管理资产的业绩表现。
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